Deutsche Bank Berkshire Mortgage
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Deutsche Bank Berkshire Mortgage Employees
Boston Capital July 2014 - Present
Berkeley Point Capital LLC March 2012 - July 2014
Deutsche Bank Berkshire Mortgage June 2008 - March 2012
Deutsche Bank Berkshire Mortgage January 2007 - June 2008
Provident Funding Associates L.P. June 2005 - December 2006
Skills
Real Estate Economics, Asset Management, Valuation, Financial Modeling, Financial Analysis, Loans, Due Diligence, Portfolio Management, Underwriting, Investments, Real Estate, Commercial Real Estate, Real Estate Transactions, Mortgage Lending, Loan Origination, Real Estate Development, Private Equity, Credit, Investment Properties, Finance, Asset Managment
Education
The University of Connecticut School of Business 2001 — 2005
Bachelor of Science, Finance
Berkeley Point Capital LLC January 2008 - Present
Deutsche Bank Berkshire Mortgage 2003 - 2008
Berkshire Mortgage Finance 1999 - 2003
AEW Capital Management 1997 - 1999
Copley Real Estate Advisors 1996 - 1997
Skills
Multifamily Loan..., Multifamily Real Estate, Senior Housing, Affordable Housing, Student Housing, Commercial Real Estate, Real Estate Transactions, Financial Analysis, Underwriting, Asset Management, Real Estate, Real Estate Economics, Real Estate Financing, Loan Origination, Disposition, Commercial Mortgages
Education
Northeastern University
Bachelor of Science (B.S.), Finance
CBRE May 2012 - Present
Berkeley Point Capital LLC April 2009 - April 2012
Deutsche Bank January 2007 - March 2009
Deutsche Bank Berkshire Mortgage October 2005 - December 2006
Deutsche Bank Berkshire Mortgage April 2002 - October 2005
Baron Properties July 2000 - October 2001
Berkshire Mortgage Finance April 1992 - April 1999
Massachusetts Housing Finance Agency July 1989 - April 1992
Skills
Credit Risk Management, Commercial Real Estate, CMBS, Underwriting, Finance, Management, Leadership, Credit Risk, Financial Structuring, Loans, Capital Markets
Education
Boston University 1989 — 1993
M.U.A. - Master of Urban Affairs
Northeastern University 1987 — 1989
Master of Public Administration (M.P.A.)
Colorado State University 1983 — 1987
Bachelor of Arts (B.A.), Social Sciences
Fairview HS
Auction.com February 2014 - Present
Berkeley Point Capital LLC January 2012 - November 2013
Deutsche Bank Berkshire Mortgage July 2002 - March 2012
Wells Fargo Bank March 1999 - October 2000
Skills
Real Estate, Asset Managment, Loans, Underwriting, Commercial Real Estate, Real Estate Economics, Property Management, CMBS, Disposition, Mortgage Lending, Valuation, Financial Analysis, Real Estate Transactions, Real Estate Financing, Loan Origination, Asset Management, Portfolio Management, Structured Finance
Education
Florida State University - College of Business 2008 — 2010
MBA, Real Estate Finance
Northern Arizona University, College of Business Administration 1995 — 2000
Bachelor's degree, Finance
Accenture July 2010 - Present
BNY Mellon - Pershing June 2009 - August 2009
Deutsche Bank Berkshire Mortgage May 2008 - August 2008
Skills
Economics, SPSS, Statistics, Excel, Asset Management, Offshore Project..., Trading Systems, Securities Lending, Social Psychology, Capital Markets, Business Analysis, Risk Management, Investments, Portfolio Management, Alternative Investments, Business Transformation, Analysis
Education
Kenyon College 2006 — 2010
Bachelor of Arts, Economics and Psychology
Wellesley High School 2002 — 2006
Fannie Mae September 2007 - Present
Citibank February 2007 - September 2007
GMAC Commercial Mortgage / Capmark Finance Inc. May 2005 - February 2007
Deutsche Bank Berkshire Mortgage July 2001 - May 2005
Bankers Mutual February 1996 - July 2001
Metmor Financial / Met Life Mortgage Banking Division November 1989 - February 1996
Skills
Mortgage Lending, Real Estate Economics, Commercial Mortgages, Underwriting, Loans, Mortgage Underwriting, Loan Origination, Credit, Structured Finance, Mortgage Banking, Refinance, Credit Analysis, Real Estate Financing, Commercial Lending, Risk Management
Education
San Diego State University-California State University 1991 — 1995
BA - Summa Cum Laude, Psychology
Fort Hays State University 1984 — 1987
Fine/Studio Arts, General
Berkeley Point Capital LLC March 2015 - Present
Berkeley Point Capital LLC 2012 - 2015
Deutsche Bank Berkshire Mortgage 2010 - 2012
Greystone Servicing Corporation, Inc. 2006 - 2010
Skills
Commercial Real Estate, Financial Analysis, Research, Leadership, Analytical Skills, Problem Solving, Mortgage Lending, Real Estate Economics, Loans, Real Estate Financing, Loan Origination, Real Estate Transactions, Commercial Mortgages, Commercial Lending
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Smith College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Liberty Mutual Insurance June 2013 - Present
The Hanover Insurance Group June 2009 - May 2013
The Hanover Insurance Group June 2009 - June 2011
Deutsche Bank Berkshire Mortgage May 2007 - August 2008
Bentley University September 2006 - December 2007
Skills
SQL Server, Microsoft Acces, Microsoft SQL Server, Microsoft Excel, Access, Property & Casualty..., Reinsurance
Education
Boston University - School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Bentley University 2005 — 2009
Bachelors Degree of Science, Finance
Armada Analytics, Inc. (formerly Agency Advisors, Inc.) January 2011 - Present
Deutsche Bank Berkshire Mortgage December 1997 - June 2010
Winthrop Financial Associates June 1985 - November 1997
The National Housing Partnership January 1980 - May 1985
Education
Harvard University Graduate School of Design
Masters, Architecture
Mount Holyoke College
B.A.
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage October 2004 - March 2012
Berkshire Mortgage Finance 1997 - 2004
Patrician Financial Company November 1992 - October 1997
Oxford Development February 1985 - November 1992
The Investment Group 1983 - 1985
National Housing Partnership 1980 - 1983
Education
University of Michigan 1977 — 1978
M.A., English Language and Literature
University of Toronto - University of St. Michael's College 1971 — 1976
B.A., English, East Asian Studies
Hunt Mortgage Group September 2011 - Present
Deutsche Bank Berkshire Mortgage November 2009 - September 2011
TriSail Capital Corporation / Bank of America March 2006 - November 2009
GID Investment Advisers, LLC 2005 - 2006
Berkshire Property Advisors June 2001 - February 2005
Skills
Real Estate, Property Management, Financial Analysis, Asset Management, Mergers, Financial Modeling, Acquisitions, Commercial Real Estate, Property Disposition, Loan Origination, Originating, Microsoft Excel, Salesforce.com, Real Estate Development, Real Estate Due..., Multi-family, Inter-personal, Investment Properties, Structured Finance, Affordable Housing, Banking, Commercial Banking, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Real Estate Private..., Commercial Mortgages, Real Estate Economics, Underwriting, Finance, Private Equity, Mergers
Education
Simmons College 1997 — 2001
BA, Cum Laude, Economics & Finance
Prudential Mortgage Capital Company October 2011 - Present
Deutsche Bank Berkshire Mortgage June 1999 - September 2011
Bank of Boston December 1991 - June 1999
CB Richard Ellis December 1985 - June 1991
Skills
Real Estate Development, Financial Modeling, Investments, Real Estate, Disposition, Due Diligence, Valuation, Property Management, Brokerage, Real Estate Transactions, Asset Management, Real Estate Financing, Financial Analysis, Investment Properties, Asset Managment, Portfolio Management, Private Equity, Real Estate Economics, Loans, Mortgage Lending, Commercial Real Estate, CMBS, Affordable Housing
Education
University of Michigan 1981 — 1985
BA, Liberal Arts - Economics
Berkadia May 2015 - Present
Berkadia Commercial Mortgage LLC September 2011 - Present
Deutsche Bank Berkshire Mortgage July 2006 - July 2011
Love Funding Corporation March 2000 - July 2006
Skills
Asset Management, Asset Managment, Brokerage, CMBS, Commercial Mortgages, Commercial Real Estate, Contract Negotiation, Disposition, Due Diligence, Finance, Financial Analysis, Financial Modeling, HUD, Investments, Loans, Originations, Portfolio Management, Private Equity, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Retirement Homes, Seniors Housing, Underwriting, Valuation
Education
Bentley College 1991 — 1995
Master Of Science, Finance
Northeastern University 1983 — 1987
BS, Business Adminstration
The ConAm Group of Companies November 2006 - Present
Deutsche Bank Berkshire Mortgage December 2001 - November 2006
Wells Fargo Capital Finance October 2000 - August 2001
Skills
Real Estate Investment, Real Estate Finance, Asset Management, Budgeting, Capital Budgeting, Property Management, Financial Analysis, Financial Modeling, Investor Reporting, Investor Relations, Capital Projects, Market Analysis, Real Estate Development, Entitlements, Construction
Education
Boston University 2002 — 2004
Certificate, Real Estate Finance
University of Southern California 1995 — 1999
Bachelor of Science, Business Administration
North Shore Ventures 2010 - Present
GE Capital 2006 - 2009
Deutsche Bank Berkshire Mortgage 2005 - 2006
Northland Investment Corporation 2002 - 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Asset Management, Due Diligence, Portfolio Management, Business Planning, Loans, Finance, Strategic Financial..., Investments, Risk Management, Mergers & Acquisitions, Capital Markets, Business Strategy, Management, Strategic Planning
Education
Columbia University - Columbia Business School
MBA
The University of Connecticut
BA, Accounting
Universidad de 'San Andrés'
MBA
William Hall
Comprehensive Building Analysis, Inc. July 2013 - Present
Wells Fargo Home Mortgage May 2012 - July 2013
Deutsche Bank Berkshire Mortgage February 2010 - March 2011
CapitalSource Mortgage Finance December 2003 - August 2006
Red Mortgage Capital October 2002 - December 2003
Skills
FHA, Mortgage Lending, Loans, Single Family Homes, Mortgage Banking, Refinance, Residential Mortgages, Credit, Underwriting, Mortgage Underwriting, Credit Analysis, FHA financing, Loss Mitigation, Investment Properties, Real Estate, Banking
Education
Notre Dame Academy, Middleburg, VA
Radford University
Immanuel February 2015 - Present
Immanuel February 2015 - Present
Mountain States Realty June 2011 - December 2014
Broe Real Estate Group June 2008 - January 2011
The Picerne Group January 2007 - March 2008
Hopkins Real Estate Group 2005 - 2007
Deutsche Bank Berkshire Mortgage 1999 - 2005
Skills
Human Resources, Treasury, Loans, Real Estate, Mortgage Lending, Banking, Financial Modeling, Investments, Financial Analysis, Refinance, Real Estate Transactions, Credit, Risk Management, Underwriting, Due Diligence
Education
DePaul University 1986 — 1988
MBA, Finance, 3.7/4.0
University of Illinois at Urbana-Champaign 1984 — 1984
CPA, Accounting
University of Iowa 1978 — 1982
BA, Accounting
Deutsche Bank Securities June 2014 - Present
Armada Analytics, Inc. (formerly Agency Advisors, Inc.) April 2010 - June 2014
Charles Seymour, Inc. April 2009 - May 2010
Agency Advisors Inc. November 2008 - June 2009
Amerland Group February 2008 - October 2008
Credit Suisse February 2004 - January 2008
Deutsche Bank Berkshire Mortgage October 2000 - September 2002
Skills
Financial Analysis, Valuation, Debt, Loans, Mortgage
Education
Sewanee-The University of the South 1996 — 2000
Bachelor of Arts, Economics
Woodward Academy 1993 — 1996
1996, High School
The Davis Companies December 2010 - Present
Boston Red Sox June 2009 - November 2010
Struever Bros. Eccles & Rouse, Inc. April 2006 - May 2009
Trammell Crow Company April 2000 - April 2006
Deutsche Bank Berkshire Mortgage May 1998 - April 2000
Skills
Real Estate Development, Asset Management, Construction Management, Investment Properties, Real Estate, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA
Tulane University 1986 — 1991
BA, Economics & History
Massachusetts Housing Finance Agency October 2012 - Present
CBRE and CBRE, HMF October 2006 - April 2011
Deutsche Bank Berkshire Mortgage September 2004 - September 2006
Berkshire Mortgage Finance January 1997 - August 2006
Skills
Real Estate Financing, Affordable Housing, Underwriting, Commercial Real Estate, FHA financing, Ginnie Mae financing, Fannie Mae, Real Estate Development, Real Estate, Real Estate Economics, Financial Modeling, Disposition, Asset Management, Due Diligence, Real Estate Transactions, Valuation
Education
Brooklyn Law School 1964 — 1967
Doctor of Law (J.D.), Real Estate
Brooklyn College 1959 — 1963
Bachelor of Arts (B.A.), Political Science and Government
Massachusetts Housing Partnership January 2015 - Present
Berkeley Point Capital LLC March 2012 - December 2014
Deutsche Bank Berkshire Mortgage October 2004 - March 2012
Berkshire Mortgage Finance June 1997 - October 2004
Clinton Savings Bank 1990 - 1991
Detroit Airport Marriott 1987 - 1989
Skills
Mortgage Lending, Customer Service, Finance, Commercial Lending
Education
Fitchburg State University 1983 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Mount Wachusett Community College 1979 — 1982
Associate's Degree, Business Administration and Management, General
CBRE Multifamily Capital, Inc. 2007 - Present
Potomac Realty Capital 2006 - 2007
Deutsche Bank Berkshire Mortgage 1986 - 2006
Skills
Due Diligence, Asset Management, Real Estate Development, Real Estate Transactions, Valuation, Real Estate Economics, Financial Modeling, Investments
Education
University of Virginia - Darden Graduate School of Business Administration 1980 — 1982
MBA
University of Pennsylvania 1973 — 1977
BA, Architecture
Preservation Management, Inc. March 2013 - Present
Preservation Management, Inc. October 2009 - March 2013
The Wishcamper Companies, Inc. January 2007 - February 2009
Boston Capital December 2003 - December 2006
Deutsche Bank Berkshire Mortgage 2001 - 2003
MMA Financial 1998 - 2001
Boston Private Bank & Trust 1997 - 1998
Skills
LIHTC, HUD, Tax Credits, Affordable Housing, Real Estate Economics, Disposition, Apartments, Real Estate Development, Real Estate, Real Estate Financing, Property Management, Acquisitions, Asset Management, Leases, Due Diligence, Investment Properties, Real Estate Transactions, Fair Housing, Rentals, Investments, Lease Administration, Commercial Real Estate, Landlords, Commercial Mortgages, Loans, Investors, Tenant, Brokerage, Section 8, Finance, Redevelopment, Financial Modeling, Contract Negotiation, Property, Underwriting, Land Acquisition, Mortgage Lending, Corporate Real Estate, Financial Structuring, Entitlements, Portfolio Management, Financial Analysis
Education
Babson College
BS
Groton School
Diploma
Free People September 2015 - Present
David's Bridal January 2015 - September 2015
David's Bridal May 2013 - January 2015
Urban Outfitters August 2011 - May 2013
Quaero July 2010 - August 2011
North Carolina State University June 2009 - July 2010
Deutsche Bank Berkshire Mortgage June 2007 - August 2007
Skills
SPSS, SAS, Data Mining, Analytics, Data Analysis, Statistics, Microsoft Excel, Statistical Modeling, Project Management, Predictive Analytics, Time Series Analysis, Coremetrics Analytics, Omniture, Google Analytics, Database Marketing, Optimization
Education
North Carolina State University 2009 — 2010
M.S., Analytics
Kalamazoo College 2005 — 2009
B.A., Economics and Business
University of the West Indies, St. Augustine Campus 2007 — 2007
Foreign Study, Anthropology, Political Science
Conference of State Bank Supervisors (CSBS) August 2015 - Present
Federal Housing Finance Agency September 2014 - July 2015
FINRA (Financial Industry Regulatory Authority) September 2011 - September 2014
FINRA July 2006 - September 2011
Deutsche Bank Berkshire Mortgage September 2003 - March 2006
The Northwestern Mutual Financial Network January 2002 - May 2003
Fidelity Investments December 2000 - November 2001
Skills
Trading Systems, Investment Banking, Securities, Investments, Portfolio Management, Risk Management, AML, Analysis, Employee Training, Equities, FINRA, Finance, Financial Risk, Insurance, Mutual Funds, Policy, Training, Training Delivery, Public Speaking, Microsoft Office, Management, Leadership, Customer Service
Education
Keller Graduate School of Management 2004 — 2007
M.B.A., Business Administration and Management, General
Huston-Tillotson University 1997 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Texas A&M University-Commerce 1995 — 1997
Pflugerville 1991 — 1995
Diploma
Multifamily Management Services, LLC February 2011 - Present
AIMCO Capital May 2006 - January 2011
Deutsche Bank Berkshire Mortgage December 2003 - April 2006
Skills
Asset Management, Property Management, Affordable Housing, Financial Analysis, Real Estate Development, Real Estate Economics, Strategic Planning, Real Estate, Management, Contract Negotiation
Education
University of Maryland Baltimore County 1997 — 2002
Bachelors, Economics
Prudential Mortgage Capital Company December 2011 - Present
Deutsche Bank October 2001 - December 2011
Deutsche Bank Berkshire Mortgage 2001 - December 2011
J & B Home Realty, Inc. 1991 - 2001
Skills
Real Estate Finance, Loan Origination, Disposition, Real Estate Economics, Valuation, Investment Properties, Real Estate Transactions, Real Estate Financing, Financial Modeling, Financial Analysis, Dispositions, Commercial Real Estate, Asset Management, Due Diligence
Education
University of New Hampshire - Whittemore School of Business and Economics 1986 — 1990
BS, Business Administration
J.Crew October 2010 - Present
Senator Feinstein March 2011 - September 2011
Steptoe & Johnson LLP May 2007 - August 2007
American Red Cross September 2006 - March 2007
Deutsche Bank Berkshire Mortgage November 2005 - March 2006
Macy's August 2004 - November 2005
Marshall Field's 2004 - 2005
Skogen's Festival Foods August 1997 - May 2004
Office of Senator Russell D. Feingold 2004 - 2004
Skills
Research, Legal Writing, Finance, Legal Research, Business Continuity..., Merchandising, Retail Buying, Retail Marketing, Fashion, Grocery Industry, Customer Service, Public Speaking, Policy, Public Policy, Policy Analysis, Non-profits, Investigation, Mortgage Servicing, Commercial Mortgages, Real Estate, Litigation, Tax Law, Retail, Securities Litigation, Microsoft Excel, Microsoft Word, Management, Microsoft Office, Social Media, Leadership, Mediation, Lexis
Education
Suffolk University Law School 2005 — 2010
Juris Doctor, Law - Business law, finance focus., New York State Bar (pending)
University of Wisconsin-Eau Claire
Bachelor of Arts (B.A.), Political Science and Economics
Deutsche Bank Berkshire Mortgage April 2005 - December 2008
Commonwealth of Massachusetts April 2004 - April 2005
General Dynamics August 2003 - April 2004
Education
Bryant University 2000 — 2003
Quinnipiac University 1999 — 2003
Quinnipiac University 1999 — 2003
Journalism
Quinnipiac University 1999 — 2000
Coyle Cassidy High School 1994 — 1999
American Suzuki Motor Corp. January 2010 - Present
LaDale Professional Services January 2009 - September 2011
Golden West College January 2008 - December 2008
Financial Freedom April 2005 - January 2008
Deutsche Bank Berkshire Mortgage November 2002 - April 2005
NEW MILLENNIUM HOMES, LLC, Irvine, CA April 2000 - October 2002
Skills
Payroll, Notary Public, PowerPoint, Administrative..., Customer Service, Software Documentation, Budgets, Microsoft Office, Management, Office Management, Sales, Microsoft Excel, Outlook
Education
University of Phoenix 1996 — 1998
BS/BM, BUSINESS MANAGEMENT
CapitalSource September 2014 - Present
Berkeley Point Capital LLC March 2014 - August 2014
Berkeley Point Capital LLC September 2012 - February 2014
Berkeley Point Capital LLC March 2012 - August 2012
Deutsche Bank Berkshire Mortgage January 2012 - March 2012
Ceres Capital Partners April 2011 - December 2011
Skills
Financial Modeling, Mortgage Underwriting, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Loan Origination, Real Estate, CMBS, Real Estate Economics
Education
Georgetown University 2006 — 2010
BA, Economics
Avistone, LLC January 2012 - Present
Auction.com (formerly REDC) June 2009 - December 2011
T Street Capital Group July 2007 - June 2009
Commercial Capital Bank (now JP Morgan Chase) June 2005 - June 2007
Deutsche Bank Berkshire Mortgage June 1999 - June 2005
Salomon Smith Barney Commercial Real Estate Group January 1997 - June 1999
Wedge Capital Partners January 1990 - January 1997
Skills
Disposition, Capital Markets, Real Estate, Portfolio Management, Investments, Asset Managment, Loans, Investment Properties, Mortgage Lending, Commercial Real Estate, Financial Modeling, Mergers & Acquisitions, Private Equity, Asset Management, Selling, Investors, Real Estate Transactions, REO, Finance, Structured Finance, Management, Property, Real Estate Financing, Commercial Mortgages, Banking
Education
San Diego State University-California State University 1968 — 1973
A.B., Economics
Corona del Mar High School
Bentall Kennedy December 2011 - Present
Deutsche Bank Berkshire Mortgage July 2004 - December 2011
DaimlerChrysler Bank 1994 - 2003
Shawmut Bank, N.A. 1992 - 1994
Skills
Project Management, Asset Managment, Valuation, Financial Modeling, Portfolio Management, Loans, Due Diligence, Financial Analysis, Investments, Underwriting, Credit, Mergers, Risk Management, Process Improvement, Mortgage Lending, Real Estate, Strategic Planning, Real Estate Economics, Real Estate Development
Education
The University of Connecticut 1985 — 1989
Bachelors of Science, Finance, Real Estate minor
Upsala College 1984 — 1985
Series 63, Series 22
Lancaster Pollard November 2013 - July 2015
AFL-CIO Housing Investment Trust March 2007 - October 2013
Walker & Dunlop (Green Park Financial) February 2002 - March 2007
Deutsche Bank Berkshire Mortgage July 2000 - February 2002
Walker & Dunlop (Green Park Financial) November 1995 - February 2002
RevPar International July 1994 - November 1995
Skills
Real Estate Economics, Real Estate, Real Estate Transactions, Financial Modeling, Asset Managment, Mergers & Acquisitions, Asset Management, Investments, Affordable Housing, Real Estate Development, Commercial Real Estate, Acquisitions, Real Estate Financing, Valuation, Capital Markets, Mortgage Lending, Portfolio Management
Education
Penn State University 1987 — 1991
BS, Hotel, Restaurant & Institutional Management
Beech Street Capital July 2012 - Present
Berkeley Point Capital LLC (formerly Deutsche Bank Berkshire Mortgage) July 2011 - July 2012
Deutsche Bank Berkshire Mortgage 2004 - July 2011
Deutsche Bank Berkshire Mortgage (formerly Berkshire Mortgage Finance) January 2002 - July 2004
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2011
MBA
University of California, Santa Barbara 1996 — 2000
sociology
Oak Grove Capital October 2011 - Present
Deutsche Bank Berkshire Mortgage June 2010 - September 2011
Centerline Capital Group January 2008 - June 2010
Centerline Capital Group January 2005 - December 2007
Capri Capital October 2003 - December 2004
Skills
Real Estate Economics, CMBS, Disposition, Underwriting
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
Bank of America April 2004 - Present
MortgageRamp February 2000 - May 2003
Deutsche Bank Berkshire Mortgage February 1999 - February 2000
WMF Capital 1998 - 1999
Education
Queens University of Charlotte 1987 — 1989
MBA, Finance
Siena College 1978 — 1982
Berkeley Point Capital LLC 1990 - Present
Deutsche Bank Berkshire Mortgage 2006 - 2012
Skills
Valuation, Asset Management, Disposition, Commercial Real Estate, Real Estate Economics, Real Estate, Management, CMBS, Due Diligence, Project Management, Real Estate Transactions, Customer Service, Commercial Mortgages, Real Estate Development, Real Estate Financing
Education
Boston University Questrom School of Business 1980 — 1984
Symantec December 2011 - Present
Red Mortgage Capital, Inc. November 2006 - August 2010
GMAC Commercial Mortgage / Capmark Finance, Inc. May 2005 - August 2006
Deutsche Bank Berkshire Mortgage August 2002 - May 2005
Skills
Financial Modeling, Strategic Planning, Real Estate, Portfolio Management, Loans, Real Estate Economics, Investment Properties, Asset Management, Real Estate Transactions
Education
University of California, San Diego 1998 — 2002
BA, Economics
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage June 2004 - March 2012
Skills
Loans, Asset Managment
Education
Babson College 2000 — 2004
Finance
Burlington High School 1996 — 2000
Palladian Capital Advisors May 2012 - Present
Progeny Capital Advisors January 2011 - May 2012
The Bank of Miami August 2010 - December 2010
Amstar Global Advisors January 2008 - May 2010
CIT 2006 - 2008
Deutsche Bank Berkshire Mortgage 2003 - 2006
DaimlerChrysler Capital Services (Debis) 1997 - 2003
US West Capital Corporation (now Bank of America) 1990 - 1997
Stiles Corporation 1983 - 1990
Westinghouse Credit Corp 1977 - 1983
Skills
Portfolio Management, Asset Managment, Real Estate Economics, Loans, Management, Due Diligence, Strategy, Real Estate Development, Valuation, Disposition, Commercial Real Estate, Asset Management, Commercial Lending, Real Estate, Investments, Real Estate Financing, Leases, Investment Properties, Financial Modeling, Brokerage, Corporate Real Estate, Acquisitions, Underwriting, Finance, Mergers & Acquisitions, Real Estate Transactions, Financial Analysis, Private Equity, Fundraising, Structured Finance, Commercial Mortgages, Financial Structuring, Joint Ventures, Capital Markets, Location Intelligence, Mortgage Lending, Credit Analysis, Credit, Funding, Loan Origination, Executive Management, Dispositions
Education
Harvard Business School 2001 — 2002
Executive Career Development
Northwestern University
School of Mortgage Banking
Westminster College
Bachelor of Arts, Political Science
Coldwell Banker Residential Brokerage October 2000 - Present
Coldwell Banker / NRT LLC October 2000 - Present
MMA Financial May 1999 - September 2000
Deutsche Bank Berkshire Mortgage March 1996 - May 1999
Skills
Relocation, Sellers, Condos, Buyer Representation, Single Family Homes, Listings, First Time Home Buyers, Short Sales, New Home Sales, Residential, Foreclosures, Residential Homes, Selling, Investment Properties, Real Estate Transactions, Buyers, Home Staging, Real Estate, Sales
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
Wellesley High School 1984 — 1988
Berkadia June 2014 - Present
AztecAmerica Bank January 2006 - June 2014
Deutsche Bank Berkshire Mortgage January 2002 - October 2005
Skills
Banking, Financial Analysis, Loans, Credit Analysis, Finance, Risk Management, Portfolio Management, Credit Risk, Commercial Banking, Customer Service
Education
DePaul University 2006 — 2010
Master of Business Administration (M.B.A.), Finance
University of Illinois at Chicago 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics
Avison Young Raleigh-Durham March 2015 - Present
Jones Lang LaSalle July 2012 - January 2015
Worthe Real Estate Group December 2011 - June 2012
UCLA Anderson School of Management August 2011 - June 2012
Deutsche Bank Berkshire Mortgage June 2011 - November 2011
Urban One February 2011 - June 2011
CH2M HILL March 2006 - April 2010
CH2M HILL August 2005 - March 2006
Skills
Market Analysis, Economic Research, Underwriting, Presentations, Construction Management, Valuation, Due Diligence, Financial Analysis, Real Estate Development, Project Management, Real Estate, Microsoft Excel, Entitlements, Data Analysis, Construction, Brokerage, Leases, Acquisitions, Commercial Real Estate
Education
UCLA Anderson School of Management 2010 — 2012
Master of Business Administration (MBA), Real Estate and Finance
Vanderbilt University 2003 — 2005
Master of Science (MS), Civil Engineering
Vanderbilt University 1999 — 2003
Bachelor of Science (BS), Engineering Science
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage January 2008 - March 2012
Deutsche Bank Berkshire Mortgage February 2005 - January 2008
Skills
Real Estate, Financial Modeling, Real Estate Economics, Loan Origination, Financial Analysis, Mezzanine, Structured Finance, Loans
Education
California State University-Long Beach 2000 — 2004
BS, Finance
Berkeley Point Capital LLC October 2001 - Present
Deutsche Bank Berkshire Mortgage October 2001 - March 2012
Deutsche Bank 2001 - March 2012
Carbon Mesa April 1994 - February 2001
Secured Capital Corp February 1990 - April 1994
Drexel Burnham Lambert October 1985 - February 1990
Kenneth Leventhal & Company 1984 - 1985
Skills
Loans, Real Estate, Negotiation, CMBS, Funding, Asset Managment, Mergers, Finance, Real Estate Economics, Investments, Joint Ventures, Strategic Planning, Investor Relations, Asset Management, Valuation, Investment Properties, Financial Structuring, Acquisitions, Management, Corporate Real Estate, Restructuring, Financial Modeling, Due Diligence, Underwriting, Mortgage Lending, Structured Finance, Commercial Real Estate, Investment Banking, Financial Analysis, Real Estate Transactions, Commercial Mortgages, Portfolio Management, Disposition, Securitization, Risk Management, Debt Restructuring, Capital Markets, Real Estate Financing, Loan Origination, Real Estate Private...
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Real Estate Finance
Fairfield University 1980 — 1982
B.S, Finance and Accounting - summa cum laude
Staples High School 1974 — 1977
Independent Real Estate Consulting 2010 - Present
AEW Capital Management 2005 - 2008
Deutsche Bank Berkshire Mortgage 2002 - 2005
Hale and Dorr LLP 1999 - 2001
Skills
Real Estate Economics, Real Estate Development, Due Diligence, Market Analysis, Corporate Real Estate, Underwriting, Loans, Financial Modeling..., Asset Management and..., Real Estate Development..., Capital Improvement..., Multifamily Unit..., Interpreting Loan..., Loan Reviews, Multifamily Marketing, Investor Reporting, Appraisal Analysis, Budgeting, Annual Business Plans, Acquisition Analysis, Feasibility Studies, Real Estate Investment, Real Estate Finance, Loan Servicing, Client Service, Operations Management, Presentation Development, Consultancy Services, Pricing Strategy, Yardi, Yardi Voyager, Asset Management, Real Estate, Lease Abstracts, Revolving Lines of..., Leases, Business Planning, Financial Modeling, Investment Properties, Budgets, Commercial Real Estate, Valuation, Financial Analysis
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2008 — 2009
Master of Science, Real Estate Development
Boston University 2003 — 2007
Certificate, Real Estate Finance
University of Virginia 1996 — 1999
B.A., Economics
PNC ARCS LLC April 2005 - Present
PNC Financial Services Group 2005 - Present
Deutsche Bank Berkshire Mortgage April 2002 - March 2005
Deutsche Bank 2005 - 2005
ARCS Mortgage 1989 - April 2002
Prudential Financial 1999 - 2002
Education
Mount Saint Mary College 1991 — 1993
Bachelor of Science, Business Management
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage October 2004 - March 2012
Berkshire Mortgage Finance 2003 - 2004
Berkshire Mortgage Finance 1998 - 2003
Berkshire Property Advisors November 1993 - November 1998
Wolf & Company, P.C. September 1991 - November 1993
Skills
Financial Analysis, Financial Modeling, Due Diligence, Accounting, Valuation, SEC filings, Asset Management, Investments, Private Equity, Real Estate Economics, Finance, Structured Finance, Equities, Capital Markets, Internal Controls
Education
Bentley University 1987 — 1991
Bachelors, Accounting
Walker & Dunlop September 2012 - Present
CW Capital, LLC January 2011 - August 2012
CW Capital, LLC January 2010 - December 2011
CWCapital LLC 2006 - December 2010
Deutsche Bank Berkshire Mortgage 1999 - 2006
Skills
Disposition, Investment Properties, Commercial Mortgages, Investments, Real Estate Transactions, Financial Analysis, Portfolio Management, Private Equity, Property Management, Commercial Lending, Credit Analysis, Brokerage, Structured Finance, Affordable Housing, Financial Structuring, Real Estate Financing
Education
University of Oregon 1991 — 1995
BS, Economics
Northfield Mount Hermon 1988 — 1991
CBRE April 2015 - Present
CBRE March 2010 - April 2015
DEUTSCHE BANK - Berkshire Mortgage January 2009 - March 2010
DEUTSCHE BANK - Berkshire Mortgage January 2005 - January 2009
Skills
Banking, Financial Accounting, Risk Management, Financial Analysis, Real Estate Development, Credit, GNMA, LIHTC, Section 8, Portfolio Management, Financial Risk, Loans, Credit Risk, Private Equity, Microsoft Office, C++, QuickBooks, Finance
Education
San Jose State University 1999 — 2003
Bachelor's degree, Corporate Finance, 3.20+
Berkeley Point Capital LLC September 2014 - Present
Deutsche Bank Berkshire Mortgage 2005 - 2006
Berkshire Mortgage Finance 1994 - 2005
Bankers Mutual 1994 - 1997
Skills
Mortgage Lending, Due Diligence, Loan Origination, Real Estate Transactions, Structured Finance, Mortgage Underwriting, CMBS, Closings, Microsoft Excel, Customer Service, Financial Structuring, Microsoft Office
Education
Colorado State University 1985 — 1989
BA, Economics
Berkshire Property Advisors June 2014 - Present
Ranieri Real Estate Partners September 2010 - June 2014
Deutsche Bank January 2007 - August 2010
Deutsche Bank Berkshire Mortgage August 2003 - November 2006
Emigrant Funding Corp. November 2001 - August 2003
Skills
Real Estate Economics, Real Estate, Real Estate Financing, CMBS, Due Diligence, Valuation, Commercial Real Estate, Asset Management, Real Estate Transactions, Real Estate Development, Brokerage, Corporate Real Estate, Location Intelligence
Education
College of the Holy Cross 1997 — 2001
BA, Political Science
AEW Capital Management 2007 - 2009
Deutsche Bank Berkshire Mortgage 1993 - 2007
First Winthrop Corp 1987 - 1993
Claremont Financial Services 1985 - 1987
Boston Financial Group 1984 - 1985
Education
Simmons College - Simmons School of Management 1982 — 1983
MBA
Alden Torch Financial LLC May 2015 - Present
Hunt Companies April 2014 - May 2015
Boston Capital June 2006 - April 2014
Deutsche Bank Berkshire Mortgage February 2001 - June 2006
Skills
Real Estate Development, Construction, Commercial Real Estate, Real Estate, Due Diligence, Contract Negotiation, Asset Management, Feasibility Studies, Civil Engineering, Investment Properties, Construction Management, Asset Managment, Valuation, Financial Modeling, Property Management, Budgets, Cycling, Charitable Fundraising
Education
Merrimack College 1982 — 1987
BS, Civil Engineering
Quicken Loans March 2013 - Present
Walker & Dunlop September 2012 - December 2012
CWCapital, LLC December 2010 - September 2012
Nationstar Mortgage (fka Aurora Bank FSB) June 2009 - September 2010
Freelance March 2008 - June 2009
Deutsche Bank Berkshire Mortgage July 2007 - March 2008
Deutsche Bank Berkshire Mortgage 2004 - 2007
JPMorgan Chase September 2003 - August 2004
Investors Bank & Trust July 2001 - July 2004
Skills
Real Estate, Loans, Mortgage, Customer Relations, Customer Service, Microsoft Office, Excel, Underwriting
Education
Fairfield University 1997 — 2001
BA, Economics
MassHousing July 2014 - Present
CW Financial Services LLC 2008 - 2013
Potomac Realty Capital 2006 - 2007
Deutsche Bank Berkshire Mortgage 2004 - 2006
The Berkshire Group 1986 - 2004
Stone and Webster Engineering Corporation 1981 - 1986
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Leadership, SEC filings, Process Improvement, Commercial Real Estate, Management, Investments, Financial Analysis, Finance, Internal Controls, Financial Reporting, US GAAP, Strategy, Cash Flow, Valuation, Budgets, Corporate Finance, Revenue Recognition, Consolidation, Consolidated Financial..., Contract Negotiation, Cash Management, Tax
Education
Bentley University 1977 — 1981
BS, Accounting
Oppenheimer Multifamily Housing & Healthcare Finance February 2009 - Present
CapitalSource 2005 - April 2008
Deutsche Bank Berkshire Mortgage 2004 - 2005
AMI Capital, Inc., a Wachovia Affiliate 2000 - 2004
Triangle Mortgage Associates/Secore Financial 1992 - 2000
Benton Mortgage Company 1987 - 1990
Illinois Housing Development Authority 1984 - 1987
Illinois Department of Commerce and Community Affairs 1982 - 1984
Skills
FHA, Healthcare, Loans, Commercial Lending, Mortgage Lending, Financial Analysis, Loan Origination, Commercial Mortgages, Underwriting, Real Estate, Real Estate Financing, Mortgage Banking, Small Business Lending, Real Estate Economics, Asset Managment, Asset Management, Mergers & Acquisitions, Risk Management, Credit, Valuation, Portfolio Management, Nursing, Hospitals, Financial Structuring, Credit Analysis, Banking, Refinance
Education
Northern Illinois University
M.A.P.A., Urban Management
The University of Texas at Austin 1971 — 1974
B.B.A., Finance
M&T Realty Capital Corporation March 2011 - Present
Clayton November 2009 - December 2010
Arbor Commercial Mortgage April 2007 - May 2009
Deutsche Bank Berkshire Mortgage December 2004 - April 2007
Collateral Mortgage Capital April 2002 - November 2004
Collateral Mortgage Capital December 1999 - March 2002
SOUTHEASTERN CONSULTING GROUP October 1995 - December 1999
Education
Georgia State University 1996 — 2000
MS, Real Estate
Florida State University 1993 — 1994
BS, Real Estate
Florida State University 1989 — 1993
BS, Finance
Solano Land Trust December 2014 - Present
Marinello School of Beauty July 2013 - October 2014
Milan Institute of Cosmetology July 2009 - October 2011
Heald College January 2008 - July 2009
The Crowne Plaza Hotel April 2007 - January 2008
The Concord Hilton Hotel April 2006 - April 2007
Deutsche Bank Berkshire Mortgage July 2004 - April 2006
Bank of the West September 2000 - July 2004
Skills
Career Counseling, Admissions, Interviews, Enrollment Management, Student Recruiting, Resume Writing, Team Building, CampusVue, Campus, Retaining Customers, College Recruiting, Presentation Coaching, Highly motivated..., Positive Personality, Event Planning, Student Financial Aid, Career Development, Student Affairs, Advanced computer skills, Customer Retention, Public Speaking, Training, Customer Service, Higher Education
Education
University of Phoenix 2010 — 2012
Bachelor of Applied Science (BASc), Psychology
Heald College
Diploma (Awarded), Administrative Assistant and Secretarial Science, General
Brookline Bancorp, Inc. January 2012 - Present
Independent Contractor January 2010 - December 2011
CWCapital, LLC May 2007 - January 2010
Deutsche Bank Berkshire Mortgage July 2004 - September 2006
Skills
Valuation, Underwriting, Asset Managment, Financial Modeling, Loans, Portfolio Management, CMBS, Due Diligence, Financial Analysis, Credit, Real Estate, Mortgage Lending, Asset Management, Commercial Lending, Disposition, Commercial Real Estate, Structured Finance, Real Estate Development, Finance
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance & International Business
Melrose High School 1996 — 2000
Boston University
Certificate, Real Estate Finance & Commercial Real Estate
Holliday Fenoglio Fowler, L.P. May 2010 - Present
Deutsche Bank Berkshire Mortgage June 2007 - May 2010
Advantage National Bank 2005 - 2006
MB Financial Bank 2001 - 2005
Skills
Real Estate, Leases, Location Intelligence, Valuation, Tenant, Due Diligence, CMBS, Investment Properties, Landlords, Real Estate Development, Investments, Disposition, Brokerage, Corporate Real Estate, Credit Risk, Real Estate Financing, Real Estate Transactions, Asset Managment, Real Estate Economics, Underwriting, Commercial Real Estate, Investors, Loans, Portfolio Management, Financial Modeling, Capital Markets, Property Management, Analysis, Banking
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science, Finance and Real Estate
University of Illinois at Urbana-Champaign - College of Business 1995 — 2000
BA, Finance
Walker & Dunlop December 2011 - Present
Deutsche Bank Berkshire Mortgage May 2004 - December 2011
Skills
Mortgage Lending, FHA, Financial Structuring, Loans, Commercial Real Estate, Underwriting, Credit, Finance, Customer Service
Education
Belmont University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Boston Financial Investment Management July 2014 - Present
Berkeley Point Capital LLC December 2011 - July 2014
Deutsche Bank Berkshire Mortgage December 2011 - March 2012
Torres AES February 2011 - November 2011
Torres AES November 2010 - February 2011
Education
Gettysburg College 2006 — 2010
Gettysburg College 2006 — 2010
BS, Business Management
Atlantic City High School 2003 — 2006
Corigin Group, Corigin Capital September 2010 - Present
DLJ Real Estate Capital Partners September 2006 - January 2011
Deutsche Bank Berkshire Mortgage October 2002 - September 2006
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Strategic Planning, Product Management, Real Estate Economics, Capital Budgeting, Business Intelligence, Asset Management, Venture Capital, Capital Markets
Education
Emory University 1998 — 2002
Bachelor of Arts (B.A.), Economics and Philosophy
University of Sydney 2000 — 2001
Study Abroad - 2001
CFA Institute
Charterholder since 2007
Thor Equities February 2015 - Present
Thor Equities February 2014 - Present
Thor Equities December 2011 - Present
Anglo Irish Bank (International) April 2011 - December 2011
Capital Crossing Servicing Company LLC June 2010 - March 2011
Deutsche Bank Berkshire Mortgage June 2008 - June 2010
Skills
Valuation, Financial Modeling, Due Diligence, Asset Managment, Portfolio Management, Financial Analysis, Real Estate Economics, Loans, Real Estate, Underwriting, Commercial Mortgages, Capital Markets, Private Equity, Microsoft Excel, Microsoft Office, PowerPoint, Strategic Planning, Microsoft Word, Real Estate Development, Social Media
Education
Babson College 2004 — 2008
Finance
Paragon Mortgage Corporation May 2009 - Present
Prudential Huntoon Paige January 2007 - February 2008
Deutsche Bank Berkshire Mortgage January 2002 - January 2006
TRI Capital Corporation January 2000 - January 2002
Skills
Microsoft Excel, Foreclosures, Forecasting, Project Management, Team Building, Certified Mortgage..., Account Management, Marketing, Real Estate, Microsoft Word, Loans, Investment Properties, Banking, Negotiation, Investments, New Business Development, Customer Service, Mortgage Banking, Refinance, Microsoft Office, Team Leadership, Strategic Planning, Management, FHA, First Time Home Buyers, Selling, Residential Mortgages, Business Strategy, Coaching, Contract Negotiation, Budgets, Mortgage Lending, Financial Analysis, 203K, Government Loans, VA loans, Super Jumbo, Home Equity Lines of..., Non-Conforming, Home Equity, Second Mortgages, Sales Presentations, USDA, Debt Consolidation, B2B, Commercial Mortgages, Short Sales, Commercial Real Estate, Real Estate Economics, Real Estate Development
Education
Stanford University 2015 — 2018
Project Management, Program Management, Project Management, Program Management
University of Nevada-Reno 2015 — 2018
Master of Business Administration (M.B.A.), Finance, Project Management
Stanford University
Bachelor's Degree, Pre-Law Studies
University of San Francisco School of Law
JD
Deutsche Asset & Wealth Management (RREEF) October 2011 - Present
Cushman & Wakefield July 2011 - September 2011
Cushman & Wakefield July 2006 - June 2011
Deutsche Bank Berkshire Mortgage September 2003 - July 2006
Skills
Real Estate Economics, Real Estate, Valuation, Commercial Real Estate, Due Diligence, Investments, Financial Analysis, Asset Management, Real Estate Development, Real Estate Transactions, Financial Modeling
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
Bachelors of Business Administration, Marketing
MIT Federal Credit Union July 2014 - Present
Belmont Savings Bank March 2011 - Present
CWCapital, LLC August 2006 - January 2011
Deutsche Bank Berkshire Mortgage May 2000 - July 2006
Berkshire Mortgage Finance March 1996 - April 2000
the Mortgage Company and Head of Fannie Mae March 1995 - February 1996
Bank of New England and Fleet Bank October 1987 - March 1995
Skills
Accounting, Asset Management, Financial Analysis, Loans, Mortgage Lending, Commercial Real Estate, Portfolio Management, Refinance
Education
Katharine Gibbs School
Mt. St. Mary College, Hooksett NH 1973 — 1977
BA, Nutrition
Cambridge Associates November 2005 - Present
Deutsche Bank Berkshire Mortgage February 2004 - November 2005
State Street June 2000 - February 2004
Skills
Alternative Investments, Microsoft Office, Six Sigma Yellow Belt..., Notary Public
Education
Fairfield University 1996 — 2000
BA, Sociology/Anthropology
Capital One Multifamily Finance August 2012 - Present
Berkeley Point Capital LLC March 2012 - August 2012
Deutsche Bank Berkshire Mortgage June 2008 - March 2012
Skills
Real Estate Economics, Credit, Underwriting, Mortgage Lending, Mortgage Underwriting, Investments, Due Diligence, Property Management, Financial Modeling, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Disposition, Asset Management, Loans, Real Estate, Budgets, Financial Analysis, Valuation, Microsoft Excel
Education
Bentley University 2004 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Love Funding Corporation January 2012 - April 2014
Love Funding Corporation January 2010 - January 2012
Love Funding Corporation February 2008 - December 2009
Deutsche Bank Berkshire Mortgage July 2004 - February 2008
Key Bank Real Estate Capital February 2002 - July 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Massachusetts Dartmouth 1999 — 2002
Bachelor of Arts (B.A.), Economics
Centennial Mortgage, Inc. August 2009 - Present
Prudential Financial October 2007 - July 2009
Deutsche Bank Berkshire Mortgage May 2006 - September 2007
Illinois Housing Development Authority October 1996 - May 2006
Skills
FHA Financing, Affordable Housing, Underwriting, LIHTC, Real Estate Financing, Real Estate Transactions, Finance, Real Estate Development, Dispositions
Education
Iowa State University
Bachelor of Science (BS), Community and Regional Planning