Chief Investment Officer for a private investment firm with a multi-asset class portfolio of over $2.0 billion. Specialize in the acquisition of underperforming assets to optimize performance and terminal value, primarily in the areas of healthcare, commercial real estate, specialized government reimbursed operating companies, and distressed and high yield debt. Oversee portfolio reporting and work intensively with executives of portfolio operating companies to drive proactive improvement, navigate complex business environments, guide strategic focus, and foster a culture of innovation and high performance.

Provide expert guidance and tailored solutions for complex, high-stakes projects.

• Managed two separate billion dollar portfolios primarily invested in skilled nursing, senior housing and healthcare real estate.• Acquired and took private a public REIT in a stock purchase transaction with ~160 skilled nursing facilities subsequently master leased to new third party operators, wind down of the existing operating company and balance sheet liquidation.• Optimized portfolio value through strategic facility and land dispositions, debt refinances, new joint venture partnerships, intensive operator oversight, tax structure planning, contract renegotiations and other operating efficiency initiatives.• Worked closely with third party operators to establish budgets, operating forecasts, capex planning, evaluate KPIs, and ensure sufficient funding in order to meet investor objectives. • Established new operational protocols, portfolio transition and wind down execution plans for operators under receivership.• Regularly toured portfolio assets and researched markets to facilitate informed operating and investment decision making.• Developed strong lender relationships and achieved favorable waivers and restructuring outcomes while overseeing 90+ loans. • Refinanced or rate modified approximately $500 million of debt with HUD and Freddie Mac, resulting in material increases in long term annual portfolio yield.• Negotiated and executed legal agreements ranging from leases, loan documents, forbearance agreements, operating contracts, transition service agreements, receivership orders, and litigation related to guarantee enforcement.• Presented recommendations to both internal leadership and external board of directors, organized and participated in all board meetings, and oversaw reporting and communications with investors ranging from HNW individuals to institutional investors.• Directed team including asset management, accounting, tax, treasury, regulatory, legal and consultants to ensure all reporting and compliance responsibilities met.

• Developed sustainable global strategies that provided a meaningful benefit from both an operational and tax perspective with a focus on real estate industry clients.• Facilitated strategic mergers, acquisitions and global expansions with due diligence analysis and transactional support.

Senior Associate, Acquisitions (2010-2012), Associate (2008-2009), Analyst (2005-2007) • Closed over $2.0 billion in transaction volume and $900 million of equity in 22 separate real estate transactions including office, retail, multi-family, land and hotel at every stage of the life cycle from ground-up development to fully stabilized.• Tailored investment strategies to meet the cash flow and liquidity objectives for core, core plus and opportunistic funds.• Coordinated due diligence and closings with legal, asset management, accounting, tax, construction, property management and leasing teams.• Structured mezzanine debt, bridge loans, equity and preferred equity investments to incorporate complicated partnership structures with outside venture partners, investors and various internal funding sources with emphasis on the individual return objectives and tax considerations of each party.

• Completed a twelve month commercial credit training program with rotations through Credit Risk Review, Special Assets Management, Relationship Management and Credit Products.• Used complex financial and statistical models to complete full underwriting and credit analysis for committee presentations.

• Investigated investor fraud in mutual fund investment suitability, misrepresentation, campaign contributions and improper supervisory procedures.• First intern to be awarded employee of the month