About

A senior level community development equity investment professional with 20+ years of investment and asset management experience, generating exponential growth through business and partnership development. Proven ability to develop and execute strategic property acquisition/project management plans. Capable of implementing effective monitoring systems focused on increasing portfolio value. Known for providing high-quality services, exceeding goals, and consistently receiving outstanding rating for CRA investment test performed by regulatory authorities. Successfully drives multi-million-dollar transactions and secures equity financing for redevelopment projects.

Career Highlights:

✔ Spearheaded over $2 billion in equity investments; led underwriting and collection/review of due diligence, gained approval, and closed Community Reinvestment Act (CRA) qualified investments

✔ Tailored secondary market tax credit portfolio valued at $130M for sale to a large institutional buyer

✔ Integral contributor to successful sale of 2 multi-million-dollar organizations as Corporate Controller

• Merger of The Galbreath Company with Jones Lang LaSalle (went public as IPO)

• negotiated agreement for Paramount Financial Group to integrate with General Motors affiliate

✔ Secured equity financing for extensive $50M real estate redevelopment project in Cincinnati, OH; deployed capital under multiple federal programs including, New Markets, Historic, Low-Income Housing and Opportunity Zones incentives