Experience

Avere Equity Advisors Finance
Investment Manager
4/2009 - 12/2014
Private real estate development firm targeting opportunistic real estate assets across the US. Manager of General Partner responsible for the transaction group including acquisition, development, leasing, disposition and joint venture activities; financial modeling, pitch book creation, legal document review, investment committee write-ups

UHMW Family Office Finance
Acquisitions
11/2007 - 8/2008
Multifamily and retail real estate investment management for ultra-high net worth family office. Acquisition manager responsible for sourcing, underwriting and executing the acquisition, leasing, disposition and joint venture opportunities in the US. Investment decision making process, including: debt and equity origination, structure, financial modeling, market analysis, acquisition/disposition negotiation, due diligence and legal document preparation.

Banc of America Securities LLC Finance
Associate
6/2000 - 11/2007
Executed investment banking mandates for the Leverage Finance and Structured Finance divisions that worked to originate and structure capital market financing for clients. Provided financial modeling, company valuations, legal documentation review, marketing materials, client presentations, rating agency presentations, private placement memorandums, internal/external underwriting documents, and credit analysis.