Senior Financial Analyst

• Sep 2023 - Present

Financial Analyst

• Jun 2022 - Jun 2023

Real Estate Private Equity Investment Advisor

• Aug 2021 - Jun 2022

• Sourced and closed one multifamily investment deal within the track's $3.0MM close-ended fund • Sourced and closed one multifamily investment deal within the track's $3.0MM close-ended fund

PPFB Instructor

• Aug 2021 - Dec 2021

• Mentored and led a team of two facilitators while co-teaching four sections of GB110 with an average class size of 27 students • Taught students key leadership principles through course-related content, self-reflection activities, and personal experience • Provided positive and constructive feedback to student facilitators to help them learn and develop their leadership, presentation, facilitation, and classroom management skills • Provided regular updates to Student Life staff regarding facilitator performance and feedback that has been provided • Oversaw all grading for the course, including final reflection/group project Show less

Real Estate Investment Analyst Intern

• May 2021 - Aug 2021

• Performed detailed financial modeling and underwrote 15+ value-add deals within the range of $10MM-$100MM located in the Midwest, South, and Southwest • Assisted in the preparation of investment presentations and packages for potential investors which led to three deals progressing to the next step towards closing • Analyzed lease rates and impact on value, value-add projects, and asset market performance • Analyzed historic portfolio and property performance in comparison to industry benchmarks • Researched data needs such as rent roll information and market comparables and reports, reviewed loan agreements, major contracts and performed analyses to observe effects on asset performance Show less

Student Shift Lead (Assistant Supervisor)/Robot Delivery Coordinator

• Aug 2020 - Apr 2021

• Directed Team Members and student employees into providing exceptional customer service and maintaining a respectful, productive work environment • Managed and expedited the Starship Technologies robot delivery program in Dining and Culinary Services • Directed Team Members and student employees into providing exceptional customer service and maintaining a respectful, productive work environment • Managed and expedited the Starship Technologies robot delivery program in Dining and Culinary Services

Leasing Specialist

• Mar 2019 - Jun 2020

• Specialized in executing contracts for rental apartments and negotiated 50+ lease contracts and brought over $720,000 annually translating to monthly recurring revenue of $60,000+ • Analyzed the terms and conditions of 110+ residential lease documents which included important details such as lease start and end dates, rent price, lease duration, responsibilities of tenant and landlord, concessions, and pet rent • Advertised over 2,400 residential, rental properties through visual media websites such as Zillow, HotPads, and Apartments.com and achieved a showing rate of 30% leading to 10% signing an official lease contract • Executed 21 deals within the first 9 months and 30 new deals during the last six months equating to a 214% increase in personal sales, on average, per month • Utilized the software platforms Yardi Voyager and CoreLogic to screen and approve 60+ applicants Show less

College Financial Representative

• May 2018 - Oct 2018

• Led college financial representatives in revenue generation by closing over $27,000 in annual premiums • Created and analyzed personal needs analysis for over 30 CEOs of major trucking companies and discussed various financial goals such as follows: saving as percentage of income, specific amount of money generated from investments per month, insurance coverage in case of an incident, and desired monthly paycheck during retirement • Recommended solutions to help three major clients, owners of large trucking firms, reach financial security either short term, 1-3 years, or long term, 3+ years by building emergency funds, and/or investing in life insurance products and mutual funds Show less