EDUCATION

WHARTON
Philadelphia, PA · 2009-2011
MBA; Real Estate

• Member of Wharton’s Real Estate, Energy, Sports in Business, Soccer, and Texas Clubs

UNIVERSITY OF TEXAS - AUSTIN
Austin, TX · 1997-2002
BBA, MPA; Accounting

• Worked as a teaching assistant in a graduate cost accounting class. Tutored students and assisted the professor with curriculum and course design
• Organized a youth soccer camp for Austin children and participated in the Neighborhood Longhorns after-school tutoring program

EXPERIENCE

CB RICHARD ELLIS
Dallas, TX · 2004 - 2009
Senior Associate

• Promoted into the partnership of one of the nation’s premier industrial investment sales teams in 3 years
• Participated in over 150 investment sales transactions, valued at over $18 billion and totaling over 195 million square feet
• Underwrote and coordinated the due diligence of a $2.3 billion portfolio of properties in six different asset classes
• Developed new business proposals that resulted in 50+ new deals with an aggregate value of over $5 billion
• Worked closely with institutional clients including public and private REITs, pension fund advisors, insurance companies, and private equity funds
• Researched and developed a market update presentation during the recent financial crisis that we used with 20+ clients
• Supervised a team of five highly-effective analysts in financial underwriting, in writing marketing packages and proposals for new business

ERNST & YOUNG
Dallas, TX · 2002-2004
Staff 2 Auditor

• Planned and performed audit engagements for public and private companies
• Prepared SEC filings including 10K’s, 10Q’s and debt issuances for a public office REIT
• Developed and maintained customer relationships
• Performed the accounting due diligence on the $202.5 million IPO of a NYSE registered hospitality REIT
• Unofficially promoted early during second year and given responsibilities of employees with a more advanced job title

HUDSON PLACE FINANCIAL
Dallas, TX · 2009
Intern

• Worked as an intern during the summer before attending Wharton for a start-up financial company
• Developed a private placement memorandum and collateral materials to raise a $100 million fund to purchase distressed real estate loans and bonds
• Underwrote $100 million of potential loan purchases on behalf of the principals
• Analyzed the cash flow streams of distressed mortgage backed bonds

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA
• Southeast USA
• Southwest USA
• West Coast USA

Affiliations: Dormant CPA, NAIOP, Licensed Real Estate Salesperson in Texas. Computing Skills: Argus, Windows operating systems, Microsoft Office programs and JMP statistical analysis software