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Summary of Qualifications
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Accomplished in strategic planning/implementation, project due diligence, and feasibility analysis. Team leader who thrives under pressure and utilizes excellent analytical, problem-solving, and communication skills.
Employment
2008 Westminster, CO- Redesigned investment metrics as Project Analyst for McWhinney Development Co., Loveland, CO
- Developed new financial models critical in assessing project viability and estimated risk/ return
- Managed ongoing financial analysis and due diligence for several development projects including:
- Grand Station at Centerra – 2,200,000sf, $620mm mixed use development in Loveland, CO
- Central Hub Redevelopment Project – 1,200,000sf, $450mm mixed use development in Garden Grove, CA
- Van De Water Plaza – 300,000sf, $20mm anchored retail center in Loveland, CO
2007 Denver, CO- Financial Analyst for specialty brownfield/infill real estate development structuring company
- Researched and created real estate market analysis, project scenario analysis, and trend reports
- Managed detailed financial models to assess project viability, debt repayment, and adjusted risk for:
- Pointe Blue Resort – 445 residential units, 30,000sf of retail, & 60 slip marina in Racine, WI
- Point Ruston – 67 acre mixed use resort development in Tacoma, WA
2006 Broomfield, CO- Assisted the Merger & Acquisition Due Diligence team in evaluating and tracking potential acquisitions
- Compiled and analyzed the financial data of recently acquired subsidiaries
- Created and organized project integration and system implementation timelines
2006-2007 Fort Collins , CO- Developed learning activities as Teaching Assistant for senior level real estate finance class
- Organized tests and taught Excel based pro forma modeling for over 50 students
- Tutored Finance and Accounting classes for learning disabled and low income students
2006-2007 Westminster , CO- Owned/ operated Westminster area franchise and managed over 15 employees
- Formulated sales plan, painted 19 houses, and generated revenues of over $48,000 in 4 months
Education and Achievements
2003-2007 Fort Collins , CO- B.S. in Business Administration with a concentration in Finance and minor in Economics
- Awarded “Distinguished Scholar” and Surplus Lines Assoc. (SLA) Academic Scholarships at CSU
- Member of the Colorado State University Honors Program
- Created student financial literacy website and original educational videos ( www.RIHSE.org )
- Member of Omicron Delta Epsilon Economics Honor Society
- Elected as treasurer of Pi Kappa Alpha Fraternity and managed $75,000 annual budget
- Elected as Associated Students of CSU (ASCSU) Senator for the College of Business
- Allocated $175,000 in funding to student organizations as member of ASCSU Student Funding Board
Volunteer
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2006-2007 Fort Collins , CO- Organized highly selective student run investment analysis and portfolio management class
- Portfolio Manager of 15 student analysts overseeing two equity portfolios of more than $200,000
- Raised over $12,000 from local businesses to fund travel to 2 international investing competitions
2006-2007 Fort Collins , CO- Guided weekly campus tours and group presentations to 10-40 parents and prospective students
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Specialties
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- LEED Accredited Professional
- Licensed Broker Associate (Colorado)
- Development Risk and Feasability Analysis
- Funding Proposals & Project Prospectus Development
- Windows (Excel, Powerpoint, Publisher, Access, Project)
- Graphic Design (Adobe Suite)
- Web Design & Publishing (Dreamweaver)