Director

• Dec 2021 - Present

Associate Director

• Dec 2020 - Present

Associate

• Feb 2018 - Nov 2020

Ackman-Ziff Real Estate Group (“AZ”) is the industry’s preeminent boutique real estate capital advisory firm. AZ offers a wide variety of cutting-edge commercial real estate capital markets financing solutions, including debt and mezzanine financing, preferred and joint venture equity, sponsor equity, and investment sales. In business for over 90 years, the privately held company is headquartered in New York City with offices in Miami, San Francisco, Los Angeles, and Boston. The firm is highly regarded within the industry for its integrity, creativity, and advocacy on behalf of its clients. Ethics and trust are the core ethos of the firm. Show less

Senior Associate (Financial Markets)

• Jun 2016 - Feb 2018

Associate (Financial Markets)

• Sep 2014 - Jun 2016

• Lead monthly private-label & agency RMBS transactions, including resecuritizations, to confirm all relevant bond and collateral analytics using Intex, CAS and proprietary modeling software. Perform extensive reviews of relevant deal documents to confirm the accuracy of information presented to potential investors. Work directly with issuers, underwriters, and counsel to reconcile differences.• Conduct valuations of esoteric structured financial securities as part of client audits, including ABS CDOs, Consumer Loans, Auto Loans, and other ABS; by discounting projected cash flows (DCF) or comparable security analysis, utilizing resources such as Excel, Intex and Bloomberg.• Verify payments and investor reporting of private-label RMBS in accordance with SEC Regulation AB by using deal documents to model bond waterfalls and recalculate reporting items using securitization software.• Performed a detailed model review analysis for a leading corporate trust services provider. Reviewed legal documents and Intex DealMaker models for over 1,500 private-label RMBS transactions to find discrepancies and remediate principal and interest payment errors. Show less

Structured Products & Real Estate Intern

• Jun 2013 - Aug 2013

•Modeled yields and WALs of $800+ million REMICs utilizing Asset Securitization Analysis Pro to confirm transactions of agency issued mortgage-backed securities •Conducted multi-stage valuations of real estate properties by analyzing comparables, discounting cash flows, and assessing depreciation potential. •Validated an issuance of asset-backed notes of $300 million by examining static pool data and prospectus supplements. •Modeled yields and WALs of $800+ million REMICs utilizing Asset Securitization Analysis Pro to confirm transactions of agency issued mortgage-backed securities •Conducted multi-stage valuations of real estate properties by analyzing comparables, discounting cash flows, and assessing depreciation potential. •Validated an issuance of asset-backed notes of $300 million by examining static pool data and prospectus supplements.

Wealth Management Intern

• May 2012 - Aug 2012

• Worked directly with senior financial advisors to study long-term investment opportunities related to 401k and IRAs. • Helped advisors increase assets under management by seeking out new clients with at least $100k through cold calling. • Participated in the MSSB “Know Your Client” program at the firm by researching clients and entering data. • Worked directly with senior financial advisors to study long-term investment opportunities related to 401k and IRAs. • Helped advisors increase assets under management by seeking out new clients with at least $100k through cold calling. • Participated in the MSSB “Know Your Client” program at the firm by researching clients and entering data.

Residential Due Diligence Intern

• May 2011 - Aug 2011

▪Evaluated over 1,000 properties and tax liens online to determine riskiness of potential firm investments. ▪ Advised company management on real estate property values and potential return on investment. ▪Evaluated over 1,000 properties and tax liens online to determine riskiness of potential firm investments. ▪ Advised company management on real estate property values and potential return on investment.

Commerical Real Estate Intern

• Jun 2010 - Aug 2010

• Assisted in Real Estate development planning, including financial analysis of property. • Valued commercial properties through income capitalization, DCF, comparable, and depreciable cost analysis. • Attended numerous property closings to study effective techniques in property transactions. • Assisted in Real Estate development planning, including financial analysis of property. • Valued commercial properties through income capitalization, DCF, comparable, and depreciable cost analysis. • Attended numerous property closings to study effective techniques in property transactions.