Experience

TruStage

• United States
• Financial Services
• 700 & Above Employee

• Associate Director

  • Sep 2023 - Present

• Senior Investment Analyst

  • Jan 2020 - Sep 2023

  Madison, Wisconsin

• Investment Analyst

  • Mar 2015 - Jan 2020

  Madison, Wisconsin Area -Perform underwriting and origination of commercial mortgage loans for apartments, industrial, retail, office and other property types -Oversee ongoing portfolio management of $2.1+ billion in commercial mortgage investments -Active in management, leasing and valuation of real estate owned properties to increase net operating incomes and position properties for eventual sales -Underwrite and invest in $150 million in Low Income Housing Tax Credit Multi-Investor Funds

• Jr. Investment Analyst

  • Aug 2012 - Mar 2015

  Madison, Wisconsin Area -Analyze and secure commercial mortgage loans for apartment, office, industrial, retail and self storage properties -Manage mortgage data warehouse to provide up to date portfolio information -Perform financial models for discounted cash flows in Argus and MS Excel -Assist in the ongoing portfolio management of mortgage investments by performing lease analysis, budget reviews, quarterly property reviews and valuations

• Asset Management Intern

  • Apr 2011 - Aug 2012

  Madison, Wisconsin Area



Northwestern Mutual Financial Network

• Financial Representative Intern

  • May 2010 - Oct 2010

  Brookfield, WI



Wolf Pools and Spas

• Sales Associate

  • Apr 2005 - Sep 2008

  Waukesha, WI



Premier Real Estate Management LLC

• Management Assistant

  • May 2006 - Sep 2006