EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Sept. 2006 - May 2010
Bachelor of Arts in Economics

• Minor in Urban Real Estate & Development - Wharton School
• Relevant Coursework (*Current): *Introduction to Property Development, Urban Real Estate Economics, Urban Fiscal Policy, Real Estate Investments, Real Estate Law, Corporate Finance, Financial Accounting
• Student Member, School of Arts & Sciences Curriculum Committee (Sept. 2009 - May 2010)
• Co-Chair, The College of Arts & Sciences Dean’s Advisory Board (Sept. 2008 - May 2009)
• Credit Manager, The Daily Pennsylvanian (Jan.-Dec. 2007)

MILTON ACADEMY
Milton, MA · Sept. 2002 - June 2006
High School Diploma

• Editor in Chief of The Milton Measure (biweekly student newspaper)

EXPERIENCE

KEEFE, BRUYETTE & WOODS
New York, NY · Summer 2009
Equity Research Summer Intern, Real Estate Investment Trusts (REITs)

• Built complex earnings model on a leading REIT.
• Updated financial models for regularly covered REITs and other publicly-traded real estate companies.
• Assisted with research notes and reports on REITs and the broader real estate industry.

SAMUELS & ASSOCIATES
Boston, MA · Summer 2008
Intern

• Analyzed existing tenant deal structures to facilitate win-win agreements between selected underperforming tenants and Landlord/Owner; worked directly with attorneys to draft lease amendments.
• Developed complex comparison matrix presenting predevelopment and pro-forma budgets for large urban mixed-use and suburban retail development projects.
• Created competitive retailer alignment maps for Greater Boston area covering several retail categories for use as visual tool for meetings with prospective tenants.
• Worked at Boston regional ICSC trade show; coordinated set up of trade booth and fielded project questions from prospective tenants and show attendees.

SAMUELS & ASSOCIATES
Boston, MA · Summer 2007
Intern

• Researched local competitive market and initialized contact with potential clients.
• Created sophisticated Excel model to improve company-wide contact management system.
• Assisted in creation of a market research template for due diligence.
• Performed extensive market research analyses for urban and suburban sites.

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Mid-West USA
• Northeast USA

Member, International Council of Shopping Centers (ICSC); Member, Urban Land Institute (ULI) | Computer Skills: Proficient in Microsoft Office, Bloomberg, SNL Financial, Stata, ARGUS