Investment Associate

• Apr 2023 - Present

Acquisitions, Asset Management, and directly supporting the Head of US Real Estate Equity and the Head of Investment and Portfolio Management. Acquisitions, Asset Management, and directly supporting the Head of US Real Estate Equity and the Head of Investment and Portfolio Management.

Investment Analyst - Industrial Asset Management

• Jul 2021 - Mar 2023

Equity Asset Management | Industrial Commercial Real Estate Equity Asset Management | Industrial Commercial Real Estate

EDGE Fellow

• Apr 2019 - May 2021

Summer Analyst

• Jun 2020 - Aug 2020

 Completed 4-week credit development program, topics taught were financial modeling, credit analysis and portfolio management Assisted in the credit analysis of an 800 million dollar leveraged buyout of a leading healthcare firm  Created a credit approval memo for a 100-million-dollar acquisition in the auto service industry that was presented to the IRC  Analyzed public and private deals to determine an appropriate EV for the target company The Commercial Intern… Show more  Completed 4-week credit development program, topics taught were financial modeling, credit analysis and portfolio management Assisted in the credit analysis of an 800 million dollar leveraged buyout of a leading healthcare firm  Created a credit approval memo for a 100-million-dollar acquisition in the auto service industry that was presented to the IRC  Analyzed public and private deals to determine an appropriate EV for the target company The Commercial Intern Program (CIP) give interns direct deal and project experience while allowing them to gain a strong understanding of the complexities of the Commercial Banking business. This internship is an opportunity to make a lasting impression through collaboration on client deliverables and strategic business initiatives. Whether your role is assisting on a new product roll-out, participating in financial statement analysis, or reviewing credit and risk exposures, your work will have a direct impact on the Commercial Bank’s corporate clients. Some business areas include: Healthcare & Technology, Media and Telecom, Energy Banking Group, Financial Institutions Group, Middle Market Banking, Diversified Industries Group, Commercial Real Estate, Capital Markets, and Credit Risk & Analytics. Show less  Completed 4-week credit development program, topics taught were financial modeling, credit analysis and portfolio management Assisted in the credit analysis of an 800 million dollar leveraged buyout of a leading healthcare firm  Created a credit approval memo for a 100-million-dollar acquisition in the auto service industry that was presented to the IRC  Analyzed public and private deals to determine an appropriate EV for the target company The Commercial Intern… Show more  Completed 4-week credit development program, topics taught were financial modeling, credit analysis and portfolio management Assisted in the credit analysis of an 800 million dollar leveraged buyout of a leading healthcare firm  Created a credit approval memo for a 100-million-dollar acquisition in the auto service industry that was presented to the IRC  Analyzed public and private deals to determine an appropriate EV for the target company The Commercial Intern Program (CIP) give interns direct deal and project experience while allowing them to gain a strong understanding of the complexities of the Commercial Banking business. This internship is an opportunity to make a lasting impression through collaboration on client deliverables and strategic business initiatives. Whether your role is assisting on a new product roll-out, participating in financial statement analysis, or reviewing credit and risk exposures, your work will have a direct impact on the Commercial Bank’s corporate clients. Some business areas include: Healthcare & Technology, Media and Telecom, Energy Banking Group, Financial Institutions Group, Middle Market Banking, Diversified Industries Group, Commercial Real Estate, Capital Markets, and Credit Risk & Analytics. Show less

Front Desk Staff

• Aug 2018 - Mar 2020

•Managing over 100+ packages by using inventory software to ensure proper notification to 400+ residents •Assisted in the check in of 100+ students on the two busiest days of move-in week •Communicated with international students to guide them in the check-in process and answered general question about •Managing over 100+ packages by using inventory software to ensure proper notification to 400+ residents •Assisted in the check in of 100+ students on the two busiest days of move-in week •Communicated with international students to guide them in the check-in process and answered general question about

Start (Advisory) Intern

• Jun 2019 - Aug 2019

Data Analyst Summer Intern

• May 2018 - Jul 2018

•Collaborated with collections department to finalize financial statements on a monthly basis •Recommended partners and management resulting in the implementation of a database and cloud storage to better serve the firms business needs such as collaborative working using Excel Online •Collaborated with collections department to finalize financial statements on a monthly basis •Recommended partners and management resulting in the implementation of a database and cloud storage to better serve the firms business needs such as collaborative working using Excel Online

Certified FCA Car Consultant

• Nov 2016 - May 2017

• Demonstrated understanding of automobiles by studying characteristics, capabilities, and features; comparing and contrasting competitive models; inspecting automobiles. • Developed key contacts with externally and internally that resulted in me acquiring 35 new customers in my first 4 months. • Managed to sell $750,000 worth of units with in my first 4 months through great customer service and referrals • Demonstrated understanding of automobiles by studying characteristics, capabilities, and features; comparing and contrasting competitive models; inspecting automobiles. • Developed key contacts with externally and internally that resulted in me acquiring 35 new customers in my first 4 months. • Managed to sell $750,000 worth of units with in my first 4 months through great customer service and referrals