EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · September 2006 - May 2010
Bachelors in Science and Economics; Finance & Real Estate

NORTH SHORE HEBREW ACADEMY HIGH SCHOOL
Great Neck, NY
High School Diploma

EXPERIENCE

CREDIT SUISSE
New York, N.Y. · Summer 2009
Equity Sales and Trading Analyst

• • Created automated statements to calculate interest payments, principal payments, and amendments to the NPA that would be sent out to individual Fund of Funds
• • Delivered five presentations and trade recommendations to senior level executives on various industries, companies, and market trends. Successfully defended trade ideas through intense Q&A
• • Created Delta One Handbook to help educate new and existing clients on ETF’s, swaps, and futures

WESLEY CAPITAL MANAGEMENT
New York, N.Y. · Summer 2008
Real Estate Analyst

• • Developed macro-economic forecasting models to analyze market trends and future sector performance in localized real estate markets
• • Produced multiple-based valuation models for a portfolio of real estate companies. Capitalization rate multiples were used to compare performance which resulted in investment decisions within the Fund
• • Performed statistical analysis on individual loans, in order to predict the affect of loan defaults within the CMBX and ABX indices

WACHOVIA SECURITIES
New York, N.Y. · Summer 2007
Analyst in Commercial Real Estate CDO Group

• • Published internal reports used to summarize loan portfolios for commercial real estate companies
• • Performed loan-level analysis on specific property types and aggregated data in order to derive general market trends
• • Created pitch books and other educational material used externally to promote CDO offerings to new investors
• • Maintained relationships with clients and CDO issuers to get research materials used for forecasting various risk metrics

H.J. DEVELOPMENT
New York, N.Y. · Summer 2006
Summer Intern

• • Involved in construction management and solicitation of bids from different vendors for materials and labor
• • Shadowed project owner/developer on daily basis to learn what was required to plan and complete a development site

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Development
• Investment Banking

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Central/South America
• Europe
• Northeast USA
• West Coast USA