Experience

Inspired Healthcare Capital

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Investments

  • Apr 2022 - Present

  • Develop financial models and perform analysis to determine the current and future value of investments • Facilitate all financial and business aspects of transactions • Review all legal documents (PSAs, lease agreements, loan agreements, etc.) • Develop strategic plans to achieve targeted investment returns • Conduct financial and business due diligence • Develop financial models and perform analysis to determine the current and future value of investments • Facilitate all financial and business aspects of transactions • Review all legal documents (PSAs, lease agreements, loan agreements, etc.) • Develop strategic plans to achieve targeted investment returns • Conduct financial and business due diligence



Lever Capital Partners

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Director - Real Estate and Healthcare Finance

  • Apr 2021 - Apr 2022

  • Analyze and underwrite potential senior living, healthcare real estate, and multifamily acquisitions and developments on behalf of clients in order to formulate investment recommendations • Work with internal and external partners on all capital raising activities, lead the fundraising process for acquisitions and new developments, and advise on possible capital structures • Develop financial models to analyze proposed deals and project future cash flows • Conduct economic and demographic research to determine feasibility of proposed projects • Prepare offering memorandums and investment committee memos for client transactions • Complete quarterly and annual reviews of client portfolios and perform ongoing loan and relationship monitoring Show less



Cogir Senior Living

• United States
• Real Estate
• 200 - 300 Employee

• Acquisitions Analyst

  • Jan 2019 - Jun 2020

  • Built underwriting models for new multifamily and senior care development projects as well as for the direct acquisitions of existing communities • Conducted research and due diligence on new opportunities by reviewing financial statements, past performance, and third party market research reports • Assisted in bringing deals to financing by modeling distribution waterfalls and creating debt package presentations • Performed property and portfolio valuations and return analyses • Developed benchmarking tools for operational and development budgets Show less



PeerIQ by Cross River

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • May 2018 - Jan 2019

  • Performed valuations for clients' consumer loan and fixed income security portfolios • Identified and communicate key valuation drivers and review mark to market changes • Designed controls and policies for valuation model risk management and validation as they pertain to OCC 2011-12 and SR 11-7 • Assisted with the ETL process for our data analytics and CFM platforms • Performed valuations for clients' consumer loan and fixed income security portfolios • Identified and communicate key valuation drivers and review mark to market changes • Designed controls and policies for valuation model risk management and validation as they pertain to OCC 2011-12 and SR 11-7 • Assisted with the ETL process for our data analytics and CFM platforms



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Associate - Structured Finance

  • Dec 2016 - May 2018

  • Maintained primary responsibility for the valuation of the Agency MBS and Public Finance portfolios, including the calculation of pay-ups and prepayment speed assumptions • Provided analysis and summary of valuation risks and market drivers in the structured product space across asset classes • Analyzed large data sets in order to decipher market trends and glean insight on collateral performance and security pricing • Maintained primary responsibility for the valuation of the Agency MBS and Public Finance portfolios, including the calculation of pay-ups and prepayment speed assumptions • Provided analysis and summary of valuation risks and market drivers in the structured product space across asset classes • Analyzed large data sets in order to decipher market trends and glean insight on collateral performance and security pricing



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior - Structured Finance

  • Oct 2014 - Apr 2016

  • Stratify portfolios utilizing multiple financial software platforms to assist audit teams in identifying asset type concentrations and pricing risk of clients’ portfolios • Discuss modeling methodologies and assumptions with clients related to their valuation of fixed income securities and analyze for reasonableness • Obtain and evaluate cash flow modeling assumptions from market providers and utilize various third party cash flow modeling engines including Bloomberg, Citigroup Yieldbook, and Intex • Construct independent cash flow and collateral models for various structured products utilizing Microsoft Excel • Create and update detailed memorandums summarizing valuation analysis and results Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Analyst - Corporate Trust

  • Dec 2013 - Sep 2014

  • Run financial models for mortgage-backed securities using proprietary systems on an ongoing basis. • Analyze complex legal documents on structured products (Pooling and Servicing Agreements, Prospectus Supplements) and apply findings to financial models. • Resolve deal-specific issues related to the onboarding process. • Make extensive revisions to financial models to ensure adherence to the defined deal structures and waterfall payments. • Assist with compliance issues by developing training and maintaining the requisite databases. Show less



US Army

• United States
• Armed Forces
• 700 & Above Employee

• First Lieutenant

  • Jun 2009 - Nov 2012

  • As a platoon leader, conducted operational planning and led a team of 26 soldiers while deployed to Afghanistan • Planned and directed large-scale civil infrastructure projects • Performed complex calculations of numerical data to safely utilize military defense systems • Investigated possible cases of neglecting government property and helped form legal recommendations as the Financial Liabilities Investigation Officer • As a platoon leader, conducted operational planning and led a team of 26 soldiers while deployed to Afghanistan • Planned and directed large-scale civil infrastructure projects • Performed complex calculations of numerical data to safely utilize military defense systems • Investigated possible cases of neglecting government property and helped form legal recommendations as the Financial Liabilities Investigation Officer