Instructor Biography

About The Instructor

Bill is a seasoned professional with specialty expertise in the following areas:

• Closely-Held and Family-Owned Businesses
• Manufacturing, Distribution, Transportation, Service Companies and Facilities
• Residential Medical, ALFs, SNFs, Memory Care
• Retail – Freestanding or Multi-Tenant Investment
• Complex Transactions:

• • Marinas, Brownfields and Properties with Environmental Concerns
  • Businesses and Assets in Litigation or Under Forbearance
  • Classified, OREO and Non-Core Asset Disposition

EXPERIENCE

• Over 30 years of commercial real estate underwriting and business analysis
• 25 years in commercial lending
• McLaughlin Award, Florida Economic Development Council
• Bank Special Assets Team Leader 2008 – 2012 Financial Crisis
• Developed and executed the classified asset reduction plan for a $192MM loan portfolio
• USMC Combat Logistician

EDUCATION & CREDENTIALS

• MBA/Finance, International College
• BA/Organizational Management, Warner University
• Graduate School of Banking at Colorado
• AIB Bank Operations Diploma, American Institute of Bankers
• Licensed Real Estate Sales Associate, State of Florida