Director at MUFG Leasing & Asset Finance group responsible for renewable energy tax credit investments, aviation, and lease-related financing originations.• Originate, structure and execute lease/tax equity investments in U.S. based wind, solar, transportation and real estate asset classes• Completed a $230MM leveraged lease financing of an ocean-going vessel for one of the world’s leading producer and marketer of concentrated phosphate and potash crop nutrients; acted as lead book runner, syndicator, administrative and collateral agent• Co-investor in a $720MM aggregate debt to leveraged finance lease in a headquarter facility for a major healthcare company• Closed a $30MM+ finance lease on a distribution center and related manufacturing equipment for major food services client and continue to advise on ongoing fundings to achieve client’s specific tax, financial reporting and funding objectives• Structured and closed a $50 MM investment in a $350 MM mid-life aircraft warehouse financing facility run by major U.S. bank• Funded over $600 million of proprietary investments on renewable energy transactions representing over $1.5 BN in project cost• Negotiate LLC partnership transaction documents with outside counsel, co-investors, consultants and clients on transactions• Oversee extensive due diligence process on all investments and credit write-ups to internal investment committees• Oversee junior pricing resources on extensive modeling of transaction economics incorporating tax credits where applicable

• Originated, structured and executed over $1.2 billion of tax equity investments for JPMorgan Capital Corp. on over 33 wind projects representing over 2,900 mega-watts of production capacity with seven different renewable energy companies • Negotiate transaction documents with outside counsel, co-investors, consultants and clients on over 14 separate transactions• Perform extensive due diligence on all facets of a renewable energy project and interact daily with clients, co-investors, counsel, third-party consultants and engineers to address transaction risks and properly vet any commercial or tax-related concerns• Oversee junior pricing resources on extensive modeling of transaction economics utilizing Section 45 production tax credits• Write up and present extensive memos to JPMorgan Capital Corp.’s five-member investment committee for investment approvals• Interact extensively with internal accounting and asset management post closing on tax returns or portfolio performance concerns

• Acted as exclusive lessee advisor/investor to major Class I railroad companies for the sale-leaseback of over $3.5 billion of locomotives/rail rolling stock in over 15 transactions• Structured/invested in a $135 million datacenter tax leveraged lease transaction for a major health care provider• Acted as lessee advisor to a major chemical manufacturing company in a $150 million railcar leveraged lease transaction • Responsible for reviewing/overseeing all lease transaction documentation with internal/external counsel• Responsible for coordinating funding/closing logistics of all transactions by interacting with clients, counsel and investors• Worked with a variety of investment bankers, internal and external accountants and counsel on a daily basis to vet transaction structures, proposed leasing economics and accounting and tax issues• Prepared extensive presentation/marketing materials and lease schedules for current and prospective clients

• Interacted regularly with fixed income originators and traders on all aspects of Capital Markets revenue plan and forecast• Responsible for quarterly Senior Management presentations on the performance of the Commercial Bank and Capital Markets• Completed and monitored customer revenue and cost attribution using proprietary systems• Tracked weekly revenues and performed monthly market segment revenue analysis for fixed income products• Performed periodic league table analysis on all capital markets product finance areas• Completed and regularly updated extensive competitive analysis on banks, brokerages, and credit card issuers on market capitalization, capital markets activities, and firm wide revenues versus peers for senior management

• Supported three fixed income portfolio managers who managed over $30BN in institutional client assets• Analyzed and reported to clients on portfolio performance, attribution, and guideline compliance using proprietary systems• Interacted with senior portfolio managers and traders to resolve portfolio guideline breaches• Developed and maintained spreadsheets and proprietary systems to routinely test client guideline compliance • Helped monitor and manage daily cash flows and fund balances within client accounts • Developed and participated in business pitches and periodic investment, economic, and performance reviews• Engaged sector teams and traders for commentary on security exposure and portfolio positioning