EDUCATION

WHARTON
Philadelphia, PA · August 2008 - May 2010
MBA; Real Estate

• Co-Chair of Wharton Restructuring Conference 2010
• Marketing Manager for Wharton Restructuring Conference 2009; led marketing and design efforts for the Conference
• Co-leader of Financial Restructuring Career Trek; organized and coordinated career trek to 8 advisory firms in New York
• Elected Ethics Liaison for 65-student cohort; communicate with faculty and students regarding ethics standards for classes

CORNELL LAW SCHOOL
Ithaca, NY · August 2002 - May 2005
JD; Law

• Selected to Cornell External Moot Court Team based on an internal brief-writing and oral argument competition
• Editor for Legal Information Institute (online law journal)
• Juvenile Advocacy Clinic; counseled at-risk youth regarding assault proceedings in New York Family Court

SKIDMORE COLLEGE
Saratoga Springs, NY · September 1997 - May 2001
BA; Computer Science and Theater

• Member of Pi Mu Epsilon, National Math Honor Society; Honors in Theater, Member of Skidmore Periclean Honor Society

EXPERIENCE

TRICADIA CAPITAL
New York, NY · June 2009 - August 2009
CMBS Summer Credit Associate

• Re-underwrote and reviewed credit assumptions for $20+ billion of loans underlying CMBS bonds, including bonds successfully submitted to TALF
• Evaluated bond structures and worked closely with trading desk to price cash bonds and synthetics
• Analyzed and underwrote distressed commercial real estate opportunities

UNION BANK OF CALIFORNIA
Walnut Creek, CA · November 2006 - June 2008
Assistant Vice President

• Restructured, underwrote and managed a $250 million portfolio, net of syndications, of development loans for single family residences (SFR), office space, retail centers, warehouses and apartments; presented and defended analyses before Group’s senior credit committee
• Negotiated and underwrote commitment reductions of >10% of portfolio under UBOC initiative to reduce exposure to California market; reductions covered five borrowers, including one of Group’s top three relationships
• Restructured 30+ SFR development loan in Vacaville, CA; utilized non-traditional UBOC loan structure, including partial amortization of balance and cross-collateralization with stabilized apartments; successfully defended the restructuring before the Office of the Comptroller of the Currency
• Recommended and negotiated debt restructuring of 50+ unit townhome development in Sacramento, CA based on credit analysis; reviewed financial statements of distressed Bay Area residential developer; analyzed borrower’s business plan through use of UBOC metrics; estimated future cash flows and current values of projects
• Coordinated closing and managed member bank and UBOC analysts in underwriting an extension and commitment increase for Marcus & Millichap’s Edgewater project, a syndicated loan for a 193-unit apartment building in San Francisco

KELLEY DRYE & WARREN
New York, NY · September 2005 - November 2006
Associate

• Led team of 3 associates through due diligence process in representation of CTC Communications Group, Inc. in its merger of equals with Choice One Communications; created largest privately held competitive local exchange carrier in Northeast
• Drafted and negotiated agency agreements for Shareholder Rights, Warrant and Escrow Agreements in ongoing representation of Mellon Investor Services LLC as a rights agent, warrant agent and trustee
• Represented Access Integrated Technology’s subsidiary, Christie/AIX, Inc. in obtaining a $217 million secured credit facility

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• California
• Northeast USA
• Northwest USA
• West Coast USA

Professional: Member of the New York State Bar since 2006; Interests: Karaoke; golf; surfing; snowboarding; “Green” U.S. travel: drove 2,000 miles in a car fueled by vegetable oil