Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Certifications
LEED APLeadership in Energy and Environmental Design Accredited Professional
Sector Experience
Financial Services
Real Estate
Experience
Megalith Capital Management
Finance
Consultant
8/2020 - 12/2020
▪ Oversaw a portfolio of New York based multifamily assets in various phases of lease-up and development
▪ Managed external partners, investors, and consultants on asset stabilization strategy, refinancing, and disposition
▪ Managed external partners, investors, and consultants on asset stabilization strategy, refinancing, and disposition
Creek Lane Capital
Finance
Vice President
6/2016 - 9/2019
▪ First hire at a first-time fund focused on JV development of mixed-use, multifamily, and office with $800M AUM
▪Executed all aspects of transactions including sourcing, underwriting, due diligence, structuring, closing, and financing
▪ Managed select assets through investment lifecycle from acquisition through development, stabilization, and hold
▪ Created and delivered presentations to support fundraising and investor relations at both the fund and asset levels
▪Executed all aspects of transactions including sourcing, underwriting, due diligence, structuring, closing, and financing
▪ Managed select assets through investment lifecycle from acquisition through development, stabilization, and hold
▪ Created and delivered presentations to support fundraising and investor relations at both the fund and asset levels
Zeller Realty Group
Finance
MBA Intern
1/2016 - 6/2016
▪ Highly selective internship in conjunction with Booth’s application only Private Equity Lab course
▪ Evaluated and underwrote opportunistic and value-add acquisitions with a focus primarily on office
▪ Enhanced and built financial models and internal reporting tools to establish standard practices across four offices
▪ Evaluated and underwrote opportunistic and value-add acquisitions with a focus primarily on office
▪ Enhanced and built financial models and internal reporting tools to establish standard practices across four offices
PNC Realty Investors
Finance
Analyst & Associate
9/2010 - 6/2015
▪ Sourced acquisitions and oversaw internal and external teams to close over $200M in investments
▪ Developed, presented to senior executives, and executed investment thesis for industrial real estate sector; thesis was
incorporated into Portfolio Manager’s three-year strategic plan and represented largest sector targeted in 2015
▪ Advised senior executives on acquisition opportunities totaling over $9B based on detailed valuation models
▪ Developed, presented to senior executives, and executed investment thesis for industrial real estate sector; thesis was
incorporated into Portfolio Manager’s three-year strategic plan and represented largest sector targeted in 2015
▪ Advised senior executives on acquisition opportunities totaling over $9B based on detailed valuation models
Marcus & Millichap
Finance
Research Assistant
9/2009 - 4/2010
▪ Conducted market research for a team of real estate brokers.