Experience

Concord Companies

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

• Vice President - Acquisitions & Asset Management

  • Sep 2021 - Present

• Senior Associate - Acquisitions & Asset Management

  • Sep 2020 - Sep 2021

• Acquisitions and Asset Management

  • Sep 2019 - Sep 2020

• Investment Analyst

  • Nov 2018 - Sep 2019



AJS Capital

• Spain
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Spring/Summer Financial Analyst - Real Estate

  • Feb 2018 - Sep 2018

  AJS Capital is an investment firm engaged in private equity and alternative investments across a range of asset classes with the objective to generate outsized risk-adjusted returns. The firm has a value and income-oriented investment philosophy, emphasizing risk-control and consistency with a focus on opportunities in less efficient markets that offer a margin of safety. Since 2017, the firm, together with its partners, have been involved in over 50 transactions across 15 states with a total transaction value over $1 billion. The firm mainly concentrates its investment strategies in four categories: 1) Real Estate with a focus on healthcare, multifamily, short-term corporate and vacation rentals as well as distressed opportunities 2) Specialty finance with a focus on asset-based lending, litigation finance, settlement advances, secured consumer financing, corporate short-term receivables, short-term small business financing, marine finance of vessel acquisition and vessel deconstruction 3) Marketable securities with a focus on closed-end funds and structured notes 4) Discounted securities from mid and late stage well-established and well-funded private companies with further growth potential1) Real Estate with a focus on healthcare and distressed opportunities 2) Specialty finance with a focus on asset-based lending, litigation finance, settlement advances, secured consumer financing, corporate short-term receivables, short-term small business financing, marine finance of vessel acquisition and vessel deconstruction 3) Marketable securities with a focus on closed-end funds and structured notes 4) Discounted securities from mid and late stage well-established and well-funded private companies with further growth potential



Myda Capital Advisors

• Summer Analyst

  • Jul 2017 - Aug 2017

  • Reviewed company filings and analyzed financial statements to develop an understanding of various companies • Developed financial models and valuation analyses for prospective investments • Built complex waterfall models to forecast growth of company segments to provide insight into future earnings • Formed relationships with members of investor relations teams and provided key analysis for investment opportunities • Performed in depth research into various sectors for the use of senior management



Green Shore Capital

• United Kingdom
• Venture Capital and Private Equity Principals

• Equity Derivatives Summer Analyst

  • Jun 2016 - Aug 2016

  • Assisted in the strategic development of VBA code intended for mining of historical option chain data • Strategized with management to determine appropriate options strategies based on trends and volatility • Reviewed futures trading processes for both market and after-market trading sessions • Assisted in the strategic development of VBA code intended for mining of historical option chain data • Strategized with management to determine appropriate options strategies based on trends and volatility • Reviewed futures trading processes for both market and after-market trading sessions



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • Jun 2015 - Sep 2015

  • Researched and analyzed potential investment opportunities in both public and private equity markets and distilled findings and recommendations to the team • Prepared Wealth Outlook and private banking reports for clients • Assisted senior management in navigating Wealth Management Workstation tools • Coordinated and executed a client migration project for obsolete clients and accounts • Researched and analyzed potential investment opportunities in both public and private equity markets and distilled findings and recommendations to the team • Prepared Wealth Outlook and private banking reports for clients • Assisted senior management in navigating Wealth Management Workstation tools • Coordinated and executed a client migration project for obsolete clients and accounts

• Real Estate Acquisition Intern

  • Jul 2014 - Aug 2014

  • Researched and identified potential markets, properties and new investment opportunities. • Gathered and assessed critical information related to the evaluation and due diligence of potential acquisitions such as offering memorandum packages, market research and trends, property financial operating statements, rent rolls, property specific public records, economic and demographic information and listing and sales comps. • Prepared financial analyses and forecasts and presented a clear and concise summary to senior management. • Prepared detailed loan financial models for prospective properties.