Alliant Asset Management
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Alliant Asset Management Employees
Synergy Community Development Corporation January 2009 - Present
Cox, Castle & Nicholson LLP October 2010 - April 2012
Alliant Asset Management September 2004 - November 2010
Skills
Real Estate Transactions, Leases, Real Estate Development, Real Estate Economics, Real Estate, Affordable Housing, Commercial Real Estate, Acquisitions, Property Management, Asset Management, Due Diligence, Tax Credits, Investment Properties, Foreclosures, Tenant, Brokerage, Shopping Centers, Real Estate Financing, First Time Home Buyers, Investors, Commercial Mortgages, Fair Housing, Joint Ventures, Mergers & Acquisitions, Entitlements, Lease Administration, Location Intelligence, Rentals, Appraisals, Disposition, Property, Corporate Real Estate, Financial Modeling, Financial Structuring, LIHTC, HUD, Apartments, Mortgage Lending, Residential Homes, Landlords, Lease Negotiations, Valuation, Real Property, Portfolio Management, Loans, Financial Analysis, Short Sales, Investments, Land Acquisition, Seniors
Education
Pepperdine University
SECURITY PACIFIC BANK - IN RECEIVERSHIP August 2008 - June 2009
ALLIANT ASSET MANAGEMENT May 2006 - March 2008
METROCITIES MORTGAGE January 2005 - March 2006
FREMONT INVESTMENT & LOAN December 2003 - January 2005
ARCS COMMERCIAL MORTGAGE October 2000 - November 2003
MARCUS & MILLICHAP February 1998 - October 2000
Skills
Financial Modeling, Loans, Real Estate, Underwriting, Credit, Finance, Portfolio Management, Investments, Loan Origination, Refinance, Commercial Lending, Commercial Real Estate, FHA, Investment Properties, Construction Loans, Real Estate Economics
Education
California State University-Northridge
Finance & Real Estate
Allied Affordable Housing Underwriter / Financial AnalystAllied Affordable HousingDecember 2009 - Present
Alliant Asset Management August 2003 - January 2009
Skills
Real Estate Economics, Affordable Housing, LIHTC, Tax Credits, Asset Management, Budgets, Financial Analysis, Underwriting, Microsoft Excel, Real Estate Development, Real Estate Financing
Education
University of Oklahoma 1999 — 2002
Letters, Liberal Arts
University of Oklahoma
Bachelor of Arts (BA), English Language and Literature/Letters
Worldwide Clinical Trials, Inc. November 2007 - Present
Alliant Asset Management August 2006 - November 2007
Alamo Pharmaceuticals, LLC January 2005 - August 2006
Deloitte & Touche LLP September 2000 - January 2005
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Due Diligence, Forecasting, Financial Accounting, Budgets, Risk Management, Corporate Finance, Financial Audits, Managerial Finance, Cash Flow, Finance
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.), Business Economics
Zenger Folkman June 2015 - Present
Action Target January 2015 - March 2015
Action Target March 2012 - January 2015
Subrogation Division Inc. September 2009 - November 2011
Alliant Asset Management July 2006 - July 2009
Skills
Administrative..., Management, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement, Process Scheduler, Project Management, Public Speaking, Strategic Planning, Team Building, Team Leadership, Training, Leadership, Customer Service, Marketing
Education
California State University-Northridge 2003 — 2006
Bachelor of Science (B.S.), Business Administration
Alliant Asset Management August 2014 - Present
U.S. Small Business Administration June 2013 - July 2013
Royal Bank of Canada June 2012 - June 2012
PricewaterhouseCoopers June 2011 - July 2011
Skills
Microsoft Excel, Research, Database Management
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Economics/Mathematics
Oregon Episcopal School 2007 — 2010
American School in Taichung 2006 — 2007
Alliant Asset Management September 2012 - Present
Alliant Asset Management January 2008 - September 2012
Alliant Asset Management June 2007 - September 2012
Alliant Asset Management June 2007 - December 2007
Western Asset Management July 2005 - June 2007
Western Asset Management Company August 2004 - June 2007
Lowe's Home Improvement September 2003 - July 2004
Scottrade: Financial Services August 2003 - July 2004
Sears and Roebucks Company September 2002 - July 2003
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Asset Managment, Finance, QuickBooks, Cash Flow, Forecasting, Valuation, Auditing, Due Diligence
Education
University of South Alabama 2001 — 2004
Bachelor of Science, Accounting
Alliant Asset Management January 2005 - Present
PacifiCare Health Systems 2004 - 2004
Skills
LIHTC, Affordable Housing, Tax Credits, Asset Management, Real Estate Economics, Finance, Property Management, Real Estate Development, Apartments, Real Estate, Financial Modeling, Financial Analysis, HUD, Financial Reporting, Project Finance, Corporate Real Estate, Real Estate Financing, Disposition, Investments, Portfolio Management, Loans, Leases, Due Diligence, Microsoft Excel, Microsoft Office, Microsoft Word, Dispositions
Education
American Intercontinental University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Healthcare Management
Wartburg College 2000 — 2004
Marketing/Buisness Administration
Heschel September 2007 - Present
Brooklyn Borough President June 2012 - August 2012
Alliant Asset Management June 2006 - September 2007
Early Academic Outreach Program October 2004 - March 2006
Skills
PowerPoint, Urban Planning, FileMaker, Microsoft Office, Microsoft Word, Microsoft Excel, Public Health, Obesity, Senior Services, Policy Analysis, Social Justice, Education, Social Networking, Facebook, Twitter, LiveJournal, Research, Policy Research, Urban Studies, SPSS, Customer Service
Education
City University of New York-Hunter College 2010 — 2013
MS, Urban Affairs
University of California, San Diego 2002 — 2006
BA, Urban Studies and Planning
Alliant Asset Management 2002 - Present
Skills
Environmental Awareness, Feasibility Studies, Construction, Affordable Housing, Due Diligence, Tax Credits, Entitlements, Historic Preservation, Real Estate Development, Real Estate Economics, Apartments, Remediation, Asset Managment, Disposition, Leases, Property Management, Budgets
Education
California State University-Northridge 1979 — 1981
BS, Geology
Alliant Asset Management August 2014 - Present
Skills
Affordable Housing, Financial Analysis, LIHTC, Budgets, Real Estate Development, Credit, Strategic Planning, Public Speaking, Program Management, Management, Property Management, Microsoft Office, Real Estate Economics, Policy, Fair Housing, Loans, Project Planning, Analysis, Fundraising, Nonprofits, Real Estate, Asset Management, Underwriting, Process Improvement, Marketing, Community Development, Human Resources, Customer Service, Training, Access, Disposition, Strategic Thinking, Leadership Development, Team Building, HUD, Supervisory Skills, Section 42, Billing, Organizing, Technical Analysis, Multitasker, Problem Solving, Excel, Compliance, Planning, Compliance Management, Compliance Audits, Site Inspection, Real Estate Private...
Education
Jackson State University 2002 — 2004
Bachelor of Science (B.S.), Psychology
Hinds Community College 2000 — 2002
AA, Psychology
Alliant Asset Management August 2008 - Present
Prudential Asset Resources, Inc April 2007 - July 2008
ARCS Commercial Mortgage November 2003 - April 2007
ARCS Commercial Mortgage November 2000 - May 2003
Three Rivers Mortgage December 1998 - May 1999
Countrywide Home Loans April 1997 - December 1998
Skills
Commercial Mortgages, Auditing, LIHTC, Affordable Housing, Real Estate, Asset Managment, Underwriting, Loans, Tax Credits, Financial Modeling, Due Diligence, Financial Analysis, Real Estate Development, Commercial Real Estate, Finance
Education
Mortgage Bankers Association 2007 — 2008
Business Management
Moorpark College 2005 — 2007
Associates, Associates
University of Phoenix 2005 — 2007
Bachelor, Business Management
Alliant Asset Management November 2004 - Present
Point 360 January 1998 - November 2004
Skills
Accounts Payable, Accounting, Financial Analysis, Microsoft Office, Financial Reporting, QuickBooks, Finance, Accruals, Microsoft Word, General Ledger, Auditing, Budgets, Microsoft Excel, Cash Flow, Journal Entries, Real Estate
Education
California State University-Northridge
Nikki Operating Corp. dba Nikki Parfum 2007 - Present
Kemp Industries September 1993 - July 2010
Alliant Asset Management April 1999 - May 2002
Skills
Real Estate, Sales, Event Planning, Negotiation, Event Management, Property Management, Strategic Planning, Real Estate Transactions, Due Diligence, Finance, Investments, Microsoft Office, Business Development, Real Estate Development, Budgets, Management, New Business Development, HUD, Real Estate Investor, Residential Homes
Education
Long Island University, C.W. Post Campus
Bachelor of Business Administration (BBA)
Farmingdale State University of New York
Bachelor of Science (BS), Mortuary Science and Embalming/Embalmer
Alliant Asset Management May 2014 - Present
Alliant Asset Management June 2013 - May 2014
Alliant Asset Management October 2012 - June 2013
Alliant Asset Management January 2010 - October 2012
Alliant Asset Management July 2009 - December 2009
Wine 661 April 2007 - May 2009
Pinnacle Designs September 2006 - September 2008
Universal Hosiery, Inc. February 2005 - September 2006
Independent Studio Services January 2003 - February 2005
Skills
Microsoft Office, Microsoft Excel, Due Diligence, Microsoft Word, Sales, Asset Managment, Affordable Housing, LIHTC, Market Research, Tax Credits, Business Development, Credit Analysis, Customer Service, Negotiation, PowerPoint, Social Media, Project Management, Marketing, Budget, Asset Management, Budgets
Education
California Lutheran University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
California State University-Northridge 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Law
Luxe Hotels August 2015 - Present
Viceroy Hotel Group January 2014 - Present
Viceroy Hotel Group April 2007 - December 2013
Alliant Asset Management 2004 - 2007
TriMont Real Estate Advisors 2003 - 2004
JPMorgan Chase & Co. January 1998 - April 2003
Skills
Hotels, Resorts, Hospitality, Revenue Analysis, Hospitality Industry, Hotel Management, Hospitality Management, Pre-opening, Restaurants, Front Office, Yield Management, Menu Development, Catering, Event Management, Meeting Planning, Budgets, Restaurant Management, Tourism, Food
Education
The University of Western Ontario 1991 — 1994
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Oglethorpe University
Master of Business Administration (MBA)
Capital Group October 2014 - Present
Alliant Asset Management August 2012 - October 2014
Dalton Investments June 2011 - December 2011
Cambridge Associates September 2008 - July 2010
Cambridge Associates January 2006 - September 2008
Cambridge Associates September 2005 - December 2005
Cambridge Associates January 2005 - September 2005
Skills
Financial Modeling, Asset Allocation, Equity Research, Hedge Funds, Asset Management, Investments, Valuation, Finance, Financial Analysis, Real Estate, LIHTC, Affordable Housing, Microsoft Excel, Microsoft Word, VBA, Capital IQ, Bloomberg, Equities, Capital Markets, Investment Management, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Investment Management
University of Maryland College Park 2001 — 2004
Bachelor of Science (BS), Finance, General
Alliant Asset Management October 2012 - Present
Alliant Asset Management October 2010 - October 2012
Fifth Third Bancorp June 2009 - October 2010
Raymond James January 2001 - October 2008
Skills
Real Estate Economics, Due Diligence, Financial Modeling, Real Estate Development, Affordable Housing, Financial Analysis, Underwriting, Real Estate, Asset Managment, Strategic Planning, Forecasting, Valuation, Loans, Tax Credits
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Florida 1996 — 2000
Bachelor of Science in Business Administration, Finance
CayCap Advisors, Inc. April 2009 - Present
Churchill Stateside Group November 2010 - September 2011
Alliant Asset Management October 2000 - August 2009
Raymond James September 1999 - October 2000
Ocwen Financial Corporation April 1998 - September 1999
Boston Capital 1995 - 1998
Skills
Asset Management, Mergers & Acquisitions, Investments, Portfolio Management, Loans, Tax Credits, Credit, Start-ups, Underwriting, Equities, Budgets, Contract Negotiation, Analysis, Loan Origination, Negotiation, Affordable Housing, Apartments, Asset Managment, Due Diligence, LIHTC, Mergers, Property Management, Real Estate, Real Estate Development, Real Estate Economics
Education
Central Connecticut State University 1989 — 1994
BS, Finance
Alliant Asset Management January 2014 - Present
Alliant Asset Management October 2012 - January 2014
Alliant Asset Management August 2006 - September 2012
Simpson Housing Solutions June 2003 - August 2006
Skills
Real Estate Economics, Affordable Housing, Real Estate, Loans, Management, Leases, Property Management, Asset Management, Entitlements, Real Estate Development
Education
UCLA
Project Management
UCSC
Paralegal Certificate, Paralegal Studies
Fashion Institute of Design & Merchandising
Business
Raine Recruiting, LLC September 2015 - Present
Businessolver July 2014 - October 2014
Midwest Professional Staffing June 2008 - April 2014
Wesley Retirement Services May 2007 - June 2008
Alliant Asset Management May 2002 - December 2006
Skills
Applicant Tracking..., Staffing Services, Temporary Staffing, Onboarding, Employee Relations, Interviews, Temporary Placement, Contract Recruitment, Employee Benefits, Payroll, Talent Management, Talent Acquisition, Technical Recruiting, Sourcing, Recruiting, Internet Recruiting, Team Building, Customer Service
Education
Iowa State University 1996 — 2000
Bachelors, Psychology
Ames High School 1992 — 1996
Erbaviva April 2012 - Present
Shot By Shot Productions December 2010 - February 2012
United Air Care January 2009 - December 2009
Studiopolis Inc. January 2006 - December 2007
Alliant Asset Management 2005 - 2006
Newlander Management January 1999 - April 2004
Skills
Microsoft Office, QuickBooks, Microsoft Excel, Film Production, PowerPoint, Microsoft Word, Financial Analysis, Office Management, Accounting, Administrative..., Account Management, Entertainment, Film, Event Management, Payroll, Spreadsheets, Market Research, Mac, Sales, Marketing, Management, Social Networking, Social Media Marketing, Facebook, Event Planning
Education
USC Extensions 2009 — 2010
Certificate, Business Administration
Los Angeles City College 2005 — 2007
Certififcate of Completion, Film Production
World Class Capital Group 2014 - Present
Alliant Asset Management November 2013 - September 2014
Alliant Asset Management October 2012 - November 2013
University of San Diego 2011 - October 2012
AvalonBay Communities 2008 - 2011
University of Notre Dame 2004 - 2007
CBRE 2005 - 2006
Skills
Real Estate, Investment Properties, Real Estate Development, Property Management, Real Estate Economics, Brokerage, Valuation, Financial Analysis, Disposition, Portfolio Management, Investments, Due Diligence, Corporate Real Estate, Contract Negotiation, Commercial Real Estate, Asset Managment, Apartments, Leases, Negotiation, Financial Modeling, Asset Management, Affordable Housing, Appraisals, Finance, Location Intelligence, Real Estate Financing
Education
University of San Diego 2011 — 2012
Master of Science (M.S.), Real Estate
University of Notre Dame 2004 — 2007
Bachelor of Arts (B.A.), Psychology
Alliant Asset Management February 2014 - Present
Crowell & Moring LLP October 2009 - February 2014
Mayer Brown 2006 - 2009
Heller Ehrman 2002 - 2006
Skills
Litigation, Trials, Class Actions, Civil Litigation, Courts, Depositions, Intellectual Property, Bankruptcy, Competition Law, Securities, Motions, Commercial Litigation, Legal Research, Legal Writing, Appeals, Trademarks, Corporate Law, Copyright Law, Trade Secrets, Securities Regulation
Education
Loyola Law School, Loyola Marymount University 1998 — 2002
Doctor of Law (J.D.)
Loyola Marymount University 1994 — 1998
Bachelor of Arts (B.A.), Music
Loan Gallery (a divison of Royal Credit Industries, Inc.) October 2008 - Present
American Realty Advisors 2009 - 2011
Metro Lending Services November 2005 - October 2008
Alliant Asset Management January 2004 - March 2005
Colony Capital July 2001 - January 2004
American Golf Corporation January 1998 - July 2001
Skills
Mortgage Lending, Residential Homes, Credit, Loan Origination, Loans, Investments, Real Estate Financing, Funding, Finance
Education
California State University-Northridge 1994 — 1997
Pacific Premier Bank July 2014 - Present
Capri Consulting September 2000 - Present
Opus Bank August 2013 - July 2014
Opus Bank May 2012 - August 2013
Aurora Bank September 2009 - May 2012
iStar Financial 2004 - 2009
Fremont Investment and Loan 2004 - 2007
Cal National Bank 2001 - 2004
Los Angeles Junior Chamber of Commerce 1996 - 2001
Alliant Asset Management 1999 - 2000
Skills
Loans, Underwriting, Due Diligence, Valuation, Debt, Construction Loans, Leases, Equities, Real Estate Economics, Real Estate, Commercial Lending, Commercial Real Estate, Asset Managment, Mortgage Lending, Real Estate Development, Workout, Negotiation, Networking, Loan Modifications, Asset Management, Banking, Disposition, Finance, Investment Properties, Commercial Mortgages, Credit, Investments, Mergers & Acquisitions, Private Equity, Real Estate Financing, Property Management, Foreclosures, REO, Structured Finance, Residential Homes, Property, Investors, Real Estate Transactions, Loan Origination, Loan Servicing, Brokerage, Financial Structuring, Dispositions
Education
Loyola Marymount University, College of Business Administration 2001 — 2004
MBA, Management
University of Southern California - Marshall School of Business 1989 — 1992
Bachelor of Science, Business/Real Estate
University of Arizona, School of Architecture 1986 — 1988
Architecture
Fountain Valley High School 1982 — 1986
Gen Ed
Alliant Asset Management July 2015 - Present
Holland Partner Group September 2014 - June 2015
Community Association Partners, LLC August 2013 - September 2014
Guardian Real Estate Services September 2012 - August 2013
Enterprise Community Investment, Inc. December 2002 - September 2012
Clackamas Community College September 1999 - May 2007
Skills
Marketing, LIHTC, Due Diligence, Real Estate Economics, Budgets, Tax Credits, Strategic Planning, Training, Non-profits, Microsoft Office, Research, Underwriting, Asset Managment, Leadership, Customer Service, Fundraising, Financial Analysis, Real Estate Financing, Asset Management, Loans, Apartments, Nonprofits, Project Management, Community Outreach, Portfolio Management, Contract Negotiation, Real Estate, Non-profit Leadership, Non-profit Board..., Non-profit..., Dedicated Professional, Non-profit Volunteer, Entertainment, Property Management, Affordable Housing, Real Estate Development, Management, Investment Properties, Leases, Commercial Real Estate, Sales, Team Building, Public Speaking, Negotiation, Residential Homes, Yardi, Fair Housing, Real Estate Transactions, Finance, Rentals
Education
Warner Pacific College 2015 — 2017
Bachelor's Degree, Business Administration, Management and Operations
Portland State University 1999 — 2000
Communications
Clackamas Community College 1995 — 1998
Communications
AIG Global Real Estate Investment Corp July 2014 - Present
Highland Property Development, LLC September 2012 - July 2014
Alliant Asset Management February 2010 - September 2012
Alliant Asset Management September 2008 - January 2010
Alliant Asset Management August 2007 - August 2008
Alliant Asset Management January 2007 - August 2007
AIG SunAmerica 2005 - 2007
Skills
Asset Management, Financial Analysis, Financial Modeling, Real Estate, Low Income Housing, Affordable Housing, Asset Managment, Negotiation, Management, Property Management, Business Development, LIHTC, Tax Credits, Insurance, Real Estate Financing, Investment Properties, Financial Reporting, Accounting, Investors, HUD, Loans, Leases
Education
Pepperdine University 2002 — 2004
Master, Public Policy
University of California, Berkeley 1995 — 1999
Bachelor of Arts (B.A.), Political Economy of Industrial Societies
Freddie Mac August 2015 - Present
Bank of America Merrill Lynch September 2003 - August 2015
Alliant Asset Management July 2001 - September 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2010
MBA
Alliant Asset Management Manager california asset operationsEnterprise community investmentJanuary 2010 - August 2013
Finance Professionals 1989 - 2009
Skills
Asset Management, Real Estate, Real Estate Economics, Valuation, Financial Analysis, Portfolio Management, Affordable Housing, Financial Modeling, LIHTC, Disposition, Investments
Education
California State University-Long Beach 1987 — 1989
Ross & Yerger Insurance, Inc. October 2013 - Present
Ross & Yerger Insurance, Inc. December 2009 - September 2013
Louisiana Melon Company LLC 2008 - 2009
Alliant Asset Management 2006 - 2008
Sunquest Properties Inc 1997 - 2006
Skills
Commercial Insurance, Business Development, Strategic Planning, Property & Casualty..., Affordable Housing, Apartments, Professional Liability, Underwriting, Insurance, Employee Benefits, Mergers & Acquisitions, Portfolio Management, Workers Compensation, Health Insurance, Umbrella Insurance, Property, Healthcare, Fundraising
Education
Millsaps College 1995 — 1996
Masters, Business Administration
University of Mississippi 1989 — 1993
Bachelor of Arts, History
Wells Fargo April 2015 - Present
Intuit March 2014 - March 2015
Axianta Financial Partners April 2013 - March 2014
PNC Mortgage January 2013 - April 2013
Alliant Asset Management May 2006 - December 2012
OneUnited Bank August 2004 - May 2006
University of Southern California September 1999 - December 2003
U.S. House of Representatives January 2002 - August 2002
Skills
Loans, Underwriting, Real Estate, Finance, Real Estate Economics, Due Diligence, Real Estate Development, Tax Credits, Leases, Credit Analysis, Affordable Housing, LIHTC, Credit, Financial Analysis, Mortgage Lending, Real Estate Financing, Valuation, Cash Flow, Commercial Lending, Real Estate Transactions, Mortgage Banking, Residential Homes, Risk Management, Property, Corporate Finance, Disposition, Investment Properties, Apartments, Credit Risk, Fraud Prevention, Fraud Detection, Merchant Services, Asset Management
Education
University of Southern California 1999 — 2003
B.A, International Relations
American University 2002 — 2002
International Relations
CBRE Global Investors July 2014 - Present
CB Richard Ellis March 2006 - October 2013
Alliant Asset Management March 2002 - March 2006
Edison Capital January 1996 - March 2002
Skills
Real Estate, Financial Analysis, Due Diligence, Corporate Real Estate, Property, Transaction Management, Real Estate Economics, Asset Managment, Leases, Negotiation, Property Management, Portfolio Management, Asset Management, Disposition, Commercial Real Estate, Real Estate Transactions, Brokerage
Education
University of California, Irvine - The Paul Merage School of Business 1994 — 1997
MBA
University of California, Los Angeles
BA, Economics
Alliant Asset Management Company, LLC September 2012 - Present
Alliant Asset Management Company, LLC April 2012 - September 2012
Alliant Real Estate Investments, LLC March 2011 - March 2012
Alliant Real Estate Investments, LLC March 2010 - March 2011
Alliant Asset Management Company, LLC September 2007 - February 2010
Alliant Asset Management March 2001 - September 2007
Many Mansions 2000 - 2001
Skills
Portfolio Management, Property Management, Real Estate Economics, Leadership, LIHTC, Affordable Housing, Asset Management, Real Estate Development, Tax Credits, Real Estate
Education
Macalester College
B.A., Russian Language/Education
Alliant Asset Management January 2002 - Present
NAPICO March 1994 - December 2001
Education
University of California, Los Angeles 1981 — 1986
BA, Economics
Alliant Asset Management April 2005 - Present
Housing Authority city of Pittsburgh 2003 - 2004
HACP 2001 - 2004
Skills
Real Estate Economics, Real Estate, LIHTC, Affordable Housing, Real Estate Development, Asset Management, Dispositions, Tax Credits, Financial Analysis
Education
Sri Sathya Sai Institute of Higher Learning 1993 — 1996
Alliant Asset Management August 2007 - July 2014
Countrywide Mortgage February 2002 - July 2007
KPMG US October 2000 - February 2002
Miller Kaplan Arase LLP August 1998 - October 2000
Skills
Finance, QuickBooks, Accounting, Disposition, Real Estate Development, Real Estate Economics, Due Diligence, Real Estate, Auditing, Real Estate Financing, Valuation, Financial Analysis, Financial Modeling, Real Estate Transactions, Asset Management, Bookkeeping, Cash Flow, Investments, Financial Reporting, Commercial Real Estate, Leases, Forecasting, Property Management, Analysis, Hedge Funds, Investment Properties, Corporate Finance
Education
Mount St. College+
Bachelor's degree, Accounting
Mount St. Mary's College
Bachelor of Arts (B.A.), Accounting
Alliant Asset Management June 2014 - Present
ERC Foundation November 2008 - Present
Hitchcock Center for Women January 2012 - May 2014
Key Bank November 2008 - May 2014
Beulah Park Homeowners Association 2010 - 2012
Key Bank February 2004 - November 2008
Key Bank November 2002 - January 2004
Winn Residential/Lend Lease Real Estate Investments April 2000 - November 2002
Mellon Mortgage 1996 - 1999
Skills
Loans, Credit, Banking, Financial Analysis, Underwriting, Commercial Lending, Credit Analysis, Asset Managment, Portfolio Management, Commercial Banking, Tax Credits, LIHTC, Investments, Financial Modeling, Real Estate Economics, Asset Management, Cash Management, Cash Flow, Due Diligence, Auditing, Accounting
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
Cleveland Heights High School
Alliant Asset Management 2002 - Present
NAPICO 1994 - 2002
First Los Angeles Bank 1991 - 1994
Skills
Asset Managment, Loans, Business Development, Database Management
Education
UCLA 1981 — 1986
Bachelor's degree, Economics
Alliant Asset Management June 2004 - Present
Skills
Real Estate, Real Estate Economics, Asset Managment, Due Diligence, LIHTC, Tax Credits
Education
The University of Chicago 1989 — 1991
MBA, Finance
University of California, Los Angeles 1982 — 1987
BA, Economics & Business
B. Riley & Co. January 2014 - Present
Alliant Asset Management January 2013 - January 2014
Regence Holdings September 2011 - November 2012
BAE Systems April 2005 - September 2011
Skills
Product Development, Systems Engineering
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
Master of Business Administration (MBA), Finance/Real Estate
Cal Poly Pomona
BS, Manufacturing Engineering
Chase April 2013 - Present
Real Estate Research Corporation July 2011 - March 2013
Alliant Asset Management May 2008 - January 2009
Colliers International September 2002 - December 2007
Skills
Commercial Real Estate, Valuation, Financial Modeling, Appraisals, Portfolio Management, Finance, Real Estate, Real Estate Development, Credit, Apartments, Investment Properties
Education
California State University-Northridge 1996 — 1998
Business, Finance & Real Estate
Governor's Academy 1989 — 1992
HS Diploma
Wells Fargo August 2014 - Present
Alliant Asset Management January 2008 - August 2014
Bocarsly Emden Cowan Esmail & Arndt LLP January 2007 - January 2008
Susan E. Wiesner, a Law Corporation June 2006 - January 2007
Bingham McCutchen May 2005 - August 2005
Skills
Due Diligence, Real Estate, Affordable Housing, Leases, Real Estate Transactions, Tax Credits, LIHTC, Commercial Real Estate, Asset Management, Disposition, Property Management, Legal Research, Corporate Transactional, Finance, Asset Management..., Drafting Agreements, Drafting Proposals, Analysis, Drafting Correspondence, Real Estate Financing, Real Estate Negotiating, Real Estate Development, Title Insurance, Entitlements, Real Estate Economics
Education
University of California, Hastings College of the Law 2003 — 2006
Doctor of Law (J.D.), Law
UCLA 1996 — 2003
B.A., Philosophy
Toliver Law Group, PLLC January 2015 - Present
Government of the District of Columbia June 2011 - January 2015
The Toliver Law Firm, PLLC June 2008 - June 2011
Alliant Asset Management March 2007 - January 2008
Nixon Peabody LLP April 2001 - February 2007
Shulman, Rogers, Gandal, Pordy & Ecker, P.A. January 1998 - April 2001
Pillsbury Winthrop Shaw Pittman LLP August 1995 - January 1998
Skills
Commercial Real Estate..., Commercial Contracts, Local Government, Nonprofit Organization..., Telecommunications, Corporate Law, Civil Litigation, Mediation, Legal Writing, Legal Research, Contract Negotiation, Litigation, Real Estate Transactions, Commercial Litigation
Education
The Catholic University of America, Columbus School of Law
Juris Doctor, Juris Doctor
Alliant Asset Management October 2012 - Present
Sun America Affordable Housing Partners November 2009 - October 2012
Halcyon Asset Management 2007 - 2009
Skills
Asset Managment, Investments, Valuation, Financial Modeling, Due Diligence, Real Estate, Alternative Investments, Capital Markets, Portfolio Management, Equities, Private Equity, Financial Analysis, Loans, Disposition, Real Estate Economics, Debt Restructuring, LIHTC, Hedge Funds, Real Estate Development, Corporate Finance
Education
UCLA Anderson School of Management 2005 — 2008
MBA, Finance, Real Estate
Alliant Asset Management October 2011 - Present
Perpetual Energy Systems, LLC February 2009 - October 2011
Alliant Asset Management April 2006 - February 2009
Education
UCLA
Corporate & Litigation Paralegal Certificate
Alliant Asset Management July 2012 - Present
Youth Policy Institute February 2011 - June 2012
World Fit for Kids March 2009 - February 2011
Skills
Windows, Troubleshooting, Help Desk Support, VMware vSpere, VMware View, Computer Hardware..., Networking, Desktop Application..., Customer Service, Technical Training, Technical Writing, Autonomy iManage, System Administration, Microsoft Word, Microsoft Excel, Microsoft Office, Active Directory, Software Installation, Technical Support, System Deployment
Education
California State University-Northridge 2002 — 2008
Bachelor of Arts (B.A.)
JLL September 2014 - Present
Lava Lite February 2011 - September 2012
TRT Home Loans, Inc November 2003 - January 2004
Alliant Asset Management January 2003 - October 2003
Walton Street Capital, LLC February 1998 - August 2002
JMB Realty Corp. / AM&G Service Co. LLC January 1994 - January 1998
Arthur Andersen & Co September 1992 - December 1993
Skills
Management, Variance Analysis, Analysis, Asset Management, Budgets, Finance, Financial Analysis, Financial Reporting, Forecasting, Strategic Planning, Accounting, Auditing, Cash Flow, Investments, Real Estate Economics
Education
Loyola University Chicago 1989 — 1993
Bachelor, Business Administration; Accounting
Banc of America Investments October 2013 - Present
Wells Fargo Bank, N.A November 2006 - November 2009
Alliant Asset Management December 2000 - June 2006
Skills
Banking, Business Analysis, Commercial Banking, Construction Loans, Credit, Consumer Lending, Credit Analysis, Customer Service, Risk Management, Microsoft Office, Mortgage Lending, Mortgage Banking, Loans, Leadership
Education
California State University-Northridge 2014 — 2016
Bachelor of Business Administration (BBA), Real Estate Development
Los Angeles Pierce College
Associate of Arts (A.A.), Business Administration and Management, General
Alliant Asset Management March 2014 - Present
Jamboree Housing Corporation April 2013 - March 2014
Jamboree Housing Corporation July 2010 - April 2013
National Community Renaissance July 2007 - July 2010
LINC Housing 2004 - 2007
Skills
Entitlements, Urban Planning, Affordable Housing, Construction, Project Management, Redevelopment, Land Use, Real Estate Development, Community Development, LEED, Budgets, Mixed-use, Affordable Housing...
Education
California State University-Long Beach 2003 — 2005
Master of Public Administration (MPA)
California State University-Dominguez Hills 1996 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Fannie Mae May 2006 - Present
Alliant Asset Management October 2003 - April 2006
The Danter Company January 2000 - September 2003
PwC October 1998 - January 2000
Skills
Portfolio Management, Financial Modeling, Valuation, Credit, Financial Analysis, Loans, Credit Risk, Capital Markets, Risk Management, Commercial Real Estate, Low Income Housing Tax..., Multifamily Lending, Equity Capital Markets, Market Research, Management Consulting, Acquisitions, Real Estate Private..., Mortgage Underwriting, Multi Family Properties, Asset Management, Asset Based Lending, Intermediary Lending, Balance Sheet Lending, Bridge Loans
Education
New York University 2011 — 2013
Master of Science (M.S.), Real Estate - Finance & Investment
The Ohio State University - The Max M. Fisher College of Business 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General