Experience

Certes Partners
• United States
• Real Estate
• 1 - 100 Employee
• Acquisitions

  • Jun 2022 - Present

CoreVest Finance
• United States
• Financial Services
• 100 - 200 Employee
• Analyst

  • Jun 2019 - May 2022


Marcus & Millichap

• Financial Services

• Remote Capital Markets Intern

  • Sep 2018 - Dec 2018

  • Supported Marcus & Millichap Manhattan-based commercial real estate capital advising team • Performed asset valuation and cash flow analysis to assist in underwriting commercial real estate transactions • Streamlined the team’s client database updating client and investor contact information reorganized by industry type • Ad hoc research requests depending on deal location such as demographic, employment and population summaries • Supported Marcus & Millichap Manhattan-based commercial real estate capital advising team • Performed asset valuation and cash flow analysis to assist in underwriting commercial real estate transactions • Streamlined the team’s client database updating client and investor contact information reorganized by industry type • Ad hoc research requests depending on deal location such as demographic, employment and population summaries



GuardHill Financial Corp.

• United States
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • Jun 2018 - Aug 2018

  • Executed analysis of 100+ clients’ credit and financial data to perform key ratios such as DTI to compose mortgage loans • Collaborated with secondary markets to recommend interest rate locks, hedges, and floats based on market conditions • Conducted market research within surrounding cities to locate and contact new developments to become the primary lender • Executed analysis of 100+ clients’ credit and financial data to perform key ratios such as DTI to compose mortgage loans • Collaborated with secondary markets to recommend interest rate locks, hedges, and floats based on market conditions • Conducted market research within surrounding cities to locate and contact new developments to become the primary lender



The Burkenroad Reports

• Equity Research Analyst

  • Jan 2018 - May 2018

  • Selected to participate in a nationally-recognized securities research program, as a member of five-person research team • Interacted with senior management, visited company sites, and published research report on Daseke Inc (NASDAQ:DSKE) • Performed due diligence, produced cash flow/earnings models, and conducted peer group analysis, to issue a Market Outperform rating with a twelve-month target price of $17 • Selected to participate in a nationally-recognized securities research program, as a member of five-person research team • Interacted with senior management, visited company sites, and published research report on Daseke Inc (NASDAQ:DSKE) • Performed due diligence, produced cash flow/earnings models, and conducted peer group analysis, to issue a Market Outperform rating with a twelve-month target price of $17



All Risks, Ltd

• United States
• Insurance
• 200 - 300 Employee

• Data Entry Project

  • Jul 2017 - Aug 2017

  • Streamlined process of finding policy information for agents, underwriters, and managers in commercial insurance department by dissecting policies and locating key information to transcribe onto Excel files • Worked in an atmosphere that required constant teamwork and collaboration on group projects with strict deadlines. • Streamlined process of finding policy information for agents, underwriters, and managers in commercial insurance department by dissecting policies and locating key information to transcribe onto Excel files • Worked in an atmosphere that required constant teamwork and collaboration on group projects with strict deadlines.



Bay Properties LLC

• United States
• Real Estate
• 1 - 100 Employee

• Summer Intern

  • May 2016 - Aug 2016

  • Used multiple different software to locate then design reports for commercial properties in the Baltimore Metro area • Modified various websites to maximize efficiency, implemented SEO marketing and other various integrations • Improved client communication by mining client data for more direct marketing • Surveyed and inspected potential investment properties, then reported findings back to my supervisor. • Used multiple different software to locate then design reports for commercial properties in the Baltimore Metro area • Modified various websites to maximize efficiency, implemented SEO marketing and other various integrations • Improved client communication by mining client data for more direct marketing • Surveyed and inspected potential investment properties, then reported findings back to my supervisor.



First Mariner Bank

• Summer Intern

  • May 2015 - Jun 2015

  • Collaborated predominately with the Bank’s treasurer, as well as the mortgage division • Learned to analyze assets and judge potential borrowers • Assisted with the preparation of liquidity reports for May 2015 • Collaborated predominately with the Bank’s treasurer, as well as the mortgage division • Learned to analyze assets and judge potential borrowers • Assisted with the preparation of liquidity reports for May 2015