Led the core business operations of a $2.2 billion publicly traded healthcare REIT with direct management responsibility for up to fourteen team members encompassing Investment/Asset Management, Property Management and Lease Administration.

Responsible for the strategic oversight and tactical management of a $1 billion portfolio of healthcare real estate investments in medical office buildings, surgical hospitals, outpatient surgery centers, long-term acute care hospitals, inpatient rehabilitation facilities, and behavioral health facilities located across the U.S. Primary point of contact for healthcare operator/tenant and focused on tenant relationship management, understanding operator/tenant business… Show more Responsible for the strategic oversight and tactical management of a $1 billion portfolio of healthcare real estate investments in medical office buildings, surgical hospitals, outpatient surgery centers, long-term acute care hospitals, inpatient rehabilitation facilities, and behavioral health facilities located across the U.S. Primary point of contact for healthcare operator/tenant and focused on tenant relationship management, understanding operator/tenant business and industry dynamics, and facility level market conditions and metrics. Assured compliance with leases, reviewing tenant and property level financial performance, and identifying opportunities to add value to the portfolio through lease renewals, restructurings, capital investments, and dispositions. Show less

Led Healthcare Group corporate banking business development efforts with not-for-profit hospitals/health systems and long-term care owners/operators (IL/AL/ALZ/SNF) in assigned Southeastern U.S. markets. Responsible for new business acquisition, risk assessment, credit approval process, closing and portfolio management.

Performed an active client facing role responsible for oversight of underwriting, structuring, documenting, and ongoing portfolio management of all Municipal client relationships within the SunTrust footprint.Directly managed a team of twelve Commercial Portfolio Managers serving the Municipal market segment.Accountable for and actively managed a $5 billion Municipal portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues… Show more Performed an active client facing role responsible for oversight of underwriting, structuring, documenting, and ongoing portfolio management of all Municipal client relationships within the SunTrust footprint.Directly managed a team of twelve Commercial Portfolio Managers serving the Municipal market segment.Accountable for and actively managed a $5 billion Municipal portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying issues and developing remediation.Approved new business opportunities, annual reviews, renewals, waivers, and amendments with loan authority up to $10 million. Show less

Managed the most sensitive and complex credit analysis and portfolio management of Commercial Banking clients in the Tampa and Southwest Florida regions.Directly managed a team of seven Commercial Portfolio Managers serving the Tampa and Southwest Florida regions.Mentored, coached, and provided training to teammates of varying skill levels with respect to client and portfolio risk management disciplines.Exercised loan authority up to $5 million.

Maintained and developed a full range of healthcare client relationships including for-profit and not-for-profit senior living, not-for-profit health systems and hospitals, medical office building development and healthcare real estate investment trusts.Responsible for structuring, negotiating, underwriting, closing and portfolio management of senior bank debt relationships.Led efforts to identify non-credit opportunities and introduce product specialists in treasury management,… Show more Maintained and developed a full range of healthcare client relationships including for-profit and not-for-profit senior living, not-for-profit health systems and hospitals, medical office building development and healthcare real estate investment trusts.Responsible for structuring, negotiating, underwriting, closing and portfolio management of senior bank debt relationships.Led efforts to identify non-credit opportunities and introduce product specialists in treasury management, capital markets/public finance, investment management and leasing as appropriate.Cultivated advisory relationships with clients and developed creative and innovative new business development proposals for presentation to senior management of prospective and existing clients.Representative transaction experience included: $60MM tax-exempt variable rate bond issuance enhanced by direct pay letters of credit for not-for-profit religious organization. Show less

Responsible for the management and administration of asset based lending customer relationships on a syndicated (agent/participant) and direct basis.Analyzed financial statements, cash flow, accounts receivable and payable agings, field exams, and inventory reports for exceptions and to recommend action.Prepared and presented new credit requests, annual credit reviews, and relevant problem credit updates to ensure borrowings were within established guidelines.

Evaluated new debt and equity capital raising and mergers and acquisition advisory opportunities by performing detailed financial analysis, financial modeling, and corporate valuations in conjunction with extensive company and industry research.Led efforts to attract potential lenders/investors through preparation of private placement memorandums and management presentations. Coordinated information flow between senior bankers, corporate clients, and lenders/investors… Show more Evaluated new debt and equity capital raising and mergers and acquisition advisory opportunities by performing detailed financial analysis, financial modeling, and corporate valuations in conjunction with extensive company and industry research.Led efforts to attract potential lenders/investors through preparation of private placement memorandums and management presentations. Coordinated information flow between senior bankers, corporate clients, and lenders/investors. Representative transaction experience includes: a $57MM private placement of senior and subordinated debt to refinance and recapitalize a leading national firm specializing in the outsourcing of various relocation and real estate services; a $10MM private placement of convertible preferred stock for an in-store media/merchandising company serving the retail marketplace; and merger and acquisition advisory due diligence. Show less

Led client team treasury management consulting efforts for strategically focused middle market corporations. Designed, implemented and monitored treasury and cash management systems for corporate clients utilizing best-of-class practices.Industry experience in business and consumer services, manufacturing, distribution, healthcare, retail, and insurance.Evaluated, designed and implemented cash management business process improvements for a multi-billion dollar healthcare… Show more Led client team treasury management consulting efforts for strategically focused middle market corporations. Designed, implemented and monitored treasury and cash management systems for corporate clients utilizing best-of-class practices.Industry experience in business and consumer services, manufacturing, distribution, healthcare, retail, and insurance.Evaluated, designed and implemented cash management business process improvements for a multi-billion dollar healthcare company resulting in lower operating expenses by 10% and improved working capital totaling over $1 million annually.Re-engineered treasury and cash management structure for one of the fastest growing bakery-café restaurant companies in the U.S., which improved efficiency and accuracy of back office functions. Show less

Led commercial banking relationship efforts with growing middle market corporations by providing customized, value-added financial solutions. Supervised up to five person client team consisting of product and service specialists and initiated sales efforts and business development activities as needed. Product and service experience includes capital markets, treasury management, investment management, trade finance, derivatives, trust and private client services. Industry… Show more Led commercial banking relationship efforts with growing middle market corporations by providing customized, value-added financial solutions. Supervised up to five person client team consisting of product and service specialists and initiated sales efforts and business development activities as needed. Product and service experience includes capital markets, treasury management, investment management, trade finance, derivatives, trust and private client services. Industry experience in business and consumer services, manufacturing, distribution, healthcare, telecommunications, technology, government, financial services and not-for-profits.Successfully completed 12-month formal credit training program focusing on corporate finance, discounted cash flow modeling/forecasting, advanced accounting, financial analysis, capital markets and financial advisory products and services, and selling and negotiating skills. Show less