Real Estate Manager

Summary

. Over ** years of experience in finance, accounting, lending, marketing

and business development. Knowledgeable in risk management, business

development, financial modeling, hedging strategies, and commercial

real estate investments.

. Extensive experience managing portfolios and providing investment

advisory services to mid-size companies (national and international)

and high net worth individuals.

Experience

Le Dessein - Los Angeles, CA

Founder & C.E.O, 2011 - Present

Le Dessein's mission is to provide the opportunity of an education

to young girls from underprivileged communities from around the

world by featuring their art onto our fashion: www.ledessein.com

Merrill Lynch - Global Private Client Group, Los Angeles, CA

Private Wealth Manager, 2008 - 2010

Managing relationships and providing financial advice for domestic

and non-resident clients. Implementing financial strategies for

private and institutional clients utilizing cash management,

structured products, estate planning, bonds, alternative

investments - hedge funds, asset protection instruments, and money

managed fee based accounts.

SM Realty Advisors - Real Estate Investment Bank, Malibu CA

Vice President, 2007 - 2008

Involved in arranging real estate financing, joint venture equity,

and acquisitions of commercial properties. Responsible for

financial/credit analysis, financial modeling, real estate

underwriting and valuation and transaction support for real estate

finance transactions, as well as DCFs/real estate valuation, and

debt advisory. Expertise covers the full range of the real estate

financial spectrum including debt, mezzanine capital, equity,

interim construction loans, bridge loans, short and long-term

permanent financing, with various fixed and floating rate options.

. Managed the due diligence process for the disposition of over $2.2

billion Class A office buildings nationwide

. Analyzed and modeled over 150 multi-family, offices, and hotels

redevelopment opportunities taking 40 through the due diligence process

from entitlements research and construction cost estimation to contract

submission to financing prequalification.

. Analyzed past performance of an entire portfolio of 131 assets with

$1.8 billion in total transaction size

. Evaluated investment opportunities against benchmarks including internal

rate of return, return on equity, equity multiple, replacement cost, and

break-even.

Morgan Stanley - Global Private Client Group, Santa Monica, CA

Associate Vice-President, Private Wealth Manager, 2003 - 2007

Managing relationships and providing financial advice for domestic

and non-resident clients. Implementing financial strategies for

private and institutional clients utilizing cash management,

structured products, estate planning, bonds, alternative

investments - hedge funds, asset protection instruments, and money

managed fee based accounts.

. Consistently ranked in the top 15 firm-wide in my peer group and top

20 in the company by sales volume

. Increased production by respectively 120% and 85% for two consecutive

years

Merrill Lynch - Global Private Client Group, Los Angeles, CA

Private Wealth Manager, 2002 - 2003

Managing relationships and providing financial advice for domestic

and non-resident clients. Implementing financial strategies for

private and institutional clients utilizing cash management,

structured products, estate planning, bonds, alternative

investments - hedge funds, asset protection instruments, and money

managed fee based accounts.

Bank One Capital Markets - Columbus, OH

Associate Investment Banker, 2000 - 2001

Executed fixed income analysis for proposed transactions amounting

to $1 billion. Worked closely with senior bankers in preparing

both written and oral presentations for clients. Developed and

prepared credit information for formal bond rating agency

presentations, to assessing a variety of credit enhancement

structures, to reviewing legal and other offering documents, and

evaluating product alternatives as pricing approached. Critically

involved during the final pricing and closing process in providing

final numerical schedules, sale profile analysis, and all closing

calculations and documentation.

State Auditor of Ohio - Columbus, OH

Junior Auditor, 1998 - 2000

Responsible for auditing public office entities in the State of

Ohio: cities, universities, counties, townships, and government

agencies. Reviewed the organizations' programs, budgets,

organizational charts, performance goals, annual reports and

operating procedures.

Education

2011 UCLA Anderson MBA*

Franklin University, Columbus, Ohio

Bachelor of Science, Cum Laude

Accounting major with minor in Finance, December 1999

Honors and Awards

Phi Theta Kappa National Honor Society

Tau Pi Phi National Honor Society

Professional Licenses

Series 7, 65, 63, Life Insurance, Annuity & Health License 215

Languages

French (speak, read and write)

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