Regional Markets of Focus

• Florida

Experience and Recognition

• 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

• Babson College, B.S. in Finance and Economics
• FINRA Series 63 and 79 licensed

• 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