Member - National Seniors Housing Group
Director - National Seniors Housing Group
Promoted to Senior Associate in September, 2015
Promoted to Associate Vice President Investments in January, 2016
Oregon Housing and Community Services, Loan Officer - Originated multi-family commercial loans for low income housing projects - grants, tax credits, and state issued bonds.
Sunwest Management, VP of Acquisition-Finance – Acquired and sold senior housing assets (retirement, assisted, and memory care), negotiated financing term sheets, performed due diligence/underwriting for each transaction, worked with complex ownership structures to include tenant-in-common investors.
Willamette University, Assistant Dean of the Atkinson Graduate School or Management
Texas A&M University, Bachelor of Business Administration in Marketing, 1992
Willamette University, MBA, 2000
National Achievement Award - 2015, 2013
Sales Recognition Award - 2015, 2014, 2013
Closed over 80 transactions with an aggregate value in excess of $300M.
Negotiated $100M in loan modifications to include cash control agreements with 45 lenders during a corporate restructure.