EDUCATION

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

• Activities: Real Estate Club, Private Equity Club, and Out for Business
• Leadership: Cohort Alumni Representative (Elected), Wharton Real Estate Club VP of Membership
• Affiliations: Urban Land Institute (ULI), International Council of Shopping Centers (ICSC), Zell/Lurie Real Estate Center

EMORY UNIVERSITY
Atlanta, GA · 1999 - 2003
BA; Economics, French

• Active member of the Office of Residence Life and the Student Programming Council

EXPERIENCE

GE REAL ESTATE / MERRILL LYNCH CAPITAL
Atlanta, GA · 2006 - 2009
Associate Director

• Screened 75+ individual and portfolio lending opportunities for relationship managers ranging from $2M to $200M
• Managed deal sizing and underwriting from term sheet/application through loan approval and closing
• Assisted relationship managers in transaction negotiations for structured and CMBS first mortgages
• Conducted due diligence for valuation, risk analysis, market analysis, borrower history and strategy, and deal structure
• Engaged in business development and marketing efforts: client prospecting, trade association meetings, maintained and managed borrower and broker relationships
• Merrill Lynch Capital, Merrill Lynch & Co. (GE acquired Merrill Lynch Capital, February 2008) Atlanta, GA
• Senior Underwriter 2006 –2008
• Structured and underwrote first mortgage, mezzanine and preferred equity loans ranging from $10M to $200M
• Screened potential transactions, drafted term sheets, loan applications, assisted in negotiations and loan closing procedures
• Underwrote 16 deals representing $800M of new business production for the Southeast office
• Coordinated underwriting process between investment officers, clients, brokers, attorneys and third parties
• Managed 10+ accounts (~$200M in assets), completed loan modifications and work-outs
• Assisted syndications group on buy and sell side opportunities, sold $90M of participations across three deals
• Promoted from Analyst to Assistant Vice President (skipping one level) in two years, ranked top underwriter in the country
• Sole underwriter nationwide retained by GE Real Estate during Merrill Lynch Capital’s acquisition

ING CLARION PARTNERS
New York, NY · 2004 - 2005
Analyst

• Created 50+ market and property specific research reports to support acquisitions, CMBS and portfolio loan underwriting
• Conducted in-depth property and market due diligence, specific focus on US west coast multi-family markets
• Developed and maintained property business plans supporting asset management and portfolio directors
• Contributed to ING Real Estate’s global research publications, including Asian and European markets

COSTAR GROUP, INC.
Bethesda, MD · 2003 - 2004
Research Analyst

• Maintained brokerage and listing information on a commercial real estate portfolio of more than 100 million square feet
• Analyzed commercial sales transactions, financing and income statements for publication to COMPS product
• Created and strengthened client relationships, created original market reports for publication to clients and CoStar products
• Top Producer/Performer 2004

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Banking

Interested in a job/internship in:

• Asia-Pacific
• Europe
• Southeast USA
• West Coast USA