Experience

Cardone Ventures

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Finance Advisor

  • Jan 2023 - Present



Premises Commercial Real Estate LLC

• United States
• Commercial Real Estate
• 1 - 100 Employee

• Office Leasing | Landlord & Tenant Representation

  • Oct 2020 - Present



CBRE

• United States
• Real Estate
• 700 & Above Employee

• Private Equity Advisory - Senior Analyst

  • May 2018 - Oct 2020

  -Managed senior broker’s national private equity book of business for three midsize private equity companies -Supported private equity clients in due diligence phase of acquiring a new company – market rent studies, location intelligence, tax incentives, and overall real estate strategy -Created pitch materials for new business presentations to highlight cost savings strategy model -Created bi-weekly, quarterly and annual project updates / cost savings reports for private equity clients Show less



Waterton

• United States
• Real Estate
• 400 - 500 Employee

• Financial Analyst

  • Oct 2015 - Apr 2018

  - Created operating and capital improvement budgets with cash flow projections/performance to budget for multifamily communities located across the United States -Worked with Acquisitions group in the underwriting of potential deals by performing property financial due diligence and creating an operational budget to ensure it met our institutional investor’s requirements -Created market competition and lease audit summaries to assist in determining starting rents as well as potential mark-to-market opportunities -Built rent growth models to strategically time rent premiums associated with common area upgrades -Analyzed and interpreted documents from seller such as contracts, lease-up reports, utility logs, resident demographics, and rentable items to support due diligence -Produced custom reports utilizing data from Yardi, Adaptive Planning and AxioMetrics to identify trends for operational underwritings and reforecasts of quarterly budgets/projections -Created pitch books for third party management presentations Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Trust and Fund Services Analyst

  • May 2013 - Oct 2015

  -Reconciled 25 monthly home mortgage remittance statements from Sub-servicers to meet hard deadlines -Created residential home amortization tables to verify and resolve discrepancies -Used statement analysis techniques to identify variances, liquidations, and modifications -Led the implementation of a revised cash receipt process to reduce risk and cut process time by 54% -Reconciled 25 monthly home mortgage remittance statements from Sub-servicers to meet hard deadlines -Created residential home amortization tables to verify and resolve discrepancies -Used statement analysis techniques to identify variances, liquidations, and modifications -Led the implementation of a revised cash receipt process to reduce risk and cut process time by 54%



Fidelity National Financial

• Financial Services
• 700 & Above Employee

• Law Clerk

  • Aug 2012 - Apr 2013

  -Researched and organized missing land trust accounts using Excel and Access -Assembled application for real estate broker corporation license -Prepared documents for upcoming regulatory examination of trust company -Researched and organized missing land trust accounts using Excel and Access -Assembled application for real estate broker corporation license -Prepared documents for upcoming regulatory examination of trust company



Levante Capital, LLC

• Chicago, Illinois, United States

• Back Office Operations Assistant

  • Sep 2011 - Jul 2012

  -Calculated daily P&L and reported data to Chief Operating Officer -Reconciled bank account statements prior to internal audit -Calculated daily P&L and reported data to Chief Operating Officer -Reconciled bank account statements prior to internal audit



Levante Capital

• Chicago, Illinois, United States

• Intern

  • Jun 2011 - Sep 2011