Experience

PROGRESS CAPITAL

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • Oct 2019 - Present



Phillips Asset Management

• Real Estate
• 1 - 100 Employee

• Associate

  • May 2018 - Sep 2019

  • Conducted and drafted financial analysis documents including, but not limited to cash-flow analysis and ten year pro formas for office, retail, industrial, multifamily, and mixed-use projects • Researched properties to determine which are favorable for re-sale, rent, and rehabilitation • Negotiated with owners, brokers, and tenants on financing deals in properties across New Jersey • Collaborated with property managers on day to day operations for over 20 properties • Assisted with investor relations, which included site visits, inner-office meetings, and follow-up calls/emails



Allstate

• Lyndhurst, New Jersey

• Summer Intern

  • Jul 2017 - Aug 2017

  • Determined property values for over 300 homes in New Jersey • Made over 20 cold calls to prospective customers per day • Estimated the property value for properties zoned for both commercial and residential use • Helped facilitate Annuities, Mutual Funds, and Individual Retirement Accounts for prospective customers • Determined property values for over 300 homes in New Jersey • Made over 20 cold calls to prospective customers per day • Estimated the property value for properties zoned for both commercial and residential use • Helped facilitate Annuities, Mutual Funds, and Individual Retirement Accounts for prospective customers



Bergen Insurance Group

• Lyndhurst, New Jersey

• Summer Intern

  • May 2017 - Jun 2017

  • Valued commercial and residential real estate based on structural and financial conditions • Created insurance plans based on tenant credit, property history, and zoning • Contacted tenants and property owners daily both face to face and over the phone daily • Created a marketing plan that reached out to over 500 residents of Bergen County, New Jersey • Valued commercial and residential real estate based on structural and financial conditions • Created insurance plans based on tenant credit, property history, and zoning • Contacted tenants and property owners daily both face to face and over the phone daily • Created a marketing plan that reached out to over 500 residents of Bergen County, New Jersey