- Acted as the Special Assets Workout Team for major insurance company
- Performed “Portfolio Triage™” on a $300 million institutional commercial loan portfolio
- Provided value analysis of a $500 million FDIC loan pool for a major national capital group
- Conducted Due Diligence assessments for all the major banks
- Prepared “Resolution Roadmap™” for lenders listing all issues, their solutions and timing to aid in a pre-workout strategy analysis
- Conducted project management for lenders and investors including project construction completion
- Provided receivership, forensic receivership and litigation expert witness service (Since 1974)
- Provided property management and leasing management
(Hotels, apartments, shopping centers, offices, industrial buildings, housing developments, mobile home parks, master planned communities, multi-use developments) - Provided CLE classes for major law firms on Federal Financial Institutions Examination Council (FFIEC) guidelines and requirements for loan workouts from both the lender and borrower perspective
- Provided capital source infusion to aid workouts