Bulge Bracket Investment Banks
Fortune 500
Experience
Sienna Capital
Finance
Principal
5/2015 - Present
Provide capital markets, advisory and investor relations services to middle-market real estate sponsors. Recapitalized a 2006 vintage fund with four office assets totaling approximately $150mm of gross asset value and $50mm of equity. Sourced engagement, ran competitive process with twenty institutional investors, managed diligence requests, and delivered five executable bids. Manage all aspects of capital raise services, including engagement negotiation, client preparation, marketing ma
Urban American
Finance
Head of Investor Relations and Capital Raising
12/2012 - 5/2014
Managed all existing investor relationships and communcation, refinanced debt and placed equity with institutional and HNW investors for a NYC-based real estate investment manager with $2bn of AUM. Worked with company founders on strategic initiatives which included recapitalizing a $1bn multfamily portfolio. Analyzed, created materials and pitched potential acquisition opportunities to investors. Oversaw asset management and investment sale of a $150mm+ 13-building portfolio in NYC.
Goldman Sachs
Finance
Vice President
8/2002 - 6/2011
Senior fixed income mortgage saleswoman; Covered institutional clients in fast paced trading floor environment; executed over $50bn of mortgage backed security and loan transactions. Analyzed bond portfolios, managed cross-functional teams, oversaw regulatory and compliance-related issues pertaining to clients.
Norbridge Inc.
Management Consulting
Associate
9/1998 - 6/2000
Provided strategy consulting services to Fortune 500 pharmaceutical and transportation companies. Sample project: Facilitated strategic sales and marketing planning process for a $300mm drug. Determined and communicated business needs to develop and implement a customized sales force automation system. Supervised three technology analysts. Coordinated and led system training sessions for over 200 pharmaceutical sales representatives.