Experience

TSB Realty

• United States
• Real Estate
• 1 - 100 Employee

• Associate

  • Sep 2021 - Present



CreditVest, Inc.

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

• Analyst, Real Estate Finance

  • Oct 2018 - Nov 2020

  Member of CMBS team of real estate professionals advising global financial institutions on all facets of commercial real estate loan underwriting and due diligence. Completed underwriting analysis involving more than $2.75 Billion in real estate loans on behalf of a leading CMBS issuer, involving more than 80 separate loans across all property types and markets. Analysis included: Cash Flow Modeling & CAM Reconcilation, Market Research, and Lease Reviews. Member of CMBS team of real estate professionals advising global financial institutions on all facets of commercial real estate loan underwriting and due diligence. Completed underwriting analysis involving more than $2.75 Billion in real estate loans on behalf of a leading CMBS issuer, involving more than 80 separate loans across all property types and markets. Analysis included: Cash Flow Modeling & CAM Reconcilation, Market Research, and Lease Reviews.



SEI

• United States
• Financial Services
• 700 & Above Employee

• Investment Associate, Global Fund Services

  • Sep 2017 - May 2018

  Member of Private Equity / Hedge Fund team providing investment management solutions to leading global investment advisors and financial institutions. Managed an array of projects with critical attention to detail, while meeting stringent Client deadlines. Collaborated with team members on developing new Client enterprise operating solutions. Member of Private Equity / Hedge Fund team providing investment management solutions to leading global investment advisors and financial institutions. Managed an array of projects with critical attention to detail, while meeting stringent Client deadlines. Collaborated with team members on developing new Client enterprise operating solutions.



Savills North America

• United States
• Real Estate
• 500 - 600 Employee

• Financial Analyst

  • Feb 2016 - Nov 2016

  Responsible for providing extensive financial and market analysis to the Silicon Valley-based team of 25 professionals in Savills Studley's San Jose and Palo Alto offices. Developed proprietary financial analysis models using Excel VBA for leading technology clients. Created client-specific market research reports utilizing a broad array of data sources. Demonstrated ability to work both independently and as an integral member of client teams. Responsible for providing extensive financial and market analysis to the Silicon Valley-based team of 25 professionals in Savills Studley's San Jose and Palo Alto offices. Developed proprietary financial analysis models using Excel VBA for leading technology clients. Created client-specific market research reports utilizing a broad array of data sources. Demonstrated ability to work both independently and as an integral member of client teams.



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Transfer Pricing Associate

  • Jul 2015 - Feb 2016

  Member of Silicon Valley-based team of international tax consulting professionals advising multinational corporations on global transfer pricing policies and strategies with primary responsibility for transfer pricing analytics, industry analysis, and comparable company research. Utilized financial and corporate databases (e.g. S&P Capital IQ Platform) to develop customized tax analysis for Silicon Valley-based technology clients. Demonstrated high degree of proficiency in research analysis and presentation development while working closely with BDO's senior professionals in developing client reports and recommendations. Self-starter with ability to multi-task and meet stringent client-driven deliverable deadlines. Show less



Grisons Peak

• Investment Banking
• 1 - 100 Employee

• Intern

  • Jul 2014 - Sep 2014

  Paid internship with boutique London-based Merchant bank providing research analysis for the Firm's proprietary report, "China Outbound Investments", while taking advanced-level Capital Markets coursework at the London School of Economics. Extensively utilized financial databases (e.g. Bloomberg) to identify global Chinese direct investments. Completed analysis using statistical software (STATA) and advanced Excel modeling. Paid internship with boutique London-based Merchant bank providing research analysis for the Firm's proprietary report, "China Outbound Investments", while taking advanced-level Capital Markets coursework at the London School of Economics. Extensively utilized financial databases (e.g. Bloomberg) to identify global Chinese direct investments. Completed analysis using statistical software (STATA) and advanced Excel modeling.