Real estate development focusing on workforce housing, public-private partnerships.

Real Estate consultant focusing on financial due diligence for commercial development and acquisition. Firm focuses on business plan creation, financial forecasting, and tax incentive consulting for comprehensive investment memoranda for deal transactions.

Structured Finance and Acquisitions Director

Head Financial Analyst for the ownership entity of Heritage Hotels & Resorts. Efforts are focused on full-scale due diligence to build comprehensive business plans, financial models, and devise capital structures for potential commercial real estate, hotel, and business acquisition.

Financial Advisor in Private Banking team focused on advisory services for Ultra High Net Worth investors, both institutional and individual. Concentrated efforts on comprehensive financial plans for corporate retirement plans, as well as advisory services for private/public non-profit foundations and accompanying endowments.

Advised principals in Venture Capital funds focusing on Biotech/Healthcare oriented Seed - Stage, Working Capital, and Mezzanine Financing level companies. Conduct internal appraisal of revenue generation of portfolio holdings and acquisitions. Construct pro-forma financial models including M&A Accretion/Dilution models incorporated in offer memorandums built for potential investors. Perform in-depth market analysis and macro-economic trend analysis to identify key market demographics for burgeoning/growth industries.

Performed market research on capital market investments for implementation in clientele portfolios. Aided in the risk-profiling of new clients for investment portfolio construction. Conducted analysis of newly created legislation as it related to the financial services industry as a result of the 2008 Mortgage Crisis in order to implement within the investment guidelines of firm clients.

Selected with 14 other students by the Board of Regents and the New Mexico State Investment Council to manage an equity portfolio worth $7 million. Analyzed current and foreseeable future economic conditions and formulated investment strategies. Conducted an appraisal of the portfolio positions, performed stock analysis, and presented a proposal of a potential investment to the Investment Council Recommended Investment Proposal generated a 36% Year to Date return over the S&P 500.