About
Professional Summary
As a Senior Debt Advisor, Dallas provides expertise in securing financing
for various assets ranging from direct financing to large complex capital
market transactions. His expertise extends into asset types including,
but not limited to, commercial loans, equipment and auto leasing,
consumer loans and credit card receivables. Dallas is highly proficient in
debt restructuring, managing distressed assets and structured financial
repositioning.
Dallas is responsible for integrating Debt Advisory’s expertise to support
existing service lines including Investment Sales and Capital Markets,
Landlord and Tenant Representation, Property Management, Valuation
and Consulting and Project and Development Management.
Dallas’s comprehensive experience in financing has contributed to
his success in growing strategic relationships. His insightful approach
is a driving force behind Colliers’s long standing national business
relationships. Having held Senior Executive positions at Concentra
Bank, Dallas brings diverse experience within financial units including
structuring large asset securitization transactions, commercial backed
securities, auto loans, residential mortgages and credit card receivables.
Dallas is committed to accelerating the success of his clients by delivering
innovative best practices in debt placement, portfolio structuring, asset
securitization and issuance of capital markets to Colliers’ clientele.
Accomplishments
Extensive experience in banking leading business origination for commercial banking, residential mortgage, consumer lending, and leasing operations. Held a variety of positions with Concentra Bank including:
EVP Wholesale Banking;
EVP Trust and Strategy;
Structuring a variety of large asset securitization transactions including Commercial Mortgage-backed Securities, auto loans, credit card receivables, and residential mortgages.
Sessional Lecturer with the University of Regina teaching senior courses in international finance and financial case analysis.
Education
Bachelor of Administration (Finance and Marketing), University of Regina
Chartered Financial Analyst, CFA Institute
Memberships & Involvements
Long-time volunteer/ supporter with Saskatchewan Roughrider Football Club
Chair Plaza of Honor Dinner Committee 2003
Former President of the CFA Society of Saskatchewan
Services
Skills
My Team
My Team
As the Principal Broker, Sokha is responsible for integrating the Debt Advisory Division’s expertise to support existing service lines including Investment Sales and Capital Markets, Landlord and Tenant Representation, Valuation and Consulting, Project and Development Management and Property Management. She takes pride in building strong business relationships with clients while providing tailored financing solutions to best suit their needs.
Sokha has over a decade of experience in the financial sector. As the Managing and Lead Broker of a regional brokerage, her previous role involved the oversight and management of the brokerage, brokers and associates. She was responsible in the implementation and monitoring of the regulatory Brokerage, Broker and Associate Act and Regulation as well as relationship development with business account managers, institutional and non-institutional lenders .
In 2017, Sokha obtained her real estate license which allowed her to diversify her existing business portfolio. She also possesses extensive knowledge and experience with conforming and non-conforming loan orginations; securing financing for major commercial real estate properties including, but not limited to Long Term, Construction, Bridge, Mezzanine Financing and Private Investment Funds. Her expertise involved feedback and direction to originators and analysts on loan structures, terms, conditions, security, and covenant recommendations.
Peter Reed
Commercial Mortgage Associate | Debt Advisory Financial Services
Regina
Peter has over 25 years of corporate lending experience where he committed the majority of his career as a Senior Commercial Account Manager with major banks and credit unions in performing credit analysis for commercial loan requests, workout strategies, collection of challenged loans with collateral and repayment deficiencies. During his career, he managed 100+ customers, facilitating loan requests from $1MM to 20MM, and maintained loan portfolios from $20MM to $50MM.
As Commercial Mortgage Associate, Peter has positioned himself as a highly-skilled leader integrating business development strategies in generating leads through active prospecting and sales presentations for all asset classes, with a focus, but not limited to, multi-phase bridge and inventory financing, land servicing, and construction development.
Brad Penno
Commercial Mortgage Associate | Debt Advisory Financial Services
Saskatoon
Area of Expertise
Brad’s extensive expertise around commercial lending offers clients a truly professional experience. He focuses on analysis, risk mitigation and tailored mortgage solutions. Brad ‘s meticulous approach to his daily business allows for consistent and successful growth over the years with a long-standing, solid client portfolio.
Business Experience
Brad’s 25 years of commercial banking experience and industry tenure have allowed him to cultivate and build trusted relationships which has resulted in a high funding and approval percentage of commercial loans. His role as Commercial Manager across various national jurisdictions provided opportunities to expand his knowledgebase in commercial lending transactions through detailed analysis, evaluations, financial statements as well as risk mitigation and underwriting processes. Brad’s experience has assisted in bringing value to a large client base, many who have become repeat clients.