VP / Director - Investments

• Jan 2023 - Present

Director - Investments

• Apr 2022 - Jan 2023

Sr. Investment Manager

• Apr 2019 - Apr 2022

Analyst - New Business Development

• Aug 2018 - Apr 2019

Investment Analyst

• Jan 2016 - Aug 2018

• Analyze, research, and model potential commercial real estate loan opportunities with a variety of loan structures: Commercial Mortgage Backed Securities, structured debt, bridge and portfolio loans.• Determine the credit profile of individual commercial loan opportunities. Coordinate with portfolio managers and senior underwriters to structure and price quotes based on relative values and market feedback.• Monitor $1+ billion in portfolio loans periodically to identify positive/negative credit drift and ultimately update loss reserves.• Responsible for being a market expert for an assigned geographical territory to determine the quality of a real estate transaction based on a number factors including location, job growth, vacancy trends, sponsorship, durability of cashflows, etc. Show less

Financial Accountant: Investment Accounting

• Jan 2015 - Jan 2016

• Responsible for the daily maintenance of the accounting master file for Principal Life Insurance Company’s General Account of 6,000+ securities spreading over multiple asset classes. • Prepare monthly valuation and reconciliation for PLIC’s 25 equity method investments with a market value of over $200 million. • Conduct monthly income analysis reports to insure accurate reporting on tight deadlines for the $40+ billion General Account portfolio. • Responsible for the daily maintenance of the accounting master file for Principal Life Insurance Company’s General Account of 6,000+ securities spreading over multiple asset classes. • Prepare monthly valuation and reconciliation for PLIC’s 25 equity method investments with a market value of over $200 million. • Conduct monthly income analysis reports to insure accurate reporting on tight deadlines for the $40+ billion General Account portfolio.