Accomplished leader specializing in investment performance analysis, due diligence, and lender relations. Committed to fostering effective collaboration and delivering exceptional results through strategic insight and robust management practices.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Chief Investment Officer
Rincon Partners
Phoenix, AZ
04.2021 - Current
Developed multifamily investment strategies to optimize portfolio performance and mitigate risk.
Analyzed market trends to inform strategic decision-making and enhance multifamily investment outcomes.
Led underwriting & deal pursuit processes for potential acquisitions, ensuring alignment with organizational goals.
Collaborated with cross-functional teams to implement best practices in investment management.
Mentored junior analysts, fostering professional growth and enhancing team capabilities.
Presented detailed investment reports to stakeholders, facilitating informed decision-making processes.
Led the investment team in conducting thorough due diligence on potential investments, contributing to informed decision-making processes.
Managed relationships with external advisors, fund managers, and service providers to support effective execution of investment strategies.
Managing Director, Investments
CIM Group
Phoenix, AZ
02.2018 - 03.2021
Led strategic initiatives to enhance fund performance across the company's net lease platform.
Developed and implemented comprehensive business plans aligned with fund-level goals.
Fostered relationships with key stakeholders to drive collaboration and support business growth.
Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
Strengthened stakeholder relationships, providing regular updates to C-suite and board of directors.
SVP, Underwriting & Retail Asset Management
VEREIT/Cole Real Estate Investments
Phoenix, AZ
11.2005 - 01.2018
Directed strategic initiatives to enhance portfolio performance and drive revenue growth.
Oversaw asset management operations, ensuring alignment with organizational goals and investment strategies.
Collaborated with executive team to develop long-term business plans and operational frameworks.
Implemented innovative processes to streamline property acquisitions and dispositions.
Managed cross-functional teams in executing large-scale real estate projects, ensuring timely delivery and quality standards.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Enhanced company performance by implementing new strategies and streamlining operations.
Senior Property Manager
Lowe Real Estate Investments
Phoenix, AZ
07.2000 - 10.2005
Property management, leasing and construction management (TI's and cap ex)
Increased tenant satisfaction by promptly addressing maintenance issues and concerns.
Coordinated with legal counsel to resolve complex tenant disputes, protecting property owner interests.
Oversaw a team of on-site staff members, providing support and guidance in daily operations and customer service initiatives.
Auditor
Ernst & Young Kenneth Leventhal
Phoenix, AZ
01.1998 - 07.2000
Assisted audit teams to ensure compliance with regulatory standards and internal policies.
Provided detailed documentation on audit findings, facilitating corrective action when necessary.
Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
Education
Bachelor of Science - Accounting, Finance, & Business Management
Northern Arizona University
Flagstaff, AZ
Skills
Real estate acquisitions
Investment performance analysis
Strategic planning
Due diligence
Equity markets
Asset management
Lender relations
Construction management
Certification
Arizona Real Estate Broker License
Timeline
Chief Investment Officer
Rincon Partners
04.2021 - Current
Managing Director, Investments
CIM Group
02.2018 - 03.2021
SVP, Underwriting & Retail Asset Management
VEREIT/Cole Real Estate Investments
11.2005 - 01.2018
Senior Property Manager
Lowe Real Estate Investments
07.2000 - 10.2005
Auditor
Ernst & Young Kenneth Leventhal
01.1998 - 07.2000
Bachelor of Science - Accounting, Finance, & Business Management