About
Achievements
Eleven Greatest Achievements in Investment Banking
Bear Stearns top 25 female Investment Bank Portfolio Analyst. Rank Xerox UK account manager in their acquisition of UK Real Estate, Equipment and Software financing their product line for the Documenter hardware system world wide. Account held for over 7 years
Portfolio Manager for assets under management un the UK and the USA 120mm-250mm. Managed for over 9 years
Bear Stearns taking the Investment Bank Portfolio Analyst from New York to the mortgage banking/real estate community in Orange Country CA. Growing the business from zero to close of the firm in 2009
Start up investment for Digital Media Incubator, Santa Monica with Michael Milken as unofficial Board Member of a dot.com platform. Raised 1.2m Gift Goodies launched successful from this incubator
Bear Stearns investment into the Marriott Hotel Los Angeles 60m debt financing
Bear Stearns secondary MBC wholesale account manager selling the MBC to secondary investor and servicing company in San Francisco
400m capital raise for All Net Arena in Las Vegas the 4.2b arena
450m capital raise for Backman Springs Golf Course in Phoenix Arizona and Dannon Water Company negotiations for the water rights on the property
60m Software raise for a cyber security M&A
10m Aircraft equipment raise for an operating Jet Company
350m GBP acquisition of a Premier League Football team in the UK (currently in play)
4 Greatest Career Achievements in Real Estate Transactions
2mm refinance Jumbo Loan with tax returns that were not conforming
15m refinance Super Jumbo no confirming with tax returns that supported the income, the asset was challenging due to comps and location
14m Multifamily acquisition in Texas with limited reserves
60m Hospital acquisition in Texas and expansion to Assisted Living.
Notable Achievements and Publication
Brainz Magazine Monthly online contributor
Forbes Magazine Quarterly contributor in fintech/blockchain starting in September 2021
ABC 7 and BBC banking and economic segment contributor
World Business Angels Forum Senator for the USA G20 partner
Negotiations for the sale of Sheffield United Football Club
6 Greatest Achievements in Business
4.5b All Net Arena advisor for 15 years
Founding Board Member of Football For Peace UN organization
Multiple Board Member seats on emerging business and technology
Managing director of Global Football Pro UK Coaching Academy in Soccer
Managed a team of 25 Investment Bank Portfolio Analyst across the USA while at Bear Stearns achieving the Chairman’s Club status with all 25 banker included
BrightFi banking platform achieving its funding round, growth of user in the USA now the UK