Accomplished, senior-level real estate investment leader with a consistent, proven track record of success.

  Exceeded ROI and IRR projections by as much as 20% while leading a real estate investment portfolio worth $100 million that includes 3,500 rental homes located across the U.S.

  Outstanding judgment and unique depth and breath of knowledge across every aspect of the real estate investment chain, from due diligence to transaction close, including training personnel on best practices.

  Strong understanding of debt; private equity fund; equity joint venture; and co-investments transactions across both the wholesale and retail areas.

  Excellent listening, verbal communication and interpersonal skills to gain the trust, confidence and respect of key stakeholders such as clients, colleagues, investors, attorneys, realtors, insurers and contractors.

  Proficient with Microsoft Office Suite, including Excel.

New Business Development Market Analysis/Penetration Marketing/Advertising

Purchase/Sale Negotiations Appraisals Due Diligence

Contract Review Credit Reviews Risk Management

First Lien Financing Underwriting Valuations

Mezzanine Financing Joint Ventures Loan Term Negotiations

National Project Manager, PCP/Helios 2011-Present

  Reporting to the CEO and Fund Manager, lead a real estate investment portfolio worth $100 million that includes 3,500 rental homes located across the U.S.

  Manage the buying and selling of real estate within the fund to maximize returns for investors.

  Analyze individual market conditions and use sound judgment to determine whether to make investments.

  Build and grow relationships investors, local market partners and contractors, among others.

  Oversee all transactions to achieve returns goals for individual properties worth from $200,000 to $5 million, including from due diligence stage to final purchase and exit.

  Spearhead strategy for each investment the fund enters into to achieve the most profitable capital stack.

  Collaborate with the Fund Manager to negotiate terms with lenders; principal of first lien; mezzanine debt providers; and joint venture partners, including working closely with executive-level decision makers.

  Develop and modify economic proofs to project ROI and IRR for each investment opportunity.

  Generate monthly updates and presentations for fund investors.

Achievements:

  Initiated and implemented a proprietary, customized model for underwriting that has generated returns.

  Consistently exceeded ROI and IRR projections by as much as 20%.

Regional Account Executive, Envoy Mortgage 2010-2011

  Increased sales and awareness of the firm s unique platform after spearheading an outside sales program to local realtors and a broad network of clients via presentations, networking events and seminars.

Regional Account Executive, Paychex 2009-2010

  Acquired clientele after persuading business owners on the benefits of outsourcing their HR and employee benefit programs.

Regional Account Executive, Plaza Home Mortgage 2008-2009

  Boosted market share 42% after expanding the organization and adding 20 new brokers.

General Manager/Sales, First Franklin Mortgage 2007-2008

  Increased production 63% to $20 million while leading a team of 12 account executives.

Regional VP, Northeast (promoted from Area Manager in Apr. 2006), New Century Mortgage 2003-2007

  Earned President s Club honors two straight years and increased monthly volume to $30 million while improving the funding ratio 11%; reducing investor kick outs by 6%; and increasing broker penetration by nearly 10%, including hiring a broker who became one of the best in the region.

Account Executive, Argent Mortgage Jan. 2003-Dec. 2003

  Increased volume in Maine by $5 million per month and achieved top rankings for both submissions and volume in the local region.

Branch Sales Manager, Beneficial Household Finance Apr. 1994-Jan. 2003

  Earned Gain Every Month (GEM) Club honors three consecutive years and Bene Club honors for ranking in the top 10% nationally while operating three branches.

Bachelor of Science (BS), Business Management, Castleton State College

  Completed Tier I, II and III Sales Training, Paychex.