FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1996 - 1998
Master of Business Administration; Finance and Real Estate

RENSSELAER POLYTECHNIC INSTITUTE
Troy, NY · 1985 - 1990
Bachelor of Architecture and Bachelor of Science in Building Sciences; Architecture

EXPERIENCE

CIBC WORLD MARKETS
New York, NY · 2002 - Present
Executive Director

• Senior transaction manager within real estate finance group responsible for closing and managing construction and bridge loans secured by all of the primary property types for several of the groups major clients. Closed $2.3 billion of loans to date.
• Worked closely with senior originators and clients on evaluating and, when appropriate, winning new loan opportunities.
• Performed all aspects of the due-diligence and underwriting for loans including analyzing property level data and guarantor financial statements, and reviewing and approving appraisals, property condition assessments and environmental reports.
• Prepared final underwriting and credit approval memoranda and presented loans to the real estate finance groups credit committee and the banks separate risk management group as part of internal credit approval process.
• Managed all aspects of the structuring, legal documentation and closing of approved loans with clients, co-lenders (for a combination of syndicated loans and loans with subordinate debt), internal deal team and outside legal counsel.
• Monitored closed loans (including analyzing, structuring and closing loan restructurings, modifications and extensions) during hold period and managed loan exit, which was typically through permanent loans from CIBC that were securitized.

NOMURA ASSET CAPITAL CORPORATION
New York, NY · 1998 - 2002
Vice President

• Member of real estate finance group initially involved with new business initiatives and later involved with workout process.
• Underwrote $300 million of construction loans for projects including two hotels and two office buildings and prepared $2.1 billion pool of various real estate assets for sale to fund spin-off of company by its original senior management.
• Assisted incoming senior management for workout process with initial evaluation of companys overall portfolio of real estate assets, managed $520 million pool of real estate assets supported by broad range of property types, and coordinated analyses and negotiations resulting in $240 million of dispositions and $190 million of restructurings.

CITICORP REAL ESTATE
New York, NY · 1997
Associate (Summer Internship while at Wharton)

• Conducted analyses related to the disposition and restructuring of loans and real estate owned within banks workout portfolio.

INSPECTION & VALUATION INTERNATIONAL (IVI)
White Plains, NY · 1995 - 1996
Project Manager

• Performed property condition assessments for real estate lenders and investors for properties throughout the United States.

ARCHITECTURAL WORK EXPERIENCE
New York, NY · 1990 - 1995
Project Manager

• DAVID ELLIOTT LEIBOWITZ, ARCHITECT - 1994 - 1995 - Member of team that designed and oversaw the redevelopment of various New York City airports and correctional facilities.
• PAUL RUDOLPH, ARCHITECT - 1991 - 1994 - Managed the redevelopment of two Manhattan buildings and coordinated various international architectural design projects.
• KAEYER, PARKER & GARMENT, ARCHITECTS - 1990 - 1991 - Member of team that designed and oversaw the construction of a number of educational projects throughout New York State.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Design
• Development
• Investment Banking
• Real Estate Law

Registered Architect and Licensed Real Estate Broker in New York State, Passed Series 7 and 63 Exams. Proficient in Excel, Word, Powerpoint, Argus and CAD computer programs.