Real Estate Debt Team - High Yield CMBS and Mezzanine Loans• Cross Functional Collaboration: Presented comprehensive recommendations to investment team and coordinating with external brokers, trading, legal, compliance, and accounting to execute on investments ranging from $5mm to $125mm.• Effective Communication: Regularly shared objective investment research publications for 100+ securitized deals under coverage throughout Fidelity Asset Management, leveraging multifactor financial… Show more Real Estate Debt Team - High Yield CMBS and Mezzanine Loans• Cross Functional Collaboration: Presented comprehensive recommendations to investment team and coordinating with external brokers, trading, legal, compliance, and accounting to execute on investments ranging from $5mm to $125mm.• Effective Communication: Regularly shared objective investment research publications for 100+ securitized deals under coverage throughout Fidelity Asset Management, leveraging multifactor financial modeling and scenario analysis to deliver written executive summary and investment recommendation.• Foundational Strategic Research: Fundamental research process to add value to fund performance over the long term through visiting 40+ individual metropolitan areas to meet with market participants, networking with brokers and tenants on a regular basis, and refining recommendations based on market color and changing dynamics.• Relationship Management: Worked closely with trading and deal institutional counterparties to review and analyze preplacement, off market, mezzanine, and non-tradable opportunities with significant negotiated deal terms.• Client Engagement: Communicated best practices to current and prospective internal and external clients for primary investment research and recommendation process through credit investment team examples.• Mentorship and Team Building: Guided and mentored incoming team members to facilitate the development of their skill sets, elevate the onboarding experience, and actively foster a culture of collaboration throughout the team. Show less

Board Leadership Committee, Budget and Administration Committee, Chair of Subcommittee on Alternative Governance Structures