Professional Experience |
September 2010 – Present: Cornerstone Development, LLC
Kensington, MD
Principal
- Act as development and financial consultant to various clients regarding real estate development, acquisition transactions, and asset management.
- Current Clients/Projects
- The Cafrtiz Foundation – Art Place at Fort Totten ($375 million mixed-used development)
- Cafrtiz Enterprise – Calvert Tract, LLC ($325 million mixed-used development)
- Howard County Housing Commission – Columbia Landings (300 unit multifamily development)
- Light Global Mission Church – Light Global Mission Village (92 unit LIHTC development)
July 2008 – August 2010: Housing Opportunities and Concepts
Kensington, MD
Executive Vice President
- Act as development and financial consultant to various clients regarding real estate development, acquisition transactions, and asset management.
- Current Clients/Projects
- The Cafrtiz Foundation – Art Place at Fort Totten ($375 million mixed-used development)
- Cafrtiz Enterprise – Calvert Tract, LLC ($325 million mixed-used development)
- Howard County Housing Commission – Columbia Landings (300 unit multifamily development)
- Light Global Mission Church – Light Global Mission Village (92 unit LIHTC development)
- Former Clients/Projects
- Charles E. Smith Life Communities – Revitz House (300 unit multifamily development)
- Life Creek Church – Life Creek Village (78 unit LIHTC development)
Feb 1999 – July 2008: Housing Opportunities Commission
Kensington, MD
Portfolio Manager/Underwriter
- Responsible for structuring, underwriting, and financing of Low Income Housing Tax Credits, Tax-Exempt Bonds, Taxable Bonds, Bond Anticipated Notes transactions for multifamily real estate developments.
- Responsible for managing the physical and fiscal condition of the multifamily portfolio to ensure compliance with financing documents, maintenance of bond rating, and maintenance of the tax-exempt status of the bonds.
- Review the performance of individual assets in each portfolio to identify trends, risky assets, trouble assets, work-outs and refinance opportunities.
- Act as a liaison to the trustee, rating agency, and Federal, State and County entities.
- Coordinate agency’s internal compliance for all Low Income Housing Tax Credit Partnerships.
- Interpret and review loan documents, regulatory agreements and other legal documents to ensure compliance with Federal, State and County requirements.
- Assist with drafting of all regulatory agreements and amendments to ensure public purpose and other arrangements can be property administered.
July 1995 – June 1998: The Commercial Bank of Korea (Hanvit Bank)
Seoul, Korea
Investment Manager
- Underwrite fixed income products (FRNs, FRCDs and Zero Coupon Bonds) in the primary market for top Korean conglomerates.
- Develop and implement quantitative analytical procedures for potential investment opportunities in the emerging markets.
- Review proformas and prospectuses for possible investment opportunities.
- Review and edit loan documentation.
- Maintain correspondent relationship with top corporate clients.
- Compose and present investment relations material highlighting the financial data of the bank to international creditors.
- Maintain line of credit from international creditors.
- Serve on the investment relations team to publish the English version of the bank’s annual report.
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