Operating Principal - Real Estate

Selected Transaction Experience:Buy-side advisor on $340 million strategic investment (Announced December 23, 2013)o Assessed NorthStar Realty Finance’s (“NorthStar”) investment of corporate debt, preferred equity, and common stock in RXR Realty (“RXR”) over a 45-day period as a member of NorthStar’s deal team

Member of Citi Treasury Advisory team, working with clients' Treasury, Tax, and Finance departments o Structure global liquidity deals: analyze clients’ currency requirements and factor country-specific restrictions o Prepare Excel models that project returns on multi-currency pools, incorporating FX spreads, interest rate projections, and banking feeso Create PowerPoint slides and presentations, clearly depicting solutions using Excel charts and diagramso Present solutions to clients, who include Halliburton, DuPont, Intel, Juniper, Jabil, and Emerson Electric

Collaborated on 12 deals, including 7 global account restructurings—Weatherford, Schlumberger, DuPont, Boeing, Chemtura, Ferro and Hyatt Hotels; prepared pricing models, trade flow diagrams, and client presentations *Won $2.8mm global account restructuring and advisory deal with Weatherford Internationalo Analyzed global liquidity structure with WFT Treasurer, Tax team, and Finance team in Houstono Designed account structure and final pitch materials for WFT’s global liquidity business *Evaluated opportunities with emerging market champions, under-penetrated names, and key relationship clientso Identified key working capital prospects through financial statement analysis (10K and 10Q)o Benchmarked working capital comp sets for Industrial sector clients using Capital IQ *Training the Street‖ – Two month analyst training:o Financial statement analysis, financial modeling, and corporate valuationo Projected 3-statement model and modeled cash flows based on assumptions for 3 market environments

Correlated Option/RSU compensation to key company metrics such as share price, sales, and operating cash flows* Led team in National Association of Corporate Directors Lead Directors’ Compensation research projecto Collected director compensation data from 300 companies’ SEC Filings and proxy statementso Determined full diluted shares outstanding through Option/RSU compensation packages