EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008 - 2010
Master of Business Administration; Real Estate and Finance

• GMAT: 750, 98th percentile.
• Active member of Wharton Real Estate Club. Expected participant in club’s 2009-2010 curriculum and events, including Zell-Lurie Fall Meeting and seminars in Real Estate Finance, Development, and Argus training.
• Wharton Rugby Football Club: elected Vice-President, voted MVP for 2008-2009 season.
• Wharton Investment Management: Assistant Fund Fellow, research analyst.
• Other club involvement includes Pets At Wharton, Tennis, Basketball, and Wine Clubs.

UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles, CA · 2002 - 2003
Master of Accounting

• Leventhal Scholarship: one of five recipients awarded for academics and leadership.
• Elected student association representative, Honor Council, Challenge 4 Charity fundraisers, Dean’s List.

OCCIDENTAL COLLEGE
Los Angeles, CA · 1998 - 2000
Bachelor of Arts; History

• Varsity football, rugby, Alpha Tau Omega fraternity. Senior thesis on the Lewis and Clark Expedition.

EXPERIENCE

PACIFIC COAST CAPITAL PARTNERS / PCCP LLC
San Francisco, CA · 2009
Summer Associate, Real Estate Private Equity

• Constructed pro forma models using Argus and excel and used various return and cash flow yield analysis to underwrite $300mm of office, hotel, retail, multi-family, industrial and land equity and debt opportunities.
• Performed market research and prepared investment memoranda for weekly pipeline and committee meetings.
• Sourced and evaluated a 240,000 square foot off-market office opportunity in downtown Phoenix.
• Analyzed real estate assets of bankrupt and distressed firms, including portfolios of Opus West, GGP, and CIT.
• Created a template and process which reduced monthly debt and equity investment reporting process by 50%.

PERSONAL REAL ESTATE INVESTMENTS
· 2004 - 2009

• Currently own and manage a portfolio of six investment properties located in MA, WA, CA and PA.
• Successfully built and sold a luxury home in Victor, ID in 2007. Return on equity of 50% over six months.
• Bought, improved and sold an investment property in Manteca, CA. Return on equity of 500% from 2004-06.
• Sourced, analyzed and declined a 168-unit multi-family opportunity in Rock Springs, WY and a 20-acre land purchase in Victor, ID.

SKIRITAI CAPITAL LLC
San Francisco, CA · 2004 - 2008
Associate, Long / Short Equity Hedge Fund

• Worked directly for a Portfolio Manager as part of a five-person small cap value fund.
• Developed company financial models. Performed comparable company research and analysis. Created models to generate and track potential long and short ideas.
• Evaluated investments and wrote recommendation reports for PM.
• Conducted intensive industry and company due diligence calls with key customers, suppliers and analysts.
• Led calls and meetings with management teams of existing and prospective portfolio companies.
• Led hiring process and trained junior analysts in all aspects of operations and investment process.

LEHMAN BROTHERS INC.
Menlo Park, CA · 2003 - 2004
Financial Analyst, Investment Banking

• Performed detailed valuation analyses of private and public companies including comparable company, precedent transaction, discounted cash flows, and accretion / dilution analyses.
• Participated in various aspects of M&A transactions including financial modeling, conducting due diligence on acquiring and target companies and determining bid and sale prices.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Banking
• Development

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Northeast USA
• Northwest USA
• West Coast USA

Interests: Investing, US History, reading, basketball, golf, 80’s music. Other: ULI. Occidental Alumni Association, former co-chair of Bay Area Region. Oxy Olde Boys Rugby.