At CBRE, I execute commercial real estate debt and structured finance transactions across the deal lifecycle on the Northern California Multifamily Debt & Structured Finance team. I prepare offering memoranda and client presentations that bring together asset fundamentals, market conditions, and financing strategy.
I build supporting financial models and data analyses in Excel to inform transaction strategy and lender positioning. I also track deal milestones, lender feedback, and closing items across concurrent transactions.
At Caldwell Sutter Capital, I managed the integration of more than 1,500 accounts from Charles Schwab to Black Diamond. I analyzed onboarding data using MS Excel and Salesforce Salentica, contributing to a streamlined contract management process via DocuSign.
My earlier work included quantitative analysis of great white shark movement patterns at Moosh Systems, contributing to a published research piece in The New York Times Magazine. I also taught math at Compass Education Group and earned a Master of Science in Finance from Simon Business School, University of Rochester.
