Associate Director

• Mar 2022 - Present

Analyst

• Feb 2021 - Mar 2022

Lever Capital Partners is a premier provider of debt and equity capital for commercial real estate investors and developers. Our national presence and long-standing relationships with established capital sources give our clients a wide and deep market for their financing needs.Lever Capital Partners is a proud member of The Real Estate Capital Alliance ("RECA"), a consortium of boutique capital advisors that collectively arranged over $4.8 billion in 2019.

Intern

• Dec 2020 - Feb 2021

Summer Intern

• May 2019 - Aug 2019

- Created and revised client balance sheet template using excel. - Revised client Cash Flow Analysis to improve overall ease of use and more robust data. - Created a visually pleasing pricing sheet for determining pricing of financial plans. - Conducted evaluations of client investment portfolios to arm advisors with proper data for client discussions. - Conducted research on stock options and evaluated long-term success. - Ran Advisor Workstation reports on Morningstar, creating portfolios, as well as evaluating current client positions. - Assisted with client life insurance meetings and phone calls. - Created firm newsletter content, informing clients on important CWG updates and relevant market information. - Developed an interactive Advisor Revenue Projection spreadsheet to be used by CWG's financial advisors. - Worked with intern team to provide aesthetically pleasing spreadsheets and content to enhance client experiences.

Summer Intern

• Jun 2018 - Sep 2018

- Worked with the impact assessment team to document the startup process and key outcomes. - Worked with the CEO and VP of Marketing to develop marketing plan and messages for the startup team. - Worked with the impact investors, and startup staff supporting the initial real estate acquisitions. - Given the startup required me to work with limited day to day direction. I focused on key outcomes and engaged skilled staff to better understand the tasks and help move projects forward. - As a startup real estate enterprise Elevation, I worked to help lay the foundation for an organization designed to acquire land to provide access to homeownership opportunities. - While working to align a municipal partner I worked with the team to assess and help refine the report identifying opportunities to help move the partnership forward.