Responsible for leading strategic analysis, investment opportunity evaluation and supporting the execution of acquisitions, underwriting, partnerships and financings. Also, responsible for engaging in strategic planning, portfolio management, analysis/modeling of investments and managing and driving budgets.Business unit leader tasked with developing internal processes and systems related to forecasting, KPI's and associated dashboards/custom reports to track key metrics and facilitate decision making at the Executive Level.

Responsible for the sourcing of acquisition and development opportunities that are consistent with the Company's investment criteria, along with providing investment analytics on Company’s portfolio of real estate holdings.Lead underwriter responsible for the creation of financial proformas, sensitivity analyses, RFP responses, market research, term sheets, offering memorandums, and financing packages.Assist in the procurement of project financing by sourcing debt and equity via interaction with local and national banks, private equity firms, and various providers of gap financing.Experience interfacing and developing relationships with potential investors, members of the local municipalities and economic development authorities.

Investment banking professional focused on providing analytical, due diligence, and transactional support for M&A, capital raising, restructuring, and other business-related arrangements. Responsible for the preparation of complex financial analysis, reports, and models using DCF, public market comparable transaction multiples, and dilution analyses, in addition to development of pitch books and detailed presentation materials.

Investment banking professional focusing on structured financings, project finance, private placements, project cash flow and return analysis, and other technically driven financings including variable rate issues and issues incorporating derivative products.Support all phases of the financing process, including proposal submissions, debt and equity structuring, legal document review, creation of financing timelines, bond pricings, and closing of transactions. Conduct credit assessments, debt capacity analyses, and financial projections modeling for existing and prospective clients.Performed quantitative analysis in tandem with transaction and execution support for more than $550 million in financings. experience is related to developer and project financing via debt raising, structuring, and placement, and includes transaction management, financial modeling and forecasting, preparation of pitch books, RFPs, term sheets, interview presentations, and transaction closings.

Lead analyst responsible for the quantitative and qualitative analysis and portfolio construction ideology used to create the Wakefield Managed Futures Strategy Fund, a mutual fund focused on managed futures with an emphasis on global commodities.Responsible for determining the optimal combination of ten Commodity Trading Advisors for the Wakefield Managed Futures Strategy Fund from a universe of over three hundred using quantitative techniques based on Modern Portfolio Theory.Performed intense and extensive manager due diligence to supplement the quantitative models used to forecast future returns and determine the optimal manager mix for a diversified portfolio.Used extensive knowledge of macroeconomics and global financial markets to determine how continued correlation and eventual reversal of correlation of global markets would enhance or suppress portfolio and manager performance.Created interactive models for risk management purposes specifically focusing on intraday and daily volatility of each manager and the fund as a whole using Modified and Conditional Value at Risk (MVaR and CVaR) along with GARCH (1,1) to estimate future volatility. Monte Carlo simulation and scenario analysis to determine target returns in various market conditions.

Extensive use of Bloomberg Software and Microsoft Excel to organize data and report analysis in a timely and efficient manner.Constant focus on understanding of current economic conditions of financial markets and the impact on specific financial securities.