2
hours

Avg Response Time

19
years

Years of Experience

4/15

Member Since


Experience

 
Clairmont Group Finance
Principal
12/2014 - Present
Responsible for full deal sourcing and execution that includes identifying new investment opportunities, due diligence, working with operating partners and advisors during the due diligence process, sourcing and negotiating financing terms, negotiating joint-ventures, and closing transactions
* Investments include direct real estate, distressed debt, real estate portfolios, joint-ventures, development and operating companies.
*Closed 4 deals.

C-III Capital Partners Finance
Sr. Associate
12/2010 - 11/2014
* Responsible for full deal execution that includes identifying new investment opportunities, performing detailed underwriting, drafting investment memos, performing due diligence, working with operating partners and advisors during the due diligence process, sourcing and negotiating financing terms, negotiating joint-ventures, and closing transactions
* Investments include direct real estate, distressed debt, real estate portfolios, joint-ventures and development.
* Closed 11 deals - $303M

Allianz Real Estate Finance
Associate
12/2009 - 11/2010
* Responsible for full deal execution that includes identifying new investment opportunities, underwriting, drafting investment memos, coordinating due diligence, sourcing and negotiating financing terms, negotiating joint-ventures, and closing transactions.
* Investments include direct real estate, co-investments, and fund investments.
* Asset manager for One Beacon Street, a 1 million sf office building in Boston CBD
* Closed 3 transaction valued at $469 million

MetLife Investments Finance
Associate
12/2006 - 11/2009
*Reviewed, researched, underwrote, and performed due diligence on over $3 billion of real estate (all asset types), real estate operating platforms, and joint-venture transactions across the United States, Europe, and South America
*Successfully recommending 26 investments valued at over $900 million to the investment committee
*Assisted in asset managing two joint-venture relationships (multifamily and senior living) valued at $5.7 billion

BMO Capital Markets Finance
Analyst
12/2005 - 12/2006
Analyzed financial statements and developed comprehensive models simulating company operations, mergers, acquisitions, divestitures, equity offerings, debt financings, restructurings, joint-ventures, financial projections, strategic alternatives, capital efficiency, industry forecasts, and leveraged buy-outs
•Drafted private placement memorandums, committee memos, pitch books, and other investment presentations.
•Participated in over $3.5 billion of public offerings and private placements