Responsible for evaluating and overlooking all Roofstock acquisitions, asset management, and disposition strategy. Key member in balance sheet capital decisions involving investment opportunities and sales decisions. Roofstock is the #1 marketplace for buying and selling single-family rental homes with over $3B in transactions to date; honored by Forbes as a Top 50 real estate technology company and by CB Insights as a fast-growing fintech start-up (Fintech 250).

Led investment analysis on all Institutional San Francisco Bay Area Multifamily investment opportunities for CBRE, totaling over $5B.Represented the largest multifamily operators in the Bay Area on both buy & sell side. Spearheaded lease investment analysis and competitive return metrics on office portfolio of over 10mm square feet. Performed return analysis and investment forecasting for the largest lease deal in San Francisco history at the time, consisting of 736,000 square feet. Represented landlords including: Vornado Realty Trust, Kilroy Realty, Clarion Partners, UBS, Pembroke, TA Realty, Bentall Kennedy, ASB Real Estate Investments, Ridge Capital Investors, Gerson Bakar and Jamestown Properties.

Worked with high net worth families to define and achieve financial goals through tailored investment portfolios. Aligned with clients to developed tax efficient equity strategies and fixed income portfolios, strategic asset management, retirement planning, and multi-generational family wealth planning.