Functional Skills
Financial Modeling
Financial Due Diligence
Investor Relations
Software Skills
ARGUS
Certifications
CFAChartered Financial Analyst
Sector Experience
Real Estate
Experience
b7 Properties
Finance
Chief Financial Officer (CFO)
1/2014 - Present
Chief Financial Officer (CFO) for value-add multi-family investment manager. Portfolio includes 400+ units in MA, RI, CT, and PA, owned and managed on behalf of HNW equity investors. As CFO, manage all accounting, bookkeeping, AP/AR, and investor reporting. Also active in sourcing and underwriting new acquisitions.
LatAm Property Group
Finance
SVP, Acquisitions & FInancing
1/2016 - Present
A spin-off of Caribbean Property Group
Caribbean Property Group
Finance
SVP, Acquisitions & Financing
4/2002 - 3/2010
Evaluated investment opportunities for New York City-based private equity real estate firm with over $1 billion of assets under management in Puerto Rico, Costa Rica, Panama, and Dominican Republic (including retail, office, industrial, hotels, and residential development). Led all underwriting and financial analysis for the Acquisitions team, while also managing due diligence and capital-raising activities.