Bio
Credentials
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Financial Modeling and Forecasting Financial Statements
LinkedInJul, 2022- Apr, 2026 -
Understanding Capital Markets
LinkedInJul, 2022- Apr, 2026 -
Bloomberg Market Concepts Certified
Bloomberg LP
Experience
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Toorak Capital Partners
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Tampa, Florida, United States
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Asset Management Analyst
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Jan 2023 - Present
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Tampa, Florida, United States
-Toorak Capital is a KKR backed company with over $3B in real estate assets in the form of notes who has also successfully completed multiple securitizations.
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JLL
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Tampa, Florida, United States
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Transaction Management Intern
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Jun 2022 - Aug 2022
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Tampa, Florida, United States
-Assisting in the collection of all due diligence materials, consents, transfers/assumptions, and escrow accounts-Contributing to an active pipeline of complex real estate deals to Asset Managers until execution-Ensuring cash management receives necessary wires and approvals-Analyzing financial statements and coding for T12 reports to construct a forecast for greater cash flow
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Business Lending Partners
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Tampa, Florida, United States
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Investment Analyst Intern
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Jun 2021 - Aug 2021
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Tampa, Florida, United States
-Building financial models for real estate projects in Excel to illustrate financial results and potential investment. -Establishing solutions for commercial real estate transactions with SBA financing, bridge loans, and refinancing. -Constructing 5 Year Forecast off historicals, P&L's, and participating in M&A transactions. -Aiding in improving average client savings of 18.3% by a focus on cost reduction, cash flow, and portfolio management
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University of Tampa
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Tampa/St. Petersburg, Florida Area
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Financial Aid Office Assistant
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Feb 2020 - Jan 2021
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Tampa/St. Petersburg, Florida Area
-Learning how to navigate new systems to handle present and prospective applicants at The University of Tampa. -Able to appropriately approach walk-ins, phone calls, emails, and online concerns relating to financial aid and necessary governmental items for acceptance. -Knowledge on communication in financial literacy and computer programming.
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Education
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Lake Norman High School
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University of Tampa
Bachelor of Science - BS, Finance, General
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Industry Focus. “Finance and Banking”
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