Experience

ASB Real Estate Investments

• United States
• Real Estate
• 1 - 100 Employee

• Associate

  • Jun 2021 - Present



AEW

• Real Estate
• 700 & Above Employee

• Asset Management Associate

  • Sep 2017 - Jul 2020

  -Model quarterly valuations for Seniors housing, office, and multi-family properties. -Write quarterly and annual client reports outlining property performance, market outlook, and investment strategy. -Create annual budget for portfolio of properties. -Model quarterly valuations for Seniors housing, office, and multi-family properties. -Write quarterly and annual client reports outlining property performance, market outlook, and investment strategy. -Create annual budget for portfolio of properties.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• GWIM Institutional Retirement Pricing Analyst

  • Jul 2015 - Jun 2017

  -Refined pricing models to predict revenues/expenses for institutional clients. -Created investment lineups to optimize fund expense ratios to maximize investment revenue. -Coordinated with internal sales department to price defined contribution, non qualified plans, and health savings accounts for institutional clients. -Refined pricing models to predict revenues/expenses for institutional clients. -Created investment lineups to optimize fund expense ratios to maximize investment revenue. -Coordinated with internal sales department to price defined contribution, non qualified plans, and health savings accounts for institutional clients.



NCAA

• United States
• Higher Education
• 700 & Above Employee

• Villanova Mens Varsity Tennis

  • Aug 2011 - May 2015



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• GWIM Summer Intern

  • Jun 2014 - Aug 2014