Responsible for the underwriting and analysis of potential acquisitions, developments, and dispositions in the San Francisco Bay Area
Corporate Strategy
Drove the development of key strategic initiatives within and across business units to address the firm’s most important growth opportunities and challenges
Performed quantitative and qualitative research and analysis to support business unit and firm-wide engagements, and worked with key stakeholders to develop meaningful solutions
Effectively communicated findings to senior management to ensure successful implementation of strategies that maximize State Street’s long-term performance
Commercial Real Estate Brokerage Summer Analyst
Assisted senior brokers in lease transactions of up to 50,000 SF in Manhattan
Developed and executed on strategies for identifying potential new clients and prepared tenant stacking models for 80+ properties
Earned broker certification by passing the 75-hour New York Real Estate Institute salesperson training course and licensing exams
Investment Banking Summer Analyst
Engaged on five acquisition deals with the Industrials Group: developed pitch scope and storyboard layout, analyzed market data and research
Developed a Confidential Information Memorandum with the Consumer, Food, and Retail Group to market the sale of an allergy-friendly food company: helped project financials, write product descriptions, design CIM structure, and consolidate data files
How I Got Started
PSIA-certified ski instructor at Stowe Mountain Resort
American Red Cross Certified Lifeguard at The Westmoor Club
Retail sales at Vineyard Vines Nantucket
...And Where I Learned It All
B.A. Business Economics
Completed coursework in Finance, Real Estate Development, Entrepreneurship, Organizational Theory, and Sociology