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)