Previously worked in investment banking at Morgan Stanley and Citizens Bank where I was responsible for originating, underwriting, and executing multi-million dollar securitized debt financings for corporate clients within the ABS capital markets
Background in deal marketing, transaction underwriting, structuring, market research, credit analysis, corporate finance, financial modeling, and risk management
Expertise
Responsible for new client origination, maintaining existing client relationships, overseeing all investment underwriting, and sales of affordable housing assets in Florida
Focused on Section 42 LIHTC, Project-Based Section 8, and Naturally Occurring Affordable Housing (NOAH) assets
Education, Affiliations, and Licenses
Babson College, B.S. in Finance and Economics
FINRA Series 63 and 79 licensed
Interests
Acoustic guitar, investing, running, going to the movies, playing board games
Analyzing historical economic and geopolitical trends, and spending time with family, friends, and his dog Millie
