Investment Capital

DANIEL JIMENEZ

*** * ******, #***, *****, CA ****6 | T: 415-***-**** | E: ******.*******@**************.***

PRIVATE WEALTH MANAGEMENT – CAPITAL MARKETS

Results-driven and team-oriented professional with over 15 years capital market and real estate experience whose accomplishments reflect superior business acumen and a demonstrated commitment to organizational growth. Proven self-starter with established ability to research, analyze and evaluate complex issues. Demonstrated ability to instill a common vision and develop a dynamic team based on trust and mutual respect. Relevant skills include:

Private Equity Funds & Alternative Investments | Investment Management Research

Fund Performance Analysis | Asset Restructuring & Refinancing| Project Finance Modeling

REIT Fund Mgmnt. | Due Diligence | Underwriting | Strategic Planning & Marketing

Entitlement Planning | International Capital Markets | Languages: English & Spanish

EDUCATION & PROFESSIONAL DEVELOPMENT

Juris Doctorate, University of San Diego Law School

B.A. in Economics, Harvard University

Securities License Series 7, 66 | CFA – Candidate Level 1

California Real Estate Broker’s License No. 01084537

California Engineering and General Contractor’s License No. 877291

Languages: Fluent in English, Spanish and intermediate Italian

PROFESSIONAL EXPERIENCE

MORGAN STANLEY SMITH BARNEY, Berkeley, CA Financial Advisor 2010 - 2011

Brought on board to leverage broad competencies in investments and relationship-building.

Provided private equity and advisory services specializing in alternative investments, private placements, hedge funds and REITs to PWM Clientele.

HARVARD REALTY & DEVELOPMENT, Sacramento, CA Principal 2004 – 2010

Built a customer-centric organization communicating extensively with current and prospective clients.

Specialized in institutional and commercial real estate acquisition, entitlement, finance and private equity developments.

FT. WAYNE REALTY DEVELOPMENT, LLC, Columbus, OH Principal 2002 - 2004

Acquired, syndicated and financed equity investments in institutional real estate including tax credits through private placement REIT fundings. Complete due diligence, finance, governmental liaison, development management oversight. Tax Deferred Investment Exchange Certfied..

NATIONAL PARTNERSHIP INVESTMENT CORP, Miami, FL/Beverly Hills, CA 2000 - 2002

Vice President Investment Management

Handled equity and debt placement for one of the largest closely held multifamily and institutional REIT operating internationally, with $100M/year originated in new transactions and $250M in restructurings.

Responsible for LOI, corporation structuring, JV, syndication, acquisitions and due diligence.

KAUFMAN AND BROAD, Charlotte, NC 1997 - 2000

Director of Acquisitions

Analyzed, structured and negotiated JV, LOI, lease contracts, acquisition, syndication and private agreements.

Performed private equity fund development, performance analysis and asset management oversight.

DAKIN/JH SECURITIES, San Francisco, CA 1990 - 1994

Securties Analyst/Investment Banking

Performed debt and equity analysis in financial services sectors including: private placements, debt for equity swaps, M & A Banking, culminating in takeover of mid to major banking concerns.

Direct international clientele contact and market making control of restricted and publically traded securities.

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