January 2012 — Present
Responsible for supporting the firm's business development efforts in both the New Markets Tax Credit (NMTC) lending initiative and Public Private Partnerships (PPP). Participate in the development NMTC team's effort to structure, source and underwrite targeted investment strategies, markets and opportunities for Lowe Enterprises $45 million dollar NMTC allocation and future NMTC allocations. Managed and coordinated all third party consultants and attorneys in the closing and documentation phase of the group’s NMTC investment material; including investment summaries, business plans and deal closings. Update and maintain NMTC compliance and investment database.
Research and analyze potential new business opportunities pertaining to PPP opportunities. Work with internal Lowe PPP team to develop and manage the business development pipeline. Work with the Lowe acquisitions and development teams to complete all necessary aspects of the due diligence process for any investment opportunities being pursued.
Responsibilities include the development of the marketing and business development strategies in the PPP and NMTC lending efforts. Design, develop and oversee implementation of marketing materials and presentations, securing meetings with prospective clients, and supporting the broader lending initiative of Lowe.