Experience

Affinius Capital

• United States
• Investment Management
• 100 - 200 Employee

• Senior Associate, Asset Management

  • Sep 2021 - Present

• Associate, Asset Management

  • Jul 2019 - Sep 2021



Duff & Phelps

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Associate

  • Sep 2018 - Jun 2019

• Analyst, Real Estate Advisory Group

  • Jun 2016 - Sep 2018

  • Value multiple commercial real estate types, including multifamily, retail, office, industrial• Create Excel & Argus (DCF & Enterprise) models to evaluate future cash flows• Analyze operating statements and budgets • Prepare analysis and appraisal reports on the value of commercial properties• Perform in-depth industry and market research • Synthesize data & reports on local, national, and international real estate markets from PWC, CoStar, RERC• Conduct Purchase Price Allocations (ASC 805) and leasehold analyses Show less



Auburn University Office of Technology Transfer

• Graduate Research Assistant

  • Aug 2014 - May 2016

  • Engage in Customer Discovery to ensure products meet market specifications • Analyze potential business models of new products produced by the university • Attend trade shows to gauge market interest and seek out potential clients • Work with faculty and students to bring products and ideas to market • Perform market research to find identify product demand • Engage in Customer Discovery to ensure products meet market specifications • Analyze potential business models of new products produced by the university • Attend trade shows to gauge market interest and seek out potential clients • Work with faculty and students to bring products and ideas to market • Perform market research to find identify product demand



Wells Fargo Home Mortgage

• United States
• Banking

• Home Mortgage Consultant

  • Apr 2012 - Jul 2014

  • Closed $120 million of residential mortgages over 5½ year period • Consistently ranked in top of sales team by developing and maintaining a quality network of business referral relationships • Analyzed financial and credit data of borrowers to recommend products and ensure loan guideline compliance • Created pipeline management system to track loans in process and ensure smooth closings • Studied bond market to advise clients and Realtors on market trends and the interest rate environment Show less



BB&T

• United States
• Telecommunications
• 1 - 100 Employee

• Mortgage Loan Officer

  • Mar 2009 - Apr 2012

  • Studied and kept up to date on macroeconomic conditions and the Federal Reserve’s impact on residential mortgage rates• Invited to attend BB&T Top Producers’ Forum in 2011 and 2012• Successfully developed and maintained Realtor relationships • Built relationships with my Processors, Underwriters, and Closers • Created loan timeline and other marketing materials

• Relationship Banker

  • Jun 2007 - Mar 2009

  • Opened and maintained a full range of retail and business accounts• Responsible for proactively gaining new clients and cross-selling current customers on a variety of BB&T products• Presented to groups of prospective clients seeking new accounts



Weichert Realtors

• United States
• Real Estate
• 700 & Above Employee

• Realtor

  • Jul 2005 - Jun 2007

  • Sold $3.3 million of property in 18 months and attained the Weichert Million Dollar Club level for 2005 • Implemented Customer Appreciation Program to maintain and build relationships • Customer Appreciation Program included monthly mailings, Just Listed/Just Sold cards, annual free Movie Nights, and business lunches to develop relationships • Sold $3.3 million of property in 18 months and attained the Weichert Million Dollar Club level for 2005 • Implemented Customer Appreciation Program to maintain and build relationships • Customer Appreciation Program included monthly mailings, Just Listed/Just Sold cards, annual free Movie Nights, and business lunches to develop relationships