Experience

Rialto Capital

• United States
• Real Estate
• 100 - 200 Employee

• Investor Relations

  • Jun 2019 - Present

  Mainly responsible for quarterly and annual investor reporting, daily investor correspondence, and preparing marketing materials for investment opportunities, as well as current and prospective fund vehicles Maintained quantitative metrics for fund performance Prepared and managed ad hoc requests to assist in fundraising and investor relation efforts Produced write-ups for Rialto’s fund investments, both credit and equity investments Served as point of contact for… Show more Mainly responsible for quarterly and annual investor reporting, daily investor correspondence, and preparing marketing materials for investment opportunities, as well as current and prospective fund vehicles Maintained quantitative metrics for fund performance Prepared and managed ad hoc requests to assist in fundraising and investor relation efforts Produced write-ups for Rialto’s fund investments, both credit and equity investments Served as point of contact for existing investors – responding to questions regarding statements, due diligence items, performance, ad hoc client requests, etc. Assisted in the creation and preparation of marketing materials, coordinating materials for investor meetings, etc. Prepared quantitative data for fundraising, marketing materials and portfolio management Analyze and interpret asset level performance data and metrics for CMBS, Structured Credit and Equity Investments Supported the due diligence process for prospective investors

• Investor Relations

  • Jun 2019 - Present



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Consultant

  • Jul 2015 - 2019

  Perform planning and fieldwork procedures for clients with a focus in the financial services and real estate industries Perform discounted cash flows to gain comfort over client estimates. Create sensitivity analysis on management estimates that are deemed significant, per our risk assessment. Develop testing procedures relevant to risk and testing objectives. Complete risk assessment procedures on financial statement line items Supervise and execute testing… Show more Perform planning and fieldwork procedures for clients with a focus in the financial services and real estate industries Perform discounted cash flows to gain comfort over client estimates. Create sensitivity analysis on management estimates that are deemed significant, per our risk assessment. Develop testing procedures relevant to risk and testing objectives. Complete risk assessment procedures on financial statement line items Supervise and execute testing procedures for balance sheet and income statement amounts Conduct analytic procedures for quarterly reviews Perform comfort procedures in relation to client’s debt offering memorandum Maintain constant communication with various levels of client management to establish and develop key client relationships, gather information, resolve problems, and make recommendations for business and process improvements Research accounting guidance to determine the appropriate treatment in accordance with GAAP for various client- specific matters Research guidance to ensure the appropriateness of procedures performed in accordance with PCAOB and AICPA auditing standards

• Staff

  • Sep 2013 - Aug 2015