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