Experience

Ohana Real Estate Investors

• United States
• Real Estate
• 1 - 100 Employee

• Fund Controller

  • Aug 2023 - Present



Prescott Group

• Real Estate
• 1 - 100 Employee

• Controller

  • Jun 2021 - Jul 2023

  Dallas, Texas, United States



Tidewater Capital

• United States
• Investment Management
• 1 - 100 Employee

• Director of Finance

  • Oct 2019 - Jun 2021

  San Francisco, California -Manage cash flow of company’s portfolio of real estate assets including making contributions / distributions between the real estate assets and investors -Prepare monthly, quarterly and annual reports to joint venture partners and limited partners, and manage the tax and audit reporting process required with the various third parties -Lead multiple service providers including fund administrators, property managers, and third party outsourced accounting and finance work



PwC

• Professional Services
• 700 & Above Employee

• Manager

  • Jun 2018 - Sep 2019

  San Francisco Bay Area -Lead real estate group of 30 associates including management and staffing of engagement teams and negotiation of audit fees -Chief of Staff to PwC National Real Estate Leader, Byron Carlock -Specialize in real estate industry, helping clients with variety of asset types including commercial office, multi-family, retail and industrial properties -Facilitate and lead PwC Emerging Trends interviews with C-Suite executives across Bay Area -Led PwC Summer Internship… Show more -Lead real estate group of 30 associates including management and staffing of engagement teams and negotiation of audit fees -Chief of Staff to PwC National Real Estate Leader, Byron Carlock -Specialize in real estate industry, helping clients with variety of asset types including commercial office, multi-family, retail and industrial properties -Facilitate and lead PwC Emerging Trends interviews with C-Suite executives across Bay Area -Led PwC Summer Internship program of 100 interns

• Senior Associate

  • Jul 2016 - Jun 2018

  Sydney, Australia I was selected to do a 3 month secondment in the PwC Sydney office working on two of the largest Real Estate companies in Australia. Throughout this experience I learned and worked with IFRS as well as expanded my global network by working with colleagues from all over the world.

• Senior Assurance Associate

  • Sep 2012 - Sep 2016

  San Francisco Bay Area -Perform audit procedures in accordance with Generally Accepted Auditing Standards (GAAS) for a portfolio of clients which include: -Registered Investment Companies -Real Estate Funds / Real Estate Investment Management companies -Airplane leasing industry -Not for profit Foundations -Ski Resorts -National Basketball Association (NBA) -Supervising multiple teams from 3-10 people and coaching them through their assigned workload while ensuring quality of… Show more -Perform audit procedures in accordance with Generally Accepted Auditing Standards (GAAS) for a portfolio of clients which include: -Registered Investment Companies -Real Estate Funds / Real Estate Investment Management companies -Airplane leasing industry -Not for profit Foundations -Ski Resorts -National Basketball Association (NBA) -Supervising multiple teams from 3-10 people and coaching them through their assigned workload while ensuring quality of work -Monitoring engagement fees and budgeting process which includes extensive planning, engagement staffing and billing clients.



PwC

• Professional Services
• 700 & Above Employee

• Assurance Intern

  • Jun 2011 - Aug 2011

  San Francisco Bay Area Audited and reviewed companies in the Financial Services Industry Gained valuable accounting experience working with private equity clients, and clients in the banking industry.



Keegan Linscott & Associates, PC

• United States
• Accounting
• 1 - 100 Employee

• Assurance Intern

  • Jan 2011 - May 2011

  Tucson, Arizona Area -Performed audits and reviews for non-profit and small private companies -Worked directly with CFOs and Controllers.



Alpha Epsilon Pi

• United States
• Non-profit Organizations
• 200 - 300 Employee

• Executive Treasurer

  • Jan 2010 - Jan 2011

  Collect, manage, and allocate $400,000+ budget Operate financial management website Partake in administrative responsibilities and conflict resolution