Focused on asset management, property oversight, process improvement, operational execution, underwriting and technology / automation
Expertise in engineering, risk management, operational excellence and financial modeling
Worked with large public, military and international private institutions
8+ years in Commercial Real Estate (specialized in multifamily)
15+ years in Aerospace & Aviation industry (Global business alliances and commercialization partnerships, manufacturing and supply chain, engineering quality and executive leadership)
Executive MBA from SMU (Southern Methodist University) with Honors
Black Belt Lean Six Sigma

Focused on acquisition and disposition strategies, financial reporting, tax, investor relations, debt and equity financing, construction management and CB Platform long-term scale
Expertise in large & complex transactions, due diligence, financial audit & valuations
Worked with Fortune 100 & 500 companies, Private Equity firms, International funds and Institutional investors representing buy-side / sell-side GPs
7+ years in Management Consulting, worked with Ernst & Young M&A Advisory practice in New York City (worked on several large divestitures and carve-outs including complex global spin-offs)
13+ years in Corporate Finance, Business Development & Strategic Partnerships (Big Pharma, Industrial Manufacturing, Telecommunications, Financial Services and Commercial Real Estate)
Certified Management Accountant (CMA) and Certified Public Accountant (CPA) in Texas

Provide Capital Boutiq leadership team with strategic oversight, transactional and operational expertise. Advise on overall company’s vision and strategy, performance execution and capital decisions
Founder and Managing Partner at Trinity Investors
Serving as a Board Director of multiple operating companies with specialties in branded consumer products, domestic manufacturing and value-add distribution
25+ years of operational expertise, equity and debt financing, leadership and growth
Computer and Electrical Engineer
Chartered Financial Analyst (CFA)

Lead underwriting and acquisition strategies for Capital Boutiq Platform
Through a variety of brokerage networks, identify off-market unique opportunities based on specific investment criteria and long-term strategies
Perform in-depth due diligence and financial modeling analysis based on market comps
Provide industry debt and equity financing structure best practices and expertise
Nurture key capital partners relationships and pitch investment opportunities to potential accredited or institutional investors based on risk-adjusted returns
Support Capital Boutiq Platform with capital raising and investor relations resources
Monitor closely capital markets, macro economic indicators and statistical patterns

Assist and drive asset management for all assets under management
Perform financial and scenario analysis on assets and synthesize information into monthly and quarterly investor reporting packages
Support senior leadership team with property sales, preparing sales packages, and assisting with due diligence on assets
Perform research and evaluate market data for assets' market and submarkets
Previous experience as a venture capital analyst for Acadian Capital Ventures and as a management consultant for RealFoundations
Outstanding student-athlete for Louisiana Ragin Cajuns baseball team
Master of Business Administration with a concentration in real estate at UTD

Oversee all compliance responsibilities related to EB5 investors (USCIS compliance reporting, foreign investor relations, regional center reporting)
Provide strategic capital raising insights, regulatory requirements updates, legal counselling
Review monthly financial performance of strategic investments, perform quarterly investor updates, supervise audit and tax preparation activities

Leadership Team