Experience

Victory Real Estate Group

• United States
• Real Estate
• 1 - 100 Employee

• CRE Development Analyst

  • Jan 2023 - Present

  Dallas, Texas, United States • Support development team in acquisition and dispositions, conducting due diligence, underwriting, risk assessments, and financial modeling. • Lead financial analysis of various commercial real estate projects. • Collaborate with cross-functional teams, including leasing, construction, accounting, and legal to address property-specific and portfolio-level issues. • Develop detailed financial proforma models and cash flow analysis to assess development project viability. • Prepare… Show more • Support development team in acquisition and dispositions, conducting due diligence, underwriting, risk assessments, and financial modeling. • Lead financial analysis of various commercial real estate projects. • Collaborate with cross-functional teams, including leasing, construction, accounting, and legal to address property-specific and portfolio-level issues. • Develop detailed financial proforma models and cash flow analysis to assess development project viability. • Prepare and present comprehensive investment memoranda, financing packages, reports and presentations for senior management, potential investors, and lenders. • Oversee and manage a comprehensive loan portfolio with over 75 loans, totaling roughly $200m. • Evaluate property performance and market trends to provide recommendations on potential acquisitions, dispositions, and financing options. Show less



Swiss Avenue Funding

• United States
• Financial Services
• 1 - 100 Employee

• CRE Associate - Loan Originations

  • Jun 2022 - Jan 2023

  Dallas, Texas, United States • Originate debt placement assignments for commercial real estate assets/projects • Develop relationships with local & regional real estate investors, developers, lenders, and service providers • Negotiate with capital partners/lenders on financing structures and terms • Present financing structures and details to prospective clients • Use modeling tools to analyze project specific debt and equity requirements • Create & manage all personal marketing tools, from web design, SEO… Show more • Originate debt placement assignments for commercial real estate assets/projects • Develop relationships with local & regional real estate investors, developers, lenders, and service providers • Negotiate with capital partners/lenders on financing structures and terms • Present financing structures and details to prospective clients • Use modeling tools to analyze project specific debt and equity requirements • Create & manage all personal marketing tools, from web design, SEO, email campaigns/newsletters, social media, networking, focused advertising & more Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Client Account Services, Specialist

  • Aug 2021 - Mar 2022

  Southlake, Texas, United States • Provided support to over 50 clients per day to resolve matters regarding new investment accounts, account maintenance, client trades, financials, taxes, retirement accounts and more. • Cultivated client relationships by identifying and assessing various needs, resolving complex work orders, urgent matters and escalations regarding client brokerage accounts, investments, and more. • Collaborated with various departments daily for final review in document processing and error resolution;… Show more • Provided support to over 50 clients per day to resolve matters regarding new investment accounts, account maintenance, client trades, financials, taxes, retirement accounts and more. • Cultivated client relationships by identifying and assessing various needs, resolving complex work orders, urgent matters and escalations regarding client brokerage accounts, investments, and more. • Collaborated with various departments daily for final review in document processing and error resolution; Mentored new hires and assisted colleagues to ensure accurate and timely resolution, aiding more than 20 coworkers a day. Show less



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Representative

  • Aug 2020 - Jul 2021

  Southlake, Texas, United States • Engaged with over 40 clients daily, identifying unmet needs and financial goals achieved by utilizing company services, resources, tools, and personal knowledge, generating branch lead referrals. • Recognized for leading the department KPI metrics, receiving the highest percentage of returned client survey reviews, highest percentage first call resolution—furthermore, attaining the most positive feedback scores and ratings.



Self-Employed

• United Kingdom
• Design Services
• 700 & Above Employee

• E-Commerce Entrepreneur

  • Jul 2018 - Aug 2020

  Internet/Online • Successfully built an E-commerce business model completing more than 2,000+ sales transactions across my online stores—while maintaining 100% positive reviews and ratings. • Developed a reputable online branding within a niche online market space wherein I grew and created multiple streams of revenue selling virtual goods by employing affordable, reliable, and professional services. • Utilize software, products, and services manifested from market knowledge and continued self learning… Show more • Successfully built an E-commerce business model completing more than 2,000+ sales transactions across my online stores—while maintaining 100% positive reviews and ratings. • Developed a reputable online branding within a niche online market space wherein I grew and created multiple streams of revenue selling virtual goods by employing affordable, reliable, and professional services. • Utilize software, products, and services manifested from market knowledge and continued self learning (i.e., Google Analytics, Google/Facebook Ads, API, Adobe Photoshop/Premiere Pro/After Effects, Microsoft Office, and more.) • Increased sales traffic and revenue by nearly 25% upon implementing online community groups and social media pages. Show less



River Place Country Club

• United States
• Hospitality
• 1 - 100 Employee

• Assistant Golf Professional

  • Apr 2019 - Apr 2020

  Austin, Texas, United States • Managed all facets of golf operations, including the supervision, training, and scheduling of outside services staff; Assisted in managing the pro shop, golf cart fleet, practice facility, and club storage. • Enforced cash and system controls to ensure the safekeeping of assets, inventory, and resources. • Facilitated club tournaments; designed graphics and flyers for club advertisements regarding tournaments and events.



Texas State University

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Aug 2016 - Feb 2017

  San Marcos, Texas, United States