Functional Skills

Project Management
Enterprise Report Management (ERM)
Investor Relations
Performance Management
Market Research
Investment Banking
Financial Management
Risk Management
Financial Modeling
Economic Analysis
Real Estate Investing
Commercial Due Diligence
Communications
Financial Planning & Analysis (FP&A)

Software Skills

Microsoft Excel
Microsoft Office
Salesforce

Sector Experience

Financial Services
Real Estate
Fortune 500

Experience

DREAMER INVESTMENTS LLC Corporate Strategy & Development
Acquisitions/Development Manager (Self-Employed)
11/2018 - 7/2024
Led Acquisition team in Baltimore, MD and Charlotte, North Carolina, managed and completed 5 renovation projects and 1 new construction single family home.
• Created and managed project budgets, managed contractors, reviewed construction progress of the assets to ensure projects are completed on time within budget and managed the draw request process.
• Leased and managed 2 Single Family rentals.
• Completed 28 Wholesale transactions between Baltimore and Charlotte.

M&T Bank Finance
CRE Underwriter/Operation Clean
11/2022 - 6/2024
Underwrote properties such as Multifamily, Mixed Use Multifamily, Affordable Housing Multifamily (Federal Low Income Housing Tax Credit), Industrial and Retail.
• Analyzed financial information and related materials and completed the credit analyses for the Bank's commercial transactions. Wrote analyses to include an independent credit quality assessment with well-supported risk rating, identification of and description of credit risks and mitigants, industry concerns, market trends, financial trends, and other pertinent credit issues of respective deals.
• Performed financial analysis of the borrower and determined strengths and weaknesses.
• Ensured acceptable credit quality in the region's portfolio by complying with the Bank's credit policy
• Reviewed all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit information, demographic Analysis, industry researc

BULL DEVELOPMENT Finance
Development Manager
5/2021 - 11/2022
Sourced, researched, evaluated, and assessed development opportunities through marketed off-market channels ranging from existing single family, existing multifamily, single-family developments, and multifamily/mixed use developments and negotiated property acquisitions.
• Assisted in the acquisition of land, lots and development opportunities.
• Performed feasibility analysis, cash flow models, sensitivity analysis, due diligence, deal structuring, and market research on potential real estate investment opportunities.
• Prepared research documents including zoning, proformas, financial analysis, financial modeling, pro-formas, construction budgets, material take-offs, comparables and community research to submit to lenders and investors.
• Assisted in the preparation of equity financing applications, investment committee memoranda, private placement offering materials and joint venture operating agreements.
• Participated in investor relations and capital market analysis.
• Sour