Guild Mortgage Company is an Equal Housing Lender; NMLS #3274. Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act.

BRE# 01945862

Provided capital management and financial reporting functions for diversified real estate company with a national platform and investment funds representing over $2.5 billion in capital. Responsibilities included strategic management of capital, including optimal use of cash, debt and equity at corporate and property levels; managing and developing relationships with lenders and equity sources; and ensuring timely and accurate reporting to investors. Also played key role in the analysis and due diligence of real estate property/portfolio acquisitions and advisory services engagements.

Executed sell-side M&A transactions for global investment banking firm serving private middle-market companies operating in a wide range of industries throughout North America. Duties included the financial analysis of client companies, preparation of marketing materials, buyer/seller research, initiation of discussions and oversight of each stage of the deal process from preparation of offering memorandums, development of optimal capital structures, and site visits to negotiation of letters of intent and purchase and sale documents.

Prepared valuation and marketing documents for over 50 clients in such industries as computer systems integration, industrial manufacturing, transportation and telecommunications. Performed detailed financial analysis of corporate clients and prepared written financial and marketing documents covering each client’s business, environment, competitors, markets and financial position.

Assisted in the origination and execution of corporate finance transactions for regional full-service investment banking firm. Provided transaction support to senior bankers on a wide variety of securities and corporate finance engagements such as public offerings, private placements and fairness opinions.