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