Experience

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  Campion and Company Fine Homes Real Estate

  • Boston, Massachusetts

  • Real Estate Broker

    • Jun 2002 - Present
    • Boston, Massachusetts

    Lead on-site sales broker for recent condo conversions in Boston ($30M & $65M sellout) Generate reports of area sales trends and analyze current market conditionsDebrief project developer weekly/daily on all issues concerning sales and local market trendsDevelop and implement a marketing campaign for each project utilizing all sources of advertisingRepresent the project developer in all sales transactions and coordinate the closing process with all parties

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  Freehold Asset Management, LLC

  • Greater Boston Area

  • Principal

    • Oct 2012 - Present
    • Greater Boston Area

    A real estate management company located in Boston.

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  Bain & Company

  • Financial Analyst

    • Oct 2000 - May 2002

    Consolidate monthly revenue forecasts from all offices into a corporate revenue model.Perform monthly analysis of all revenue detail & prepare budget to actual variance analysis (coordinating with local office controllers). Manage special projects (e.g. client industry and study type analysis, VP bonus pool analysis, flagship client analysis) for Finance Director/Treasurer. Create specialty Excel - based models to analyze revenue for different management purposes (e.g. new client analysis, office utilization metrics, and revenue run-rate analysis). Communicate financial information to interested parties.Interact daily with office controllers to discuss financial issues and policies.

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  Northeastern University

  • Graduate Assistantship

    • Jun 1998 - Aug 2000

    Created financial models using Excel and simulation software ( @ Risk ) to evaluate real estate projects ( i.e. to sell , convert to condo's , to rehab. etc.

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  Ocean Spray Cranberries

  • Financial Analyst

    • Jan 1999 - Jun 1999

    Analyzed profitability of key customers and potential new products for domestic and international markets on Excel models.Evaluated major capital investment initiatives ( i.e. NPV, Payback etc. ).Developed models on Excel to evaluate the efficiency of manufacturing operations. Implemented and taught the applications of simulation software (@Risk) to other analysts.Created financial models that measured the cost savings of potential projects.

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  Mellon Trust

  • Trust Analyst

    • Sep 1995 - Jan 1998

    Review and validate all daily activity in an accurate and timely manner, and maintains all required controls to ensure overall accuracySupport the research and resolution of exceptions and inquiries related to cash and custody eventsCalculate cash availability in accordance with performance standards and client deadlinesProvide cash forecasting for clients based on a set of criteria described by the client and/or Investment ManagerProcess all actual cash movements in the fundsProcess cash sweep and short term investment transactionsPost share and cash movement for subscriptions and redemptionsPost cash receipt/disbursement entries to custody and accounting recordsProcess all income inquiries and research unpaid items by deadlineResearch and verify all interest variances and ensure that all pay downs are processed in a timely manner Process expense payments and check requests as instructed by clientReconcile custody to accounting cash & share records. Document all exceptions and clear exceptions by deadline. Elevates exceptions as requiredResolve discrepancies with Transfer Agent Monitor all overdrafts and ensure that overdraft compensation is collected on a timely basis. Ensure that cause of overdraft is accurately communicated, while elevating potential issues to management Process trade settlement information within deadlines and comply with all FTTOP requirementsBook trades accurately and in a timely manner. Communicates fail trade information as directed. Reconcile outstanding itemsProcess collateral/assets segregated as instructedPerform all weekly and biweekly proof activities