• Closed $3.2B of commercial real estate mortgage investments on behalf of MetLife Investment Management Debt Strategies Group.• Loan products include fixed- and floating-rate permanent loans and bridge loans, across all product types.• Responsible for transaction sourcing, deal negotiation / structuring, underwriting, due diligence and on-going loan performance monitoring and servicing.• Market expertise and coverage of San Francisco, Oakland, San Jose, Sacramento, Denver, Salt Lake City, Portland and Seattle MSAs.• Manage regional office marketing activities and recruiting.

• Contributed to closing $1B+ of commercial real estate mortgage investments on behalf of Prudential Investment Management.• Loan products include fixed- and floating-rate permanent loans across multiple capital sources including life company general account, Fannie Mae and Freddie Mac.• Evaluated and underwrote all product types across Western US, Canada and Mexico.• Closed $400M+ of unsecured credit facility for large international REIT.• Led platform-wide new analyst training program for two years.• Led San Francisco recruiting program.

Financial Planning & Analysis Group• Underwrote capital investment projects totaling $25M+ by creating proforma analyses to evaluate anchor tenant replacements, lease buy-outs and early termination fees, lifestyle center expansion and capital projects for Simon Brand Venture.• Created property valuation templates for evaluating development scenarios and analyzing incremental cash flow variances.

Licensed multi-unit franchisee - Sonic America's Drive-In.• Launched venture achieving positive cash flow within 1 year; created organizational policies, financial processes, and supervised key personnel in Operations, HR, Construction and Accounting.• Directed site selection, construction and operation of 5 restaurants achieving $1.5M+ average store annual revenue.• Developed and pitched business plan to franchisor, investors and lenders.• Led entitlement, due diligence and zoning for 7 locations throughout Philadelphia, PA, Bucks County, PA and Cherry Hill, NJ.• Authored CIM used to structure and negotiate asset disposition.• Negotiated key contracts achieving 25% annual cost savings.• Sourced $6.5M+ equity and debt financing; led restructuring workout.

Construction Management and General Contracting

Advertising Cooperative for Sonic Drive-In restaurants within Greater Philadelphia Area DMA.• Planned $1.5M+ annual marketing budget and negotiated media placement contracts.• Led sponsorship and promotional event planning and execution.• Managed organizational cash flows reporting.

Managed tracking and reporting of counterparty credit risk.Provided daily tracking of market risk metrics to fixed-income trading group.

Executive dashboard operational reporting