Owner, operator and developer of multi-family housing.

Experienced Finance professional providing financial and operational consulting services to companies ranging from new start-ups to Fortune 500 Companies across multiple industries and sectors. • Assist in the development of business plans and financial models.• Produce fundraising proposals.• Provide industry research services.• Analyze and optimize capital structures.• Review and analyze potential acquisitions.

Launched and developed a senior living referral company serving Westchester County New York.• Developed and maintained relationships with area Assisted and Independent Living communities and entered into contractual relationships to provide referrals of potential new residents.• Cultivated lead referral sources including regional skilled nursing facilities, hospitals, rehabilitation facilities and a network of fellow regional geriatric professionals.• Worked with neighboring Oasis regions to accommodate clients with broader geographic needs.• Successfully placed clients in multiple regional senior living communities.• Successfully placed clients in multiple regional senior living communities.

Initiated and managed client relationships in the capital equipment and industrial services sectors. Developed opportunities and executed public debt and equity capital markets, bank lending, and mergers and acquisitions transactions.• Started up and grew Industrial team presence in NY. Recruited and trained team, developed business strategy, and deployed marketing plan.• Developed ten new revenue-generating client relationships in capital goods manufacturing, equipment manufacturing, distribution, security, and rental services segments. Successfully executed profitable M&A, high-yield and bank loan transactions, producing in excess of $10 million revenue.

Reviewed investment opportunities and performed due diligence on potential acquisitions in the industrial, aerospace, and consumer products segments for this start-up private equity company. Fund ultimately closed due to difficult capital market conditions.

Promoted from Executive Director, Global Industrial Group (2004–2007) and Director, Global Industrial Group (2002–2004)Analyzed capital structure needs of global capital goods and industrial services companies in support of growth, restructuring, and repositioning strategies. Developed and executed solutions involving debt, equity, convertible securities, hedging, M&A, and other capital markets products. Prepared and presented complex analyses and proposals to internal approval committees, and clients’ senior managements and Boards of Directors. Clients ranged from mid-cap to Fortune 500 (e.g. 3M, GE, and Ford). Led teams of up to 30.• Key contributor to five-fold increase in US Industrials Group business over a seven-year period. Identified untapped opportunity in equipment rental sector. Developed strategy and built highly successful business, leading to $10 million to $15 million revenues annually.• Sourced and executed over 30 major capital markets and M&A transactions aggregating over $10 billion with middle market and global large cap clients. Originated and received approval for over 12 corporate loan transactions aggregating over $1.5 billion commitments.• Initiated and developed 14 new client relationships; managed additional 20 existing relationships in the multi-industry, filtration, automotive and heavy equipment, bus transportation, highly engineered components, and general capital goods sectors.• Led multiple highly-engaged cross-functional teams covering both client management and deal execution. Highly involved in recruitment and development of talent.

Promoted from Associate role. Participated in and managed team of junior bankers on a variety of strategic transactions, while providing Mergers and Acquisitions representation as a member of client relationship teams.• Reviewed in excess of 60 transactions and successfully executed over 15 complex, domestic and cross-border, strategic advisory transactions across multiple industries including healthcare, energy, consumer, technology, basic materials, and professional services.• Provided dedicated M&A support to strategic clients including Texas Instruments, UPS, and Tyco International. Sourced transactions, performed valuations, and functioned as de-facto internal business development leader, maintaining regular dialogue with CFOs and CEOs. • As Associate, provided transactional and client support including due diligence, modeling, valuations, and process management, as well as participation in client presentations.

Corporate Banking Credit Officer, National Corporate Banking Division (1993–1995)Developed and managed client banking relationships with national and multinational clients.Credit Analyst / Credit Officer, Oregon Corporate Banking Division (1991–1993)Completed credit analyst training program. Teamed with senior officers to develop and manage middle market credit portfolio for regional clients.