Entrepreneurial, Performance-Focused Senior Xxxxxxpital Advisor who makes sound decisions to reflect positively on multimillion-dollar domestic and international structured finance and business initiatives in alignment with a client or company s vision, value, and goals. Seasoned Finance Professional who rises above complex challenges to achieve winning outcomes in competitive commercial real estate development. Integral Leader who offers a record of establishing and delivering measurable results, including creating a unique energy finance platform, quickly adapting to evolving marketplace scenarios, and providing valuable consulting / advisory services. Visionary Self-Starter who designs and implements debt, equity, and structured finance programs. Excellent Communixxxxxxtor who develops synergistic relationships with C-level decision-makers, business teams, and clients, and who leads by example and with integrity.

George Smith Partners, Xxxxxx, XXXXXX

(2016 Present)

Senior Xxxxxxpital Advisor

Xxxxxxpitalize on the opportunity to advise real estate owners and developers on complex structured finance transactions within this leading independent real estate investment banking firm, including providing critixxxxxxl platform-level problem-solving. Actively identify platform-level diversifixxxxxxtion and growth opportunities while expanding footprint to global markets.

  Provided $134 million in development financing for a Class-A mixed-use project in Melbourne, Australia.

  Provided a $31-million structured finance solution for a boutique four-star hotel in the Pacific Northwest.

  Facilitated $160 million in development financing for a high-rise residential project in Brisbane, Australia.

  Led $50 million in rexxxxxxpitalization and pre-development financing for the Phase I financing of a multi-phased $1+ billion, 665-acre master planned community in the Northern San Francisco Bay area.

  Delivered acquisition and repositioning xxxxxxpital for a portfolio of smaller urban infill multifamily properties in Xxxxxx County within a $120-million structured finance facility.

  Spearheaded $38-million rexxxxxxpitalization of a portfolio of senior living communities in the Pacific Northwest; financing included senior debt, mezzanine, and LP Equity as part of a larger $83.5-million financing package that encompassed construction financing.

ARK Realty Xxxxxxpital ARK Energy Finance, Xxxxxx, XXXXXX

(2010 2016)

Managing Director

Strategixxxxxxlly steered transaction sourcing via mutually beneficial direct relationships with property owners-developers, investors, and a network of intermediaries. Built and sustained strong client relationships, including deal structuring, negotiating, and raising xxxxxxpital. Developed a high-performance team tasked with coordinating deal processes, including due diligence, underwriting, presentations, and closings. Provided financing on a direct and advisory basis of $450+ million.

  Repositioned the rexxxxxxpitalization of a 450-room full-service hotel loxxxxxxted in Dallas within a $63-million structured finance transaction; the financing achieved a 300-basis point pricing premium.

  Facilitated the renovation and new construction of a destination retail center within a $25-million fixed-rate acquisition financing; the financing achieved a 200-basis point pricing premium.

  Rexxxxxxpitalized a distressed portfolio of high-end infill retail properties equal to $45 million in bridge financing; the transaction achieved a 250-basis points pricing premium.

  Led $2.1-million off balance sheet financing for a Hawaii hospital; the funds were utilized for implementation of PV solar and other energy efficiency equipment.

De La Rosa & Company, City, State

(2009 2010)

Managing Director

Utilized broad scope of industry knowledge toward directing a team tasked with originating, underwriting, investigating, and acting as advisor for $100 million in investments within this West Coast-based investment bank. Established a private equity platform focused on new origination and secondary market acquisition of high-yield commercial debt.

Yyyyyy x. yyyyyy Page Two (xxx-xxx-xxxx

De La Rosa & Company, City, State

(continued)

Managing Director

  Cost-effectively negotiated and structured transactions.

  Served as a go-to member of the fund s investment committee.

  Conceptualized, developed, and delivered dynamic investor presentations.

  Led a $21.5-million Class-A transitional multi-tenant landmark building to generate mid-teens return.

  Led a $10.3-million senior note purchase of industrial property adaptive reuse; achieved 8.4% interest rate.

  Rexxxxxxpitalized $23.5 million encompassing $11.9 million of preferred equity for completion and stabilization of mixed-use apartment-retail project; the 3-year investment generated a 50% leveraged return of 19.5%.

Credit Suisse Donaldson Lufkin & Jenrette, City, State

(1997 2009)

Managing Director

Maximized bottom-line performance by managing a results-generating team tasked with financing $8+ billion in permanent and bridge debt and structured finance transactions. Expertly executed deals for the securitization market, private placement, and company s balance sheet. Structured and negotiated transactions while liaising among bankers in other business groups.

  Proactively launched the high-volume Xxxxxx-based office for the Group.

  Led $235 million in bridge financing for a condominium converter in Southern Xxxxxx.

  Directed $250-million refinancing of a portfolio of full-service hotels for a public hotel company.

  Recognized for job performance to rapidly advance to the senior member of the West Coast-based Group.

  Successfully managed $300 million in construction and take-out financing for a regional developer of award-winning mixed-use, office, retail properties and lifestyle centers.

The Situs Companies, Houston, TX

(1996 1997)

Senior Associate

Led site analysis, underwriting, and due diligence for major financial institutions within this leading financial consulting firm specializing in commercial real estate assets. Liaised among bankers, owners, lawyers, accountants, appraisers, and engineers.

  Promoted the $32-million refinancing of a Class-A office.

  Led $50 million in acquisition financing of a warehouse portfolio.

  Spearheaded $116 million in refinancing of a large Class-A office property.

Bay Vista Associates, New York, NY Houston, TX

(1991 1996)

Associate

Played a vital role in performing site analysis, detailed due diligence, and comprehensive underwriting for the strategic development; redevelopment; and acquisition of hotels, shopping centers, and apartments.

  Developed a Central Florida-based grocery-drug anchored shopping center.

  Successfully led redevelopment of an apartment building in Midtown Manhattan.

  Expertly developed two-flagged limited service and one-flagged full-service hotel.

New York University

Bachelor s Degree in Economics

Concentration in Finance

New York University

Post-Graduate Diploma in Real Estate Development