Experience

O'Connor Capital Partners
• Real Estate
• 1 - 100 Employee
• Vice President

  • Jul 2015 - Present


Brixmor

• United States

• Director ­- Capital Markets / Portfolio Management

  • Sep 2008 - Jun 2015

  • Performed comprehensive underwriting (utilizing both Excel and Argus) and due diligence for over 350 retail assets. Oversaw financing activities for both mortgage loans and corporate credit facilities and successfully closed over $6.8 billion in new financings with both balance sheet and CMBS lenders; recent transactions include:  $1.0 billion single-borrower CMBS mortgage loan collateralized by 107 assets throughout US. Proceeds helped finance Blackstone’s acquisition of Centro’s US platform  Acquisition of 36 properties across 7 states for $473 million. Transaction included new financing of $235 million and assumption of 16 existing mortgage loans  $2.8 billion unsecured credit facility used to refinance $2.4 billion of secured mortgages and transition company to unsecured debt model for eventual $949 million initial public offering • Actively managed portfolio of 25 properties to maximize returns for each asset and manage cash flow and distributions to JV partner by working with leasing, legal and accounting teams. Portfolio Net Operating Income (NOI) has increased by an average of 3.5% since 2011 • Built financial models and performed quantitative analyses to evaluate returns and feasibility for acquisitions/dispositions, restructuring alternatives, and financings • Maintained US debt schedule consisting of over 100 loans to update senior management on upcoming maturities, de-risking strategies, financial covenants and fair market value



Buttonwood Real Estate Inc.

• Summer Associate

  • May 2007 - Aug 2007

  · Conducted detailed underwriting and financial analysis for the acquisition of a $125 million property and developed plans for potential condominium conversion · Conducted detailed underwriting and financial analysis for the acquisition of a $125 million property and developed plans for potential condominium conversion



Blaqwell, Inc.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Associate Consultant

  • Feb 2004 - May 2006

  · Analyzed and identified 3 potential merger partners in Europe after performing strategic and financial due diligence. Presented final report to partnership of 750 attorney firm which led to subsequent merger discussions · Interviewed senior lawyers at $12 billion hedge fund to understand their responsibilities and relationships with outside counsel and business leaders. Developed strategic plan to align legal department's goals with those of front office · Examined competitive dynamics of US legal services marketplace and conducted case studies of 7 leading law firms to identify their paths to success



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Credit Derivatives Projects Analyst

  • May 2003 - Feb 2004

  · Collaborated, as part of a cross-functional team, to develop a new trade reconciliation system. Led implementation of new system which improved trade matching accuracy by 35% and assisted in elimination of paper confirmations between entities 2002 · Collaborated, as part of a cross-functional team, to develop a new trade reconciliation system. Led implementation of new system which improved trade matching accuracy by 35% and assisted in elimination of paper confirmations between entities 2002



Barclays Capital

• United Kingdom
• 1 - 100 Employee

• Derivatives Analyst

  • Jan 2002 - May 2003

  · Reconciled discrepancies with traders, sales force, product controllers and clients and confirmed futures trades conducted through Chicago Mercantile Exchange · Reconciled discrepancies with traders, sales force, product controllers and clients and confirmed futures trades conducted through Chicago Mercantile Exchange