PROFESSIONAL EXPERIENCE
First Portico, LLC, Mexico
Dec. 2008 - Jan. 2010
SVP of Development
. Held a major executive management role for a retail development
project consisting of approximately 18,300 s.f. of leaseable space;
one sub-anchor and three national credit tenants.
. Managed all legal, financial, entitlements and feasibility
activities pertaining to land acquisitions.
. Co-managed financing of the project for both debt and equity.
. Spearheaded the leasing process in coordination with one of the
nation's top marketing & leasing firms. This process included
obtaining LOI's from anchor tenants in order to facilitate the
initial round of financing, and following through on closing lease
agreements with all tenants.
. Key individual responsible for an efficient coordination between
project consultants; design, legal, finance, marketing, entitlements
and construction, this in order to attain a marketable and
functional project.
Irongate Wilshire, Los Angeles, CA
Jul. 2007 - Oct. 2008
VP of Development
Assumed an executive role in all active and potential projects.
Leveraged off of established business relationships to reinforce the
expertise of the current development team and seek priority on
acquisitions of new projects. The key responsibilities covered a very
comprehensive and intense management of the following areas:
. Financing: constant review, coordination and validation of the
project's financial proformas; development and maintenance of the
investment memorandums; coordination with financing brokers;
overseeing the loan underwriting process; procurement of debt &
equity; development of loan agreements; and ensuring compliance with
loan contingency items.
. Legal: spearheaded the coordination between the legal
representatives and other team members in order to execute the
necessary legal documents such as subdivision plans; condominium
regimes; residential CC&R's; design guidelines; HUD reports; State
sales registrations; property deeds/titles/trusts; and title
insurance. Reviewed and contributed to all agreements/contracts
pertaining to the project.
. Entitlements: instrumental in overseeing the development team in
order to obtain all necessary entitlements and permits;
environmental impact report; land use; utility permits;
grading/earthworks; traffic impact & mitigation; usage of right-of-
way; easements; parcel map approvals; and other building permits.
. Project Management & Construction: instrumental in the efficient
development of budgets; cost estimates; schedules; bidding process;
contract negotiation and execution; value engineering; accounting
procedures & reporting; and ongoing owner reports from the PM team.
. Design & Architecture: responsible for reviewing and contributing to
design issues; technical specifications; space planning and project
program; and all necessary reports (i.e. soils, hydrology;
topography; surveying; and traffic studies).
. Hotel operations: responsible for overseeing all activities related
to hotel operations, such as license and management agreements;
management plan; budgets; marketing; financial operations proformas;
and technical services.
. Sales & marketing: coordinated constantly with the third party sales
team in regards to sales strategies; presentation material; sales
events; sales contracts; escrow; and management of third party
brokers.
. FF&E (furniture, fittings & equipment): managed the entire process
in close collaboration with consultants. Activities included were
budgets; design cross-coordination; technical specifications; hotel
operations cross-coordination; and procurement of actual FF&E
products.
The projects included:
. Trump Residential Towers - condo hotel resort projects consisting of
residential units and ancillary amenities. High-rise buildings each
with more than 200 residential units.
. Portfolio of Retail Projects - business plan to develop a portfolio
of retail properties located in mid size cities throughout Mexico.
o Responsible for creating the business plan, coordinating the
implementation of a well executed market analysis, meeting with
government officials, and managing all land acquisition
activities for future projects. Strong emphasis on managing and
implementing the leasing and marketing plan to engage credit
tenants for the retail projects.
The Lomas Santa Fe Group, Solana Beach, CA
Apr. 2003 - Jul. 2007
Senior Development Director
Held key leadership role in the development of the Estero Santa
Barbara Project (an Aman Resort); hotel and condominium towers in
Mexico City; and boutique hotel in Guadalupe Valley (wine valley of
Mexico), in which the following were my main responsibilities:
. Land acquisitions and intercompany property transfers: solely
negotiated acquisitions of eight different parcels; obtained title
insurance, property survey, appraisals, clearance of title liens and
encumbrances, and pertinent coordination with attorneys until
contract execution.
. Managed full development of the business plan and wrote the majority
of its components, including market analysis, financial projections,
sales & marketing, corporate structure, tax planning, development
schedule and development budgets.
. Coordinated with tax planning consultants to develop the project's
tax planning strategies and corporate structure.
. Performed "back of the envelope" financial analysis for new projects
and developed and maintained the entire financial model for active
projects.
. Co-managed first round of project financing and initiated efforts
with banks and private investors to procure additional financing
required.
. Instrumental in negotiating a partnership deal structure with Grupo
Carso, the real estate development branch of Carlos Slim (currently
Forbes richest person in the world).
. Managed the site planning stage through coordination with the
architects, engineers and hospitality experts.
. Coordinated feasibility studies for infrastructure, as well as
solely attended meetings with the corresponding government agencies.
. In collaboration with the project's construction management
consultants, developed the construction/development cost estimates
at key milestones.
. Co-managed the entitlements process with support from consultants.
. Coordinated the development of project marketing and presentation
material.
Bundy Finkel Architects, Santa Ana Heights, CA
Sep. 1997 - May 2002
Project Manager
Beverly Pico Retail
Mixed-use retail and office building with subterranean parking.
. Obtained entitlements and building permits from the City of Los
Angeles.
. Designed and managed the project from conceptual stage to completion
of construction.
Corona Retail Plaza
Multi-tenant neighborhood retail center with fast-food pad.
. Managed project through entitlements, construction documents,
building permits, and construction.
. Coordinated with several national tenants to prepare shell building
for tenant improvements.
Pacifico Condominiums
Two-building, eight-unit, luxury condominium project immediately
adjacent to the beach.
. Obtained entitlements and building permits from the necessary
government agencies.
. Managed the project through preparation of construction documents
and bidding processes.
Ventura Senior Assisted Living Facility
Two-story, 72-unit senior living facility.
. Managed the execution of construction documents for the project and
co-managed the bidding processes with several contractors.
Retail Projects
. Contributed to the design and engineering of several other retail
projects at various stages of entitlements, architectural design,
engineering, and construction.
EDUCATION
University of Southern California, Los Angeles, CA
School of Policy, Planning and Development
Master of Real Estate Development, May 2003
Cornell University, Ithaca, NY
College of Architecture, Art and Planning
Bachelor of Architecture, May 1997
SKILLS
Computer: MS Excel, MS Word, MS Project, MS Powerpoint, Argus
(leasing admin.), WinEst (cost estimating), Microstation CAD, FormZ
(3D modeling), Adobe Photoshop, Illustrator, InDesign.
Language: Fluent in English and Spanish.
AWARDS
-- ULI Gerald Hines National Urban Development Competition, second
place (out of 45-plus graduate schools).
ACTIVITIES
-- Speaker & member of the Mexican Construction Chamber ( Member of
the Urban Land Institute ( Member of the Lusk Center for Real Estate (
Member of USC Graduate Real Estate Association