Senior Vice President

• Apr 2021 - Present

I lead debt & equity placements for Socially Responsible Tax-Advantaged Investments throughout the Western United States. The lack of access to safe quality affordable housing is one of the largest burdens on the health & wellness of low income Americans and their families. We partner with best-in-class developers and institutional investors who are committed to provide long-term affordable housing in communities that have been disenfranchised by various economic, political, and social systems. Show less

Associate

• Mar 2020 - Apr 2021

Low Income Housing Tax Credit (LIHTC) Experience: - Underwrote and committed over $1 billion into Multi-Investor funds and $150 million into State tax credit deals. - Work closely with fifteen active sponsors to source new deals and manage existing portfolio - Source and diligence new syndicator and developer relationships Real Estate Equity Investment Experience: - My primary role was to underwrite/diligence/close new deals. Full-time asset management, including dispositions, of the existing portfolio. - Actively manage a $2 billion real estate portfolio comprised of direct deals, joint ventures, co-investments, and fund investments. - Underwrote over $5 billion in commercial real estate, resulting in over $1.25 billion of committed client equity Show less

Intermediate Analyst

• Mar 2019 - Mar 2020

Associate Analyst

• Jun 2015 - Mar 2019

Intern

• May 2014 - Aug 2014

The Transwestern rotational internship provides both an educational and professional experience in a variety of facets within commercial real estate, which include: Retail Investment Sales, Investment Sales and Capital Markets, Project Management, Agency Leasing, Tenant Representation, Marketing, Retail, International Markets, and Sustainability/Industrial Tenant Representation. The Transwestern rotational internship provides both an educational and professional experience in a variety of facets within commercial real estate, which include: Retail Investment Sales, Investment Sales and Capital Markets, Project Management, Agency Leasing, Tenant Representation, Marketing, Retail, International Markets, and Sustainability/Industrial Tenant Representation.

Field Technician

• Oct 2011 - Jan 2014

-Coordinated with the Controller to facilitate parts from foreign or domestic manufacturers. -Organized door and window sustainment appointments with tenants, building engineers, and property managers. -Engaged in dynamic meetings with the Partner of the company and other top employees by analyzing future goals and current projections of growth. -Meticulously operated on window casements in multiple, Class A buildings in downtown Chicago. -Coordinated with the Controller to facilitate parts from foreign or domestic manufacturers. -Organized door and window sustainment appointments with tenants, building engineers, and property managers. -Engaged in dynamic meetings with the Partner of the company and other top employees by analyzing future goals and current projections of growth. -Meticulously operated on window casements in multiple, Class A buildings in downtown Chicago.