Renewable, sustainable energy advisor merging last-mile data technology with commercial real estate.

Senior Manager, Underwriting and Asset ManagementAnalyze and present more than $1B in loans/$2B asset value to formal credit committee for office, industrial, and mixed-use assets, leading coordination with syndications and derivatives, from origination to closing.Asset manager leading annual reviews and amendments/extensions, covenant compliance oversight, and risk rating for more than $375MM in distressed assets during the pandemic crisis, to determine potential loss exposure, identify risk mitigants, and recommend actions for remediation.Responsible for structuring and underwriting credit facilities to achieve bank profitability goals while staying within the bank’s risk parameters.Review and analyze financial and cash flow statements of borrowers and guarantors. Direct and mentor junior underwriters in their work in supporting credit analysis for assigned approval memoranda. Partner with internal legal department and outside counsel in the negotiation and review of loan documentation to meet agreed-upon business terms and satisfy the specific requirements of the credit approval authority.Integrate third party market and industry research to support investment theses more fully, managing departmental relationships with third party vendors such as CoStar, Real Capital Analytics, IBISWorld, and Moody’s Credit Edge.

Led the generation of new revenue by identifying and negotiating short term lease agreements for the REIT’s 35+ high-profile retail and mixed-use assets in the Washington, DC Metro area.Created relationships with economic development groups to identify and connect with emerging retailers and concepts to fit within each property’s specific brand.

Served as strategist in directing national and local policies promoting sustainable, equitable, walkable communities in metropolitan and rural areas. Engaged and educated the LOCUS network of real estate developers through educational and deal-making events involving mixed use/mixed income and affordable housing, including a national Leadership Summit to foster economic development discussions and share best practices.

Created real estate investment fund strategy and risk mitigation/monitoring policies under a sub-advisory agreement for a publicly traded NY-based bank.Acting Chief Operating Officer for independent real estate investment advisor, managing processes and coordination of activities between the advisor and trustee bank. Advised trustee bank and external legal counsel on structuring participation agreements, benchmarking, industry standard accounting, valuation, performance measurement and reporting.Performed confidential, highly customized research on niche industries including national defense quasi-governmental agencies and healthcare informatics for disposition underwriting, enabling record sale prices for high profile assets.

Imaging the World brings life-saving ultrasound equipment and training programs to rural hospitals in Africa. Responsible for program implementation and oversight of eight health clinics in rural Uganda; forging governmental agency relationships and overseeing foundation grant writing, implementation and reporting.

• Managed and performed economic, demographic, market, and investment research for $3B commercial real estate investment advisor to European corporate and ultra-high net worth clients.• Developed economic support for client investment strategies; voting Investment Committee member; formulated private placement memoranda for real estate investment funds. Publisher/editor of quarterly client newsletter covering the economy, investment market and real estate industry for a global audience of parent bank clients.

Managed investment proposal process and client relationships with large pension fund investors, from strategy to implementation, for contracts valued from $20 million to $500 million. Ensured firm’s investment contract compliance.Managed performance measurement benchmarking and quarterly cash flow projections. Managed $250 million asset backed line of credit.Approved all corporate performance reporting, communications, presentations, client reports, and annual investment strategy projections.