FUNCTION

ACQUISITIONS

• Transaction responsibilities include: seeking potential investments and joint venture partners; underwriting and analyzing cashflows; devising investment and partnership structures; overseeing legal, financial, market, and property due diligence; negotiating loan documents, purchase and sale contracts and other third-party agreements; writing and presenting investment committee memoranda

ASSET/PORTFOLIO MANAGEMENT

• Management responsibilities include: overseeing management and operating decisions of portfolio companies and joint venture partners; restructuring and repositioning portfolio investments to maximize value; refinancing and divesting of portfolio properties; participating in quarterly board meetings pertaining to operations, strategic planning and capital structure management; hiring and supervising development teams; creating employee and partner incentive plans; monitoring and servicing portfolio investments; complying with internal reporting and investor requests

CAPITAL RAISING

• Coordinated marketing and fund-raising efforts for two new funds

EDUCATION

WHARTON SCHOOL
Philadelphia, Pennsylvania · 1997-2001
B.S. Economics; Finance, Accounting

• Graduated summa cum laude. Cumulative GPA: 3.9/4.0. Honors and Awards: Dean’s List Every Year (1997-2001); Member of Golden Key National
• Honors Society; Recipient of Herbert K. Brown Scholastic Foundation Award for Real Estate (2001);
• Recipient of Ballard Fund for Real Estate Excellence Award (2000); Recipient of Laventhol and
• Horwath Accounting Scholarship (1999)

EXPERIENCE

CREDIT SUISSE
New York, NY · 2001-2008
Vice President

• Responsible for sourcing, underwriting, executing, and managing the investment allocations of three $1.5 billion real estate investment funds; funds have leveraged $4 billion of equity into more than $13 billion of assets via single-asset, portfolio, and pubic security-related transactions, involving multi-family, commercial, lodging, and distressed debt investments
• Directly executed more than $1.8 billion of transaction value; realized or substantially realized transactions have generated returns on equity in excess of 150%
• Selective transaction experience includes: led $107 million acquisition of commercial office portfolio; co-managed $150 million acquisition and repositioning of distressed Caribbean hotel and adjacent developable land; co-managed acquisition of a €54 million first-loss position of a distressed loan secured by a portfolio of German office buildings; co-managed $174 million luxury condominium development; assisted with $70 million acquisition and bankruptcy reorganization of distressed debt secured by five-star hotel; led underwriting of $145 million sub-performing senior loan portfolio; initiated underwriting of multiple public and private real estate companies; executed numerous follow-on acquisitions that helped to expand a portfolio company into one of the largest third-party logistics operations in the United States, with over $150 million of annual revenue

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Real Estate Law