Leading product development and business strategy for technology startup that uses artificial intelligence to modernize and accelerate deal pursuit and modeling for commercial real estate. Investment professionals use DealStart to quickly underwrite, build models, and discover capital for their deals.

Systematizing the due diligence, feasibility assessment, underwriting, structuring (legal) and closing of all opportunities for a vertically integrated private real estate company focused on the ownership and management of affordable multifamily housing, specifically mobile home parks concentrated in select geographies around the United States. Prepare models, investment memos, and financial reports that are distributed to lenders and investors.

Bootstrapping startup focused on helping sophisticated investors source deals more efficiently, by giving them the tools to make it easy and simple to select, analyze, and complete an investment. Our matchmaking platform intelligently learns how different investors like to deploy capital and shows them which deals are right for them, so everyone can work together actionably in closing more deal, quickly!

Led several prominent portfolio management, investment banking/corporate finance, and business development assignments for private and institutional clients. Formulated investment strategies, conducted due diligence, negotiated internal/external business objectives, and executed deals for financial services clients.

Senior Portfolio Manager for the Unsecured Creditors Committee in the bankruptcy of Lehman Brothers from 2008 until plan of reorganization was approved and implemented in 2012. Managed $23.3 billion of global financial assets and invested over $6.5 billion of new capital to implement and execute creative strategies to harvest longer-term value from distressed investments.

Principal investing and consulting company co-founded by ex-Starwood Capital executives. Invested principal in the business, which sold all real estate oriented intellectual capital and assets to the Schonbraun McCann Group (acquired by FTI Consulting, Inc.) in 2007, while restructuring the company to manage the tail and harvest other non-real estate businesses.

Recruited as a generalist into the firm’s Investment Banking group. Managed production of client deliverables for several multibillion-dollar investment banking transactions