Prior to Greysteel, sourced and evaluated real estate investment opportunities for a $1 million portfolio through market analysis, financial modeling, and due diligence on potential assets to assess risks and returns supporting investment decisions
Prepared investment memos and presented findings to the Investment Committee, focusing on key insights and actionable recommendations under the mentorship of TA Realty professionals
Managed sales logistics, coordinated deliveries across New York City, and tracked invoices to streamline financial record-keeping, improve sales reporting, and enhance operational efficiency
Expertise
Specializes in capital markets services for retail and mixed-use commercial real estate transactions in the New York City area.
Responsible for structured debt, mezzanine, and joint venture equity placement
Generates capital market solutions and conducts financial analysis for acquisition, refinance, and relevant loans
Cultivates long-term relationships with lenders and borrowers
Education, Affiliations, and Licenses
BA in Economics, Minor in Real Estate – University of Connecticut
Interests
Playing and learning different stringed instruments