FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · May 2008
Bachelor of Science in Economics; Real Estate and Finance

• Relevant Coursework: Real Estate Entrepreneurship, Real Estate Investments, Real Estate Law, International Housing Comparisons, Venture Capital, Corporate Valuation, Insurance/Risk Management, Corporate Finance, Accounting, Marketing, Statistics, Computer Science, Economics, Management & Leadership in Groups.

EXPERIENCE

WACHOVIA SECURITIES
Charlotte, NC · June 2008 - Present
Real Estate Division Analyst (Tax Credit Investments)

• Perform property and portfolio level analysis for multi-family low-income and historic tax credit properties.
• Consult with general partners, property management, and consultants to monitor individual property performance.
• Underwrite properties for conversion from construction to permanent financing.
• Created VBA macro to provide on-demand portfolio exposure analysis for group director.
• Hired into Real Estate Capital Markets rotational program.
• Completed extensive multi-week investment banking training program prior to beginning assignment.

CAPITAL TRUST, INC.
New York, NY · Summer 2007
Real Estate Originations Summer Analyst

• Analyzed and screened subordinate debt investments ranging from $25-150MM.
• Emphasis on mezzanine debt and B-Note investments for office, hotel and condominium assets.
• Compiled delinquency information for CMBS investment portfolio using Trepp.
• Prepared Investment Committee Memorandums for prospective investments.

OPUS NORTHWEST, LLC
Bellevue, WA · Summer 2006
Real Estate Development Intern

• Collaborated with in-house construction team to complete project underwriting for development directors.
• Asset types included office, multi-family (condominiums and apartments), industrial warehouses, retail.
• Prepared numerous market studies including a comprehensive review of the Seattle boutique retail market.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Development

Computer Programming: VBA, SQL, C#, HTML, PHP, CSS, Java, JavaScript; Applications: Extensive experience with Microsoft Office (Excel, Word, Access, PowerPoint)