Raised in San Diego, trained in Charlotte, invested in the Southeast.
After graduating with a marketing degree from San Diego State University, I spent several years in my family’s small business learning the ins and outs of commercial printing. My role here was enterprising and entrepreneurial. Eventually I saw the need to create my own path in life, so I made the move to one of the fastest growing cities in America. Commercial real estate would become my path:
Financial Analysis
I am building on a year of experience in analysis for valuation, capital placement, operating expenses, development and investment. My experience has been guided by professional oversight through internship and graduate coursework. Argus certified.
Development Due Diligence
I understand the nuances involved in development for different jurisdictions and work collaboratively across several disciplines including: brokerage, design, legal and local planning. I also invest in relationships in the community where I reside.
Research & Prospecting
I leverage technology to uncover opportunity and inform decision making. Data is presented visually to tell a story.
Asset Management
Proactive asset management starts from a thorough understanding of the business plan. I ask the right questions from the beginning to understand key performance metrics at the fund, firm and property levels.
Marketing, Design & Strategy
From drafting to delivering decks, I take a cohesive approach to the unique client experience. Each touchpoint is intentional and well thought out.
Today, as a recent post-graduate and intern (summer 2024), I am seeking opportunities as a financial analyst. Teams can expect exceptional ownership, initiative and creativity when working with me. Professional references available upon request.
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