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