FUNCTION

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, Pennsylvania · August 2000 - May 2002
Master of Business Administration, with Honors; Finance, Real Estate & Strategic Management

• Professional: August Busch Scholar; Finance, Real Estate, and Entrepreneurship Clubs
• Extracurricular Activities: Golf, Volleyball, India, and Wharton South Clubs

GEORGIA INSTITUTE OF TECHNOLOGY
Atlanta, Georgia · August 1992 - September 1995
Bachelor of Science in Management, with High Honors; Management

• Concentrations: Finance, Accounting, Economics, and Information Systems
• Accomplishments: Completed degree in 3 years, Dean’s List 1992-1995, National Dean’s List 1992-199

EXPERIENCE

MORGAN STANLEY
New York, New York · 2005-2008
Executive Director - Real Estate Investing

• Acquisition Officer responsible for sourcing, evaluating, structuring and executing individual asset and portfolio acquisitions ranging from private equity, distressed debt and equity, mezzanine financing, bridge equity, PIPEs, CMBS, CDOs and CMBX
• Experience sourcing and evaluating opportunities in numerous asset classes within real estate including hospitality, office, multifamily, industrial, retail, resort and residential development, storage and affordable housing
• Responsible for restructuring and managing workouts as well as developing turnaround business plans for challenging deals
• Developed MSREI’s sourcing, evaluation and acquisition process for large portfolio and public company acquisitions
• Involved in all hotel acquisitions, leveraged buyouts and public company investments managed through the New York office

MORGAN STANLEY
New York, New York · 2004-2005
Associate - Real Estate Investment Banking and Investing

• Advised Silverstein Properties on the multibillion dollar redevelopment of the World Trade Center in Lower Manhattan
• Buy-side advisor to Prologis and Eaton Vance on the $1.7Bn acquisition of the industrial REIT Keystone Property Trust
• Sell-side advisor to General Electric on it’s $2.3Bn sale of Storage USA to a JV between Extra Space and Prudential
• Sell-side advisor to Wilmorite Properties on the $2.3Bn sale of the private regional mall REIT to the Macerich Company

CITIGROUP / SALOMON SMITH BARNEY
New York, New York · 2002-2004
Associate - Real Estate Investment Banking

• Provided advisory and fairness for Lennar Corporation on the $1.1Bn acquisition of Newhall Land and Farming Company
• Conducted sell-side advisory for Sears on the $260MM sale of National Tire & Battery to TBC Corporation
• Advised Meristar on the $150MM asset sale of a 21 hotel portfolio including the analysis of multiple scenarios for the sale
• Structured a real estate fund model to analyze returns and asset level projections for retail, multi-family and industrial sponsors
• Lead managed several capital market transactions including a $350MM high yield offering for LNR Property Corporation, $75MM Interstate Hotel & Resorts equity follow-on / ”re-IPO”, and $250MM of preferred offerings for Prologis
• Developed the group’s internal takeover defense knowledge of Maryland and Delaware statutes as they relate to public REITs
• Created several models analyzing mergers, LBOs, impacts of capital issuances, asset sales and JV structures

WASSERSTEIN PERELLA
New York, New York · Summer 2001
Summer Associate - Mergers & Acquisitions Investment Banking

• Assisted in the formation of Nasdaq Liffe Markets from inception to public announcement as member of a small, dedicated team by performing comparable company valuations, comparable acquisition valuations, and DCF valuations
• Organized and produced the fairness opinion presentation while researching and evaluating a complex valuation strategy
• Analyses conducted include: detailed company profiles, strategic positioning, merger consequences, accretion/dilution analysis, acquisition sensitivity analysis, share repurchase or cash election and exchange ratio analysis

RAMADA INN & HOWARD JOHNSON EXPRESS INN
Rome, Georgia · 1997-2000
Partner and General Manager

• Evaluated feasibility and market real estate study of target property while hotel was in bankruptcy court
• Negotiated financing, managed acquisition process and acted as general contractor during $1 million renovation program
• Managed and developed $1MM operating budget and over 50 employees in cross-functional teams
• Built a budget model to address cost cutting and a sales forecasting model to address revenue generation
• Increased operating revenues 100% and doubled profit margin from 20% to 40% within 2 years
• Improved sales, marketing, and cost reductions to earn President’s Award and General Manager of the Year

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting

Deal Sheet available upon request