A full-service syndicator of low-income housing tax credit (LIHTC) funds. CREA provides real estate investment banking solutions to investors and developers through long-term relationships to finance high-quality affordable housing. CREA has syndicated over 800 housing developments in 48 states, has raised $9.2+ billion of investor equity since 2001, and employs over 150 full-time employees.- Serve as key member of the Syndication and Investor Relations team of 16 that manages the full-cycle fund process. Our team closed $1.1 billion of equity to finance 8,499 affordable housing units in 2021.- Interact directly with investors by developing prospect pipelines, offering pricing, presenting investment materials, hosting site visits, and managing the closing process.- Provide guidance and training to Analysts and Due Diligence Coordinators.- Assigned as lead account manager of a proprietary fund.- Lead fund modeling as well as the investor review process for multi-investor funds.- Closed special structures including guaranteed funds, Opportunity Zone transactions, and state tax credit purchases.- Participate in negotiations and pricing analysis for multi-investor fund bridge loan financing.

- Designed a dynamic, centralized Excel tool (the Central Grid) to efficiently distribute current fund and property metrics, which customizes to accommodate investor due diligence grids.- Construct fund models for both multi-investor and proprietary real estate investment funds.- Coordinate developer introductions to institutional investors for investment and lending opportunities.- Facilitate the full-cycle fund process with investors including fund composition, pricing and yield analysis, third-party deal reviews, bridge loan financing, closing documentation, and capital calls.

A global strategy private equity consulting firm that specializes in M&A and commercial due diligence.- Contributed to projects in a wide variety of industries including healthcare, construction, manufacturing, aviation, and technology.- Interacted with industry leaders and experts to develop market insights.- Shared research findings and insights with project team on a daily basis.

For-profit social enterprise that operates low-cost private schools providing education to over 500,000 students in Kenya, Uganda, Nigeria, Liberia, and India- Created grades 3-5 mathematics instructional materials for Team Uganda.- Analyzed student attendance data in relation to student fee due dates using Excel. The analysis was presented to the VP of Academics with the intention to initiate changes to curriculum and billing policies with the goal of reducing student absenteeism.- Compiled a grade 5 mathematics textbook that included lessons, assessments, and practice problems.- Worked cross-functionally with Team Uganda to obtain data from the Measurement and Evaluation Department.

Boston based non-profit consulting and capacity-building organization- Performed “Peer Performance Exchange (PPE)” analysis to aid NGOs in utilizing business practices to improve sustainability.- Aided in the design and management of the five primary documents used by the Research and Assessments department to evaluate and advise NGO clients.- Evaluated organizational best practices during client site visits, gathered data for analysis, performed surveys using SurveyGizmo, and summarized data using Excel and PowerPoint for twelve NGO clients.- Completed the first draft of a presentation which was later introduced to Boston Mayor Marty Walsh to assist the Boston Public School system in establishing a vetting process for their NGO partners.

Part-time: Summer