Experience
Laurel West Holdings
Other
Principal
9/2014 - Present
Screen and model potential multifamily acquisitions for family-owned investment company. Led due diligence process, performed market analysis and developed business plan for initial investment for securing master franchise agreement with US-based franchise in Lagos, Nigeria.
INDUSTRY FUND TECHNOLOGIES, LLC
Finance
Acquisitions Consultant
7/2017 - Present
Identify and analyze potential real estate investment opportunities for various investment vehicles.
• Responsible for all of firm’s acquisition and disposition activities, including deal sourcing, financial modeling, due diligence, negotiations, and closing of all real estate investments
• Participate in ongoing client service and capital raising efforts in addition to assisting in the client reporting process
• Designed and implemented acquisition strategy and underwriting guidelines
• Responsible for all of firm’s acquisition and disposition activities, including deal sourcing, financial modeling, due diligence, negotiations, and closing of all real estate investments
• Participate in ongoing client service and capital raising efforts in addition to assisting in the client reporting process
• Designed and implemented acquisition strategy and underwriting guidelines
Sabal Capital Partners
Corporate Strategy & Development
Business Development Manager
6/2016 - 6/2017
Source term loans nationwide for Freddie Mac’s Small Balance Lending (SBL) program for stabilized multifamily properties through the solicitation of existing financial intermediary relationships and the development of new broker business opportunities.
• Develop and execute sales plan for wholesale channel in the Southeast Region, while maintaining and leveraging self-generated business referral network to realize and increase mortgage lending volume
• Analyze property and credit data to dete
• Develop and execute sales plan for wholesale channel in the Southeast Region, while maintaining and leveraging self-generated business referral network to realize and increase mortgage lending volume
• Analyze property and credit data to dete
Carnival Cruise Lines
Other
Sr. Financial Analyst
11/2013 - 1/2015
Prepared and analyzed monthly forecasts, long-term plans and actual results for 10 global cruise ship brands.
• Maintained company five-year model and provide feedback on improving financial modeling
• Created ad-hoc analysis and presentations on a routine basis to support senior management
• Maintained company five-year model and provide feedback on improving financial modeling
• Created ad-hoc analysis and presentations on a routine basis to support senior management
Conservatorio Partners LP
Finance
Financial Consultant
7/2012 - 7/2013
Executed comprehensive asset management, due diligence and analyses to catalyze growth of portfolio comprised of hotels, apartments and multi-family. Prepared company-level financials and performed sensitivity analyses to evaluate market exit.
• Built asset- and portfolio-level models to analyze prospective acquisition and disposition transactions
• Built and strengthen relationships with investment partners, debt providers and hedge funds
• Built asset- and portfolio-level models to analyze prospective acquisition and disposition transactions
• Built and strengthen relationships with investment partners, debt providers and hedge funds
Credit Suisse Group AG
Finance
Associate
6/2009 - 1/2012
Performed detailed quantitative and qualitative analyses on live and potential transactions including M&A, IPOs and capital market issuances including debt (i-grade, high-yield and convertible) and equity (common and preferred).
• Developed analysis-driven financial models and company valuations
• Dedicated coverage of REITs, private equity real estate owners, data centers, life-science and lodging companies
• Developed analysis-driven financial models and company valuations
• Dedicated coverage of REITs, private equity real estate owners, data centers, life-science and lodging companies