Experience

SCOPE

• United States
• Real Estate Agents and Brokers
• 1 - 100 Employee

• Director

  • Oct 2023 - Present



Marcus & Millichap

• United States
• Real Estate
• 700 & Above Employee

• Vice President Investment

  • Nov 2022 - Oct 2023

• Senior Associate

  • 2018 - Nov 2022

  With a focus on identifying, strategizing, negotiating, and closing major commercial real estate transactions, I was chosen to manage a team of three junior brokers, two analysts, and a marketing coordinator.-Negotiate with property owners and buyers to secure deals which deliver bottom line wins and position the organization for the future -Facilitated $60M+ transactions in the trailing 24 months in eight States across Nine product types-Lead new business acquisition efforts, maintaining strict timetables and adherence to goals-Focus on client relations and market knowledge to build networks and reputation for exceptional service-Serve as personal portfolio advisor to multiple high-net worth individuals-Mentor junior brokers in development toward senior status-Selected as fiduciary to represent clients to achieve financial goals Accomplishments★Closed $8M+ net Leased property in June 2020 while tenant was shut down; secured nonrecourse debt while syndicating to multiple investors★Listed a Student Housing Property in Tier 3 market for FHA in Nov. 2020; employed auction-like process where bidding resulted in one of highest pricing metrics in market★Ranked Top 5 in firm’s PA sales in (2021); Top 10 (2020)★Achieved 90% List to Close Ratio★Promoted to Senior Associate in 2.5 years versus company average of 3.5 Show less



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • 2017 - 2018

  In an effort to improve asset management, I was charged with managing and overseeing multi-asset portfolios consisting of investment grade debt, high yield debt, U.S. and non-U.S. equities, alternative investments, and commodities. -Served as sole financial analyst on a team of six financial advisors for portfolio of more than $2.7B AUM -Researched market trends across broad range of industries and provided high-level data analysis to clients, prospects, and teammates -Led financial reporting, tracking internal and external assets and compiling data to deliver client presentations -Supported Business Development with analysis of M&A transactions to determine prospective clients’ liquid net worth Accomplishments ★Directed mass data transfer over to new CRM program ★Developed tracking protocol of news/individuals across multiple software programs for business development Show less



Branch 22 Capital LLC

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • 2015 - 2017

  In this role, I directed organizational growth strategy, culture, structure, and communication for an exempt CTA/CPO firm. -Led acquisition of Aldebaran Technologies S.A.S., a South American commodity trading company -Organized performance data for commodities trading systems and designed algorithmic trading systems using quantitative analysis -Coordinated and participated in company education on TA, QA, design of algorithmic trading systems, soybeans, fuels, lean hogs, and metal -Developed marketing materials and led client acquisition communications Accomplishments ★Led process of obtaining CTA/CPO Charter ★Completed $50k in fundraising round Show less



Silk Title Co.

• United States
• Real Estate
• 1 - 100 Employee

• Title Curative Specialist

  • 2015 - 2015

  Identified and corrected title defects by analyzing mortgages, credit reports, and bank statements, utilizing county records to cross-referencing defects in AS400 Data Base Assembled and presented data to meet stringent client directives through effective and constant communication with local government offices Exceeded expected title resolutions by an average of 375% a week by implementing a prioritized inventory screening process in SharePoint Identified and corrected title defects by analyzing mortgages, credit reports, and bank statements, utilizing county records to cross-referencing defects in AS400 Data Base Assembled and presented data to meet stringent client directives through effective and constant communication with local government offices Exceeded expected title resolutions by an average of 375% a week by implementing a prioritized inventory screening process in SharePoint



Walt Disney World

• United States
• Entertainment Providers
• 700 & Above Employee

• Sales and Marketing Intern

  • 2014 - 2015

  Developed thorough understanding of planning and implementing successful hospitality business and promoting and growing a business brand. Developed thorough understanding of planning and implementing successful hospitality business and promoting and growing a business brand.