Functional Skills
Financial Modeling
Software Skills
Microsoft Excel
ARGUS
Microsoft PowerPoint
Sector Experience
Financial Services
Real Estate
Languages
English
Experience
Island Investors LLC
Finance
Principal
2/2018 - Present
Principal of commercial real estate investment and development company. Sponsor of projects of all types, including commercial, residential, land, and note purchases.
Provider of fee-based advisory and consulting services for clients in commercial development, investment, and brokerage.
Provider of fee-based advisory and consulting services for clients in commercial development, investment, and brokerage.
CBRE
Other
Senior Associate
8/2016 - 2/2018
- Member of a top producing investment sales team specializing in advising private equity clients on office, industrial, and land investments.
- Responsibilities included underwriting/valuation/modeling of commercial properties, "pitching" new advisory and sales business, due diligence, marketing of investment opportunities, client relationships, in-depth market research, and evaluating private equity investments.
- Responsibilities included underwriting/valuation/modeling of commercial properties, "pitching" new advisory and sales business, due diligence, marketing of investment opportunities, client relationships, in-depth market research, and evaluating private equity investments.
JLL (Jones Lang LaSalle)
Other
Associate
12/2013 - 8/2016
- Member of top producing capital markets group; analyst in investment sales and advisory in office, industrial, retail, and net lease property types.
- Responsibilities included financial modeling (DCF/LBO), new deal sourcing, pitching, underwriting, marketing (writing and proofreading), research, and due diligence.
- Responsibilities included financial modeling (DCF/LBO), new deal sourcing, pitching, underwriting, marketing (writing and proofreading), research, and due diligence.
Trimont Real Estate Advisors
Finance
Financial Analyst, Associate
7/2012 - 12/2013
- Sole analyst on ~30 investments with multiple clients, comprising $1.7B in client commitments (debt and equity)
- Represented institutional investors/hedge funds in asset management of equity, REO/disposition, senior, mezzanine and CMBS investments; office, multifamily, retail, condo, and hotel property types
- Represented institutional investors/hedge funds in asset management of equity, REO/disposition, senior, mezzanine and CMBS investments; office, multifamily, retail, condo, and hotel property types