Functional Skills

Financial Due Diligence
Valuation
Financial Planning & Analysis (FP&A)
Sales and Operations Planning (S&OP)
Business Analytics

Sector Experience

Real Estate
1
hour

Avg Response Time

18
years

Years of Experience

4/14

Member Since


Bulge Bracket Investment Banks

Experience

 
Bedrock Real Estate Partners Finance
Investment Professional
03/2013 - Present
- Helped launch real estate private equity platform through development of underwriting standards and investment processes
- Assisted partners in raising equity from family offices
- Led underwriting for over $800mm opportunistic real estate portfolio

Truman James Start-Up
CoFounder
03/2014 - Present
- Partnered with Interplay Ventures to launch commercial real estate advisory firm targeting the needs of start-ups and creative firms
- Responsible for all aspects of executive management including strategic vision, sales, hiring, and P&L management
- Led firm from zero-to-profitability

MacFarlane Partners Finance
Investment Associate
07/2005 - 05/2010
- Managed in excess of $6 billion in assets as the sole associate on 4-person team
- Analyzed investment venture with The JBG Companies to develop an estimated $10 billion portfolio comprised of 93 assets in the Washington, DC metropolitan area
-Overhauled the investment screening process; developed standard pro forma templates which were subsequently used in all investment evaluations performed by the firm
- Assisted in raising $1 billion equity fund


UBS Finance
Investment Banking Analyst
07/2003 - 06/2005
Founded commercial real estate advisory.