Experience

Missouri State Employees' Retirement System

• United States
• Government Administration
• 1 - 100 Employee

• Investment Officer

  • May 2013 - Present

  • Co-manage a $3.5 billion cash portfolio. Responsible for the daily cash needs throughout the Fund while investing excess cash.• Oversee external investment managers within the fund. Monitor the managers’ performance and the portfolios’ underlying holdings.• Monitor investment performance generated by custody bank to ensure timeliness and accuracy.• Prepare performance and risk reports for internal distribution and presentation to MOSERS’ Board of Trustees. • Utilize MSCI BarraOne platform to analyze the investment risk throughout the portfolio and make recommendations accordingly.• Conduct back office operational due diligence meetings on the managers within the hedge fund and private investment portfolios.



Newmark

• United States
• Real Estate
• 700 & Above Employee

• Finance Manager

  • Mar 2006 - May 2013

  • Provided Financial Advisory Services to brokerage professionals across the disciplines and property types in the real estate industry. From one-offs to reoccurring team orientated projects, I worked with transaction professionals and their respective clients to thoroughly understand the client’s current real estate position and financial ramifications of a transaction. • Developed optimum client occupancy and negotiating strategies for leasing, acquisition and disposition of commercial office, multi-family, industrial and retail property. • Guided clients through the renewal or relocation of office space throughout the U.S. These responsibilities included gathering market information about the respective market, organizing and conducting tours of available office space, compiling a financial analysis of proposals of building alternatives, and negotiating the quantitative and qualitative terms of the lease with landlords.• Utilized Argus to underwrite real estate values for investors and owner-occupiers. Currently working with several Special Servicers to value their distressed real estate holdings and determine the best course of action. • Designed and implemented a financial model to evaluate the quantitative benefits of leasing vs. owning real estate for a Fortune 100 client. • Worked with the Executive Vice-President of Real Estate Services to analyze financial data and prepare financial models compiling budgets and evaluating the profitability of company offices within the Northeast/Central Region.



Ambassador Capital Management

• Investment Consultant

  • Oct 2005 - Mar 2006

  • Consolidated and evaluated the Hedge Fund’s historical return stream. These responsibilities involved reviewing all bank statements and accountant’s reports, running statistical calculations on the return stream in PerTrac and comparing the results to similar strategies and applicable benchmarks. • Designed a marketing plan and presentation for prospective institutional investors and high net worth individuals. • Consolidated and evaluated the Hedge Fund’s historical return stream. These responsibilities involved reviewing all bank statements and accountant’s reports, running statistical calculations on the return stream in PerTrac and comparing the results to similar strategies and applicable benchmarks. • Designed a marketing plan and presentation for prospective institutional investors and high net worth individuals.



Missouri State Employees' Retirement System

• Investment Officer

  • Feb 2003 - Apr 2004

  • Participated in the team management of the fund’s internal equity program and the oversight of external equity investment managers.• Assisted with the opportunistic restructuring analysis of the fund’s total equity portfolio by investing in emerging markets and domestic activist investors. • Participated in the team management of the fund’s internal equity program and the oversight of external equity investment managers.• Assisted with the opportunistic restructuring analysis of the fund’s total equity portfolio by investing in emerging markets and domestic activist investors.



JLL

• United States
• Real Estate
• 700 & Above Employee

• Senior Financial Analyst

  • Sep 1999 - Jul 2002

  • Guided clients through the renewal or relocation of office space throughout the U.S.• Designed occupancy strategies for several clients by modeling scenarios, which incorporated either downsizing their current space or consolidating multiple offices to minimize their real estate costs through the disposition of excess office space throughout the U.S.• Oversaw the creation of a Disaster Recovery Survey that involved surveying the current availability of office space in all the U.S. and Canadian markets where the national alliance client had an office.• Developed a Global Real Estate Master Plan, which involved analyzing the client’s current supply of office space and their 3-yr projected demand for office space with the current and projected market conditions to make strategic recommendations for all of their locations around the world.• Constructed a Portfolio Management Strategy to monitor the on-going progress of the individual bases that are included in the Air Force’s Housing Privatization Initiative.