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