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
Promoted to Vice President Investments in January, 2017
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.