Experience

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  M&T Bank

  • Baltimore, Maryland Area

  • Commercial Credit Senior Underwriter, Senior Vice President

    • May 2018 - Present
    • Baltimore, Maryland Area

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  Blue Ocean Realty LLC

  • Baltimore, Maryland

  • Investment Analyst

    • Jun 2016 - May 2018
    • Baltimore, Maryland

    Scope: Responsible for all underwriting of potential investment opportunities, presenting to Investment Committee and securing equity and debt financing for all deals under contract. Perform underwriting for real estate investment prospects, 100+ on- and off-market deals annually for internal and external equity partners.Direct acquisition effort in 2017 of $50 Million multifamily community in Greenbelt and under contract for a $40 Million multifamily deal forecasted to close in 2018.Underwrite and analyze existing portfolio of over 25 owned real estate assets for current valuation, risk, and short and long-term asset holding opportunities.Lead Investment Committee meetings and prepare and deliver Investment Offering presentations to debt and equity partners for deals under contract.

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  Real Property Research Group

  • Columbia, Maryland

  • Research Analyst

    • Oct 2015 - May 2016
    • Columbia, Maryland

    Prepared rental market studies for lenders and state agencies for Low Income Housing Tax Credit allocationsResponsible for providing market and product advisory analysis, and recommendations for residential developers and land owners

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  Capital Funding Group, Inc.

  • Baltimore, Maryland

  • Asset Manager

    • May 2014 - Aug 2015
    • Baltimore, Maryland

    Responsible for asset management and reporting functions for existing and future assets, including reporting operational and financial performance to equity investors and debt providers on a monthly basisCommunicate directly with the management company’s leadership to review operational performance, discuss variance to budgets, and ensure business plans are being executed correctlyMonitor, maintain, and calculate all debt covenants and negotiate workout with debt holders as neededPerform facility site visits to ensure maintenance capital expenditures are allocated appropriately

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  Stifel Nicolaus

  • Baltimore, MD

  • Associate Equity Research Analyst

    • May 2011 - May 2014
    • Baltimore, MD

    Healthcare REIT and Healthcare Provider associate analyst. Cover 19 companies, update and maintain financial models, write and publish industry/company reports, and make investment recommendations for clients.

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  CBRE Global Investors

  • Baltimore, MD

  • Equity Analyst

    • Sep 2006 - May 2011
    • Baltimore, MD

    Equity analyst for CBRE's Global Real Estate Securities division covering Healthcare, Retail, and Canadian REIT sectors. Research industry and companies, maintain and update financial models, forecast earnings estimates, and convey investment recommendations to portfolio manager for its institutional client portfolio's.

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  Brown Advisory

  • Equity Analyst

    • Sep 2005 - Sep 2006

    Acted as key member of the US real estate securities investment team by managing and analyzing US REITs, maintaining historical data, observing economic trends, and assisting with investment and forecasting modelsPrepared and presented financial investment recommendations to portfolio managers and investment committee