Experience

Berkshire Hathaway HomeServices Warren Residential

• Real Estate
• 1 - 100 Employee

• Sales Associate

  • Nov 2017 - Present

  Servicing clients to the likes of first time home buyers, investors, and ground up new construction development throughout the Greater Boston Area.• Conducting cash flow analysis on properties to help clients make sound investment decisions• Forecasting ROI based on historical market trends for individual properties and neighborhoods throughout Greater Boston• Website development for personal branding and new project developments• Building social media marketing campaigns for personal brand development, as well as customized campaigns for individual listings and developments• Detail and client oriented to enhance exceptional client service experience



Haywood Kristiansen Group | Berkshire Hathaway HomeServices

• United States
• Real Estate

• Co-Founder

  • Jan 2019 - Present

  Dynamic team with over 15 years industry experience at Berkshire Hathaway HomeServices Warren Residential with over $40M in sales since inception. Dynamic team with over 15 years industry experience at Berkshire Hathaway HomeServices Warren Residential with over $40M in sales since inception.



State Street

• United States
• Financial Services
• 700 & Above Employee

• AIS Financial Reporting Senior Associate

  • Nov 2014 - Oct 2017

  • Responsible for preparing and analyzing quarterly and year end financial statements in accordance with U.S. Investment Company GAAP requirements and IFRS• Gather necessary data from fund accounting department to complete quarterly financial statements• Calculate and derive values for financial statements of hedge funds and private equity funds• Prepare financial statements for over 20 private equity funds and over 40 hedge funds, with the ability to produce any of the 1,000+ funds under administration by the department• Review general ledger balances in detail to identify issues and properly resolve presented issues• Communicate directly with clients and auditors to provide clients with the most accurate financial statements• Assert extreme attention to detail by tailoring statements and disclosure formats to client specifics• Manage communication between reporting teams to ensure completion of reports before deadlines• Exercise leadership skills on a daily basis by monitoring and delegating tasks to level 2 associates and college co-op interns• Assist in conducting on-campus interviews for college co-ops

• AIS Financial Reporting Associate II

  • Jan 2013 - Nov 2014

  • Responsible for preparing and analyzing quarterly and year end financial statements in accordance with U.S. Investment Company GAAP requirements• Set up and maintain reporting binders for each fund during a reporting cycle• Gather necessary data from fund accounting department to complete quarterly financial statements• Ensure accuracy and reasonability of amounts disclosed in the financial statements• Demonstrate problem solving skills by reviewing statements and identifying causes of variances within financial statements• Display ability to work as a team player by completing financial statements in a timely matter before deadlines• Assert extreme attention to detail by tailoring statements and disclosure formats to client specifics• Exercise leadership skills on a daily basis by monitoring and delegating tasks to college co-op interns• Assist in conducting on-campus interviews for college co-ops



Balter Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Business Operations and Investment Team Intern

  • Jun 2011 - Dec 2012

  • Entered monthly NAV statements for advisory client portfolios through LedgeX• Contacted and corresponded with hedge fund managers for due diligence and legal documents to create investor books for all advisory and BCM invested funds• Gathered monthly exposure reports for all advisory clients’ invested funds and portfolios• Used PerTrac analytics platform to enter monthly performances of hedge funds, and output current annualized rates of return• Reported monthly performances of BCM Discovery Fund and BCM Credit Fund to hedge fund websites• Calculated current AUM of firm• Created advisory clients’ tear sheets by calculating gross and net exposure to estimate performance

• Financial Reporting

  • Jan 2012 - Jun 2012