Vice President

• May 2020 - Present

Associate Director

• Mar 2016 - May 2020

Senior Financial Analyst

• Mar 2014 - Feb 2016

Investment Associate

• Aug 2013 - Mar 2014

- Provide consulting services to investors regarding their acquisition, asset management, financing, and disposition activities within the Greater Boston areas. - Perform market analysis, asset-level strategic planning, buy/sell/hold/refinance analyses, property valuations, pro forma analysis, and sensitivity analysis for real estate investors. - Underwrite real estate assets by producing pro forma cash flow and investment return models, using both Argus and Microsoft Excel. - Research markets and submarkets in the Greater Boston areas, analyzing both macro and micro real estate trends related to the specific asset classes, and generating associated quantitative and qualitative analyses. - Participate in the negotiation, due diligence, and closing processes. Show less

Graduate Student

• 2012 - Aug 2013

- Real Estate Finance and Investment: Study concepts and techniques for analyzing financial decisions in property development and investment. Analyze leasing and property income streams, pro forma analysis, equity valuation, tax analysis, options, risk, and the financial structuring of real property ownership. - Development-Phase Agreement Negotiation: Study key issues of principal development-phase agreements, in connection with the site control, entitlement, capitalization, and construction phases of a real estate development venture. Identify, discuss, and negotiate the most important business issues in each agreement. - Real Estate Economics: Develop an understanding of the economic factors that shape and influence housing as well as commercial real estate markets. Analyze regional growth, construction cycles, urban land markets and location theory. Study modeling techniques for measuring and predicting property demand, supply, vacancy and prices. - Finance Theory: Develop a deep understanding of functions of capital markets and financial intermediaries, asset valuation, fixed income securities, common stocks, capital budgeting, diversification and portfolio selection, equilibrium pricing of risky assets, the theory of efficient markets, and derivatives. - Real Estate Capital Market: Study operation of real estate capital markets, mortgage markets, development of REITs and securitized debt markets, and advanced pricing techniques for complex real estate securities. - Functional and Strategic Finance: Apply financial engineering in the management of global financial institutions. Develop techniques of derivative pricing, risk measurement, portfolio analysis, and performance measurement. - Game Theory for Strategic Advantage: Develop and apply principles of game theory relevant to managers' strategic decisions. Analyze opponents' strategies, strategic commitment, reputation, brinkmanship, negotiation, auctions, backward induction and the design of markets. Show less

Development Associate

• Jan 2013 - Jan 2013

Develop an alternative development strategy by performing market analysis, zoning research, programming, Argus lease structuring, financial modeling, pro forma analysis, and sensitivity analysis Develop an alternative development strategy by performing market analysis, zoning research, programming, Argus lease structuring, financial modeling, pro forma analysis, and sensitivity analysis

Architect

• Jun 2003 - Mar 2012

Professional Experience: - Gaillard Center - Charleston, SC, 2010 - 2012 Execute the design of the 260,700 sq.ft. building complex that houses a 1,800-seat concert hall, office buildings, and a 35,000 sq.ft. banquet hall - Apple Lane Residence - Moab, UT, 2008 - 2010 Develop construction documentation drawing sets and coordinate with General Contractor during the construction administration phase of the 15,000 sq.ft. private vacation house - Carmel Regional Performing Arts Center - Carmel, IN, 2005 - 2008 Develop with the client group and the project team from the pre-design phase to the construction administration phase of the 154,000 sq.ft. performing arts center with 1,600-seat concert hall - Chapman Cultural Center - Spartanburg, NC, 2004 - 2005 Develop Design Development drawing sets and review Construction Documentation of the 112,000 sq.ft. building complex that houses 8 independent organizations: an Art Museum, a History Museum, a Music Foundation, a Science Center, an Arts Guild, The Arts Partnership of Greater Spartanburg, a Ballet School, and a 500-seat theatre. - Firewheel Town Center - Garland, TX, 2003 - 2004 Provide Schematic Design and Design Development drawing sets of the 775,000 sq.ft. retail and office mixed-use development - Duke University Central Campus Master Plan - Durham, NC, 2003 Develop master planning study and proposal for 250 acres of land for mixed-use development of retail, housing, office, and entertainment Show less