As CFO for Beacon Partners, I am responsible for all activities related to the capitalization and reporting of Beacon’s property portfolio to include capital structuring, property accounting, capital partner relationship management and property underwriting.

As Managing Director – Capital Markets for Beacon Partners, I am responsible for all activities related to the capitalization and reporting of Beacon’s property portfolio to include capital structuring, property accounting, capital partner relationship management and property underwriting.

- Organized and integrated all project management activities, financial controls and reporting to ensure that rental multifamily project deliveries maximized return and quality expectations- Collaborated with contractors and consultants to remain in budget and on schedule for development and conversion projects.- Performed extensive market, financial and risk/return analyses related to identification of new investment opportunities.- Participated in property contract negotiations, ownership structuring and financing option analysis for rental development projects.- Prepared Letter of Intent documents and purchase contract agreements to ensure protection of ownership interests.- Completed detailed project value engineering reviews providing recommendations to Senior Management.- Evaluated property operations teams and memorialized best practices and continuous improvement measures.- Coordinated and prepared monthly project reporting to be presented to Executive Officers.

- Executed due diligence and formed recommendations presented to Executive Committee for multiple real estate fund, co-investment and separate account equity allocation opportunities considered by institutional advisory clients.- Analyzed investment memorandums, sponsor history, financial performance data, partnership agreements and legal and tax documentation associated with client investment recommendations.- Led and participated in investment manager meetings as part of the fiduciary due diligence process.- Completed detailed financial modeling and due diligence of fund sponsor historical return performance.- Ensured that investment disbursements related to fund, structured product and direct real estate asset investments matched partnership agreements and legal documentation.- Led quarterly reviews of institutional client investment portfolios.- Completed and presented quarterly portfolio performance reviews for discretionary advisory clients.

- Evaluated real estate credit opportunities across the European Union including office, retail, multifamily and senior living assets.- Detailed evaluation of the total asset financing structure and supportive cash flows to determine credit feasibility and pricing.- Liaised between clients, attorneys, participating banks and associated parties to complete underwriting processes and ensure seamless coordination of credit closings.- Created a credit closing application to streamline the funding process leading to improved clarity and funding accuracy.

- Participated as an integral part of the Corporate Services Group providing clients with comprehensive end-to-end commercial real estate solutions.- Completed client specific analysis and due diligence in the areas of strategic planning, facilities development, capital markets, transactions and project management.- Led research and feasibility analysis of multifamily, retail and mixed-use investment opportunities presented to Senior Management.- Performed in-depth property financial modeling associated with an internally owned office and retail portfolio.- Participated in property hold-sell, tax credit and permanent financing transition analysis.

- Performed detailed financial modeling and analysis for small and middle market businesses with credit needs up to $40 million.- Analyzed company balance sheet, income statement, projections, business plan, peer group and industry data as part of the underwriting process.- Maintained balance between bank credit culture, banker expectations, and credit underwriting quality by intermediating the expectations of the lending team and risk management.- Evaluated loan workouts and negotiated with borrowers to establish acceptable solutions.- Completed various merger integration and underwriting process improvement projects as needed.