Real estate and finance executive with over 20 years of experience in management, acquisitions, and portfolio oversight. Successfully executed transactions exceeding $2B in residential, commercial, and institutional sectors. Specialized in mortgage lending, credit analysis, and financial structuring. Known for building effective teams and fostering investor relationships to drive growth and profitability.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Managing Partner
Hunter Green Capital
New York, New York
12.2017 - Current
Deliver finance and refinancing solutions to portfolio owners and CRE sponsors.
Optimize real estate portfolio performance by aligning strategic objectives and demands.
Engineer and implement multi-year plans for clients' real estate portfolio.
Procure debt, equity, and creative financing solutions: CPACE/Ground Lease Financing
Nuture relationships with outsourced real estate lenders/investors to enhance asset value.
Negotiate real estate legal agreements in collaboration with real estate legal counsel.
Conduct analysis and resolve conflicts regarding operating expenses, lease issues, and CAM.
Design acquisition and disposition strategies to meet business requirements efficiently.
Optimize real estate needs against portfolio expiration, renewal options, and terminations.
Senior Loan Officer
Builders Capital
New York, New York
01.2024 - 07.2024
Guided clients in understanding loan options and application processes.
Structured and originated diverse residential loan types, increasing sales significantly.
Developed relationships with builders, subcontractors, and real estate professionals to expand presence.
Created long-term partnerships with customers, facilitating repeat transactions.
Identified specific borrower needs, structuring loans according to established guidelines.
Coordinated underwriting processes with support teams, ensuring smooth operations.
Maintained borrower relationships post-closing to address ongoing concerns needs.
Formulated a comprehensive business plan encompassing all aspects of loan origination.
Managing Director
PACE Equity
New York, New York
03.2021 - 09.2024
Spearheaded a new customer base for PACE Equity through networking and cold calling.
Executed strategic business plans to acquire and retain clients.
Established relationships with portfolio owners, developers, and facility managers.
Negotiated and closed term sheets with customers to secure project funding.
Implemented local marketing initiatives in collaboration with national team.
Fostered customer engagement throughout the project development stages.
Monitored PACE market trends, regulations, and competitor activities to inform strategies.
Maintained organized CRM records for pipeline management and outreach.
Director of Sales
Keller Williams
New York, New York
12.2015 - 12.2017
Managed team of sales personnel, consistently achieving or surpassing performance goals.
Assisted in formulating long-term strategic objectives for organizational success.
Provided strategic consulting across all aspects of real estate operations.
Maintained and enhanced performance of real estate portfolio to align with overall strategy.
Created and implemented multi-year plans for global real estate portfolio management.
Negotiated legal agreements with support from Real Estate Legal Counsel.
Conducted analysis and resolved conflicts with real estate providers regarding operating expenses.
Developed acquisition and disposition strategies to meet evolving business requirements.
Director of Sales and Marketing
Douglas Elliman Real Estate, Luxury Real Estate Brokerage
New York, New York
11.2014 - 12.2015
Implemented robust sales strategies for diverse product lines to boost engagement and satisfaction, leading to 20% annual growth.
Led team of sales professionals, enhancing customer interactions and building strong alliances.
Executed brand visibility across channels, increasing market presence and stakeholder relationships.
Analyzed market trends, identifying growth opportunities and targeting audiences effectively.
Collaborated with cross-functional teams to launch innovative marketing campaigns efficiently.
Oversaw budget allocation, optimizing resource use in marketing initiatives and campaigns.
Trained staff on advanced sales techniques and effective customer relations methodologies.
Monitored competitor activities, adjusting strategies to ensure competitive advantage.
Director of Operations
Loft Industrie
New York, New York
01.2009 - 11.2014
Managed daily operations to enhance workflow efficiency.
Led and motivated brokerage division while negotiating deals from initial contact to completion.
Represented various buyers and sellers in commercial and residential property transactions.
Conducted market analysis and organized property showings.
Executed property management tasks, including maintenance, violations handling, and inspections.
Priced exclusive rental and sales properties according to luxury market standards.
Cultivated relationships with brokers, investors, and property owners for potential deals.
Structured HR consulting services to support clients during organizational developments and changes.
Vice President of Operations
United Equity Investments
New York, New York
12.2006 - 12.2008
Streamlined operational processes to enhance efficiency across multiple departments.
Sourced opportunities for billion-dollar equity firm, reporting directly to CEO & CFO.
Specialized in off-market opportunities, analyzing market trends across asset classes.
Developed growth acquisition plans with NYC HQ Real Estate Team.
Built a network of real estate partners for robust supply pipeline.
Utilized local knowledge to source developers and owners for development opportunities.
Nurtured relationships with owners and developers, ensuring lease compliance, and expansion.
Delivered solution-focused client and partner presentations at the 'C' level.
Developed acquisition and disposition strategies to meet evolving business requirements.
Sales Manager
Loft Industrie
New York, New York
02.2003 - 12.2006
Created sales plans and strategies to meet revenue objectives for luxury real estate firm.
Trained and mentored junior sales personnel to enhance performance and achieve targets.
Negotiated long- and short-term leases with retailers, focusing on terms and visual display.
Conducted market analysis, including competitive analysis and shopper demographics.
Maintained operational standards at leasing center and participated in training meetings.
Utilized Salesforce for contract management, lead tracking, and opportunity generation.
Created unique products with sales and design to drive profitability and champion brand.
Supported sales team members to drive growth and development.
Managed billing reconciliation with corporate accounting and submitted expense reports.
Education
Some College (No Degree) - English And Communication