Patrick Petersen Email & Phone Number

Greater New York City Area

Dallas/Fort Worth Area

Greater New York City Area

Lead role in all portfolio management efforts, including property - note valuation and analysis, negotiation of mortgage restructurings, coordination and overview of legal process for properties acquired through deed in lieu or foreclosure * Head all liquidation and transaction processes for properties either through sale of real estate or refinancing of notes * Operational and managerial duties including budgeting, operational planning, and strategic planning* Participation in every phase of the capital raise process: researching and indentifying potential investors, preparation of all investor pitch materials, leading initial pitch to investors, and investor relations

Developed financial models for the valuation of various clients including historical and pro forma financial statements * Researched and drafted offering memoranda and executive summaries to be used in the sell-side marketing of client companies to potential buyers and investors * Analyzed markets of client companies and performed due diligence on both clients and potential acquirers * Participated in strategic consulting sessions in order to assist entrepreneurial clients in developing their business strategy

Enterprise Risk Management - Conducted companywide interviews with management to identify business requirements and presented findings to client's executive management. Implemented action plans to remediate any deficiencies discovered. * Sarbanes Oxley Compliance - Through client interviews and walkthroughs of business processes identified all risks inherent in processes. Established controls to mitigate risks and tested execution. Presented all results to client's executive management.Contract Compliance Consulting: * Conducted client interviews with Director of Legal Affairs to determine the negotiation of terms and conditions processes. Documented the processes on a process flow chart. Determined risks in processes and established mitigating controls. Documented results on a risk and control matrix. * Worked with client process owners to create tests which determined contract compliance by client personnel. Reported findings to client's executive management.Campus Recruiting: * Company representative at recruiting events, evaluated candidates based on education and

Member of financial analysis team that valued over $200,000,000 of prospective multi-family acquisitions * Prepared reports on apartment submarkets and comparable properties; conducted physical inspections of properties * Performed detailed study of Texas property management and tenant retention programs

Mba, Finance

Activities and Societies: Beta Gamma Sigma International Honor Society, Cox MBA Real Estate Club Treasurer, Cox MBA Finance Club, Cox MBA.

Bba, Business Honors, Finance, Management

Activities and Societies: Delta Tau Delta Fraternity, Gamma Beta Phi Honor Society, Honors Business Association