Sabal Financial Group LP
Industry: Company
DescriptionSabal Financial Group, L.P. is a California-based real estate and finance company, founded in 2009, with headquarters in Newport Beach, and additional offices nationwide and in London, UK. Headquarters: Newport Beach, CA Founded: 2009 Number of locations: 8 Type of business: Limited Partnership
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Sabal Financial Group LP Employees
Swift Realty Partners December 2013 - Present
Sabal Financial Group LP June 2012 - November 2013
Merrill Lynch, Wealth Management October 2011 - March 2012
Skills
Real Estate, Distressed Debt, Private Equity, French, Spanish, Capital Markets, Portfolio Management, Commercial Real Estate..., Acquisition Underwriting, Financial Analysis, Financial Modeling, Finance, Investments, Equities, Loans, Valuation, Asset Management
Education
San Diego State University-California State University 2008 — 2012
BA, International Business
Universidad Pontificia Comillas 2011 — 2011
International Business
A10 Capital May 2014 - Present
Sabal Financial Group LP April 2013 - May 2014
Midland Loan Services 2007 - 2013
Principal Commercial Acceptance 1999 - 2007
Skills
Asset Management, Disposition, Commercial Real Estate, Real Estate, Loans, Investments, Portfolio Management, Commercial Mortgages, Credit, Finance, Mezzanine, Foreclosures, Workout, REO, Restructuring, Real Estate Economics, Management, CMBS, Analysis, Bankruptcy, Valuation, Mergers & Acquisitions, Due Diligence, Asset Managment, Investor Relations, Strategic Planning, Process Management, Underwriting, Real Estate Transactions, Dispositions
Education
The University of Kansas 1987 — 2001
BS
St. Mary's University School of Law 1991 — 1994
JD, Law
CBRE July 2015 - Present
Sabal Financial Group LP June 2014 - July 2015
Provident Savings Bank January 2012 - May 2014
BofI Federal Bank December 2010 - February 2012
Indymac Bank 2007 - 2008
United Labor Bank 2006 - 2007
Newmark Realty Capital 2005 - 2006
Marcus & Millichap 2002 - 2005
Skills
Loans, Commercial Mortgages, Real Estate Economics, Real Estate, Underwriting, Commercial Lending, Real Estate Financing, Mortgage Lending, Investment Properties, Loan Origination, Credit, Due Diligence, Financial Analysis, Bridge Loans, Credit Analysis, Mortgage Banking, Finance, Commercial Real Estate, Real Estate Transactions, Refinance, Mezzanine, CMBS, Investments, Brokerage, Construction Loans
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
University of California, Davis 1998 — 2002
B.S. Managerial Economics
Sabal Financial Group LP March 2015 - Present
BancTec August 2006 - March 2015
St. Joseph Hostpital - Orange, CA October 2005 - January 2006
Bank of America November 1999 - November 2004
Skills
Process Improvement, Training, Business Process..., Leadership, Change Management, Six Sigma, Business Process, Management, Vendor Management, Project Management, Analysis, Internal Audit, Operational Excellence, Certified Six Sigma..., Extensive root cause..., Auditing, Proven leadership skills, Experienced Training..., Lean Manufacturing, Demonstrated consulting..., Coaching, Visio, Process Flow, Kaizen, Flow Charts, Sarbanes-Oxley Act, Team Management, Business Process..., SOX Compliancy, Lean Tools, Compliance, REG AB, Business Analysis
Education
California State University-Los Angeles
Bachelor of Business Administration Science (B.S), Finance
Sabal Financial Group LP February 2014 - Present
Rialto Capital Management August 2012 - February 2014
ConAm Management Corporation July 2007 - July 2012
Skills
Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Asset Management, Investments, Financial Analysis, Capital Markets, Real Estate, Real Estate Development, Private Equity, Disposition, Portfolio Management, Market Analysis, Commercial Real Estate, Corporate Finance, CMBS
Education
California State University-Stanislaus
Bachelor of Science (BS), Finance, General
Joey K's August 2013 - December 2013
Sabal Financial Group LP June 2013 - August 2013
KPMG US January 2013 - March 2013
Skills
Microsoft Excel, Microsoft Access, Accounting, Financial Analysis, Financial Modeling, Microsoft Office, Auditing, Valuation, Access, Finance, Research, Teamwork, Data Analysis, Income Tax, Public Speaking, Social Media, Customer Service, Analysis, Internal Controls
Education
Tulane University 2013 — 2014
Master's degree, Accounting, GPA 3.6
Tulane University 2009 — 2014
Bachelor of Science in Mangement, Finance, General, Overall GPA 3.4, Major GPA 3.7
Sabal Financial Group LP 2013 - Present
American Medical Technologies 2010 - 2013
Askew Kabala & Company, Inc. 2008 - 2010
Bank of America 2007 - 2008
Skills
Healthcare, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Macro, VBa, VBA, Business Analysis, Financial Analysis, Problem Solving, Investment Banking, Account Management, Accounts Payable, Pivot Tables, Vlookup, complex formulas, Sage Pro, Account Reconciliation, Management, Analysis, General Ledger, Banking, Financial Reporting, Auditing
Education
California State University-Fullerton 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Sabal Financial Group LP December 2011 - Present
Skills
Customer Service, Works well in a team, Exceptionally well..., Always Punctual, Fast Learner, Bilingual, Microsoft Office, Microsoft CRM, Windows & Mac operating..., Social Media
Education
CSUN 2011 — 2015
Bachelor of Science (BS), Finance, General
American Health Holding February 2015 - Present
Sabal Financial Group LP December 2012 - August 2014
Robert Half International May 2012 - November 2012
Cardinal Health May 2011 - February 2012
Alliance Data March 2008 - April 2011
JPMorgan Chase April 2001 - August 2007
Nationwide Insurance March 2000 - April 2001
Skills
Financial Analysis, Budget Reconciliation, General Ledger, Journal Entries, Account Reconciliation, Budget Process, Microsoft Excel, SAP, Crystal Reports, Microsoft Word, Access, ISAC, Salesforce.com, SQL, Sales, Finance, Analysis, Management, Forecasting, Accounting
Education
Ohio Dominican University 2005 — 2008
Business Administration and Management, General
Gahanna Lincoln
OpenX June 2015 - Present
Sabal Financial Group LP February 2014 - June 2015
Self January 2012 - June 2015
Responsible Endowments Coalition May 2012 - August 2012
International Rescue Committee January 2011 - May 2011
Sandia National Laboratories July 2010 - August 2010
Skills
Product Management, Public Speaking, Research, Analysis, Art, Communicative Skills, Project Management, Microsoft Excel
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Economics, Summa Cum Laude
Sabal Financial Group LP March 2015 - Present
Sabal Financial Group LP November 2013 - March 2015
Sabal Financial Group LP March 2013 - November 2013
Pacific Life, RSD June 2012 - November 2012
Skills
Microsoft Excel, Concur, QuickBooks, Great Plains Software, Accounts Payable, Account Reconciliation, Journal Entries, Expenses, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Microsoft Office, Microsoft Word, PowerPoint, Finance, Real Estate, Banking, Management
Education
University of California, Riverside 2007 — 2011
Bachelor of Arts (B.A.), Economics
Golden West College 2012 — 2012
Accounting
Sabal Financial Group LP April 2014 - Present
Daymark Realty Advisors, Inc. July 2012 - November 2013
Daymark Realty Advisors, Inc. (formerly Grubb & Ellis/Triple Net Properties) December 2003 - August 2011
Self-employed July 2002 - December 2003
Dolphin Partners, Inc. June 1994 - July 2002
Bainbridge Investments, Inc. January 1990 - February 1994
Merickel Development December 1985 - December 1989
Ernst & Whinney (now Ernst & Young) December 1984 - December 1985
BDO Seidman June 1981 - November 1984
Skills
Commercial Real Estate, Mergers & Acquisitions, Mergers, Investment Properties, Disposition, Asset Management, Financial Analysis, Acquisitions, Tax, Tenant, Due Diligence, Real Estate Economics, Finance, Lease Administration, Investments, Real Estate, Portfolio Management, Property Disposition, Dispositions
Education
California State University-Northridge 1976 — 1980
B.S., Business Administration (Accounting), Accounting and Business GPA 3.7
University of California, Irvine 1992 — 1998
Completion of 2 Certificate Programs, Investment Real Estate and Light Construction & Development Management, Combined GPA 3.7
Uber November 2014 - Present
EWTGPAC September 2011 - July 2014
Sabal Financial Group LP March 2014 - May 2014
AltB Partners LP October 2013 - March 2014
Cisco Systems June 2013 - August 2013
Naval Beach Group One February 2010 - September 2011
USS JARRETT July 2007 - February 2010
Skills
Strategic Planning, Operational Planning, Program Management, Security Clearance, Military Operations, Analysis, Leadership Development, Business Strategy, Leadership, Military, Operations Management, Marketing, Process Improvement, Project Management, Cross-functional Team..., Market Research
Education
UCLA Anderson School of Management 2011 — 2014
United States Naval Academy 2003 — 2007
ba, Economics
Roth Capital Partners July 2014 - Present
Global Hunter Securities October 2013 - July 2014
Sabal Financial Group LP July 2012 - June 2013
Roth Capital Partners August 2010 - July 2012
Skills
Valuation, Investments, Investment Banking, Portfolio Management, Equities, Mergers & Acquisitions, Series 7, Equity Research, Corporate Finance, Series 63, Financial Analysis, Mergers, Finance, Trading, Real Estate, Private Equity, Asset Management, Hedge Funds, Fixed Income, Bloomberg, Capital Markets, Alternative Investments, Equity Valuation, Securities, Banking, Financial Modeling, Credit, Due Diligence, Loans, Venture Capital, Financial Markets, Series 55
Education
California State University-Fullerton - College of Business and Economics
Sabal Financial Group LP April 2015 - Present
API Global January 2014 - April 2015
Equinox Securities, Inc. April 2012 - March 2013
Iowa Market June 2005 - October 2010
UC Irvine June 2003 - September 2003
Skills
Finance, Due Diligence, Investment Banking, Investments, Financial Analysis, Start-ups, Management, Accounting, Financial Modeling, Economics, Corporate Finance, Bloomberg, Analysis, Valuation, Marketing, Investment Properties, Commercial Lending, Discounted Cash Flow, Industrial Real Estate, Lease Negotiations, Lease Proposals, Commercial Real Estate..., Corporate Real Estate, Lease Investments, Microsoft Excel, Mergers & Acquisitions, Private Equity, Sales, Financial Risk
Education
University of Redlands 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Phoenix 2010 — 2012
Bachelor of Science, Business Administration and Management
UC Riverside 2000 — 2005
Computer Science/Economics
jw north
CBRE July 2015 - Present
Sabal Financial Group LP March 2015 - July 2015
Sabal Financial Group LP August 2014 - July 2015
TransUnion July 2012 - August 2014
UC Funding, Debt & Equity Investment Fund August 2011 - July 2012
Wells Fargo Bank February 2010 - August 2011
REAL ESTATE CAPITAL COMPANY, LLC January 2006 - February 2010
IMPAC COMMERCIAL CAPITAL CORP 2005 - 2006
SUNTRUST BANKS, INC 2004 - 2005
LENDINGAPPS, INC January 2000 - January 2004
Skills
Commercial Mortgages, Multi-family, CMBS, Financial Modeling, Excel, Loan Origination, Sales Management, Consultative Selling, P&L Management, Investment Advisory, National Accounts, Conference Speaking, Group Presentations, B2B Marketing, XML, Oracle SQL, Data Integration, ROI Strategies, Software Project..., SharePoint Designer, Master Data Management, Microsoft Excel, Selling, Mergers & Acquisitions, Mortgage Lending, Commercial Lending, Loans, Finance, Real Estate Economics, Business Development, Portfolio Management, Credit, Banking, Valuation, Structured Finance, Commercial Real Estate, SaaS, Underwriting, Management, Leadership, Sales, Relationship Management, Funding, Business Intelligence, Executive Management, Due Diligence, Analysis, Product Management, Venture Capital, Real Estate
Education
Penn State University 1990 — 1994
BS, Real Estate
Marylhurst University
Bachelor of Science, Real Estate, Real Estate
Sabal Financial Group LP May 2014 - Present
Daymark Realty Advisors November 2005 - December 2013
LandAmerica Lawyers Title November 2004 - November 2005
Skills
Outlook, Customer Service, Office Management, Microsoft Excel, Microsoft Word
Education
Fullerton College
Latham & Watkins May 2015 - July 2015
Sabal Financial Group LP May 2014 - July 2014
Blakely Sokoloff Taylor & Zafman July 2012 - July 2013
Skills
Legal Research, Litigation
Education
University of California, Los Angeles - School of Law 2014 — 2016
University of California, Irvine School of Law 2013 — 2014
University of California, Irvine 2006 — 2010
Bachelor of Arts (BA), Cognitive Psychology
El Camino Real HS 2002 — 2006
KBS Realty Advisors December 2013 - Present
Sabal Financial Group LP November 2012 - December 2013
McCutchan Consult & Construct January 2010 - March 2012
Opus West Corporation June 2007 - January 2009
Mollenhauer Group May 2006 - September 2006
Skills
Asset Management, Acquisitions, Real Estate Development, Real Estate Economics, Valuation, Due Diligence, Real Estate, Disposition, Commercial Real Estate, Property Management, Contract Negotiation, Construction, Financial Modeling, Financial Analysis, Project Management, Investments, Microsoft Excel, Real Estate Transactions, Microsoft Office, Investment Properties, Management, Finance, Argus Modeling
Education
University of Southern California 2005 — 2009
BS, Building Science Civil Engineering
UCLA Extension 2011 — 2012
Real Estate
Sabal Financial Group LP March 2015 - Present
Sabal Financial Group LP November 2013 - Present
Hollins Law June 2013 - November 2013
Hollins Law May 2013 - June 2013
Which Wich? Superior Sandwiches September 2012 - May 2013
Wahoo's Fish Taco September 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, Research
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Bachelor of Arts (BA), Business Administration
Sabal Financial Group LP November 2012 - Present
Arch Bay Capital January 2011 - June 2012
JP Morgan Chase December 2009 - December 2010
Rio Company June 2008 - May 2009
New York Life Insurance Company September 2005 - August 2007
Samsung America, Inc. April 2002 - September 2005
Skills
Valuation, Financial Modeling, Financial Analysis, Asset Managment, Investments, Due Diligence, Portfolio Management, Underwriting, Loans, Bloomberg, Real Estate, Corporate Finance, Credit, Fixed Income, Capital Markets, Risk Management, Real Estate Economics, Structured Finance, Mortgage Lending, Investment Banking, Analysis, Finance, Asset Management, Forecasting, Mortgage Banking
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
University of Michigan 1997 — 2001
BA
Lennar December 2014 - Present
Lennar July 2013 - December 2014
Sabal Financial Group LP January 2013 - July 2013
Paladin Asset Preservation & Management, Inc. March 2011 - December 2012
Schweitzer + Associates January 2010 - March 2011
Pinnacle Landscape Company August 2009 - November 2009
Makar Properties April 2001 - June 2009
Capital Pacific Homes August 1998 - April 2001
Tetra Tech July 1997 - August 1998
Skills
Real Estate, Real Estate Development, Entitlements, Retail, Land Development, Real Estate Transactions, Receiverships, Forward Planning, Distress Properties, Distress Sales, Property Management, Residential Homes, Feasibility Studies, Construction, Asset Managment, Land Use, Homebuilding, Asset Management, Selling, Negotiation, Land Acquisition, Contract Negotiation, Due Diligence, Leadership, Sales, Green Building, Location Intelligence, Mixed-use, Commercial Real Estate, Management, Disposition, Investment Properties, Corporate Real Estate, Real Estate Economics, Redevelopment, Brokerage, Project Management, Environmental Impact..., Zoning, Mergers, Construction Management, Strategy, Acquisitions, Land Use Planning, Mergers & Acquisitions, Subdivisions, Apartments, Property, Sustainability, CEQA
Education
University of California, Santa Barbara 1993 — 1997
Environmental Studies, B.A., Geography, B.A., Land Use Planning & Enviornmental Policy
Toyota USA September 2015 - Present
Sabal Financial Group LP February 2012 - Present
Startel May 2009 - February 2012
Skills
TCP/IP Networking, Windows (Server 2012,..., Management, Networking, Information Technology, Infrastructure, Telecommunications, VoIP, Data Center, Microsoft Excel, Virtualization, Cloud Computing
Education
University of Kansas 2001 — 2004
Master's Degree, Engineering/Industrial Management, Honors
Sabal Financial Group LP September 2012 - Present
Barclays Capital June 2011 - September 2012
Deutsche Bank June 2010 - September 2010
Deutsche Bank June 2009 - September 2009
Skills
Series 79 License, Series 63 License, Series 63, Wealth Management..., Financial Structuring, Investment Advisory, Investment Banking, Due Diligence, Financial Modeling, Finance, Microsoft Office, Investments
Education
Pepperdine University 2007 — 2011
Bachelor of Arts (BA), Accounting
RED Group, LLC January 2012 - Present
Sabal Financial Group LP March 2014 - August 2014
Sabal Financial Group, L.P. June 2012 - March 2014
La Jolla Capital Partners June 2005 - December 2011
The Landbourn Company June 2005 - December 2011
Urban Housing Partners March 2003 - June 2005
Skills
Mixed-use, Real Estate, Affordable Housing, Single Family Homes, Retail, Student Housing, Hotels, Valuation, Finance, Disposition, Real Estate Economics, Real Estate Development, Due Diligence, Asset Management, Investment Properties, Entitlements, Loans, Residential Homes, Financial Structuring, Land Acquisition, Real Estate Transactions, Acquisitions, Real Estate Financing, Corporate Real Estate, REO, Financial Modeling, Argus Modeling, Real Estate Private..., Financial Analysis, Commercial Real Estate..., Loan Modifications, Investors, Brokerage, Portfolio Management, Commercial Real Estate, Underwriting, Location Intelligence, Property, Leases, Dispositions
Education
University of San Diego 2004 — 2005
MSRE, Real Estate
University of Oregon 1998 — 2003
BS, Finance, Economics
Sabal Financial Group LP May 2012 - Present
MMC Group LP July 2008 - July 2011
Coastal Rim Properties, Inc./CRP Construction January 2002 - August 2006
TNR Development Corporation/Compass Homes June 2000 - September 2001
Bonita Y. Hui, CPA April 1994 - May 2000
Kenneth Leventhal & Co. January 1992 - April 1994
Pannell Kerr Forster January 1989 - December 1991
Huffstetler Tracy Coppa & Herman, Inc., CPA'S October 1986 - May 1988
Skills
PeopleSoft, Timberline, Quickbooks, Bilingual-Chinese, Accounting, Financial Analysis, Financial Reporting, Auditing, Cash Flow, Real Estate, Budgeting, Excel, Budgets, Microsoft Excel, Strategic Financial..., Internal Controls, General Ledger, Financial Statements, Loans, Asset Management, Cost Accounting, Journal Entries, Tax, Financial Modeling, Sage, QuickBooks, Account Reconciliation, Accounts Receivable, Due Diligence, Finance, Portfolio Management, Banking, Corporate Finance, Internal Audit, Cash Management, CPA, Financial Accounting, Loan Servicing, Managerial Finance, Forecasting, Cash Flow Forecasting
Education
California State University-Los Angeles 1983 — 1987
BS, Business Administration, Accounting
Fashion Institute of Design & Merchandising 1981 — 1983
A.A., Fashion Design
Sabal Financial Group LP February 2009 - Present
IndyMac Commercial Lending Corp. July 2006 - February 2009
Indymac Bank December 2003 - May 2006
Miyachi Unitek May 1999 - November 2003
Georg Fischer January 1996 - May 1999
Intecolor Corp. 1984 - 1995
Skills
Due Diligence, Entrepreneurship, Finance, Portfolio Management, Investments, Mergers & Acquisitions, Loans, Negotiation, Valuation, Capital Markets, Mergers, Asset Managment, Financial Analysis, Private Equity, Real Estate
Education
Winthrop University 1983 — 1984
MBA, Business
Goethe Institut, Freiburg, Germany 1983 — 1983
Deutsch als Fremdsprache Zertifikat, German
University of South Carolina-Columbia 1978 — 1982
BS, Marketing and Govt Studies
Hudson's Bay Company March 2015 - June 2015
Cohen Equities February 2014 - March 2015
Sabal Financial Group LP October 2012 - January 2014
Julmi Enterprises Limited September 2009 - October 2013
BR Venture Fund September 2011 - May 2012
Replay Resorts Inc. June 2011 - August 2011
Bordeaux Developments Corporation April 2007 - August 2009
Xerox Canada May 2006 - February 2007
Skills
Real Estate Investment, Real Estate Development, Financial Modeling, Negotiation, Analysis, Public Relations, Venture Capital, DCF, Asset Management, Market Analysis, Due Diligence, Entrepreneurship, Real Estate Finance, Deal Structuring, Business Strategy, Excel, Business Development, Project Finance, MS Office Suite, ARGUS DCF, Social Media, Private Equity, Capital Markets, Microsoft Excel, Real Estate, Asset Managment, Valuation, Investments, Mergers & Acquisitions, Investment Properties, Real Estate Economics
Education
Cornell University 2010 — 2012
Master of Professional Studies, Real Estate
Dalhousie University 2001 — 2005
BA, Economics
University of King's College 2001 — 2005
BA, Economics
HomeStreet Commercial Capital June 2015 - Present
Sabal Financial Group LP October 2014 - May 2015
Business Partners, LLC December 2011 - October 2014
Ameripac Commercial Capital October 2008 - December 2011
Bank of the West October 2007 - October 2008
Impac Commercial Capital Corp September 2004 - September 2007
LaSalle Bank July 2000 - September 2004
Skills
Commercial Mortgages, Loans, Mortgage Lending, Credit, Real Estate, Commercial Lending, Underwriting, Investment Properties, Portfolio Management, Loan Origination, Commercial Real Estate, Banking, Finance, Mortgage Banking, Foreclosures, Residential Homes, REO, Financial Risk, Real Estate Economics, Small Business Lending, Real Estate Financing
Education
Northern Arizona University 1972 — 1975
BS/BA, Business Administration
BellstoneShares, LLC September 2015 - Present
Strand Advisors February 2014 - Present
Sabal Financial Group LP January 2012 - February 2014
Sabal Financial Group LP October 2011 - January 2012
Sentinel Capital Funding March 2010 - May 2011
Union Bank November 2009 - March 2010
OneWest Bank June 2009 - November 2009
Indymac Bank November 2007 - June 2009
IndyMac Bank January 2005 - November 2007
ExxonMobil April 2001 - February 2005
Skills
Production, Real Estate, Loans, Residential, Construction, Credit, Asset Management, Financial Analysis, Underwriting, Due Diligence, Financial Modeling, Negotiation, Real Estate Finance, Portfolio Management, Banking, Real Estate Investment, Microsoft Office, Capital Structure, Term Sheets, Proformas, Bank Negotiations, Asset Managment, Residential Homes, Real Estate Economics, Finance, Investments, Investment Properties, Real Estate Development, Valuation, Entitlements
Education
University of Southern California - Marshall School of Business 2003 — 2007
MBA
University of Southern California 2003 — 2006
MBA
University of Cincinnati 1996 — 2001
BS
Edison High 1992 — 1996
Sabal Financial Group LP November 2014 - Present
Karney Management Company October 2013 - October 2014
Innovation Center for Energy and Transportation/ US-China Clean Tech Center May 2013 - December 2013
Imprenta Communications, Inc. June 2013 - September 2013
Skills
Market Research, Cash Flow Forecasting, Financial Modeling, Portfolio Management, Due Diligence, Argus Modeling, Asset Management, Real estate investment
Education
University of Southern California 2012 — 2014
Master's degree, Urban Planning, Real Estate Development, Sol Price School of Public Policy Dean's Merit Scholarship
Fudan University 2008 — 2012
Bachelor of Laws (LL.B.), Political Science
The University of Birmingham 2011 — 2011
Exchange student, Urban Planning
ColRich December 2012 - Present
Bread Zeppelin Salads Elevated 2012 - Present
Sabal Financial Group LP July 2012 - December 2012
TriMont Real Estate Advisors September 2008 - August 2011
The Corky McMillin Companies March 2004 - August 2008
Ernst & Young 1999 - 2004
Skills
Underwriting, Financial Modeling, Real Estate Finance, Real Estate Transactions, Asset Management, Distressed Debt, Loan Modifications, Portfolio Management, REO, Asset Managment, Real Estate Economics, Single Family Homes, Real Estate, Finance, Commercial Real Estate, Loans, Acquisitions, Disposition, Valuation, Real Estate Financing, Due Diligence, Dispositions
Education
Georgetown University 1998 — 2001
BSBA, Finance
ESD 1993 — 2000
GCDS
Mandalay Communities Inc (dba Mandalay Homes) January 2015 - Present
Fidelity Bank July 2014 - January 2015
Sabal Financial Group LP June 2013 - July 2014
PNC September 2009 - May 2013
Wells Fargo October 2008 - August 2009
Countrywide Bank August 2007 - September 2008
Bank of America January 1999 - August 2007
Bank of Arizona December 1992 - January 1999
Barnett Bank of Jacksonville April 1990 - August 1992
Skills
Due Diligence, Loan Origination, Retail, Underwriting, Loans, Cash Flow, Real Estate Economics, Real Estate, Asset Managment, Commercial Lending, Real Estate Development, Financial Analysis
Education
University of Florida - Warrington College Of Business 1985 — 1988
BSBA, Finance
Sabal Financial Group LP February 2015 - Present
Sabal Financial Group LP February 2013 - March 2015
Lee & Associates Commercial Real Estate Services & Property Tax Appeal January 2012 - January 2013
VPC January 2011 - January 2013
Retail Opportunity Investments Corp. (ROIC) January 2010 - January 2011
Lee & Associates Commercial Real Estate Services February 2008 - 2010
College Works Painting March 2006 - October 2006
Skills
Sellers, Commercial Real Estate, Investment Properties, Due Diligence, Shopping Centers, Property Management, Real Estate, Tenant, Negotiation, Leases, Real Estate Development, Sales, Business Development, Selling, Marketing, Real Estate Economics, Investments, Valuation, Contract Negotiation, Real Estate Transactions, Location Intelligence, Brokerage, Disposition, Real Estate Financing, Corporate Real Estate, Property, Land Acquisition, Landlords, Lease Administration, Tenant Representation, Investors, Entitlements, Lease Negotiations, REO, Asset Management, Acquisitions, Apartments, Residential Homes
Education
San Diego State University-California State University 2004 — 2008
Real Estate Finance, Real Estate
Macquarie University 2007 — 2007
Study Abroad Program, College of Buisness
Sabal Financial Group LP October 2013 - Present
LDC Advisors January 1994 - September 2013
Skills
Real Estate, Investments, Due Diligence, Disposition, Real Estate Transactions, Real Estate Development, Valuation, Underwriting, Entitlements, Asset Management, Real Estate Economics, Leases, Finance, Land Acquisition, Mergers & Acquisitions, Commercial Real Estate
Education
University of California, Santa Barbara 1978 — 1982
BA, Business Economics
University of California, Santa Barbara 1978 — 1982
business economics
Sabal Financial Group, LP September 2010 - Present
FDIC Assignments August 2009 - September 2010
ORIX Finance September 2007 - March 2009
First Financial Capital LLC September 2005 - December 2006
Trinity Capital LLC 2004 - 2005
Greystone Servicing / GMAC Comm. Mortgage June 2001 - December 2004
Peachtree Franchise Finance LLC April 1998 - June 2001
Franchise Mortgage Acceptance Corporation May 1994 - April 1998
Skills
Loans, Due Diligence, Credit, Underwriting, Asset Managment, Portfolio Management, Financial Analysis, Real Estate Economics, Valuation, Real Estate, Mortgage Lending, Investments, Risk Management, Financial Modeling, Banking, Structured Finance, Mergers, Credit Analysis, Restructuring, Capital Markets, Asset Management, Financial Risk, Mergers & Acquisitions, Financial Services, Finance, Management, Acquisitions, Commercial Real Estate, Investment Banking, Investment Properties, Equities, Securitization, Executive Management, Commercial Lending, Private Equity, Funding, Loan Origination, Real Estate Financing
Education
State University of New York at Buffalo - School of Management 1985 — 1986
MBA, Finance
The University of Alabama School of Law 1980 — 1983
JD, Business Law
AMA Associates January 2014 - Present
Call Realty / Caliber Realty Group February 2005 - Present
Sabal Financial Group LP January 2013 - October 2013
Multiple companies September 2010 - January 2013
PB Bell Companies June 2006 - December 2009
Weyerhaeuser Realty Investors August 1999 - October 2005
Skills
Due Diligence, Financial Analysis, Real Estate, Investment Properties, Real Estate Economics, Real Estate Transactions, Financial Modeling, Microsoft Excel, Real Estate Financing, Mergers & Acquisitions, Construction, Investments, Finance, Valuation, Loans, Portfolio Management, Commercial Lending
Education
Arizona State University
Masters, Business Administration
University of Arizona
BS, Finance / Accounting
Sabal Financial Group LP June 2013 - Present
Cushman & Wakefield October 2011 - June 2013
CIBC World markets June 2008 - October 2010
iStar Financial Inc. July 2007 - June 2008
Fremont Investment & Loan 1999 - 2007
JE Robert Companies August 1995 - January 1999
Cushman & Wakefield June 1991 - May 1995
Skills
Real Estate Economics, Real Estate, Investment Banking, Commercial Real Estate, Equities, Asset Management, Finance, Investments, Due Diligence, Asset Managment, Mergers & Acquisitions, Investment Properties, Loan Origination, Real Estate Development, Credit, Real Estate Financing, Loans, Disposition, Investors, Underwriting, Banking, Real Estate Transactions, Brokerage, Valuation, Acquisitions, Property Management, Negotiation, Management, Mortgage Lending, Risk Management, Commercial Lending, Financial Analysis, Appraisals, Property
Education
California State University-Fullerton 1982 — 1986
BA, Communications
Sabal Financial Group LP July 2013 - Present
J ‘n’ N GARAGE FLOORS May 2006 - Present
ROCKWELL ENGINEERING, CO June 2012 - September 2012
THE GILSON GROUP CC June 2011 - September 2011
Skills
Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
UNIVERSITY OF OREGON- Lundquist College of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Oaktree Capital Finance, LLC June 2014 - Present
Sabal Financial Group LP December 2012 - May 2014
US Bank May 2009 - June 2012
Buchanan Street Partners September 2007 - October 2008
Fremont Investment and Loan March 1996 - July 2007
Archon Group 1995 - 1996
Arthur Andersen and Company 1993 - 1995
Education
University of Southern California 1990 — 1992
BS, Real Estate / Finance
Sabal Financial Group LP September 2013 - Present
Midland Loan Services April 2011 - August 2013
Midland Loan Services October 2008 - June 2011
Midland Loan Services July 2007 - October 2008
Midland Loan Services May 2006 - July 2007
Skills
Loans, CMBS
Education
University of Northern Iowa 2003 — 2006
Real Estate
Stone Barn Holdings July 2015 - Present
Elance January 2011 - June 2015
oDesk January 2011 - June 2015
Sabal Financial Group LP January 2011 - June 2014
Greg L. Rawlings Company January 2009 - January 2011
Greg L. Rawlings Company July 2002 - January 2009
RWR Homes, Inc January 1995 - June 2002
University of La Verne January 1994 - May 1994
Greg L. Rawlings, CPA July 1984 - December 1993
Price Waterhouse September 1981 - June 1984
Skills
Real Estate, Tax, Accounting, Financial Accounting, Forensic Accounting, Due Diligence, Valuation, Restructuring, Banking, Finance, Real Estate Development, Tax Accounting, Portfolio Management, Small Business, Construction Accounting, Tax Preparation, Income Tax, Tax Law, Corporate Tax, IRS problem resolution, IRS Examination, Real Estate Tax Appeals, Tax Court, LLC Setup, QuickBooks, Estate Tax Planning, Debt Elimination, Debt Settlement, Debt Restructuring, Debt Management, Accountants, IRS Enrolled Agent, IRS Consultant, Real Estate Transactions, Franchise Tax, Franchise Consulting, CPA, Insolvency, Tax consultants, Revocable Trusts, Taxation of Trusts, Irrevocable Life..., Trust Services, Homebuilder
Education
University of Southern California 1984 — 1985
Masters of Science, accounting
University of Southern California 1977 — 1981
Bachelor of Science, Business Administration
H.G. Fenton Company January 2014 - Present
Sabal Financial Group LP December 2012 - January 2014
DT Value Partners April 2010 - December 2012
San Diego National Bank August 2007 - March 2010
The Nicholas Land Company August 2005 - August 2007
The Corky McMillin Companies September 2001 - August 2005
Legacy Partners May 2000 - September 2001
Skills
Asset Management, Financial Management, Underwriting, Due Diligence, Portfolio Management, Dispositions, Private Equity, Real Estate Director, Project Management, Joint Ventures, Corporate Real Estate, Property Management, Construction Management, Financial Analysis, Entitlements, Asset Managment
Education
San Diego State University-California State University 1996 — 1998
MBA, Business Administration and Management, General
San Diego State University-California State University 1990 — 1993
Bachelor of Science (B.S.), Business Finance
La Mirada High School
Landmark Capital Advisors January 2015 - Present
Bellstone Capital Advisors September 2014 - January 2015
Sabal Financial Group LP January 2012 - August 2014
Bank of America 2008 - 2011
Bank of America 2001 - 2008
Bank of America 1998 - 2001
Bank of America 1997 - 1998
Bank of America 1994 - 1998
Bank of America 1991 - 1994
Security Pacific Bank 1989 - 1991
Skills
Real Estate, Portfolio Management, Investments, Real Estate Economics, Loans, Financial Structuring, Real Estate Development, Banking, Finance, Credit, Commercial Lending, Loan Origination, Underwriting, Loan Servicing, Microsoft Excel, Mortgage Banking, Residential Homes, Mortgage Lending, Analysis, Leadership, Real Estate Financing, Contract Negotiation, Financial Analysis, Commercial Real Estate, Marketing, Valuation, Retail, Mergers & Acquisitions, Commercial Banking, Property Management, Due Diligence, Marketing Strategy, Mergers, Training, Construction, Asset Managment, Sales, Management, Project Finance, Real Estate Transactions, Customer Service, Construction Loans, Executive Management, Financial Modeling, Investment Properties, Financial Services, Brokerage, Disposition, Private Equity, Acquisitions
Education
Pepperdine University 1983 — 1985
MBA, Business
Cornell University 1975 — 1978
B.S.
Sabal Financial Group LP 2012 - Present
Financial & Business Advisory Services 2010 - 2011
Marriott Vacation Club International 2002 - 2009
Marriott Vacation Club International 1999 - 2002
DAMI 1991 - 1999
Preferred Health Network (PHN) 1989 - 1991
CAPP CARE 1986 - 1989
Businessphone Rentals, Inc 1985 - 1986
Rockwell International 1984 - 1985
Peat Marwick Mitchell & Co 1981 - 1984
Skills
Budgeting / Forecasting, Cost / Management..., Cash Flow Management, Development, Project Management, Strategic Analysis, Marketing & Sales..., Balanced Scorecard, Dashboards, Key Performance..., Lease Negotiation, Project Planning, Project Coordination, Project Implementation, Project Execution, Project Delivery, Financial Analysis, Financial Planning, Financial Modeling, Forecasting, Accounting, Analysis, Strategic Financial..., Cash Flow, Lease Negotiations, Dashboard, Cross-functional Team..., Budgets, Business Planning, Finance, Leadership, Corporate Finance, Cost Accounting, Variance Analysis, Auditing, Management, Cash Management, Financial Reporting, Valuation, Due Diligence, Executive Management, Contract Negotiation, Strategic Planning, Managerial Finance, Financial Forecasting, Consolidation, Revenue Recognition, GAAP, Financial Statements, Internal Controls
Education
Villanova University 2004 — 2004
Certificate
California State University-Long Beach 1978 — 1981
B.S.
Berkadia June 2015 - Present
Sabal Financial Group LP March 2015 - June 2015
Guardian Investment Banking Real Estate February 2013 - March 2015
Kelly Capital March 2012 - February 2013
CBRE January 2010 - March 2012
Barry Real Estate Companies August 2007 - September 2009
US Army Corps of Engineers January 2001 - January 2007
Skills
Real Estate Development, Real Estate, Real Estate Finance, Dispositions, Loans, Real Estate Economics, Disposition, Asset Managment, Due Diligence, Capital Markets, Valuation, Residential Homes, Real Estate Financing, Commercial Real Estate, Real Estate Transactions, Private Equity, Portfolio Management, Investments, Tenant, Acquisitions, Landlords, Financial Structuring, Appraisals, Location Intelligence, Asset Management, REO, Underwriting, Structured Finance, Corporate Real Estate, Investors, Investment Properties, Restructuring, Banking, Lease Administration, Investment Banking, Property Management, Business Development, Financial Modeling, Land Acquisition, Brokerage, Property, Leases, Financial Analysis
Education
Emory University - Goizueta Business School 2009 — 2012
M.B.A, Evening Program; Real Estate Finance
Texas A&M University 1996 — 2001
Bachelors of Science, Construction Management/Science
Capital Street Lending September 2015 - Present
Sabal Financial Group LP July 2014 - August 2015
Velocity Commercial Capital December 2012 - February 2014
Sperry Van Ness January 2005 - August 2011
Skills
Due Diligence, Real Estate Financing, Real Estate Development, Commercial Real Estate, Real Estate, Investment Properties, Dispositions, Investments, Real Estate Transactions, Asset Management, Brokerage
Education
University of Central Florida 2001 — 2003
Entrepreneurship/Entrepreneurial Studies
Sabal Financial Group LP May 2015 - Present
Karem Aircraft November 2013 - July 2014
Priority Pension Services May 2013 - October 2013
Irvine Lending February 2013 - April 2013
Mattson Resources January 2013 - March 2013
Brandywine Commons September 2012 - March 2013
UCI Health Education Center September 2012 - December 2012
Skills
Avionte Staffing..., Adobe Photoshop, Adobe Illustrator, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Video editing (Final..., Time Management, Microsoft Office, PowerPoint, Customer Service, Event Planning, Data Entry, Teamwork, Recruiting, Office Management
Education
UCI 2009 — 2013
Bachelor of Arts (B.A.), Psychology and Social Behavior, 3.2
Sabal Financial Group LP 2015 - Present
Teach For America June 2012 - July 2014
Kanakuk Kamps May 2009 - July 2009
Skills
Project Management, Business Analysis, Financial Analysis, Strategic Planning, Valuation, Research, Information Systems, Time Management, Analysis, Microsoft Excel, Collaborative Leadership, Leadership, Lesson Planning, Collaborative Problem..., PowerPoint, Facebook, Community Outreach, Differentiated..., Social Media, Curriculum Design, World History, Organization, Classroom, Classroom Management, Secondary Education, Teaching, Tutoring, Public Speaking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Baylor University 2008 — 2012
Bachelor of Arts (B.A.), History
Midtown Commercial Real Estate Co. June 2014 - August 2014
Sabal Financial Group LP June 2013 - August 2013
Euro Pacific Capital April 2012 - September 2012
Skills
Economics, Public Speaking, Microsoft Excel, Research, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Financial Analysis, Market Research, Financial Modeling, Marketing, Outlook, Statistics, Social Media, Analysis, Business Strategy, Finance
Education
University of Virginia School of Law 2012 — 2015
Doctor of Law (JD)
The George Washington University 2008 — 2012
Bachelor's Degree, Economics, 3.7/4.0
Diligent Bank Credit Advisors June 2014 - Present
Sabal Financial Group LP 2009 - May 2014
Indymac Bank 2004 - 2009
BuildersFirst Financial 1999 - 2003
The Poinsett Bank 1992 - 1998
US Department of Treasury/Office of Thrift Supervision 1989 - 1992
Federal Home Loan Bank of Atlanta 1986 - 1989
Skills
Mergers & Acquisitions, Finance, Banking, Investors, Loans, Valuation, Due Diligence, Mortgage Lending, Mortgage Banking, Asset Management, Financial Modeling, Credit, Commercial Banking, Loan Servicing, Auditing, Financial Analysis, Risk Management, Real Estate Economics, Portfolio Management, Real Estate, Credit Risk, Commercial Mortgages, Underwriting, Investment Banking, Credit Analysis, Loan Origination
Education
University of South Carolina-Columbia 1982 — 1986
Sabal Financial Group LP June 2014 - August 2014
Behr Process Corporation May 2013 - July 2013
Behr Process Corporation June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teamwork
Education
University of California, Berkeley 2011 — 2015
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Strategic Management
Sabal Financial Group LP December 2010 - Present
Palisades Equity Partners June 2009 - Present
UC Irvine 2002 - Present
Parker Properties April 2005 - December 2008
Buchanan Street Partners August 2001 - April 2005
AEW Capital Management October 1995 - June 2001
J.E. Robert Companies/Goldman Sachs Joint Venture January 1994 - October 1995
Skills
Venture Capital, Strategy, Real Estate Transactions, Asset Management, Asset Managment, Business Development, Capital, Capital Markets, Commercial Real Estate, Due Diligence, Entrepreneurship, Equities, Financial Analysis, Green Building, Investment Properties, Investments, Loans, Management, Mergers, Portfolio Management, Property Management, Real Estate, Real Estate Development, Real Estate Economics
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
University of Colorado Boulder 1982 — 1986
BA, Environmental Design (Architecture)
Sabal Financial Group LP August 2013 - Present
Skills
Real Estate, Property Management, Financial Analysis, Strategic Planning, Negotiation, Budgets, Real Estate Development, Due Diligence, Marketing, Valuation, Portfolio Management, Market Research, Financial Modeling, Strategy, Market Analysis, Mergers & Acquisitions, Business Planning, Leases, Contract Negotiation, Entrepreneurship, Business Strategy, Real Estate Economics, Investments, Disposition, Commercial Real Estate, Real Estate Transactions, Investment Properties, Corporate Real Estate, Brokerage, Location Intelligence, Lease Negotiations, Private Equity, Team Building, Finance, Landlords
Education
Cornell University 1999 — 2002
MPS-RE and MMH, Real Estate and Management
Drake University 1977 — 1981
BA, Political Science
MUFG Americas 2015 - Present
Sabal Financial Group LP 2012 - 2015
Aurora Bank FSB 2011 - 2012
Lehman Brothers 2002 - 2011
The Walt Disney Company May 1998 - December 2002
Education
California State University-Fullerton
BA - Finance
Sabal Financial Group LP August 2013 - Present
Resources Global Professionals May 2013 - August 2013
Simply Sporty, LLC August 2010 - May 2013
Southwestern Law School May 2011 - December 2012
Sidley Austin LLP October 2005 - May 2010
Skills
Due Diligence, Corporate Law, Legal Writing, Mergers, Mergers & Acquisitions, Licensing, Intellectual Property, Joint Ventures, Private Equity, Trademarks
Education
UCLA School of Law
Juris Doctor
Southwestern School of Law 2002 — 2003
University of Southern California 1997 — 2001
Bachelor of Science, Business Administration, Entrepreneur Program
Sabal Financial Group LP May 2013 - Present
R. Phillip Ramming Commercial Development October 1996 - May 2013
Wattson Breevast October 1986 - October 1996
M. Group Corporation June 1982 - October 1986
Skills
Professional Finn Sailor, Real Estate, Private Equity, Property Management, Underwriting, Real Estate Transactions, Investments, Real Estate Development, Leases, Contract Negotiation, Management, Strategic Planning, Construction, Commercial Real Estate, Investment Properties, Real Estate Economics, Due Diligence
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1993
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1976 — 1979
Bachelor's degree, Economics and Sociology
Sabal Financial Group LP April 2009 - Present
Indymac Bank June 2005 - March 2009
BuildersFirst 2001 - 2005
HomePoint.com February 2000 - December 2000
Datastream 1997 - 2000
Skills
IT Management, Project Management, SharePoint, SQL, Microsoft CRM, Banking, Software Development, Loan Servicing, Data Warehousing, Crystal Reports, Cloud Computing, Citrix, SSRS, SSIS, Financial Analysis, Financial Modeling, Disaster Recovery, IT Strategy, Microsoft SQL Server, Asset Management, Microsoft Dynamics, Software Quality..., Web Development, Construction Loans, .NET, Microsoft Excel, Financial Reporting, Team Leadership, Technology Integration, IT Infrastructure..., Regulatory Requirements, Compliance, Business Continuity, Help Desk Support, Change Management, System Testing, VoIP, IT Operations, IT Outsourcing, IT Solutions, Operating Budgets, Operational Efficiency, Technology Enhancements, SQL Report Writing, Start-ups, Banking Technologies
Education
Clemson University 1994 — 1998
BS, Economics
Capital One August 2015 - Present
Sabal Financial Group LP June 2014 - July 2015
Sabal Financial Group LP June 2011 - June 2014
Irvine Company 2010 - 2011
Washington Mutual June 2006 - August 2006
Skills
Finance, Investments, Banking, Loans, Valuation, Real Estate, Asset Management, Portfolio Management
Education
Loyola Marymount University 2005 — 2009
BS, Economics
Sabal Financial Group LP August 2011 - Present
Meyers LLC September 2010 - August 2011
Meltwater Group July 2009 - September 2010
The Concord Group, LLC Real Estate Advisors August 2005 - December 2008
Woodforest National Bank July 2004 - June 2005
Skills
Real Estate Economics, Financial Analysis, Real Estate Development, Due Diligence, Residential Homes, Valuation, Strategy, Underwriting, Asset Management, Financial Modeling, Real Estate, Investments, Real Estate Transactions, Private Equity, Disposition, Finance, Portfolio Management
Education
Harvard University 1999 — 2004
AB, Economics
Sabal Financial Group LP February 2012 - Present
Enlink GeoEnergy June 2010 - August 2010
UBS April 2007 - January 2009
Skills
Financial Analysis, Valuation, Business Analysis, Economics, Project Coordination, Due Diligence, Strategic Planning, Management, Financial Modeling, Business Development, Corporate Finance, Investments, Budgets, Asset Management, Portfolio Management, Finance, Project Management, Financial Services, Real Estate
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
Trinity University 2002 — 2006
Bachelor of Science, Finance, Economics
Sabal Financial Group LP September 2011 - Present
Skills
Real Estate Economics, Property Management, Economics, Business, Real Estate, Microsoft Excel, Real Estate Transactions, Microsoft Office, Financial Analysis, Valuation, Real Estate Development, PowerPoint, Due Diligence, Asset Managment, Financial Modeling, Mergers & Acquisitions, Finance, Loans, Asset Management
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration, Economics, Minor History
The Westminster Schools, Atlanta 2000 — 2007
High School
Sabal Financial Group LP November 2012 - Present
Resources Global Professionals 2011 - November 2012
Greenberg Traurig 2007 - 2011
Lindquist & Vennum 2005 - 2007
Skills
Legal Research, Corporate Law, Litigation, Legal Writing, Due Diligence, Mergers, Commercial Litigation, Corporate Governance, Civil Litigation, Private Equity, Contract Negotiation, Securities, Real Estate Transactions, Corporate Finance, Real Estate, Research, Strategic Planning, Public Speaking, Negotiation
Education
University of Minnesota Law School
J.D.
University of Southern California
B.A., Communication and Politic Science
Sabal Financial Group LP December 2014 - January 2015
AgFirst Farm Credit Bank May 2014 - June 2014
Merrill Lynch May 2013 - August 2013
Tally Ho Clothier June 2009 - January 2013
Peach Tree Orchards May 2011 - July 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Prezi, Social Media, Sales, PowerPoint, CRM, Microsoft Word, Financial Analysis, Social Networking
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor of Science (B.S.), International Business and Finance
The Lewis Group of Companies April 2015 - Present
Sabal Financial Group LP September 2012 - March 2015
DPFG December 2005 - August 2012
KFM Engineering June 2002 - December 2005
Skills
Construction, Land Development, Valuation, Real Estate Transactions, Due Diligence, Project Planning, Investment Properties, Asset Management, Residential Homes, Financial Analysis, Real Estate, Financial Modeling, Commercial Real Estate, Real Estate Economics, Finance, Budgets, Real Estate Development, Analysis, Drainage
Education
University of California, Irvine 1998 — 2002
Civil Engineering
Sabal Financial Group LP August 2010 - Present
OneWest Bank September 2003 - August 2010
Skills
SDLC, SQL, Business Analysis, SSIS, Mortgage Lending, SSRS, Banking, Loans, Asset Management, Crystal Reports, Requirements Gathering, Valuation, Analysis, Data Warehousing, SharePoint
Education
University of Southern California 1999 — 2003
Diligent Bank Credit Advisors June 2015 - Present
Stark RFID June 2014 - Present
Sabal Financial Group LP June 2011 - June 2014
Cliffs Communities September 2003 - June 2011
KPMG January 1996 - September 2003
Skills
Real Estate, Due Diligence, Accounting, Marketing, Investments, Portfolio Management, Credit, Mergers & Acquisitions, Budgets, Valuation, Financial Reporting, Finance, Loans, Financial Analysis, Management, Banking, Analysis, Strategic Planning
Education
University of South Carolina - Darla Moore School of Business 1990 — 1995
Citizens Business Bank May 2014 - Present
Sabal Financial Group LP May 2013 - May 2014
OneWest Bank April 2009 - April 2010
IndyMac Bank April 2006 - April 2009
Education
University of Southern California 2008 — 2011
MBA
University of Southern California 2000 — 2004
Sabal Financial Group LP September 2012 - Present
SRC Development, Inc. June 2008 - September 2012
Evanisko Realty & Investment, Inc. 2004 - 2007
Wells Fargo 2003 - 2004
Skills
Real Estate Development, Entitlements, Real Estate Finance, Dispositions, Financial Modeling, Real Estate Investment, Investments, Real Estate Transactions, Real Estate, Leases, Property Management, Brokerage, Investment Properties, Due Diligence, Underwriting, Residential, Financial Analysis, Construction Management, Land Acquisition, Asset Management, Valuation, Land Development, Excel, Strategic Planning, Feasibility Studies, Market Analysis, Mixed-use, Negotiation, Planning, Budgeting, Contract Negotiation, Public Speaking, Construction, Business Strategy, Forecasting, Redevelopment, Retail, PowerPoint, Word, Land Use, Real Estate Economics, Acquisitions, Microsoft Excel, Disposition, Location Intelligence, Commercial Real Estate, Residential Homes
Education
University of Southern California - Marshall School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Southern California - Sol Price School of Public Policy 2006 — 2008
Master's Degree, Real Estate Development
University of California, Santa Cruz 2000 — 2003
BA, Business Management Economics
Banc of California June 2014 - Present
Sabal Financial Group LP July 2010 - June 2014
IndyMac Mortgage Services, A Division of One West Bank January 2007 - June 2010
IndyMac Bank -Pasadena, CA September 2003 - March 2009
IndyMac Bank - HCL January 2000 - January 2003
Independent National Mortgage Corporation/Indymac Bank -HCL January 1996 - January 2000
Skills
Loans, Mortgage Lending, Banking, Portfolio Management, Loss Mitigation, Real Estate, Underwriting, Management, Asset Management, REO, Foreclosures, Sales, Finance, Treasury, Financial Risk, Microsoft Excel, Refinance, Process Improvement, Valuation, Mortgage Servicing, Residential Mortgages, Credit, Commercial Real Estate, FHA, Due Diligence, Executive Management, Customer Service, Sellers, Business Analysis, Loan Origination, Mortgage Banking, Financial Modeling, Investments, Credit Risk, Credit Analysis, Investors, Short Sales, Commercial Mortgages, Financial Analysis, Disposition, Risk Management, Residential Homes, Loan Servicing, Real Estate Financing, Loan Modifications, Real Estate Economics, Construction Loans, Default, Financial Structuring, Mortgage Underwriting
Education
Ateneo de Manila Graduate School of Business 1979 — 1981
Masters Degree, Business Administration
De la Salle University 1976 — 1977
Bachelor of Science Degree, Business Administration
De La Salle University 1972 — 1977
Business Administration and Management, General
Ateneo de Manila University 1972 — 1976
Bachelor of Arts Degree, Economics
Sabal Financial Group LP June 2014 - Present
Phased Innovations November 2011 - Present
Compellon, Inc. August 2013 - April 2014
Caruso Affiliated June 2011 - August 2013
Grubb & Ellis Company December 2007 - August 2011
Triple Net Properties, LLC July 2005 - December 2007
Western National Group September 1999 - July 2005
Southern Counties Oil Company May 1994 - September 1999
Skills
Mergers, Operations Management, Sarbanes-Oxley, Product Development, Strategic Planning, Project Management, Contract Negotiation, Vendor Management, Team Building, Budgets, Enterprise Software, Acquisitions, Data Center, IT Strategy, IT Operations, IT Management, Cross-functional Team..., Program Management, Start-ups, Management, Mergers & Acquisitions, Integration, Training, Business Development, Analysis, Leadership
Education
Arizona State University 1982 — 1984
Aerospace Engineering
Sabal Financial Group LP 2014 - Present
Treadstone Partners, LLC 2012 - 2014
Goldman Sachs 2005 - 2012
Skills
Private Equity, Alternative Investments, Real Estate Economics, Real Estate Development, Negotiation, Structured Finance, Financial Modeling, Mergers & Acquisitions, Financial Structuring, Due Diligence, Asset Management, Portfolio Management, Valuation, Financial Analysis, Loans, Real Estate, Finance, Restructuring, Commercial Real Estate, Disposition, Asset Managment, Corporate Finance, Microsoft Excel, Excel
Education
University of North Texas
Bachelor of Business Administration (B.B.A.), Economics/Finance
Bank of the Ozarks November 2014 - Present
Sabal Financial Group LP August 2013 - November 2014
General Dynamics ATP March 2010 - September 2013
LandCo South Partners, LLC January 2009 - March 2010
Indymac Bank February 2007 - September 2008
Skills
Financial Modeling, Valuation, Strategic Planning, Portfolio Management, Analysis, Aerospace, DoD, Financial Analysis, Defense, Risk Management, Finance, Project Management, Strategy, Mergers & Acquisitions, Business Development, Cross-functional Team...
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (BA), Economics
Sabal Financial Group LP August 2010 - Present
FDIC March 2009 - February 2011
Indymac Bank January 2004 - March 2009
Washington Mutual November 2002 - January 2004
Skills
Loans, Loan Servicing, Commercial Lending, Process Improvement, Banking, Credit, Management, Credit Risk, Consumer Lending, Asset Management, Underwriting, Financial Analysis, Loan Origination, Mortgage Lending, Commercial Mortgages, Credit Analysis, Due Diligence, Real Estate Economics, Mortgage Banking, Commercial Banking, Real Estate, Loss Mitigation, Portfolio Management, Risk Management, Asset Managment, Analysis, REO, Construction Loans, Finance, Real Estate Financing
Education
California State University-Northridge 1995 — 1999
MBA, Finance
Integrity Housing March 2014 - Present
Sabal Financial Group LP July 2012 - March 2014
L5 Real Estate Investments March 2010 - July 2012
Buffington Capital Holdings, LLC July 2008 - September 2009
GMAC-ResCap July 2002 - July 2008
Marcus & Millichap January 2000 - May 2001
Skills
Real Estate, Due Diligence, Financial Analysis, Valuation, Financial Reporting, Excel, Business Planning, Credit, PowerPoint, Equities, Word, Customer Relations, Market Research, Microsoft Office, Real Estate Finance, Real Estate Investment, Real Estate Development, Asset Management, Real Estate Transactions, Investment Properties, Underwriting, Real Estate Economics, Investments, Brokerage
Education
University of Southern California 2001 — 2002
MRED, Real Estate Development
University of Southern California 1995 — 1999
Bachelor of Arts, Urban Geography
Semester At Sea 1998 — 1998
Holland Hall School 1988 — 1995
PennyMac CREF February 2015 - Present
Sabal Financial Group LP July 2014 - February 2015
Independent Consultant July 2013 - July 2014
Opus Bank April 2011 - June 2013
Aurora Bank FSB June 2009 - April 2011
Pacific Premier Bank December 2008 - June 2009
Lehman Brothers Small Business Finance November 2006 - December 2008
Commercial Capital Bank 2004 - 2006
County of Orange January 2003 - June 2004
KPMG 1998 - 2003
Skills
Banking, Financial Analysis, Credit, Financial Modeling, Financial Reporting, Mortgage Banking, Internal Audit, Internal Controls, Risk Management, Risk Assessment, SOX Compliancy, Compliance, Due Diligence, Sarbanes-Oxley Act, Cash Management, Loans, Finance, Financial Risk, Operational Risk..., Credit Analysis, Enterprise Risk..., Financial Services, Business Process, Auditing, Sarbanes-Oxley, COSO, Leadership, Financial Audits
Education
Boise State University 1992 — 1997
BBA, Accounting
The New Home Company June 2014 - Present
Land Endeavors Inc. October 2009 - Present
Sabal Financial Group LP June 2011 - June 2014
Centex August 2008 - October 2009
Centex Homes January 2004 - August 2008
Mello & Associates January 1996 - January 2004
Skills
Real Estate Development, Entitlements, Real Estate, Due Diligence, Disposition, Residential Homes, Land Development, Mergers & Acquisitions, Investments, Valuation, REO, Mixed-use, Contract Management, Real Estate Economics, Construction Management, CEQA, Feasibility Studies, Property Management, Financial Analysis, Construction, Contract Negotiation, Commercial Real Estate, Real Estate Transactions, Land Acquisition, Business Planning, Sellers, Location Intelligence, LEED, Management, Site Planning, Project Planning, Negotiation, Budgets
Education
University of Southern California 2002 — 2004
MRED, Real Estate
California State Polytechnic University-Pomona 1998 — 2002
BS, Landscape Architecture
Sabal Financial Group LP February 2013 - Present
Aurora Bank FSB June 2005 - November 2012
CNL Commercial Finance November 2002 - June 2005
State Street November 2000 - November 2002
Skills
Loans, Banking, Financial Modeling, Financial Analysis, Real Estate, Mortgage Servicing, Account Reconciliation, Securitization, Asset-backed..., Investor Reporting, Investor Liaison, SBA, Commercial Mortgages, Mortgage Banking, Commercial Real Estate, Financial Services, Fixed Income, Finance, Ad Hoc Reporting, Investments, Bloomberg, Commercial Lending, Treasury, Treasury Management
Education
The George Washington University 1998 — 2000
MA, International Affairs/Latin American Studies
University of California, Santa Cruz 1992 — 1996
BA, Politics
Wm. S. Hart High School 1990 — 1992
Diploma
Sabal Financial Group LP July 2011 - Present
Milestone Asset Resolution Company, LLC ("MARC") August 2010 - Present
OneWest Bank April 2009 - August 2010
Indymac Bank 2000 - March 2009
Great Western Bank May 1995 - September 1998
Education
Ain Shams University 1977 — 1981
BS, Accounting
Sabal Financial Group LP April 2009 - Present
Skills
Joint Ventures, Due Diligence, Real Estate Transactions, Mergers & Acquisitions, Real Estate, Litigation Management, Corporate Law, Contract Negotiation, Private Equity, Licensing, Securities Regulation, Acquisitions, Arbitration, Business Transactions, Corporate Governance, Intellectual Property, Legal Affairs
Education
University of Notre Dame
TMC America September 2014 - Present
Sabal Financial Group LP August 2011 - September 2014
Knightsbridge Realty Capital August 2006 - January 2010
Centurion Partners May 2004 - July 2006
Education
University of Southern California 2002 — 2004
BS, Business Administration Concentration in Finance
Sabal Financial Group LP January 2012 - Present
Skills
Real Estate Development, Asset Management, Due Diligence, Valuation, Real Estate, Asset Managment, Commercial Real Estate, Finance, Real Estate Economics, Disposition, Financial Analysis, Portfolio Management, Investments, Property Management, Loans, Land Acquisition, Contract Negotiation, Residential Homes, Leadership, Credit, Negotiation, Dispositions, Acquisitions
Education
University of Southern California - Marshall School of Business 1995 — 1999
BS, Business Administration
University of California, Irvine
Light Construction and Development Management Program
Sabal Financial Group LP August 2014 - Present
Union Bank March 2013 - August 2014
Cathay Bank May 2012 - March 2013
Cathay Bank June 2010 - May 2012
Nocturnal Lights September 2009 - June 2010
Tien's Jewelry Co. July 2007 - December 2008
Skills
Loans, Financial Modeling, Finance, Credit, Analysis, Accounting, Real Estate, Sales, Market Research, Marketing, General Ledger, Underwriting, Customer Service, Investment Properties, Loan Servicing, Marketing Strategy, Financial Analysis, Credit Analysis, Email Marketing, Funding, Banking
Education
University of California, Irvine 2006 — 2010
B. A., Business Economics
Fudan University 2009 — 2009
Economics and Business
KBS Realty Advisors August 2014 - Present
Sabal Financial Group LP December 2012 - July 2014
Releaf Residential January 2008 - November 2012
HL Associates July 2006 - December 2007
Skills
Financial Analysis, Microsoft Office, Real Estate Economics, Customer Service, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Market Analysis, Argus Modeling, Retail, Public Speaking, Research, Event Planning, Public Relations, Photoshop, Strategic Planning, Negotiation, Social Media, Project Management, Editing, Management, Budgets, Leadership, Graphic Design, Team Building, Event Management, Social Media Marketing, Coaching, Adobe Creative Suite, Sales, Community Outreach, Commercial Mortgages, Contract Negotiation, Real Estate Acquisitions, Commercial Real Estate..., Fundraising, Social Networking, Real Estate Financing, Disposition, DCF, Commercial Real Estate..., Business Intelligence, Strategy, Finance
Education
University of California, Los Angeles 2014 — 2017
Master of Business Administration (M.B.A.)
University of Southern California
Bachelor's Degree, Business Administration and Management
World Financial Group (WFG) February 2014 - Present
PRIORITY FINANCIAL NETWORK March 2013 - Present
Sabal Financial Group LP February 2012 - December 2012
One West Bank March 2009 - September 2011
Indymac Bank June 2006 - March 2009
Indymac Bank September 2002 - June 2006
Indymac Bank February 2000 - August 2002
Education
Don Bosco technical College 1986 — 2000
Engineering
AMA University 1986 — 1988
Computer Science
Don Bosco Technical College, Mandaluyong 1982 — 1986
High School
Sabal Financial Group LP August 2011 - Present
Indymac Bank May 2006 - May 2009
Santa Barbara City College January 2000 - February 2004
Skills
Loans, Credit, Banking, Loan Servicing, Commercial Mortgages, Construction Loans, Finance, Real Estate, Mortgage Lending, Customer Service, Accounting, Loan Auditing, Disbursement
Education
California State University-Northridge 2000 — 2004
BS, Business Administration Concentration in Finance
Santa Barbara City College
Sabal Financial Group LP April 2011 - Present
Ernst &
Education
University of California, Los Angeles 2009 — 2011
MBA, Real Estate Finance
Sabal Financial Group LP April 2012 - Present
Cross Properties August 2011 - December 2011
Education
University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Economics
Sabal Financial Group LP May 2012 - Present
Hogan Edgcomb Consulting November 2011 - August 2012
Bank of America September 2001 - October 2011
Bank of America June 1992 - September 2001
Bank of America M September 1986 - June 1992
Skills
Notary Public, Loan Servicing, Administrative Support, Online Research, Portfolio Management, Records Management, Confidentiality, Reporting Skills, Well Organised, Self Driven, Team Oriented, Calm Under Pressure, Administrative..., Self-driven, Accounting, Calm, Expense Reports, Invoicing, Team-oriented, Travel Arrangements, 10 Key, Budgets, Credit, Human Resources, Management, Office Administration, Office Management, Asset Managment, Banking, Calendaring, Calendars, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Concur, Construction Loans, Credit Analysis, Data Entry, Disposition, Due Diligence, Expenses, Finance, Financial Analysis, Investment Properties, Investments, Loan Origination, Loans, Lotus Notes, Microsoft Excel, Microsoft Office
Education
Fullerton College
Riverside City College
BB&T November 2012 - Present
Resilire Real Estate Partners January 2012 - August 2012
Sabal Financial Group LP September 2010 - December 2011
Washington Mutual March 2005 - September 2008
Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Finance, General
Sabal Financial Group LP June 2012 - Present
Skills
Real Estate, Financial Analysis, Investments, Valuation, Financial Modeling, Due Diligence, Finance, Asset Management, Portfolio Management, Investment Properties
Education
UCLA 2009 — 2012
Bachelor of Science (B.S.), Economics
Sabal Financial Group LP June 2014 - Present
Randall Commercial Group, LLC January 2014 - May 2014
McEwens July 2013 - May 2014
Deep Creek Resources November 2012 - March 2013
Panattoni Construction May 2011 - December 2011
Skills
Real Estate, Real Estate Development
Education
University of Mississippi 2007 — 2014
Bachelor of Business Administration (BBA), Real Estate Finance
Sabal Financial Group LP January 2015 - Present
Sabal Financial Group LP May 2014 - January 2015
Tremont 2007 - 2009
DG Capital Management 2006 - 2007
Skills
Valuation, Real Estate Economics, Due Diligence, Financial Modeling, Asset Management, Private Equity, Financial Analysis, Investments, Portfolio Management, Real Estate, Banking, Investment Properties, Real Estate Transactions
Education
Hamilton College
B.A., Economics, Magna Cum Laude; Phi Beta Kappa
Cambridge Arts and Sciences
High School, Valedictorian