FUNCTION

EDUCATION

KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Evanston, IL · 2004 - 2006
Master of Business Administration (conferred with Distinction), June 2006; Majors in Finance, Management & Strategy, Management & Organizations, Marketing, and Entrepreneurship

• Beta Gama Sigma, Wade Fetzer Scholar, Deans Honor List, 770 GMAT (99th percentile)

WHARTON SCHOOL, THE UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1995 - 1998
Bachelor of Science in Economics, December 1998; Dual Concentration in Finance and Real Estate

• Graduated with honors (cum laude) in only 3 1/2 years

EXPERIENCE

M3 CAPITAL PARTNERS (FKA MACQUARIE CAPITAL PARTNERS)
Chicago, IL · 8/07 - 2/09
Associate, Capital Intelligence / Distribution

• Point person for 100+ institutional investor relationships including public and corporate pensions, foundations, endowments, and fund of funds.
• Established and built key investor relationships, and worked to better understand strategic investment priorities for each account - used gathered intelligence to help M3 develop new product offerings and refine areas of focus.
• Pitched targeted global real estate opportunities to institutional investor base and arranged / led meetings between investors and M3 fund manager / REOC clients.
• Marshaled investors through fund due diligence and documentation, including work on one of the largest equity placements of 2008 - a $5.2 billion global capital raise for a fund focused on investments in Asia and Europe.
• Experience with transactions across property sectors, geographies, and risk profiles.

M3 CAPITAL PARTNERS (FKA MACQUARIE CAPITAL PARTNERS)
Chicago, IL · 8/06 - 7/07
Associate, Investment Banking / Advisory

• Planned and helped manage all facets of the deal execution process including structuring, negotiation, documentation, and closing of joint ventures and multi-investor funds.
• Coordinated financial modeling activities, led property due diligence efforts, and spearheaded preparation of presentation materials for both clients and potential investors - oversight responsibility for analytical staff.
• Arranged and executed three joint venture transactions totaling $800 million on behalf of a large retail REIT client.

PRUDENTIAL MORTGAGE CAPITAL COMPANY
San Francisco, CA · 1/02 - 5/04
Associate (7/02 - 5/04), Junior Associate (1/02 - 6/02)

• Co-managed the entire loan origination process, including presentations to senior management, debt structuring, pricing strategy, client interaction, transaction negotiation, and mobilization / training of analytical staff.
• Member of one of top performing Prudential teams in the nation, successfully closing nearly $750 million in new mortgage investments, including the first Prudential loan partially secured by assets in Mexico.

PRUDENTIAL MORTGAGE CAPITAL COMPANY
San Francisco, CA · 2/99 - 12/01
Senior Investment Analyst (12/00 - 12/01), Investment Analyst (2/99 - 11/00)

• Provided analytical support for all major commercial asset classes, with significant experience in ARGUS and Excel modeling, DCF analysis, property valuation and appraisal, market research, and due diligence review.
• Developed templates to streamline analysis of large multi-asset portfolios, resulting in quicker analytical turnaround and improved product quality, contributing to $800 million in closed business.
• Only Analyst within the organization selected to travel to Tokyo to support international team tasked with acquiring headquarters facility for Prudential of Japan - developed bid / valuation model used for $600 million acquisition.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Development
• Investment Banking

FINRA Series 7 / Series 63 registrations. Global real estate perspective with exposure to transactions in North America, South America, Asia, and Europe.

FUNCTION

ASSET MANAGEMENT

• Currently managing over 6.8 million square feet of office, retail and data center space in the Corporate Real Estate Division at Bank of America
• Former Senior Consultant at Booz Allen Hamilton. Built predictive cost and facility condition models. Developed best practices, identified performance metrics and management systems around improving capital asset management functions within Federal-level agencies

PROJECT MANAGEMENT

• Project Management Professional (PMP) certification granted by the Project Management Institute (PMI), May 2006
• Currently accountable for $30 million capital budget and $150 million occupancy budget
• Serving as process maturity advisor to nation-wide Project and Portfolio Management Program Office (PMO)
• Managed PMO and led team to execute $20 million, nation-wide facility condition inspection program for federal client while at Booz Allen Hamilton

SPATIAL ANALYSIS

• Recently completed Masters of Spatial Analytics degree at University of Pennsylvania, School of Design
• Coursework included Spatial Statistics and Real Estate Development
• Capstone Thesis was titled: “Predicting Commercial Mortgage Default in Philadelphia, PA and New York, NY: A Spatial Analysis”
• Experience in using Geographical Information Systems (GIS) in site selection and planning

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2007-2009
Masters of Spatial Analytics

• GPA: 3.6
• Coursework included Vector and Raster Geographical Information Systems (GIS), Spatial Statistics and Real Estate Development
• Capstone Thesis: “Predicting Commercial Mortgage Default in Philadelphia, PA and New York, NY: A Spatial Analysis”

UNIVERSITY OF PITTSBURGH
Pittsburgh, PA · 2001-2003
Masters of Public Administration; Public Management

• Graduated in top 5% of class, GPA: 3.9

FLORIDA STATE UNIVERSITY
Tallahassee, FL · 1998-2001
BS; Finance

• Magna Cum Laude, GPA: 3.8

EXPERIENCE

BANK OF AMERICA
Wilmington, DE · July 2006-present
Vice President/Portfolio Manager

• Managing over 6.8 million square feet of office, retail and data center space
• Responsible for cost reduction, space optimization and landlord/tenant management efforts
• Accountable for $30 million capital budget and $150 million occupancy budget
• Leading process improvement efforts around risk and financial management functions for nation-wide implementation
• Responsible for disaster recovery and business continuity efforts in region
• Led MBNA-headquarters transition and staff integration efforts

BOOZ ALLEN HAMILTON
McLean, VA · May 2003-May 2006
Senior Consultant

• Managed PMO and led team to execute $20 million, nation-wide facility condition inspection program for client
• Developed and implemented quality assurance protocol and MS Excel model to test 20,000+ pieces of facility condition data weekly
• Built predictive facility condition models for client baselines and custom cost assemblies for unique capital assets to meet Congressional demands
• Facilitated working group meetings with various stakeholder agencies to develop cost estimating business practices and protocols

ADDITIONAL INFORMATION

Club Membership: School of Design

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Investment Banking

PUBLICATIONS: “Case Study: Quality Assurance/Quality Control on Real Property Data”, Journal of Applied Analytics in Consulting, March 2006 SKILLS: Proficient in ArcGIS, SPSS, JMP, MS Project, Excel, Word, PowerPoint, Visio and Access; Familiar with SAS, Matlab and Crystal Ball

FUNCTION

EDUCATION

WHARTON
Philadelphia, PA · 2005-2007
MBA; Finance, Real Estate

• • President Wharton Hispanic American MBA Association 2007 (WHAMBAA)
• • Co-Chair Management Leadership for Tomorrow Wharton Seminar, September 2006
• • Robert Toigo Foundation Fellow, Joseph Wharton Fellow (awarded to 15% of the incoming class)
• • Pension Real Estate Association Scholar (awarded to eight students in the US and Canada), New America Alliance Scholar and National Society of Hispanic MBAs Scholar
• • Clubs: Real Estate, Private Equity, Finance, Basketball, and Wharton Latin American Student Association

UNIVERSITY OF SOUTH FLORIDA
Tampa, FL · 1998-2002
B.S.; Business Administration- Finance

• • Graduated Cum Laude (3.68/4.0 GPA)
• • Founding Brother/ Initial Secretary of the USF Chapter of Lambda Theta Phi Latin Fraternity Inc
• • Jim Longstreet Memorial Scholar and USF Latino Scholar

EXPERIENCE

VALENCIA CAPITAL MANAGEMENT
Dallas, TX · 2007-2009
Associate

• • Created, coordinated, and facilitated $152 Million development budget for an 85.9 acre mixed-use development including all financial matters, revenues, expenditures, and forecasting related to the project as well as return analysis
• • Reviewed infrastructure development plans for consistency with the project’s vision
• • Prepared extensive business plans involving several uses including medical office, residential and senior housing
• • Prospected possible acquisition opportunities in target markets and reported directly to the Managing Partner
• • Developed market summaries for target markets

LASALLE INVESTMENT MANAGEMENT
Chicago, IL · Summer 2006
Summer Associate

• • Developed a preliminary strategy for entry into the Brazilian market and other potential markets in Latin America by working directly with the Head of Global Strategy to conduct an overall market assessment of Brazil and an overview of potential investment opportunities in all property types
• • Evaluated acquisition opportunities, authored investment memoranda and assisted senior management to assure compliance with due diligence requirements for the acquisition of Class-A office towers in California totaling over $100 million and a retail property in Illinois

RAYMOND JAMES TAX CREDIT FUNDS
St. Petersburg, FL · 2002-2005
Senior Acquisitions Analyst

• • Underwrote 25 tax credit investments totaling over $67 million in invested capital
• • Expedited our teams’ average closing time from nine months to four months while coordinating the entire underwriting process from creating and reviewing financial models, return analysis, financing, analyzing markets, and monitoring the development phase to preparing the client for the asset management and the compliance phases
• • Prepared investment memoranda and presented them jointly to our internal investment committee for approval of multi-million dollar investments
• • Managed two analysts and the day-to-day relationships with our clients, partners, attorneys, developers and third-party firms involved in the underwriting phase to coordinate project closings
• • Reviewed and approved underwriting documentation including market studies, appraisals, environmental reviews, development budgets, construction plans and loan documents
• • Underwriter of the 2003 Fannie Mae Franchise Deal of the Year

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

• Organizations/Professional: ULI, NSHMBA, & TREC member, Trained in basic ARGUS • Interests: basketball and football fan, avid basketball player, mentoring at-risk youth • Languages: Fluent in Spanish both verbal and written

FUNCTION

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 9/1998
12/2002; Management

• Joseph Wharton Scholar; International Fraternity of Delta Sigma Pi - Vice President for Professional Activities. Minor in Spanish.

EXPERIENCE

BUBBLE HOUSE, LLC
Philadelphia, PA · 8/2001-6/2003
Founder

• Organized opening of a restaurant in University City, Philadelphia, from conception through implementation; solicited and successfully acquired start-up financing, managed restaurant, purchased equipment to begin and maintain operations, and implemented marketing campaign that increased sales by over 400%.
• Successfully negotiated sale of restaurant and dissolution of the partnership after restaurant became profitable.

ARCADIA LAND COMPANY
Wayne, PA · 2/2003-1/2007
Project Manager

• Obtained approval for and coordinated creation of a master plan for 12,500 residential units, 4.5 million SF of office / retail, and 1 million SF of light industrial by managing planners, engineers and other associated consultants.
• Released hundreds of acres of property for additional development and added over $100 million in deal value by determining that extent of mine subsidence impacts were minimal. Worked with insurance brokers and determined building standards to create a comprehensive subsidence insurance program to mitigate associated risks.
• Conducted due diligence efforts including thorough analysis of environmental contamination, evaluated risk of potential contaminants, reviewed and negotiated title commitment, and helped manage deal closing process.
• Lead project manager for permitting a new water company and construction of new water system for development.
• Responsible for coordinating engineering and consulting firms to file a by-right plan for 187 unit development in advance of a potential zoning change, then negotiated a successful and beneficial re-zoning with the municipality.
• Sourced and negotiated potential deals totaling 1200 units, one involving a highly complex former tank factory.
• Managed luxury condominium project in Wayne, PA. Oversaw due diligence and entitlement efforts.

WICKAPOGUE PARTNERS
New York, NY · 2/2007-Present
Associate, Equity Sharing

• Performed due diligence, financial modeling, legal document review, and asset management on 7 transactions totaling $65mm in leveraged value. Transactions spanned all portions of the capital structure and included origination of senior bridge and mezzanine debt, distressed debt acquisition, preferred equity and JV equity.
• Developed a large contact base of sourcing relationships including commercial mortgage brokers, developers, and other private equity firms who operate across the capital structure and across multiple asset classes.
• Sourced numerous transactions, one of which was included in the Fund and represented 10% of invested capital.
• Assisted in the creation of a Private Placement Memorandum, Limited Partnership Agreement, Investment Overview (pitch book), and accumulated a large database of potential investors including high net worth, family offices, institutional and fund of funds for fundraising.
• Obtained a detailed understanding of interest rate derivatives executing a swaption and a collar to hedge against future interest rate risk on fund transactions.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · May 2008
Bachelor of Science in Economics; Real Estate and Finance

• Relevant Coursework: Real Estate Entrepreneurship, Real Estate Investments, Real Estate Law, International Housing Comparisons, Venture Capital, Corporate Valuation, Insurance/Risk Management, Corporate Finance, Accounting, Marketing, Statistics, Computer Science, Economics, Management & Leadership in Groups.

EXPERIENCE

WACHOVIA SECURITIES
Charlotte, NC · June 2008 - Present
Real Estate Division Analyst (Tax Credit Investments)

• Perform property and portfolio level analysis for multi-family low-income and historic tax credit properties.
• Consult with general partners, property management, and consultants to monitor individual property performance.
• Underwrite properties for conversion from construction to permanent financing.
• Created VBA macro to provide on-demand portfolio exposure analysis for group director.
• Hired into Real Estate Capital Markets rotational program.
• Completed extensive multi-week investment banking training program prior to beginning assignment.

CAPITAL TRUST, INC.
New York, NY · Summer 2007
Real Estate Originations Summer Analyst

• Analyzed and screened subordinate debt investments ranging from $25-150MM.
• Emphasis on mezzanine debt and B-Note investments for office, hotel and condominium assets.
• Compiled delinquency information for CMBS investment portfolio using Trepp.
• Prepared Investment Committee Memorandums for prospective investments.

OPUS NORTHWEST, LLC
Bellevue, WA · Summer 2006
Real Estate Development Intern

• Collaborated with in-house construction team to complete project underwriting for development directors.
• Asset types included office, multi-family (condominiums and apartments), industrial warehouses, retail.
• Prepared numerous market studies including a comprehensive review of the Seattle boutique retail market.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Development

Computer Programming: VBA, SQL, C#, HTML, PHP, CSS, Java, JavaScript; Applications: Extensive experience with Microsoft Office (Excel, Word, Access, PowerPoint)

FUNCTION

REAL ESTATE FINANCIAL MODELING

• Evaluated single asset and portfolio acquisitions for $21 million real estate private equity fund targeting opportunistic and value-added hospitality properties
• Created ARGUS valuation models and performed sensitivity analyses for $108 million portfolio of eight grocery-anchored retail centers in New England totaling 660,000 sq ft

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · 2006-2008
MBA; Real Estate

• Vice President of the Real Estate and Finance Clubs; Wharton Leadership Initiatives participant
• Rebuilding Together – House Manager for non-profit program renovating homes of the elderly and disabled
• Wharton Community Consultants – Project Manager leading five-person MBA team in creating new Head Start program

NEW YORK UNIVERSITY
New York, NY · 1996-1999
BA; Economics

• Magna Cum Laude (GPA: 3.7/4.0)
• Founders Day Honors Scholar

EXPERIENCE

MCR DEVELOPMENT
New York, NY · 2008-2009
Transaction Associate

• Evaluated single asset and portfolio acquisitions for $21 million real estate private equity fund targeting opportunistic and value-added hospitality properties
• Supervised development of multiple extended-stay hotel properties with over 720 keys and prepared operating budgets
• Created internal financial model to track fund performance on IRR, WDP and NPV basis
• Led comprehensive market research analysis on more than 20 submarkets, assessing hotel supply-demand fundamentals, population trends, and Smith Travel Research reports

DTZ ROCKWOOD REALTY
New York · Summer 2007
Real Estate Investment Banking Intern

• Created ARGUS valuation models and performed sensitivity analyses for $108 million portfolio of eight grocery-anchored retail centers in New England totaling 660,000 sq ft
• Abstracted leases and performed rent rollover analyses for the $515 million sale of a mixed-use development in Chicago
• Authored tenant analysis report and presentation to facilitate sale of 355,000 square foot office/research facility
• Studied market for senior assisted living facilities in Northeast US related to development of 98 acres in Rhode Island

MORGAN STANLEY
New York, NY · 2004-2006
Investor Relations Senior Associate

• Articulated Morgan Stanley’s growth strategy, financial performance, and business drivers to investment community
• Drafted more than 30 quarterly earnings releases, presentations, and talking points for senior management meetings
• Managed relationships and reviewed financial models with over 30 institutional investors and 20 sell-side research analysts

LEHMAN BROTHERS
New York, NY · 2001-2004
Equity Research Associate

• Analyzed 18 large and mid-cap commodity and specialty chemical companies (total market cap: ~$175 billion)
• Increased research universe by 50%, raising research team ranking from #7 in 2000 to #2 in 2004; initiation process included financial modeling, meeting with corporate executives, and writing investment analyses
• Created new monthly report and updated annual 150-page industry overview by interviewing company executives and industry consultants, attending conferences, and enhancing plant capacity database
• Presented stock recommendations, industry trends, and valuation comparisons with internal sales-force, traders, and over 75 of the largest global institutional investment funds

PRICEWATERHOUSECOOPERS
New York, NY · 1999-2001
Financial Advisory Services Analyst

• Consulted on financial and forensic accounting issues related to public and private litigation cases
• Example project: Constructed $150 million lost-profit model quantifying damages stemming from breach of contract lawsuit

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

(1) Professional Certifications: LEED AP; Series 7 and 63 (2) Professional Memberships: Active member of Urban Land Institute Young Leaders and Zell/Lurie Real Estate Center (3) Community Service: New York Cares, Rebuilding Together NYC, Thai-American Young Professionals Association

FUNCTION

EDUCATION

WHARTON
Philadelphia · 1986-88
MBA; Real Estate

UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles · 1980-1984
BS; Business Administration

• Magna Cum Laude. 3.74 GPA

EXPERIENCE

MORGAN STANLEY
Atlanta · 2000-2009
Executive Director

• Completed over $10 billion in transactions. Acquisitions office with focus on Southwest US, national senior housing and medical office, national public to private. Portfolio Manager for German and Japanese institutions.

PROLOGIS
Denver · 1994-1999
Vice President

• Ran Acquisitions and Dispositions departments. Completed over 100 transactions

TRIZEC HAHN
San Diego · 1988-1994
Manager

• Responsible for acquisitions and financing of regional malls.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Investment Banking

FUNCTION

EXPERIENCE

LIBERTY PROPERTY TRUST
Philadelphia, PA · 2007
Summer Associate

• Performed comprehensive performance analysis of 46-property Horsham, PA portfolio. Sourcing data from 4 systems and performing property inspections, studied 9 cost centers (ex. HVAC, Electrical, and Roof) based on financial expenditures, budgeted variances, work orders, and subjective measures.
• Discovered key operational issues with regard to recoveries and provided detailed input to capital budgeting process.
• Reviewed leases and modeled offerings based on expected base rent, expense estimates, TIs, and lump sum requirements.
• Statistically examined 5 Liberty portfolios, with emphasis on understanding underlying market trends.
• Engaged in redevelopment project review meetings to define scope of design and construction efforts.

SCS, INC. BUSINESS CONSULTING SERVICES (IBM PREMIER BUSINESS PARTNER)
Syracuse, NY · 2002-2006
Consultant

• As Project Manager, completed ~$2M implementation on time and under budget, saving 30% in services. Authored statement of work, reworked budget to meet scope, and led coordination of 18 people from 5 companies.
• Developed 7 cross-functional and linked implementation plans comprised of over 1500 tasks, focusing on the complex interdependencies of assignments, resources, asset availabilities, and overall project milestones.
• Built team consensus through collaboration with business line executives, functional leads, staff, and third party consultants.
• Performed requirements analysis and employed advanced Excel capabilities and data warehousing techniques to design and develop 100+ financial reports encompassing Accounting, Revenue Recognition, Marketing, and Manufacturing while Reporting Lead.
• Directed 20 persons from 4 firms, leading the integration of 3 “Best of Breed” solutions. Eliminated 100% of duplicate entry and redefined accounting, customer Service, billing, and asset management business processes.

FOUR SEASONS DESIGNS
Syracuse, NY · 13039
Owner/ Entrpreneur

• Launched residential landscaping firm concurrent with full-time consulting job, designed plans.
• Addressed licensure matters, as well as all accounting and tax requirements pertaining to business structure.

PRICEWATERHOUSECOOPERS, LLP. MANAGEMENT CONSULTING SERVICES
Washington, D.C./ Boston, MA · 1997-2002
Consulting

• With increasing supervisory and functional responsibility, advanced quickly through firm. Grew business acumen, particularly project management and risk mitigation skills, through multi million dollar data warehousing and customer relationship management implementations at Fortune 100 companies, including Fleet Bank Boston, Pfizer, and Johnson & Johnson.
• As performance task force lead, identified and analyzed new functionality, authored justification, and gained executive approval.
• Supervised and formally appraised performance of junior consultants.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

**Professional Awards: SCS Top Performer, 2004; SCS Team Player, 2003. **Relevant Skills: Advanced Microsoft Office (Excel, Word, &PowerPoint), Argus trained, MS Project, MS Access, familiar with several Enterprise Software packages, PL/SQL. **Memberships: Young Leader, Urban Land Institute; Cornell Alumni Admissions Ambassadors Network. ** Interests: NY Yankees devotee (incl. autograph collecting), golf, tennis, softball, landscaping, home improvements, reading.

FUNCTION

PORTFOLIO MANAGEMENT / INVESTOR COMMUNICATION

PRIVATE EQUITY / VALUATION

PROJECT MANAGEMENT/ LEADERSHIP/TEAMWORK/ANALYTICAL

EDUCATION

THE WHARTON SCHOOL; UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2006-2008
MBA; Real Estate

• Active Member of Real Estate Club and Zell Lurie Center.
• Won 2nd place at 2007 GW Case Competition. Greenbuild 2007 attendee.
• House Manager for Rebuilding Together; led a team of 30 to rehab 2 homes in Philadelphia.

THE LAUDER INSTITUTE; UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2006-2008
MA; East Asian Studies/Japanese

• Awarded Joseph H. Lauder Fellowship for academic achievement. Admissions Committee Interviewer 2007-2008.
• Graduate Thesis: “From Okinawa to Japan: A New Era for U.S.-Japan Relations.”

COLLEGE OF WILLIAM & MARY
Williamsburg, VA · 1997-2000
BA; Political Economy

• Sony-Morita Scholarship (Nanzan University, 1996-97), Golf Team, Alpha Chi Omega, President of Japanese Club

EXPERIENCE

HRJ CAPITAL
Chicago, IL · 8/2008-Present
Associate

• PORTFOLIO MANAGEMENT / INVESTOR COMMUNICATION
• Actively involved with monitoring $300M of private equity investment across 18 fund managers and 30 funds. Investments in the value add and opportunistic space and located in the US, Europe and Asia. Mangers include Fortress, Broadway, Aetos, Shorenstein, Rockwood, Westbrook, Walton Street, JER, daVinci, Quinlan Private, Rockpoint, Lone Star and others.
• Conducted meetings with 15+ international managers and co-wrote memos for investment committee. Screened new fund submissions and expanded fund tracking database.
• Created pitch book for a $150M global opportunistic fund marketed to corporate/pension fund/endowment/HNW investors.
• Assisted with due diligence for corporate merger/acquisition process.
• Analyzed trends within global portfolio markets and valuations as part of quarterly investor communication, led investor reporting for 9/30 valuations.

RREEF, DEUTSCHE BANK
Tokyo, Japan · Summer 2007
Summer Associate

• PRIVATE EQUITY / VALUATION
• Participated in site inspections, meetings with contractors, construction supervisors, architects, leasing agents and lenders as part of a JPY 90 billion site acquisition and development planning.
• Conducted asset inspections, analyzed tenant rolls, read market/appraisal/engineering due diligence reports to underwrite JPY 50 billion of assets. Wrote memos for regional and global transaction review and investment committees.
• Created pitch book for launch of JPY 20 billion equity fund to offshore investors. Assisted with fund structuring while working with internal product managers, tax and legal counsel to determine tax efficient methods of ownership/control.
• Communicated with investors regarding RFPs, lease analysis, cash flows and ground lease questions prior to acquisition bid.

GENERAL REINSURANCE CORPORATION
San Francisco, CA · 8/2000-4/2006
Assistant Vice President

• PROJECT MANAGEMENT / LEADERSHIP / TEAMWORK / ANALYTICAL
• Managed business for the largest national client (10% of volume), at client’s request, $30M+ in lifetime contract revenue.
• Led internal teams as manager of 25+ local and regional client relationships, coordinated deal flow within the office to identify and ensure client’s timelines were met. Doubled revenue in Utah and Hawaii in first year as manager.
• Negotiated contract terms and conditions for over $20M+ revenue after completing due diligence process while monitoring the strategic impact of individual accounts on the overall portfolio of business.
• Created reporting/tracking system and built pricing spreadsheets to prepare strategies for renewal negotiations while monitoring trends, pricing and business portfolio composition for 200+ accounts for a high profile client.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Investment Banking
• Real Estate Law

Published Work: “Japanese Real Estate: Does Government Help or Hinder Development?” Cornell Real Estate Review 2007, selected as a finalist for ING Clarion Award 2007. Real Estate Interests: Exposure to the industry through family business in Hawaii; affordable housing development and management, golf course development and management, commercial brokerage and leasing, and real estate appraisal. Golf / Outdoor Enthusiast: Former NCGA member; played Pebble Beach, closest to the pin winner at several tournaments. Completed a week-long hiking trip through Patagonia and Skyline to Sea trail in California. Language: Advanced conversational and written Japanese language skills. Community: Wharton Chicago-area alumni interviewer and Lauder alumni representative. Professional Organizations: ULI, CREW and REFF

FUNCTION

WORK-OUTS, RESTRUCTURING

• Commercial mortgage origination, structuring, work-outs, and CMBS. Commercial real estate asset management. Key senior relationships with CRE departments of financial institutions, developers, opportunity funds, REITs, and other owner/operators of commercial real estate

EDUCATION

WHARTON SCHOOL - UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1985-1988
BS - Economics; Finance

BRANDEIS UNIVERSITY
Waltham, MA · 1984-1985

• Transferred to Wharton after Freshman year

EXPERIENCE

MORGAN STANLEY
New York, NY · January 2008 – May 2009
Managing Director, Asset Management & Restructuring

• Lead five person team responsible for asset and risk management of $10 billion commercial real estate credit facility portfolio. Completed significant restructures - mostly of commercial mezzanine repurchase facilities. Reduced via syndication and payoff over $4 billion of subscription lines to major opportunity funds

MORGAN STANLEY
New York, NY · July 2002 – December 2007
Executive Director, Institutional CMBS & Balance Sheet Lending

• Originated, underwrote, structured, and securitized/syndicated commercial real estate financing products including mortgage mezzanine, LBO, and preferred equity loans. Completed over $5.7Bn of lending transactions to franchise and first time borrowers. Clients included major opportunity funds, REITs, and other institutional borrowers.

MORGAN STANLEY
Sydney, Australia · April 2000 – June 2002
Vice President, International Securitization

• Founded firm\'s domestic securitization business in Australia & New Zealand. Spearheaded research and business planning for prospective domestic commercial real estate lending platform. Advised domestic financial institutions on cross-border securitization transactions.

MORGAN STANLEY
New York, NY · May 1997 – March 2000
Vice President, CMBS Conduit & Finance Group

• Purchased and securitized financial institution-originated first mortgages. Advised financial institutions seeking agented CMBS underwriting and distribution services.

MUTUAL OF NEW YORK
New York, NY · July 1993 – April 1997
Vice President, Equity & Debt Asset Management

• Lead team that worked-out, restructured and managed large commercial mortgage portfolio in the Northeast. Senior asset manager for large commercial office and industrial portfolio in the Northeast

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Advisory/Consulting
• Asset Management
• Banking
• Investment Banking

20-year veteran of the commercial real estate business - primarily centered around principal activities. Strong industry relationships within most sectors including institutional owner/operator, lending, and financial intermediaries. Targeting both senior full-time and consulting roles with investment platforms that plan to deploy new capital and/or need loan work-out/restructuring capability.

FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, USA · 2005 - 2007
MBA; Major in Finance and Healthcare; GMAT 750; INSEAD Exchange (Fontainebleau Campus)

• MBA-Chair of Wharton Asia Business Conference; led committee of 40 and 30 volunteers to organise 400 person event
• Panel Director for Wharton Healthcare Conference & Wharton Private Equity Conference
• Field Application Projects (consulting assignments) for 1) Warburg Pincus NY & 2) US biodefense early stage company
• Selected for Leadership Coaching and Development Program & attended Quantico (US Marines Corps) Leadership Venture

IMPERIAL COLLEGE, UNIVERSITY OF LONDON
London, UK · 1998 - 2002
MEng; Master of Civil Engineering

• Awarded full PSA Corporation (Singapore) Undergraduate Scholarship covering tuition and living expenses for all 4 years
• Awarded Imperial College Scholarship for outstanding academics and strong contributions in extra-curricular activities
• Active member of Imperial College Basketball 2nd Team; captained Imperial College Singapore Society Basketball team to 4 championships; chaired High School Alumni dinner in UK attended by Singapore High Commissioner (UK) and 200 guests

EXPERIENCE

GOLDMAN SACHS INTERNATIONAL
London, UK · 2007 – 2008
Associate, Investment Banking Division – Real Estate, Leisure and Gaming Advisory

• Managed deal executions including financial and legal due diligence, valuation analysis, management presentations, site visits, antitrust risk management, commitment committee memos, bid strategies and negotiation of sale and purchase agreements
• Provided sector coverage through qualitative and quantitative feasibility of proposed mergers, divestitures, acquisitions, and joint ventures across various industries and countries
• Selected experience include
• Advised PE consortium on final round bid for auction of major Swedish real estate company (~€4bn)
• Advised PE consortium on final round bid for auction of major Nordic real estate company (~€3bn)
• Advised UK lodging company on exclusive sale to major UK leisure company (~€1bn)
• Other mandated advisory work included IPO of Russian real estate company, LBO of European gaming company, equity rights offering for UK leisure company and sale of private UK lodging company

LEHMAN BROTHERS
New York, USA · Summer 2006
Summer Associate, Investment Banking Division – Global Leveraged Finance

• Managed credit committee process for the acquisition of $880m public retail company by a sponsor portfolio company to be fully funded by high yield debt. Authored credit committee memorandum and supervised analyst on LBO M&A model
• Drafted rating agency presentation and bank book for $3.2bn acquisition finance for a business services company
• Other selected experience include debt capacity analysis for a retail LBO proposal, breakage cost analysis for outstanding bonds of a telco and debt structure comparison between bank/bond and CMBS for a healthcare company

BAIN & COMPANY
Los Angeles, USA & Singapore · 2002 - 2005
Senior Associate Consultant (2004-2005); Associate Consultant (2002-2004)

• Led $10m headcount reduction effort involving 200 FTEs for a distressed $500m US healthcare company. Negotiated with regional and business unit heads for headcount reductions based on staffing model developed
• Led multiple client teams (largest with 10 FTEs) on an 18-month turnaround project for a large Thai bank. Negotiated 5-year targets with business unit CFO, developed product profitability model and designed customer targeting methodology
• Established Asia-Pacific sourcing and manufacturing strategy for a global consumer products company. Developed cost models for regional sourcing options and finalised manufacturing footprint for $80m plant in China
• Winner of Bain Asia’s Extraordinary Team award for excellence in value addition, client relationships and teamwork
• Led recruiting efforts at London universities (SG office) and conducted training sessions for Associate Consultant class

MARAKON ASSOCIATES
London, UK · Summer 2001
Summer Associate Consultant

• Developed business banking growth strategy for a top UK bank. Conducted market assessment of non-traditional service offerings and estimated potential profit impact

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Banking
• Development
• Investment Banking

Languages: Fluent in Mandarin (12 years of formal education), Cantonese and Malay • Interests: Poker, outdoor activities (climbed Mt. Kilimanjaro), basketball, golf, and travel (visited 43 countries)

FUNCTION

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · August 2002 - May 2006
Bachelors; Economics

• Academic Focus: Economics, Finance and Real Estate; Cumulative GPA: 3.4
• Minor: Real Estate and Urban Development;
• Relevant Coursework: Corporate Finance, Real Estate Finance, Real Estate Law, Financial Accounting, Business Statistics

EXPERIENCE

AMERIMAR ENTERPRISES
New York, NY · Jan 2006 - February 2009
Associate

• • Underwrote valuation of commercial real estate opportunistic investments. Developed and utilized a proprietary model to determine the highest IRR using extensive analysis of cash flow, debt assumptions, acquisition and selling costs.
• • Projected 10-year cash flows with ARGUS for assets under management. Combined existing lease information with anticipated leasing schedule and assumptions for market rent, rent growth, expenses, taxes, insurance, tenant improvements and leasing commissions.
• • Studied, reported and created 3-D models based on NYC Zoning Regulations for potential ground-up developments and physical expansion of buildings. Notable project: 101 W 57th St. (formerly the James Hotel), a ground up development, modeled showing Central Park shadows, stacking plan and floor plans with multiple cash flow models for mixed uses.
• • Examined NYC property tax code applicable to commercial real estate, integrating into underwriting.
• • Created abstracts of office leases for buildings specifically in the Manhattan and Philadelphia area. Familiar with the NYC Standard Form of Office Lease and typical amendments.
• • Corresponded with brokers regarding changes to Manhattan’s leasing markets to accurately adjust underwriting assumptions.
• • Designed and managed company’s website. Restructured for more effective use, incorporating more data and online resources for potential investors. Made user friendly for local and foreign visitors and simple for in-house staff to manage updates.

ELAN GORDON WEB CONSULTING
Philadelphia, PA and New York, NY · Spring 2003 - Present
President and Founder

• • Advised clients through the strategic, creative and technical elements of building a truly effective website. Responsibilities include visual design, strategic plan building, search engine optimization and technical maintenance.
• • Managed support teams of 20 people or more hired for specific projects, including two long term part-time employees.
• • Continue to generate year-over-year increasing revenues and profits, primarily through word of mouth from satisfied clients.
• • Representative Work: www.thepondatbryantpark.com; www.e13lofts.com; www.linnemanassociates.com

CAPITAL TRUST
New York, NY · Summer 2005
Analyst

• • Underwrote commercial real estate loans across all asset types, with a focus on hotel and retail segments, basing valuations on in-place cash flows and assigning growth rates in accordance with industry, location, and asset quality.
• • Notable Project: Blackstone’s Acquisition of Wyndham Hotels – Evaluated all 30 properties of the portfolio by considering in-place cash flows and savings on corporate management. Improved Capital Trust’s valuation method by discounting Blackstone’s expected savings.

LINNEMAN ASSOCIATES
Philadelphia, PA · Summer 2004 - Summer 2006
Research Assistant

• • Led research analysts for the Linneman Letter and academic studies by Professor Linneman, managed several constituents and insured accuracy of all data. Produced many models using research data to clarify trends in the real estate industry. Utilized statistical software to produce proprietary forecasting models for employment and absorption in local markets.
• • Contributing Writer for The Linneman¬ Letter – Sample Article: “Wal-Mart in Turbulent Times” (Winter 2004 edition) - An analysis and evaluation of challenges and opportunities facing Wal-Mart in its movement to urban markets under their new “Urban 99 Program.”

WHARTON REAL ESTATE DEPARTMENT
University of Pennsylvania · Fall 2005
Lead Teaching Assistant

• • Real Estate Finance, Real Estate Entrepreneurship and International Real Estate Investments: Coordinated resources, office hours, student grades and guest speakers for both undergraduate and MBA classes.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Development

Extensive Knowledge of ARGUS DCF Proficient in Microsoft Office, Windows, Photoshop, Google Sketchup, IT Support Experience & Internet Research Proficient in Hebrew Intramural team sports (e.g. Hockey, Dodge ball, Kickball, Basketball, etc.)

FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2005-2007
MBA; Real Estate

• Awarded prestigious Joseph Wharton Fellowship for outstanding leadership and professional/academic achievement
• Club affiliations: Private Equity, Real Estate (VP Social Events), Restructuring, Entrepreneurship, Travel & Hospitality, Golf
• GMAT: 740 (top 2%)

UNIVERSITY OF ILLINOIS
Champaign, IL · 1995-1999
BS; Finance

• High Honors; GPA: 4.0/4.0 major, 3.8/4.0 cumulative
• Varsity Football, Starting Free Safety and Four-Year Letterman
• Full Athletic Scholarship, Academic All-American, Academic All-Big Ten, Two-time ESPN National Scholar-Athlete of the Week, Varsity Football Student-Athlete of the Year, Chancellor’s Choice Award

EXPERIENCE

ALTERRA CAPITAL GROUP, LLC
Miami, FL · 2007-Present
Acquisitions Manager

• COMPANY DESCRIPTION: Private real estate investment firm focused on acquiring and turning around distressed multifamily assets
• Completed 6 acquisitions worth $73 million to increase portfolio size by 1,800 multifamily units
• Identified, underwrote, conducted due diligence on and negotiated deal points for over 250 investments considered
• Determined value-add strategy for each acquisition via site visits, input from relevant third parties and financial analysis
• Reduced contract purchase price across 5 properties by combined $2 million (3.3% savings) via due diligence/renegotiation
• Developed business plans with manageable action items for asset managers to improve post-closing operations
• Structured, evaluated and presented JV arrangements to investors to help raise $27 million in equity
• Developed extensive network of top-producing intermediaries across Southeastern US to originate new deals
• Evaluated, negotiated and helped prepare documentation for $46 million of debt financing

WOOLBRIGHT DEVELOPMENT, INC.
Boca Raton, FL · Summer 2006
Summer Associate

• COMPANY DESCRIPTION: Real estate investment firm that acquires and repositions underperforming neighborhood shopping centers
• Redeveloped and improved company’s financial models and proprietary software used to evaluate and manage acquisitions
• Monitored corporate strategies and expansion plans of company’s largest tenants and regularly briefed executive team on

CLEAR CHANNEL ENTERTAINMENT (NOW LIVE NATION)
New York, NY & Fort Lauderdale, FL · 2001-2005
Associate - Corporate Development & Strategic Planning

• COMPANY DESCRIPTION: World’s largest live entertainment event producer and venue operator
• Completed 80 transactions worth $500 million to expand and enhance company’s real estate and promoter network
• Transformed company from short-term aggregator to longer-term strategic operator by managing strategic planning process across 7 operating divisions, coordinating directly with divisional CEO/CFO/COOs
• Led valuation, due diligence and ongoing monitoring efforts for all acquisitions, JVs and other projects
• Produced feasibility analyses and helped structure creative deals for development/renovation of 6 entertainment venues, including 2 theaters within Planet Hollywood Resort & Casino in Las Vegas

BEAR, STEARNS & CO. INC. (NOW J.P. MORGAN)
New York, NY · 1999-2001
Analyst - Investment Banking, Leveraged Finance Group

• COMPANY DESCRIPTION: Leading global investment bank
• Completed $1.0 billion worth of leveraged buyout, private placement and other corporate financings
• Constructed complex financial models and prepared client presentations and internal committee memoranda to aid all stages of deal pitching, underwriting and execution processes
• Acquired an in-depth understanding of high yield, mezzanine and leveraged loan structures and covenant mechanics
• Prepared financial analysis and rating agency presentation for $2.4 billion LBO of Johns Manville by Hicks Muse and Bear Stearns Merchant Banking (deal ultimately terminated and subsequently completed by Berkshire Hathaway instead)

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Investment Banking

Acquired 2 residential properties at distressed prices using no upfront personal capital, selling 1 after renovation to triple equity investment (rehab cost) within 45 days; have owned rental property

FUNCTION

ACQUISITIONS

• Transaction responsibilities include: seeking potential investments and joint venture partners; underwriting and analyzing cashflows; devising investment and partnership structures; overseeing legal, financial, market, and property due diligence; negotiating loan documents, purchase and sale contracts and other third-party agreements; writing and presenting investment committee memoranda

ASSET/PORTFOLIO MANAGEMENT

• Management responsibilities include: overseeing management and operating decisions of portfolio companies and joint venture partners; restructuring and repositioning portfolio investments to maximize value; refinancing and divesting of portfolio properties; participating in quarterly board meetings pertaining to operations, strategic planning and capital structure management; hiring and supervising development teams; creating employee and partner incentive plans; monitoring and servicing portfolio investments; complying with internal reporting and investor requests

CAPITAL RAISING

• Coordinated marketing and fund-raising efforts for two new funds

EDUCATION

WHARTON SCHOOL
Philadelphia, Pennsylvania · 1997-2001
B.S. Economics; Finance, Accounting

• Graduated summa cum laude. Cumulative GPA: 3.9/4.0. Honors and Awards: Dean’s List Every Year (1997-2001); Member of Golden Key National
• Honors Society; Recipient of Herbert K. Brown Scholastic Foundation Award for Real Estate (2001);
• Recipient of Ballard Fund for Real Estate Excellence Award (2000); Recipient of Laventhol and
• Horwath Accounting Scholarship (1999)

EXPERIENCE

CREDIT SUISSE
New York, NY · 2001-2008
Vice President

• Responsible for sourcing, underwriting, executing, and managing the investment allocations of three $1.5 billion real estate investment funds; funds have leveraged $4 billion of equity into more than $13 billion of assets via single-asset, portfolio, and pubic security-related transactions, involving multi-family, commercial, lodging, and distressed debt investments
• Directly executed more than $1.8 billion of transaction value; realized or substantially realized transactions have generated returns on equity in excess of 150%
• Selective transaction experience includes: led $107 million acquisition of commercial office portfolio; co-managed $150 million acquisition and repositioning of distressed Caribbean hotel and adjacent developable land; co-managed acquisition of a €54 million first-loss position of a distressed loan secured by a portfolio of German office buildings; co-managed $174 million luxury condominium development; assisted with $70 million acquisition and bankruptcy reorganization of distressed debt secured by five-star hotel; led underwriting of $145 million sub-performing senior loan portfolio; initiated underwriting of multiple public and private real estate companies; executed numerous follow-on acquisitions that helped to expand a portfolio company into one of the largest third-party logistics operations in the United States, with over $150 million of annual revenue

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Real Estate Law

FUNCTION

ACQUISITIONS AND DEVELOPMENT

• Homebuilding and mixed-use development, including land acquisition/site assemblage, negotiation of contracts with land sellers and municipalities, obtaining development approvals, project financing and assisting in the pre-construction design process.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2001 - 2003
MBA; Real Estate and Finance

• 1st place team member in Seevak Real Estate Research Competition, an annual student contest.
• Admissions Committee Member, Vice President of Real Estate Club, Co-chair of Admissions Volunteer Committee, Co-chair of Wharton Welcome Weekend, Wharton-Omnicom Communication Program Fellow.

CORNELL UNIVERSITY
Ithaca, NY · 1996 - 1997
MPA; Public Administration

CORNELL UNIVERSITY
Ithaca, NY · 1992 - 1996
BA; History

EXPERIENCE

LANE COMPANY
Charlotte, NC · 2007 - 2008
Development Manager, Carolinas Division

• Responsible for day-to-day development activities in Carolinas division for full-service multifamily real estate company. Coordinated preparation of comprehensive deal-specific investment memoranda, including financial proformas and market analyses, for presentation to Investment Committee. Assisted in development of site plans and preliminary architectural drawings for developments ranging from garden apartment communities to urban infill mixed-use projects.
• Key Achievements:
• Participated in site acquisition activities in Carolinas and Richmond/Tidewater regions of Virginia with transaction value over $24.0 million and projected development costs over $182.0 million.
• Launched effort resulting in successful identification and introduction of two capital sources.

HERITAGE BUILDING GROUP, INC.
Jamison, PA · 2005 - 2007
Vice President, Land Operations

• Led large redevelopment project consisting of 1,200 homes, 350,000 SF of commercial space, nature preserve, affordable housing and remediation of contaminated sites for regional real estate developer. Formulated and executed strategy in areas such as: site assemblage, receipt of entitlements and sewer/water utilities, land planning, project financing and public relations. Managed relationship with engineers, land planners, attorneys, analysts, elected officials, community groups and press.
• Key Achievements:
• Spearheaded RFP (Request for Proposal) process that culminated in township\'s selection of company as its Redeveloper.
• Successfully negotiated Redevelopment Agreement with township, despite opposition from 20% of Township Committee.
• Directed land acquisition activities resulting in control of seven properties with transaction value of $17.0 million.
• Effectively delivered public presentations and initiated press opportunities resulting in support of statewide elected officials and local community groups for redevelopment project.

K. HOVNANIAN COMPANIES, INC.
Edison, NJ · 2003 - 2005
Land Acquisition Manager

• Identified sites, evaluated feasibility, directed studies and presented potential land acquisitions to senior management of publicly traded homebuilder. Projects under consideration ranged from greenfield development to urban infill high-rise construction with maximum acquisition value of $80.0 million. Monitored, trained and mentored three junior analysts in their preparation of financial proformas, comparable community analyses and vacant land searches.
• Key Achievements:
• Conceived strategy and negotiated term sheets for town home community with transaction value of $16.0 million and Active Adult mid-rise project with transaction value of $8.5 million.
• Earned placement in Leadership Development Program for high-potential associates.

THCG, INC.
New York, NY · 1999 - 2000
Associate

• Provided venture capital and business development services to early-stage companies in high-growth industries. Prepared investment memoranda, performed financial analyses and conducted due diligence.
• Key Achievements:
• Participated in analyses resulting in aggregate firm investments of over $15.0 million.

PRICEWATERHOUSECOOPERS
New York, NY · 1997 - 1999
Associate Consultant, Financial Advisory Services Group

• Assisted underperforming companies on behalf of company management or creditors. Provided analytical and investigative services to law firms navigating complex financial disputes.
• Key Achievements:
• Created model to liquidate power company and calculate money owed to/from trading partners.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Alumni Interviewer, The Wharton School; Wharton and Penn Liaison, Wharton Club of Charlotte; Member, Strategic Planning Committee, Community Link (nonprofit assisting working poor individuals obtain housing); Past member of Board of Directors, Dress for Success, New York; Past Executive Director, StreetWise Partners, Inc. (nonprofit providing job skills to low income individuals); Member, Urban Land Institute

FUNCTION

EDUCATION

UNIVERSITY OF PENNSYLVANIA GRADUATE SCHOOL OF FINE ARTS
Philadelphia, PA · Aug 2000 - May 2003
Master of City Planning; City Planning

• Department of Housing and Urban Development (HUD) Award
• Physical Planning & Design, Concentration in Urban Design
• Honors: Department of Housing and Urban Development (HUD) Fellowship
• Activities: Fairmount Park Art Association - internship

UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
Philadelphia, PA · Aug 1999 - May 2003
Juris Doctor; Law

• Honors: Public Service Award – University of Pennsylvania Law School
• Fellowship with International Foundation for Education and Self Help (IFESH)
• Equal Justice America Fellowship
• Activities: Black Law Students Association (BLSA)
• Regional Housing Legal Services - volunteer
• Public Policy and Management Certificate - UPenn Law/Wharton

ILLINOIS INSTITUTE OF TECHNOLOGY
Chicago, IL · Aug 1988 - May 1993
Professional Bachelor; Architecture

• Professional Bachelor of Science, Honors
• Architecture, Minor in City Planning and Construction Management
• Honors: Outstanding Academic Achievement Award
• Deans List Recipient
• NOMA Award
• IIT Architectural Award
• Activities: National Organization of Minority Architects (NOMA) - President

EXPERIENCE

PHOENIX DESIGN AND DEVELOPMENT
Philadelphia, PA · April 2007 - Present
Senior Real Estate Project Manager

• Work directly under the owners of a privately held real estate development firm. Oversee work of four or more project managers and other staff, managing over seven ongoing projects in different stages of development with construction development budgets ranging from $20,000 to 20 million, with a combined project development cost of over 45 million dollars. Reviewed all legal correspondence and contracts, provide advice, and follow through on responses. Review and collect documents for loan closings. Prepare memos, project brochures, client letters, purchase orders, term sheets, condo documents, and request for proposals.

LUTHERON SOCIAL MINISTRIES OF NEW JERSEY
Burlington, NJ · April 2006 - Nov 2006
Real Estate Manager

• Coordinated the real estate development process between owners, consultants, and government officials including architects, attorneys, and financial advisors. Prepared site analysis, power point presentations, cost estimates, preliminary site plans, and pro-formas. Responded to request for proposals and represented company at township council and zoning board meetings.

PHILADELPHIA HOUSING AUTHORITY
Philadelphia, PA · Feb 2005 - Aug 2005
Real Estate Development Specialist I

• Assists in working with developers, investors and business people by gathering and sharing needed
• information to facilitate the real estate development process. Responsibilities include conducting research, giving public presentations, project design, project feasibility analysis, and preparing funding applications as they relate to real estate development.

PHILADELPHIA LAW DEPARTMENT
Philadelphia, PA · Aug 2003 - Feb 2005
Assistant City Solicitor

• Completed assignments for the Real Estate and Contracts departments. Provided legal analysis on topics regarding interpretation of the Philadelphia Building Code and financing of Capital Projects. Approved contracts to form and answered legal questions regarding the City Charter as it relates to bidding of Public Works Contracts and Professional Services.

TRIAD CONSORTIUM, LTD.
Chicago, IL · Aug 1993 - Aug 1998
Architect

• Developed construction documents and analyzed cost estimates. Implemented office standards. Represented personal clients. Prepared cost estimates and evaluated construction bids. Conducted meetings. Advocated company position to contractors, clients, and government agencies. Reviewed contract documents. Conducted financial studies, feasibility studies, and historic preservation studies. Coordinated data supplied by clients, organizations, government agencies, contractors, and associates. Researched material data and specifications. Conducted building code, zoning code, and fire code research. Coordinated other disciplines. Conducted building inspections. Reviewed warranties.

ADDITIONAL INFORMATION

Club Membership: Law School

Interests:

• Design
• Development
• Real Estate Law

LICENSES: Licensed Architect, Licensed Attorney CERTIFICATIONS: Certified Advanced AutoCAD User, NCARB Certified BAR ADMISSIONS: New Jersey MEMBERSHIPS: American Institute of Architects, American Planning Association, American Bar Association, Urban Land Institute, Association of Corporate Counsel, Delaware Valley Green Building Council SOFTWARE: Microsoft Word, Excel, PowerPoint, Access, Autodesk Desktop, Westlaw, Lexis, Adobe Photoshop, Adobe Illustrator, Arch GIS, 3D Modeling Software INTEREST: The Fine Arts, Photography, Wildlife, Fitness, Traveled the United Kingdom, sub-Saharan Africa, Norway, and Thailand. INVESTMENTS: Owner and manager of a triplex and duplex, both 100% occupied with positive cash flow. CERTIFICATES: The Art and Science of Grant Writing, Real Estate Development From Beginning to End, Fair Housing Accessibility

FUNCTION

ASSET/PORTFOLIO MANAGER

• Proven Real Estate executive with 17 years experience looking for a position with a dynamic, fast-paced organization.
• Backgound includes workouts and restructurings.

EDUCATION

WHARTON SCHOOL OF UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1991-1992
MBA; Real Estate Finance

HARVARD UNIVERSITY
Cambridge, MA · 1983-1987
BA; Government

EXPERIENCE

HAWTHORNE PARTNERS
Woburn, MA · 2005-2009
Principal

• Started residential land development business with two other partners.
• Negotiated joint venture with the Lubert Adler real estate funds to provide co-investment capital and joint venture equity.
• Pursuing entitltements on four New England communities representing nearly 400 units of residential product.

LUBERT ADLER REAL ESTATE FUNDS
Philadelphia, PA · 2004-2005
Asset Manager

• Provided Asset Management services on multiple joint ventures ranging from a $500mm industrial portfolio in the southeast to a 10 asset portfolio of respositioned shopping centers in the northeast.
• Assisted in the development of asset management policies and procedures.

CHARLESBANK CAPITAL PARTNERS
Boston, MA · 2001-2004
SVP Head of Asset Management

• Led and oversaw asset management group responsible for all Fund investments.
• Served as portolio manager for a large separate account client who had invested in a portfolio of direct trophy assets through investment advisory firms.
• Instrumental in managing troubled investments including recapitalization strategies.

AEW CAPITAL MANAGEMENT
Boston, MA · 1994-2001
Vice President

• Began AEW Career as part of Workout Group, restructuring troubled debt and equity investments throughout the country and across all property types.
• Selected as firm\'s youngest Portfolio Manager, responsible for a $400mm separate account client and an $800mm series of commingled funds.
• Worked in Capital Markets Group overseeing sales and financings across the firm\'s portfolio.
• Sourced, negotiated and structured new investments on behalf of the AEW Partners Funds, a series of opportunistic real estate vehicles.

COOPERS & LYBRAND
Boston, MA · 1993-1994
Senior Associate

• Worked in the Financial Advisory Services Group providing consulting services to real estate owners, developers and institutions.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Investment Banking

Licensed real estate broker in Massachusetts. Series 7 and Series 63 qualified.

FUNCTION

EDUCATION

UNIVERSITY OF PENNSLYVANIA, THE WHARTON SCHOOL OF BUSINESS
Philadelphia · 1985-89
B.S. Economics; Management

• Magna cum laude (3.62)

DUKE UNIVERSITY SCHOOL OF LAW
Durham, North Carolina · 1989-1992
JD

• top quartile of class

EXPERIENCE

K&L GATES
New York, New York · 2005-2009
Associate

• Draft and negotiate commercial New York City office leases representing primarily tenants. Represent lenders in mezzanine loan financing. Draft and negotiate development, construction, brokerage, and real estate service contracts. Negotiate purchase and sale agreements for commercial property for buyers and sellers.

PROSKAUER ROSE, LLC
New York, New York · 2005
Contract Attorney

• Represented lender in 300+ national property financing. Represented developer in purchase and development of Manhattan commercial buildings. Analyzed change of control provisions in leases for corporate acquisitions.

WEDDING WORLD
Pennsylvania, Maryland, Ohio, and West Virginia · 1995-2004
Regional Manager

• Responsible for operations/human resources in 22 store, 300+ employee chain. Responsible for site selection and lease negotiation. Designed, planned, and supervised store renovations and new store build-out. Supervised hiring and promotion, and created innovative training programs. Coordinated trademrk infringement lawsuit against shopping center owner and department store chain. Negotiated sale of company with department store chains and clothing manufacturers. Handled bankruptcy related issues.

WILLKIE FARR & GALLAGHER
New York, New York · 1992-1995
Associate

• Responsible for the diligence, disclosure, and property transfer for the initial public offerings and securitized financings of retail REIT\'s including CBL & Associates, Debartolo, and CNL. Multi-state, multi-property transactions for lenders and borrowers. Negotiated office and retail leases. Co-wrote article in NY Law Journal on enforcement of operating covenants in shipping center leases.

THE DOWNTON ALTOONA GALLERY
Leasing and Promotion Director · 1987-1989
Leasing and Promotion Directior

• Developed and implemented leasing and marketing strategy for specialized indoor shopping plaza in rehabilitated historic building of a blighted, downtown area.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Design
• Development
• Investment Banking
• Real Estate Law

FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2005-2007
MBA; Real Estate

• Professional Club Affiliations: Real Estate, Finance, Entrepreneurship; SEEVAK Real Estate Competition
• Social Clubs: Antarctica 2006 Leadership Venture, Politics & Public Policy Club (President), Basketball Club (Vice-president)

UNIVERSITY OF MISSOURI-COLUMBIA
Columbia, MO · 1993-1998
BA/BA; Economics & Political Science

• 3.7/4.0 Major GPA, 3.5/4.0 Cumulative GPA (UM Curators and Bright Flight Scholar)
• 1997 Homecoming King Runner-Up, Athletic Department Academic Tutor, Homecoming & RAMS Steering Committee, Sigma Phi Epsilon Fraternity President (2 years), ASUM Student Lobby Program (4 years)

EXPERIENCE

FONTAINEBLEAU RESORTS
Las Vegas, NV · September 2007-September 2009
Director, Development Analysis

• Worked under Corporate SVP Development, managing all facets of development on two mega-resort construction projects and pre-development phase, international expansion pipeline for a startup casino/resort developer:
• Las Vegas-$3.5 Billion new construction (8.8M Sf): 4,000 key Hotel/Condo/Convention/Casino resort on the Strip
• Miami-$1 Billion renovation: 1,500 key Hotel/Condo/Convention resort complex on Miami Beach
• International Pipeline-Vietnam (Ho Tram Lands), SE China (Hainan Island), Dubai (Palm Jebel Ali)
• Development Phase-Conducted project-level financial analysis; Managed overall development budget; reviewed contractor projections, construction cost forecasts, and operational soft cost projections; maintained relationships with local authorities (Clark County) and assisted with entitlements/approvals, completed all internal diligence, and directed LEED audit
• Restructuring Phase-Committed to the project through bankruptcy proceedings; Directed all internal and partner diligence, managed construction budgets, advised on financial model review and completed construction site shutdown activities
• International Development-Devised project pro-forma’s and development budgets, reviewed construction cost estimates, completed market diligence, evaluated project agreement terms and developed conceptual project programs
• Las Vegas Retail-Coordinated 300,000 Sf ($400M) retail project thru construction, lease-up & tenant related activities
• Art Program-Managed $40M modern art installation for FBLV and FBM projects (Under CEO, Glenn Schaeffer)

US SENATOR CLAIRE MCCASKILL/MISSOURI DEMOCRATIC PARTY
St. Louis, MO · August 2006-November 2006
Senior Advisor, General Finance Consultant

• Served as senior advisor and finance consultant to then US Senate candidate, Claire McCaskill
• Took academic leave to direct all fundraising activities for the Senatorial campaign during the 2006 general election

MISSOURI DEMOCRATIC PARTY
St. Louis, MO · August 2004-December 2004
Finance Chair (McCaskill for Governor)

• Youngest person to hold the position of Finance Chair in the history of the Missouri Democratic Party
• Managed fundraising campaign for the Missouri Democratic Party and McCaskill for Governor, overcoming the late election pullout of financial support by the DNC, raising a record $15.5 million in 75 days, exceeding budget expectations by 55%
• Advised Nominee on daily basis about key relationship strategy, served as her primary liaison, managed the comprehensive finance plan, directed the flow of support from previous incumbent supporters and managed a 12 person fundraising team

GOVERNOR BOB HOLDEN
State of Missouri · October 1999-August 2004
Finance Director-Holden for Governor, Missouri Democratic Party

• Directed in-state and national fundraising activities for Governor Bob Holden and Missouri Democratic Party
• Primary advisor and liaison to Governor, leading turn-around campaign and strategic plan development for fundraising activities that fulfilled massive debt obligations and raised over $16 million into multiple campaign committee funds
• Lead Missouri fundraising efforts for a strategic 527 PAC during the 2004 Presidential primary prior to the Iowa caucus
• Political Director, Legislative Redistricting Campaign; Managed political strategy and key relationships for Governor Holden during the 2001 Legislative Re-apportionment
• Deputy Finance Director; Assumed significant responsibilities on the finance team that raised $10.2 million dollars, after starting in the copy room

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Investment Banking

Personal Interests: Adventure Travel (Includes 32 countries, 6 continents), US Politics, Basketball, Golf, Skiing, Poker Affiliations: Governor Holden Public Policy Forum at Webster University, MOMA, Urban Land Institute, HK Farms

FUNCTION

COMMERCIAL REAL ESTATE FINANCE EXECUTIVE

• Commercial real estate executive with nine years of experience in strategic and financial advisory services. Completed 62 real estate finance transactions raising more than $2.4 billion in capital.
• Experienced underwriting capabilities for all major property types including office, multi-family, retail, industrial, hospitality, and condominium projects.
• Raised capital for clients including first mortgage financing, mezzanine debt, bridge loans, construction loans, and joint venture equity.
• Completed 90% of transaction with institutional investors.
• Developed strong relationships with capital sources including life insurance companies, pension funds, international banks, Wall Street lenders, private equity groups, mezzanine investors, and advisory firms.

EDUCATION

WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Fall 1996-Spring 2000
B.S. Economics; Finance, Strategic Management

EXPERIENCE

CUSHMAN & WAKEFIELD SONNENBLICK GOLDMAN
Chicago, IL · April 2007 – Present
Director

• Lead member of the Midwest debt and equity finance team for Cushman & Wakefield, providing financial advisory and mortgage banking services to owners of commercial real estate.
• Consulted with existing and prospective clients to understand capital requirements, created strategies to raise capital, and identified potential investors. Co-led business development efforts that resulted in capital raise assignments totaling over $700 million.
• Led execution of all transactions for the group. Managed all financial analysis including development of Argus models and sensitivity analysis, supervised the development and production of all offering memorandums, pre-screened investment opportunities to prospective investors, negotiated terms sheets between clients and investors, and oversaw transaction closing process.
• Co-Led launch of the Midwest Cushman & Wakefield Resolution Group, a cross-functional team of practice leaders that developed a comprehensive solution for lenders to handle troubled commercial real estate assets.
• Created debt structure financing options for investment sales teams during the marketing of property sales, enabling prospective buyers to quickly close acquisitions.

NORTHMARQ CAPITAL, INC
Chicago, IL · April 2002 – April 2007
Vice President

• Member of the five-person team raising debt and equity capital for commercial real estate owners. Promoted twice over five years, transitioning from an entry-level analyst completing basic financial models to leading the execution of all transactions within the office, including all financial analysis, development of investment memorandums, identifying potential investors, and managing the loan closing process.
• Initiated investor calls to develop interest, sold attributes of each transaction, conducted property tours, and negotiated detailed term sheets with lenders.
• Developed all financial models including Argus models, detailed sensitivity analysis, and complex waterfall scenarios.
• Wrote offering memorandums for both debt and joint venture equity transactions.
• Managed loan closing process including reviewing third-party reports, briefing tenant leases, auditing financial statements, and conducting detailed due diligence.
• Completed detailed market analysis including sale and lease comparables, market rent and occupancy analysis, and growth forecasts.
• Contributed to the growth of revenue within the group of over 300% over four years.

MERCER MANAGEMENT CONSULTING (NOW OLIVER WYMAN)
Chicago, IL · July 2000 – April 2002
Analyst

• Worked in a project-based, team environment to assist clients (typically Fortune 500 companies) to create unique growth strategies or develop solutions to strategic business issues. Completed detailed financial analysis and modeling of strategies to determine revenue generation or costs saving opportunities. Performed market research and conducted customer and industry expert interviews enabling the project team to analyze market and industry trends. Developed client presentations and presented findings during working group meetings.
• Developed a distribution network strategy for a mid-sized consumer packaged goods company enabling the company to significantly lower their cost structure while enabling faster distribution to customers.
• Worked with the management team of a start-up procurement exchange (a consortium of Fortune 500 companies) to develop a five-year business plan, identify potential cost saving opportunities, understand start-up capital requirements, assist in finding outside investors, and sign up initial customers and partners.
• Created a partnership negotiation strategy for a diversified technology company to identify the best candidate to partner with to commercialize a revolutionary technology in an unfamiliar market.
• Developed a value growth strategy for a computer hardware manufacturer within its services division for the retail and financial services industries.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Professional Organizations: Urban Land Institute (Chairman of Chicago Program Committee, Member of Executive Committee) Personal Interests: Traveling, triathlon competitions, flying, skiing, scuba diving, fly-fishing, and hiking

FUNCTION

COMMERCIAL REAL ESTATE DEVELOPMENT, INVESTMENT & FINANCE

• 10+ years of experience in commercial real estate.
• Specialize in retail/mixed-use real estate: portfolio/asset management, development, finance, acquisitions/dispositions, investment analysis, & leasing.
• Advanced-level expertise in real estate financial analytical techniques; proficiency in most financial analysis & real estate management/accounting tools, including Excel, ARGUS, DYNA, SKYLINE, etc.
• Hands-on experience in real estate development and construction project management.

GENERAL MANAGEMENT IN AN ENTREPRENEURIAL ENVIRONMENT

• Managerial experience with both major REIT and leading privately-held regional real estate developer.
• Managed teams across various functions, including accounting/finance, property management, and design/construction

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2002-2004
MBA; Finance, Real Estate

• Wharton Merit-based Fellowship recipient (awarded for 2-year term to 10% of MBA students)
• Jonas & Ann Brodie R. E. Mortgage Banking Scholarship recipient (for excellence in real estate finance research)
• 2nd Place Team Leader: Seevak Student Research Competition in Real Estate
• Wharton-Omnicom Teaching Fellowship in Management Communication
• Active Membership: Wharton Admissions Committee, Finance Club, Real Estate Club, Greater China Club
• Part-time research analyst with Linneman Associates, a real estate finance consultancy

UNIVERSITY OF ARKANSAS
Fayetteville, AR · 1990-1994
Bachelor of Science; Dual Major in Civil Engineering & Architecture

EXPERIENCE

LERNER HEIDENBERG PROPERTIES (COMMERCIAL REAL ESTATE INVESTMENT & DEVELOPMENT - WWW.LERNERHEIDENBERG.COM)
Closter, NJ · December 2004 - present
Managing Director of Finance, Asset Management & Development

• Real Estate Portfolio/Asset Management: Oversaw the financial performance of a real estate portfolio comprised of 3 million square feet of retail & mixed-use space, with total asset value of over $500 million; provided strategic, operational and financial analysis and guidance for all areas of company operations, with hands-on experience in leasing, property management and development; prepared portfolio- & property-level annual operating budget and strategic business plan; conducted monthly and annual property reporting including financial statements, debt schedules, tenant/leasing summaries, income/expense variance analysis, and capital improvement forecasts; supervised staff in finance, accounting & development divisions.
• Acquisitions/Dispositions: Developed working relationships with brokers and landlords to identify and originate deals; performed due diligence of investment opportunities including financial modeling, deal structuring, market/property analysis, risk assessment, review of purchasing and closing documents, as well as all leases and property contracts; prepared closing statements and coordinated closings.
• Finance: Arranged and closed over $200 million of financings; led debt, equity & mezzanine financings for existing properties & development projects, including managing legal documentation, negotiations with lenders, and coordinating the defeasance process (in refinancings); liaised with lenders and JV equity partners; oversaw cash management, capital calls/distributions, lines of credit and treasury.
• Development: Performed pro-forma analysis and budgeting for development projects; monitored development schedules and approved payments to contractors; managed design, engineering, governmental approval, contract negotiation, bidding, environmental remediation and construction processes; maintained relationships with municipal officials.

GENERAL GROWTH PROPERTIES/THE ROUSE COMPANY (REAL ESTATE INVESTMENT TRUST, NYSE: GGP)
Columbia, MD · May 2004 - December 2004
Senior Financial Analyst & Asset Manager

• Assisted Regional SVP in overseeing the performance of assets within a portfolio of 15 regional malls; performed budgeting, deal analysis, leasing/tenanting analysis, and development project management
• Built financial models & provided financial data analysis/interpretation; developed operations/investment recommendations related to business performance and development/acquisition
• Performed corporate debt/equity structure analysis to achieve optimal return to investors

FRIEDMAN BILLINGS RAMSEY & CO. (INVESTMENT BANK, NYSE: FBR)
Arlington, VA · May 2003 - September 2003
Associate Equity Analyst - Real Estate Group

• Covered office, multifamily, hotel, retail, industrial and mortgage REITs and the residential builder sector
• Conducted market research and financial modeling on each covered company; tracked and analyzed REIT industry trends & corporate results; interviewed company management; forecast earnings and set stock price targets; valued assets and real estate companies using different valuation methods (DCF/IRR, book value, multiples, etc.); wrote research reports

THORN HOWE STRATTON STRONG & WONG (DESIGN-BUILD / DEVELOPMENT / CONSTRUCTION PROJECT MANAGEMENT)
Memphis, TN · January 1994 - May 2002
Development Project Manager / Licensed Architect

• Construction Project Management: Designed commercial, governmental and multifamily projects for clients including Federal Express, Choice Hotels, Kroger, Target and U.S. Department of Defense; managed project budget, schedule and human resources; conducted construction-site supervision; negotiated fee structure and allocation with clients; presided over construction contract bidding and contract negotiation with general contractors; worked on regular basis with local planning and zoning officials on procurement of approvals and permits, including zoning and other entitlements; presented design schemes, project financial analysis and urban planning studies to clients, developers, and municipal officials
• Analytical and Consulting Services: Served as owners¡¯ consultant in zoning, programming, project scheduling, property valuation, financial forecast, site selection/acquisition, environmental impact study/report, and construction budget analysis
• Business Development: Originated new project opportunities via client interactions and industry events; developed business and marketing plans & presentations; collaborated with marketing team in pitching, interviewing and bringing in major corporate clients, yielding over $2 million in fees

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Professional Membership: Zell/Lurie Real Estate Center of the Wharton School; International Council of Shopping Centers (ICSC); Recipient of the International Council of Shopping Centers "John Riordan Professional Fellowship;" Registered Architect - member of the American Institute of Architects (AIA); Columnist for Business Week Magazine; Bilingual - fluency in Chinese

FUNCTION

REAL ESTATE FINANCIAL MODELING

• Conceived and developed financial model for ongoing use in newly formed opportunistic investing group; Analyzed potential purchase of $21MM distressed condo property note to determine offer price, investment structure and exit strategy
• Advised senior management against financing healthcare property portfolio sponsored by industry celebrity; Constructed unique financial model to value $600MM portfolio of 72 skilled-nursing and assisted-living facilities
• Performed financial underwriting on multiple prospective multifamily development deals; Modeled cash flow projections, created development budget and used educated rent assumptions to derive NOI, total deal capitalization and yield on cost

DUE DILIGENCE / PROJECT MANAGEMENT

• Lead due diligence manager on several development projects worth over $200MM in total; Coordinated efforts between internal professionals and external consultant teams consisting of civil engineer, environmental, surveyor, geotechnical, land use, Title 24; Ensured timely execution of all activities
• Led 5-person team in research engagement for nation’s largest HMO to measure employee performance and attitudes surrounding newly launched corporate strategy; Recommended and designed overhaul of organization’s internal communication practices, leading to 15% increase in employee buy-in and comprehension across multiple metrics

INVESTMENT MEMORANDUM AUTHORSHIP

• Instrumental in winning $52MM construction loan for urban-infill multifamily development in Hollywood with $87MM total capitalization; Project consists of 198 units in ground-up development and rehabilitation of adjacent existing asset; Prepared detailed investment package for lender, including project economics, tables, maps, aerials, market and submarket commentaries, development pipeline, demographic information, executive summary and analyses of competing properties
• Recommended lending decisions to credit committee, resulting in placement of $470MM in debt capital secured by suburban office property portfolio and luxury apartment building; Performed detailed market and financial analyses, site inspections

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2007
MBA; Real Estate

• Received two fellowships for leadership and academic achievement
• Exclusive focus on real estate during second year; Constantly presented and defended case study investment decisions across a host of real estate sectors; Coursework included Advanced Real Estate Finance, Law, Design and Development
• Elected Real Estate Club Co-President; Led 12 VPs; Directed training, networking and social events for 200-member club
• Awarded 1st Place in Seevak Real Estate Competition

UNIVERSITY OF UTAH
Salt Lake City, UT · 2001
BS; Speech Communication

• U.S. Supreme Court internship (among top ten internships – Newsweek 4/99)
• Semester abroad at BYU Jerusalem Center
• Founder and president of Alumni Association’s Philadelphia Chapter, 2003-2005

EXPERIENCE

ALLIANCE RESIDENTIAL COMPANY
Irvine, CA · 2007-2008
Development Associate

• Conceived and developed financial model for ongoing use in newly formed opportunistic investing group; Analyzed potential purchase of $21MM distressed condo property note to determine offer price, investment structure and exit strategy
• Instrumental in winning $52MM construction loan for urban-infill multifamily development in Hollywood with $87MM total capitalization; Project consists of 198 units in ground-up development and rehabilitation of adjacent existing asset; Prepared detailed investment package for lender, including project economics, tables, maps, aerials, market and submarket commentaries, development pipeline, demographic information, executive summary and analyses of competing properties
• Lead due diligence manager on several development projects worth over $200MM in total; Coordinated efforts between internal professionals and external consultant teams consisting of civil engineer, environmental, surveyor, geotechnical, land use, Title 24; Ensured timely execution of all activities
• Performed financial underwriting on multiple prospective multifamily development deals; Modeled cash flow projections, created development budget and used educated rent assumptions to derive NOI, total deal capitalization and yield on cost
• Authored 26-page report discussing impact of economic downturn on real estate development and investment activity in Southern California; Report guided strategic discussions during division’s annual meeting with executive team

DEUTSCHE BANK COMMERCIAL REAL ESTATE LENDING
New York, NY · 2006
Summer Associate

• Recommended lending decisions to credit committee, resulting in placement of $470MM in debt capital secured by suburban office property portfolio and luxury apartment building; Performed detailed market and financial analyses, site inspections
• Advised senior management against financing healthcare property portfolio sponsored by industry celebrity; Constructed unique financial model to value $600MM portfolio of 72 skilled-nursing and assisted-living facilities

AT&T MOBILITY BUSINESS SALES DIVISION
King of Prussia, PA · 2002 - 2005
Key Account Executive

• Achieved 265% of 2004 individual sales quota, earning 5th place rank out of 300+ colleagues nationwide
• Ranked top performer in Philadelphia Market for both 2003 and 2004 (left mid-2005); Promoted twice in three years
• Negotiated enterprise contracts summing over $1.5MM to provide wireless voice and email technology to corporations

CRA CONSULTING
Philadelphia, PA · 2001 - 2002
Analyst

• Led 5-person team in research engagement for nation’s largest HMO to measure employee performance and attitudes surrounding newly launched corporate strategy; Recommended and designed overhaul of organization’s internal communication practices, leading to 15% increase in employee buy-in and comprehension across multiple metrics

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Development

---ULI member; Proficient in ARGUS ---Active with Zell/Lurie Real Estate Center at The Wharton School ---Supervised and trained 250 peers while in highest leadership position during full-time, two-year volunteer mission ---Personal interests include tennis, playing in jazz quartet, reading historical biographies, Rocky Mountain hiking

FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, Pennsylvania · August 2000 - May 2002
Master of Business Administration, with Honors; Finance, Real Estate & Strategic Management

• Professional: August Busch Scholar; Finance, Real Estate, and Entrepreneurship Clubs
• Extracurricular Activities: Golf, Volleyball, India, and Wharton South Clubs

GEORGIA INSTITUTE OF TECHNOLOGY
Atlanta, Georgia · August 1992 - September 1995
Bachelor of Science in Management, with High Honors; Management

• Concentrations: Finance, Accounting, Economics, and Information Systems
• Accomplishments: Completed degree in 3 years, Dean’s List 1992-1995, National Dean’s List 1992-199

EXPERIENCE

MORGAN STANLEY
New York, New York · 2005-2008
Executive Director - Real Estate Investing

• Acquisition Officer responsible for sourcing, evaluating, structuring and executing individual asset and portfolio acquisitions ranging from private equity, distressed debt and equity, mezzanine financing, bridge equity, PIPEs, CMBS, CDOs and CMBX
• Experience sourcing and evaluating opportunities in numerous asset classes within real estate including hospitality, office, multifamily, industrial, retail, resort and residential development, storage and affordable housing
• Responsible for restructuring and managing workouts as well as developing turnaround business plans for challenging deals
• Developed MSREI’s sourcing, evaluation and acquisition process for large portfolio and public company acquisitions
• Involved in all hotel acquisitions, leveraged buyouts and public company investments managed through the New York office

MORGAN STANLEY
New York, New York · 2004-2005
Associate - Real Estate Investment Banking and Investing

• Advised Silverstein Properties on the multibillion dollar redevelopment of the World Trade Center in Lower Manhattan
• Buy-side advisor to Prologis and Eaton Vance on the $1.7Bn acquisition of the industrial REIT Keystone Property Trust
• Sell-side advisor to General Electric on it’s $2.3Bn sale of Storage USA to a JV between Extra Space and Prudential
• Sell-side advisor to Wilmorite Properties on the $2.3Bn sale of the private regional mall REIT to the Macerich Company

CITIGROUP / SALOMON SMITH BARNEY
New York, New York · 2002-2004
Associate - Real Estate Investment Banking

• Provided advisory and fairness for Lennar Corporation on the $1.1Bn acquisition of Newhall Land and Farming Company
• Conducted sell-side advisory for Sears on the $260MM sale of National Tire & Battery to TBC Corporation
• Advised Meristar on the $150MM asset sale of a 21 hotel portfolio including the analysis of multiple scenarios for the sale
• Structured a real estate fund model to analyze returns and asset level projections for retail, multi-family and industrial sponsors
• Lead managed several capital market transactions including a $350MM high yield offering for LNR Property Corporation, $75MM Interstate Hotel & Resorts equity follow-on / ”re-IPO”, and $250MM of preferred offerings for Prologis
• Developed the group’s internal takeover defense knowledge of Maryland and Delaware statutes as they relate to public REITs
• Created several models analyzing mergers, LBOs, impacts of capital issuances, asset sales and JV structures

WASSERSTEIN PERELLA
New York, New York · Summer 2001
Summer Associate - Mergers & Acquisitions Investment Banking

• Assisted in the formation of Nasdaq Liffe Markets from inception to public announcement as member of a small, dedicated team by performing comparable company valuations, comparable acquisition valuations, and DCF valuations
• Organized and produced the fairness opinion presentation while researching and evaluating a complex valuation strategy
• Analyses conducted include: detailed company profiles, strategic positioning, merger consequences, accretion/dilution analysis, acquisition sensitivity analysis, share repurchase or cash election and exchange ratio analysis

RAMADA INN & HOWARD JOHNSON EXPRESS INN
Rome, Georgia · 1997-2000
Partner and General Manager

• Evaluated feasibility and market real estate study of target property while hotel was in bankruptcy court
• Negotiated financing, managed acquisition process and acted as general contractor during $1 million renovation program
• Managed and developed $1MM operating budget and over 50 employees in cross-functional teams
• Built a budget model to address cost cutting and a sales forecasting model to address revenue generation
• Increased operating revenues 100% and doubled profit margin from 20% to 40% within 2 years
• Improved sales, marketing, and cost reductions to earn President’s Award and General Manager of the Year

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting

Deal Sheet available upon request

FUNCTION

PROFILE

• Real estate executive possessing extensive multi-family/mixed-use experience. Development, acquisitions, construction, finance, and asset management. Manage day to day operations, oversee site selection/due diligence, and source project debt and equity. Excellent at strategically positioning organizations, building top performing teams, and exceeding corporate objectives. Developed over 7,300 units; $750 million capitalization.

EDUCATION

THE WHARTON SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1994-1996
MBA; Real Estate and Finance

NORTHEASTERN UNIVERSITY
Boston, MA · 1982-1986
BS - Cum Laude; Civil Engineering

EXPERIENCE

GREYSTAR REAL ESTATE PARTNERS
Dallas, TX · 2005-2009
Managing Director - Development

• Opened regional development office with primary focus on the Dallas/Fort Worth and Austin, TX; with secondary focus on other national markets.
• Managed daily operations including market research; site selection; financial underwriting; project designs/entitlements; sourcing debt and equity; and project construction, management, and disposition.
• Established Greystar presence in Austin, Dallas, and Tampa, developing six projects comprising 1,420 units, 23,000 sf of retail, and total market capitalization of $240 million.
• Managed development teams in Dallas, Austin, and Charleston.
• Created national development/construction policies and procedures.

THE LIONSTONE GROUP
Houston, TX · 2004-2005
Vice President

• Managed day to day operations of $200M discretionary equity fund (Lionstone Urban Investments).
• Financial underwriting, contract negotiations, due diligence, project financing, asset management, and asset disposition.
• Obtained debt financing and completed due diligence/pre-closing on $40 million mixed use investment (Gates East Campus; Denver, CO). Project included two vacant office buildings totaling 300,000 NRSF, 16,000 SF of commercial space, 28 rental homes, and 14-acres of vacant land.

GABLES RESIDENTIAL TRUST
Dallas, TX · 2002-2004
Regional Vice President

• Directed seven-person Dallas Investments Group developing, acquiring, and constructing multi-family communities.
• Sourced development sites/project acquisitions and managed day-to-day operations including financial underwriting, market research, project design/development, entitlements, construction, and asset management.
• Incorporated creative deal structures including landowner/mixed-use joint ventures, “operating partnership unit” transactions, and ground leases.
• Obtained federal historic tax credits, tax abatements, and TIF financing.
• Rebuilt development team and implemented new management and control systems.
• Lead all regional offices in new development/investment activity; one acquisition and five new developments worth over $200 million. Developments comprise a 450 unit mid-rise, 224 unit adaptive reuse of historic high-rise office building, and two mixed-use joint ventures with 175 units and over 50,000 sf of retail.
• Completed development, construction, and lease-up of two existing projects; 596 units/$55M.

TRAMMELL CROW RESIDENTIAL
Raleigh, NC / Fort Lauderdale, FL · 1996-2002
Division Partner

• Opened two regional offices pursuing South Florida, Carolinas, Southern Virginia, and Ohio developments.
• Managed day-to-day operations including market research, site selection/acquisition, project development, debt and equity financing, construction, and asset management.
• Profit and loss responsibility.
• Built management teams hiring city partner, construction president/vice president, and support staff.
• Developed three new communities; 904 units/$70 million.

PIZZAGALLI CONSTRUCTION COMPANY
Northeast Region · 1986-1994
Project Manager

• Managed $39 million in commercial, industrial, and institutional construction projects.
• Supervised all field and office operations.
• Profit and loss responsibility.
• Successfully completed five projects totaling $39 million on time and under budget.
• Negotiated $24 million in new Marist College business.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Banking
• Development
• Investment Banking

Former Board of Directors; State Thomas TIF and Dallas Uptown Public Improvement District. Licensed Professional Engineer. Member of Urban Land Institute and Dallas Real Estate Council. Enjoy golf, tennis, skiing, backpacking, bicycling, cooking, and the arts.

FUNCTION

REAL ESTATE INVESTMENT ANALYSIS

• Worked in all areas of real estate investments including acquisitions, joint venture equity, mezzanine debt and first mortgage positions.

ORIGINATIONS

• Originated real estate investment opportunities by maintaining and developing relationships with brokers, owners, developers and banks.

UNDERWRITING

• Underwrote all forms of real estate including retail, hotel, office, multifamily investments.

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · 2000
BS in Economics; Finance and Management

• Bachelor of Science in Economics, Concentrations in Finance and Management, 2000
• GPA: 3.62/4.00; Magna Cum Laude
• Activities/Honors: Dean’s List (Fall 1997, Spring 1998) • UPENN Credit Union – Credit Analyst • Jewish Heritage Program’s Steering Committee • Semester Abroad - Catholic University of Leuven

COLUMBIA BUSINESS SCHOOL
New York, NY · 2007
MBA; Real Estate

• MBA, Concentration in Real Estate, May 2007; Deans List, Beta Gamma Sigma Honorary Society
• GMAT: 710 (96th percentile)
• Leadership/Activities: Real Estate Association (VP of Site Tours, Selected to 2005 and 2006 team to the McCombs Annual Real Estate Challenge), Teaching Assistant - Real Estate Finance, Private Equity and VC Club

EXPERIENCE

DTZ REAL ESTATE INVESTORS
New York, NY · July 2007 - November 2008
Associate Vice President

• Associate Vice President, Real Estate Acquisitions
• • Evaluated potential investments by analyzing real estate capital markets, capital structure, and financial returns
• • Originated transactions and maintained relationships with property and finance brokers, banks and owners
• • Underwrote property cash flows, lease rollover, market rents, vacancy, absorption, capital improvement budgets
• • Performed property due diligence by touring properties and markets, reviewing leases, assessing third party reports (property condition and environmental), and assisting in drafting transaction documentation
• • Liaised with overseas investment partners in evaluating, bidding for, negotiating and/or closing over $800 million in value add, redevelopment, and/or distressed debt investments
• • Wrote detailed investment memoranda outlining financial returns, assumptions, market conditions, investment rationale and asset management strategy

O\'CONNOR CAPITAL PARTNERS
New York, NY · Summer 2007
Summer Associate

• Associate, Real Estate Private Equity
• • Evaluated new investments by analyzing occupier markets, development budgets, and cash flow projections
• • Structured JV investments by reviewing IRR projections, cash flow splits and waterfall assumptions
• • Assisted in negotiating and conducted due diligence for over $2.9 billion in potential transactions

EUROHYPO
New York, NY · 2004-2005
Associate

• Associate, Real Estate Investment Banking/CMBS Originations
• • Originated, structured and executed fixed and floating rate loans on stable and stressed assets, including mezzanine, bridge loan, and earnout financings
• • Negotiated loan applications and documents, managed in-process transactions, and coordinated due diligence
• • Underwrote new investments by analyzing property cash flow, credit statistics, and market fundamentals

BLACKROCK
New York, NY · 2002-2004
Associate

• Financial Credit Analyst, Distressed Debt, High Yield and Leveraged Loan Portfolio Management
• • Solely responsible for coverage of the homebuilding, gaming and lodging, consumer products and retail industries
• • Evaluated distressed situations based on liquidity, free cash flow, default probability and recovery sensitivities
• • Recommended investments based on expected return, financial performance, credit statistics and industry positioning/outlook for an $8 billion portfolio

BEAR STEARNS
New York, NY · 2000-2002
Analyst

• Financial Analyst, Investment Banking
• • Advised clients on acquisitions and capital structure by analyzing corporate valuations, and cash flow projections
• • Prepared client and committee presentations outlining pro forma impacts of potential transactions

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Development
• Investment Banking

Proficient in ARGUS • Conversational in Hebrew, basic knowledge of Spanish and German • Enjoy traveling (spent time with host families in Israel, Japan and Germany), history, reading and sports, including tennis and golf

FUNCTION

PROJECT MANAGEMENT

• Managed design teams and outside consultants for new construction projects with budgets up to $25M
• Coordinated approvals process from government agencies
• Coordinated all design work with clients
• Implemented LEED standards in project details and specifications

BIDDING & CONSTRUCTION ADMINISTRATION

• Managed competitive bidding process for new construction & renovation projects
• Negotiated construction contract lump sum with general contractors
• On-site construction supervision and coordination
• Direct negotiation of all change orders

ARCHITECTURAL DESIGN

• Licensed Architect with design experience from pre-development and concept phase through technical details and final construction documents
• Drafting, modeling, and rendering skills for graphic presentations

DEVELOPMENT & PLANNING

• Established branch office of US-based 501(c)(3) corporation as an NGO
• Regional master-planning and coordination of design with government agencies, local communities, and donor & relief groups on post-disaster setting
• Conducted community design workshops
• Prepared site assessments, feasibility studies, and construction estimates for potential developments

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008 - 2009
Master of Architecture

• David Lukens Bockius, Jr. Fellow - School of Design
• International Housing Finance Course at Wharton
• Field Project Development Seminar at Wharton
• Post-Professional Design Studio focused on development in Shanghai, China

CITY COLLEGE OF NEW YORK
New York, NY · 2001-2002
Bachelor of Architecture

• Thesis on Housing & Urban Landscape

NORTH CAROLINA STATE UNIVERSITY
Raleigh, NC · 1994-1998
Bachelor of Environmental Design; Architecture

EXPERIENCE

URBAN ARCHITECTURAL INITIATIVES, RA, PC
New York, NY · October 2005 - August 2008
Senior Associate

• CEDARS, Bronx, NY – Supportive Housing & Community Facility; Client: The Lantern Group
• • Led project team, for this $20M, 95 Unit landmark restoration and new construction. The mixed-use facility is dedicated to low-income seniors & grand-families referred from NYC homeless shelters
• • Managed complex approvals process involving a BSA zoning variance, Landmarks Certificate of Appropriateness, HPD approval, and LEED certification
• • LEED Silver – Rated, energy efficient design, including ground source heat pumps, that was a pilot project for the NYSERDA Energy-Star Rating program for residential construction
• 334 Bonner Place, Bronx, NY – Mixed-Use Daycare & Senior Housing; Client: Mid-Bronx Senior Citizens\' Council
• • Full pre-development services for $14M proposed facility, including zoning studies and various concept designs for a tight, unique site
• • Presentation of concept design to City Council for discretionary budget allocation
• • Prepared schematic design, received HPD approval, and negotiated contract with client for full architectural services

ARCHITECTURE FOR HUMANITY
Sri Lanka · January 2005 - August 2005
Country Director

• Collaborated with a team of five local architects to assess post-tsunami conditions
• Organized & conducted community design workshops with victims
• Coordinated with national planners and with United Nations representatives
• Prepared master plan for two villages, 2500 people total, and over 100 homes, including the coordination of all donor groups building permanent housing in the area
• Established Architecture for Humanity as an NGO in Sri Lanka
• Drafted & executed an agreement with the Government of Sri Lanka for the design & construction of five public buildings in Kirinda as part of the master plan
• Solicited schematic designs from the local team of architects, prepared a construction estimate, negotiated contracts with local builders and architects
• Worked with Relief International to identify schools in need of temporary shelter
• Prepared schematic design, construction estimate, and work plan

URBAN ARCHITECTURAL INITIATIVES, RA, PC
New York, NY · August 2002 - August 2004
Project Manager

• Silverleaf Hall, Bronx, NY – Supportive Housing; Client: The Lantern Group
• 44 Convent Avenue, Harlem, NY – Supportive Housing; Client: Heritage, Health, & Housing
• MLK Houses, Jersey City, NJ – Affordable Housing; Client: Goldman Sachs Urban Investment Group

A+I DESIGN CORPORATION
New York, NY · August 1999 - January 2001
Project Manager

• Roadrunner Records, New York, NY – 28,000 sf office renovation
• College Music Journal, Network. New York, NY – 45,000 sf office renovation

ROBERT A.M.STERN ARCHITECTS
New York, NY · June 1998 - July 1999
Intern Architect/Designer

• Miami Beach Public Library – Miami Beach, FL
• Manzanita Hall – California State University, Northridge, CA
• Harvard Business School – Cambridge, MA

ADDITIONAL INFORMATION

Club Membership: School of Design

Interests:

• Design
• Development

Registered Architect, NY State & NCARB Certified - License # 032125; Fulbright Fellow - Art & Architectural History 2004 - 2005; Design Fellow - Architecture for Humanity 2005; Member, American Institute of Architects New York City Chapter; Member, Urban Land Institute

FUNCTION

EDUCATION

UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles, CA · 2005
M.R.E.D.

• Coursework in project management and construction, market analysis, approval process, real estate law, community design and site planning, multi-family and single-family residential, office and industrial, retail and timeshare/vacation resort/hotel development

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1995-1999
B.S.E.; Finance and Accounting

EXPERIENCE

BARKER PACIFIC GROUP INCORPORATED
Los Angeles, CA · 2009-Present
Senior Acquisitions Associate

• Perform detailed property and portfolio valuations for distressed real estate acquisitions and joint venture partnerships
• Assisted with the negotiation and structuring of debt and equity term sheets, including return and waterfall analyses and calculations of projected IRRs and multiples for proposed investments
• Created investment memoranda on potential opportunities, which incorporated market research and analysis
• Underwrote various product types, such as office, retail, and telecom

YOUNAN PROPERTIES INCORPORATED
Los Angeles, CA · 2005-2008
Acquisitions Associate

• Executed all aspects of investment process, including acquisition, asset and portfolio management, in national markets for a $2.0 B value-add commercial real estate investment firm
• Performed all analytical and transactional duties, such as prospective evaluation, market research, underwriting, due diligence, financing, structuring, negotiating and closing, for over $1.3 B in transactions, including 17 single asset and portfolio acquisitions, 6 dispositions, and 5 recapitalizations
• Managed operations, leasing activities, capital improvement, service contract negotiations and site inspections for over 500,000 SF of commercial real estate
• Prepared operating budget and financial reports to track performance of investments

CISCO SYSTEMS INCORPORATED
San Jose, CA · 2002-2004
Corporate Finance Analyst

• Budgeted, forecasted and analyzed expense variances, including headcount, capital expenditures and marketing, to predict spending patterns and highlight key issues for senior management
• Created and maintained Company financial models, including revenue, profit & loss, balance sheet and cash flow, on a monthly/quarterly basis for long-term planning purposes
• Prepared SEC filings for the audit committee and presentations for the board of directors
• Implemented enterprise financial budgeting and reporting software Hyperion Planning

COWEN AND COMPANY, LLC
San Francisco, CA · 2000-2001
Investment Banking Analyst

• Raised over $500 MM from a convertible notes offering, follow-on offering and initial public offering
• Performed financial analysis including comparable company, discounted cash flow, accretion/dilution, financial modeling and EPS analysis for public and private equity, acquisition and high yield transactions
• Participated in business development and organizational meetings, due diligence sessions, and prospectus and roadshow drafting
• Created internal investment screening memos for senior management and sales memos for sales force

BANC OF AMERICA SECURITIES, LLC
San Francisco, CA · 1999-2000
Real Estate Middle Market Investment Banking Analyst

• Responsible for determining appropriate debt and equity structure for clients
• Valued property transactions by building cash flow models and utilizing proprietary and industry models
• Interned in Dallas office in summer of 1998

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

• Computer skills include Argus, Hyperion, Oracle, Autex, Bloomberg, Disclosure, Equidesk, FactSet, First Call, ILX, Lexis-Nexis, Prism, SDC Platinum and Venture Source • Language skills include knowledge of Chinese (Mandarin and Cantonese)

FUNCTION

ADDITIONAL INFORMATION

Club Membership: School of Design

Interests:

• Design
• Development

FUNCTION

ACQUISITIONS

• Financial Modeling
• Analysis
• Preparation of Investment Briefs
• Due Diligence

MARKET RESEARCH

• Market Comps
• Tenant Interviews
• Market Rents

ASSET MANAGEMENT

• Review of Budgets
• Best Practices
• Valuations

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2002 to 2006
Bachelors of Science in Economics; Real Estate and Marketing

• Real Estate Investment
• Real Estate Law
• Marketing Research
• Corporate Finance

EXPERIENCE

HEITMAN
Chicago, IL · 2006 to 2009
Acquisitions Associate

• Created and maintained financial models for one-off acquisitions and programmatic joint ventures.
• Drafted term sheets to assist with negotiating and structuring of joint ventures.
• Responsible for coordination and timely completion of due diligence, including market and property tours, physical and environmental consultants, lease review, CAM pool calculations, next buyer analyses, and insurance quotes..
• Closed more than $400 million in deals that ranged in size from $15 million to $120 million.

ENTERPRISE HEIGHTS
Philadelphia, PA · 2005 to 2006
Analyst

• Performed in-depth real estate market analysis using advanced statistical and geographical tools.
• Conducted financial analysis of real estate projects and business ventures.
• Cited commercial development opportunities in several areas of West Philadelphia.
• Created investment presentations and packages for potential financing sources.

MARCUS & MILLICHAP
Philadelphia, PA · Summer 2005
Intern

• Provided assistance to brokers in preparation for proposals and closings.
• Developed master property database through vendor searches and review of trade publications.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Investment Banking

FUNCTION

INVESTMENT BANKING

• Evaluated M&A, leveraged buyout, joint venture, equity, equity-linked, CMBS, high grade and high yield debt financing opportunities for real estate and lodging clients

PEOPLE

• Managed the staffing and development of 18 Associates and Analysts

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2002-2004
MBA; Finance and Real Estate

• Active in Finance Club, Greater China Club and Europa; Associate Producer of Wharton Follies; peer mentor to exchange students
• Selected to participate in the Wharton / INSEAD global alliance exchange program in Fontainebleau, France
• Internship at the International Finance Corporation (private sector financing arm of the World Bank Group) in Washington DC

DARTMOUTH COLLEGE
Hanover, NH · 1994-1998
A.B.; Economics

• Recipient of Presidential Scholar Research Assistantship in biochemistry; fulfilled all pre-med requirements
• Founding member of International Programs Advisory Committee, President of International Students Association, Co-Chair of Dartmouth Chinese Association, Dartmouth Women\'s Fencing Team, swim instructor, Topside store Supervisor

EXPERIENCE

BANC OF AMERICA SECURITIES LLC
Charlotte, NC · 2007-2008
Vice President

• Led teams in #1 ranked real estate M&A group on strategic advisory (M&A, leveraged buyout, joint venture), equity and debt financing assignments for public and private office, industrial, multifamily and retail Real Estate Investment Trusts (REITs), hotel/lodging companies, developers, real estate services companies, financial sponsors, specialty finance companies, and investment managers. Managed the staffing and development of 18 Associates and Analysts in Charlotte (corporate headquarters of Bank of America and largest real estate investment banking office) and spearheaded the coordination of work flow across five global offices
• Transaction Highlights:
• - Leading global hospitality group: led a cross-border team on winning a complex M&A mandate on a substantial portfolio sale against multiple bulge bracket investment banking firms through several rounds of bidding
• - Prominent multifamily developer: advised on raising mezzanine debt financing for a $1.0 billion development pipeline
• - Private healthcare real estate group: advised on a $400 million joint venture equity raise
• - Leading public multifamily REIT: advised on the joint venture equity raise for a ~$400 million class A+ development project

MERRILL LYNCH & CO.
New York, NY · 2005-2007
Senior Associate

• Assessed various strategic and financing alternatives for real estate and lodging clients, including evaluating M&A, leveraged buyout, equity, equity-linked, CMBS, high grade and high yield debt financing opportunities. Built complex financial models for M&A, leveraged buyout, discounted cash flow, net asset value and financing alternatives analyses; drafted client presentations and transaction documents; actively participated in client discussions
• Transaction Highlights:
• - Winston Hotels / Och-Ziff Real Estate: announced the $850 million leveraged buyout of Winston Hotels
• - DCT Industrial: completed the initial public listing of the $3.7 billion industrial REIT on the NYSE
• - Brookfield Properties: advised the major office-sector focused commercial real estate company on the potential acquisition of CarrAmerica Realty Corporation with transaction value in excess of $5 billion
• - Host Hotels & Resorts: closed a $1.7 billion bridge loan and $1.3 billion high yield offerings for the largest hospitality REIT in connection with its $4 billion acquisition of an international portfolio of assets from Starwood Hotels and Resorts
• - FelCor Lodging Trust: closed a $125 million credit facility and a $215 million high yield offering; advised two parties on the potential $4 billion LBO of FelCor following the announcement of a major asset disposal and repositioning strategy
• - Closed nine equity and equity-linked offerings raising $1.8 billion in proceeds

UBS INVESTMENT BANK
New York, NY · 2004-2005
Associate Director

• Announced three M&A transactions totaling $1.2 billion in transaction value; responsible for valuations analyses

SOCIETE GENERALE / SG COWEN SECURITIES CORPORATION
New York, NY and London · 1998-2002
Analyst and Associate

• Assessed various financing alternatives, including structuring public and private debt offerings, and evaluating leveraged buyout, strategic corporate acquisition, leveraged recapitalization and debt refinancing opportunities in the United States and in Europe
• Worked on over $5.7 billion of closed transactions
• Assisted in SG\'s effort to establish a leveraged finance practice in London; responsibilities included helping to establish transaction standards and recruiting and training Associates and Analysts

CREDIT SUISSE FIRST BOSTON
Beijing, China and North Korea · 1997
Special Project Manager for China Country Head

• Researched banking and developmental needs of Tumen River Delta region by working closely with Chinese banking and regulatory authorities, North Korean senior central banking officials and the United Nations Development Programme

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

US citizen; native fluency in Mandarin Chinese, read and write Chinese, knowledge of French; FINRA Series 7 and 63 registered; Interests include swimming, fencing, marksmanship and traveling