Select Matters
- Routinely provide advice to bank and financial institution boards of directors regarding regulatory, acquisition, transaction and litigation matters.
- Advised and documented bank regarding warehouse finance repurchase facility, mortgage servicing rights facility, and mortgage servicing rights follow-on facility.
- Provided compliance, legal and risk advice for banks and financial institutions.
- Advised and documented a bank’s purchase of a $2.41B commercial real estate lending entity.
- Advised and documented a bank’s sale of $358.5M commercial loans.
- Advised banks and other financial institutions regarding compliance with the Dodd-Frank Wall Street Reform and Consumer Protection Act.
- Advised and documented bank on liquidation of nine CMBS trusts and immediate sale of the underlying commercial loans.
- Advised bank regarding non-deliverable foreign currency class action lawsuit.
- Advised bank regarding residential mortgage loan add on product class action lawsuit.
- Advised and documented bank on purchase of $550M pool of residential mortgage loans.
- Advised and documented bank on purchase of $300M of commercial real estate loan.
- Navigated a holding company and bank in formation through federal bank charter application processes and led a reverse merger with a publicly traded bank holding company which included an $890 million capital raise as well as multiple material transactions with simultaneous closings.
- Document commercial loan transactions on behalf of banks, credit unions and financial institutions.
- Negotiate and document sale of financial institutions’ mortgage servicing rights.
- Negotiate and document sale of correspondent lending channel.
- Negotiate and document subservicer agreement on behalf of financial institution.
News
Credentials
Education
- Stetson University College of Law, J.D., 2004
- Stetson University, M.B.A., 2004
- University of Illinois, B.S., Management Information Systems, 2001
Courts
- Connecticut State Courts
- Florida State Courts
- Georgia State Courts
- Illinois State Courts
- U.S. District Court, Middle District of Florida
Bar Admissions
- Connecticut, 2021
- Florida, 2005
- Georgia, 2008
- Illinois, 2008