Experience

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  AEW

  • Lao People's Democratic Republic
  • Real Estate
  • 700 & Above Employee

  • Assistant Vice President, Asset Management

    • Jun 2023 - Present

  • Asset Management Associate

    • Mar 2020 - Jun 2023

    Asset Management Associate - Direct Investments Group

  • Performance & Reporting Associate

    • Aug 2017 - Mar 2020

    • Provide support to the AUM manager in completion of AEW’s Quarterly Valuation Reviews, NCREIF reporting, RFP requests, various audit requests. • Perform quarterly analysis of derivatives, banking relationships, and transaction fees.• Facilitate and manage appraisal engagement relationships between asset managers and external valuation firms. • Work closely with accountants and IT team in order to ensure investments are accurately and consistently represented across all internal data systems. • Support annual GIPS audit by updating GIPS composites and assisting in various audit requests.

  • Portfolio Accounting Associate

    • Jun 2015 - Jul 2017

    • Worked closely with property managers in order to ensure monthly property accounting was accurately reported to the standards of our clients, portfolio managers and internal controllers.• Communicated with portfolio controllers and asset managers in order to approve monthly property distributions. • Worked with asset management and property management teams in order to prepare yearly asset budgets which were included in annual business plans. • Provided portfolio level support through preparation of reports and financial statements to be communicated to the client.

• 

  Boyd/Smith, Inc.

  • Greater Boston Area

  • Staff/Property Accountant

    • Aug 2012 - Jun 2015
    • Greater Boston Area

    • Perform month-end close in accordance with GAAP principles in order to prepare financial statements for several properties including balance sheet variance analysis • Assist in the creation and posting of weekly payroll entries • Reconcile, present and post to specific general ledger accounts, including: receivables, advertising, rehabilitation, prepaid insurance, prepaid taxes, and rent• Facilitate payment of distribution checks to investors on a quarterly basis• Collaborate directly with financial institutions to settle deposit and bank statement discrepancies• Manage accounts payable for several properties including utility, maintenance, insurance and mortgage payments• Communicate with outside vendors and tenants regarding account balances, including setting up accounts through Sage Timberline software

• 

  Conquest Capital Partners

  • Quincy, MA

  • Real Estate Private Equity Intern

    • Jan 2012 - Aug 2012
    • Quincy, MA

    • Organized and recorded corporate bank deposits• Implemented processes to secure efficient operation of cash flow from residents• Streamlined acquisition strategies for profit maximization on real estate transactions• Analyzed market and economic factors that affect real estate in order to originate loans

• 

  Dorel Juvenile Group

  • Foxboro, MA

  • Marketing Intern for International Brands Dept.

    • Sep 2011 - May 2012
    • Foxboro, MA

    • Assisted in product research, pre and post market release to track consumer trends • Analyzed consumer blogs on new products and presented findings using PowerPoint presentations• Compiled and organized product matrices using Excel spreadsheets• Brainstormed composition of marketing event giveaways

• 

  Hyannisport Club

  • Hyanisport, MA

  • Server

    • May 2010 - Aug 2011
    • Hyanisport, MA

    Participated in set-up and production of large-scale events such as weddings and tournament luncheons, served guests in club restaurant, provided customer service.

• 

  Time Out Productions

  • Plymouth, MA

  • Event Staff

    • Sep 2004 - Aug 2010
    • Plymouth, MA

    • Coordinated triathlete registration, directed athletes through transition of race events • Organized distribution of participant gifts, set-up race equipment