Vice President Resume Example
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VICE PRESIDENT
Interests
Served on the boards of the Affordable Housing Investors Council (AHIC), Heartland Housing, Inc., Lawndale Christian Development Corporation and Adoption-Link, NFP. Former advisory board member, Corporation for Supportive Housing.
Experience
01/2014 to 01/2017
Vice PresidentMorgan Stanley － Folsom , CA
- Directed the management of a portfolio of over 12,000 affordable housing units.
- Monitored the performance of the portfolio to ensure strategies were implemented to resolve project-level operational, financial, and compliance issues.
- Provided direction and support to a team of ten asset management and financial reporting professionals.
- Responsible for implementing project-level capital transactions including financial restructurings, recapitalizations, investor exits and property dispositions.
- Developed and implemented departmental policies, procedures, goals and objectives.
- Prepared quarterly and annual portfolio performance reviews for presentation to TCB's board of directors, senior management, investors and other partners.
01/2012 to 01/2014
DirectorTemple University － Ambler , PA
- Provided asset management and consulting services to owners and funders of affordable housing, including low income housing tax credit syndicators, investors, lenders and housing authorities.
- Advised clients on troubled asset management, workout and disposition strategies.
- Directly managed and negotiated debt refinancing, workouts and disposition transactions for specific clients.
- Provided advisory services to clients on organizational issues and asset management practices.
- Primarily responsible for overseeing the management of a LIHTC portfolio comprising over 100 investments for a major client, monitoring the performance of the portfolio, ensuring strategies were implemented to resolve operational, financial, and compliance issues.
- Provided direction and support to a team of asset management professionals; supervised three asset managers.
01/2007 to 01/2012
Senior Vice President and DirectorMorgan Stanley － Fort Worth , TX
- Managed an $800 million portfolio of affordable housing investments from deal closing to disposition, including troubled asset management and workouts.
- Provided direction and support to a team of five asset management professionals.
- Reviewed and reported on the risk profile of the portfolio for senior management.
- Prepared updates for quarterly and annual investor reports.
- Revised and automated the company's risk rating system.
- Helped develop the company's strategy, direction, long-range goals and objectives.
- Managed the company's relationship with its outside database vendor, renewing annual contracts and monitoring performance standards.
- Assisted in analyzing and negotiating the outsourcing of John Hancock Realty Advisors' asset management function to TCAM LLC.
01/2002 to 01/2007
Vice President and DirectorMorgan Stanley － Gig Harbor , WA
- Responsible for new business development for Citi Community Capital's Illinois marketplace, focusing on debt originations for affordable housing and retail developments in low-to-moderate income areas.
- Structured, negotiated and closed complex transactions, including the financing for mixed income, HOPE VI developments.
- Worked closely with developers, the City of Chicago, the Chicago Housing Authority, HUD, other funders and real estate professionals.
- Increased group's lending volume by 5 times.
01/1995 to 01/2002
Vice PresidentMorgan Stanley － Gilford , NH
- Asset Stabilization and Credit.
- Managed a portfolio of troubled equity investments for the National Equity Fund, Inc., a syndicator of low-income housing tax credits.
- Supervised a team of professionals responsible for projects that required significant financial restructuring, recapitalization or refinancing of debt, sale or dissolution of partnership assets or replacement of a general partner.
- Responsible for the negotiation and closing of over 45 project workouts.
- Responsible for monitoring and reporting on the risk profile of the company's entire portfolio of over 1,000 affordable housing partnerships for senior management, Board of Directors and investors.
- Reviewed new investment proposals prior to submission to internal approval committee.
- Developed risk-rating system for new acquisitions and projects under management.
- Developed tool to track and forecast usage of fund-level reserves.
- Established and staffed the company's first Construction Risk Management, Asset Disposition and Project Workout units.
- Managed a staff of 23 professionals.
01/1993 to 01/1995
Vice PresidentFIRST NATIONAL BANK OF CHICAGO － City , STATE
- Analyzed and executed loan requests for the acquisition and rehabilitation of residential and commercial real estate in low- and moderate-income communities.
- Responsibilities included product marketing, credit evaluation, loan negotiation and closing, coordination of construction process, portfolio administration and asset management, and management of a five-person marketing staff.
01/1990 to 01/1993
Vice PresidentFIRST NATIONAL BANK OF CHICAGO － City , STATE
- Real Estate Asset Enhancement.
- Responsible for reducing the Bank's troubled commercial real estate exposure.
- Negotiated and executed the restructure and disposition of classified commercial real estate assets.
- Analyzed and forecasted leasing models, project budgets and cash flow projections.
- Monitored construction loan process.
- Executed $125 million in restructures and $24 million in repayments.
- Assisted in the valuation of individual assets to facilitate the bulk sale of the portfolio.
- International banking, workout and trade finance professional.
Trade Finance SpecialistSEARS WORLD TRADE － City , STATE
International OfficerMELLON BANK － City , STATE
Education and Training
May 1981
Masters of Business Administration: International FinanceWHARTON SCHOOL UNIVERSITY OF PENNSYLVANIA － City, StateInternational Finance
June 1979
Bachelor of Arts: International Relations and EconomicsBROWN UNIVERSITY － City, StateInternational Relations and Economics
Skills
acquisitions, asset management, banking, budgets, cash flow projections, closing, consulting, contracts, Credit, client, clients, database, direction, Equity, senior management, finance, financing, financial, financial reporting, investments, Latin, marketing, negotiating, negotiation, new business development, organizational, performance reviews, policies, product marketing, proposals, Real Estate, rehabilitation, reporting, retail, Risk Management, strategy, Structured, tax, valuation, VI
Additional Information
- ACTIVITIES Served on the boards of the Affordable Housing Investors Council (AHIC), Heartland Housing, Inc., Lawndale Christian Development Corporation and Adoption-Link, NFP. Former advisory board member, Corporation for Supportive Housing.
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Resume Overview
School Attended
- WHARTON SCHOOL UNIVERSITY OF PENNSYLVANIA
- BROWN UNIVERSITY
Job Titles Held:
- Vice President
- Director
- Senior Vice President and Director
- Vice President and Director
- Trade Finance Specialist
- International Officer
Degrees
- Masters of Business Administration : International Finance
Bachelor of Arts : International Relations and Economics
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