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Management Consulting Principal
Management Consulting Principal
New mentor!
Member since 2026
  • Washington D.C.
  • Charlotte
  • ,
  • Dallas
  • ,
  • New York City
  • ,
  • San Francisco
About the mentor

I advise, structure and execute complex real estate and credit transactions for institutional investors, PE firms, and family office. I'm open to opportunities to bring this expertise to the right platform.

Over 15 years, I've operated across the full real estate value chain: structuring $40B+ in transactions across Wells Fargo Securities, managing $15B in distressed credit and securitization at Lone Star Funds, executing $1B+ in ground-up multifamily development at Trammell Crow Company, and overseeing capital strategy for a $70M affordable housing platform at Trust Neighborhoods.

Through Meridian Advisory and Training the Street, I currently provide transaction structuring, strategic finance, and advanced financial modeling instruction to institutional clients, public-sector entities, and over 300 finance professionals annually from leading investment banks and PE firms. Recent engagements include cross-border industrial development structuring, capital architecture design for real estate platforms, and transaction advisory for complex capitalizations.

What differentiates my approach: I've structured deals from the sell-side, invested in them from the buy-side, operated the underlying assets, and taught the technical frameworks to institutional analysts. This cross-stack perspective allows me to identify risks and opportunities at critical inflection points, where capital structure decisions materially shape long-term outcomes and traditional underwriting provides limited guidance.

I'm particularly effective on:
- Complex securitizations and structured credit
- Transactions requiring creative financing structures
- Distressed and opportunistic situations
- Cross-border or emerging market deals
- Joint ventures and multi-stakeholder capitalizations

Currently completing an MPA at London School of Economics (2027), building on graduate work at Stanford GSB (MSM 2020) and UNC Kenan-Flagler (BSBA 2011).

Open to opportunities: While I value the flexibility of advisory work, I'm actively exploring institutional platforms, whether in securitized credit, transaction advisory, or investment roles, where cross-stack expertise, sound judgment during uncertainty, and strategic thinking are valued.

Expertise
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
  • Sales and Trading
  • Non-profit
  • Real Estate
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