JANNEY MONTGOMERY SCOTT Real Estate Investment BankingJanuary 2010 to January 2016Managing Director, Director Philadelphia, PA
Responsible for all aspects of Janney's investment banking relationships with public REITS, private real estate owner/operators and real estate private equity funds.
Originated and managed deal teams on over 80 transactions including lead left book-run IPOs, follow-on common and preferred equity offerings, sale of a non-controlling interest in a portfolio with over 5,000 multifamily units, buy-side advisor on the purchase of a portfolio of 61 bank branches for $140 million.
Assisted REITs that had recently completed their IPOs create their quarterly supplemental disclosure packages for investors and wrote portions of their quarterly earnings conference call scripts.
FBR CAPITAL MARKETS CORPORATION Real Estate Investment BankingJanuary 2006 to January 2010Senior Vice President, Vice President, Associate Arlington, VA
Initiated and maintained investment banking relationships with public and private retail real estate clients.
Involved in all aspects of 144A, IPO and secondary offerings for real estate and structured finance companies including financial modeling, roadshow presentations, drafting prospectus and investor meetings.
Coordinated sell-side assignments for publicly traded real estate companies: supervised production of offering memorandums, debt defeasance process, board presentations and fairness opinions.
THE MILLS CORPORATIONJanuary 2003 to January 2006Vice President Arlington, VA
Oversaw all communications with investors for The Mills Corporation.
Maintained regular dialogue with sell-side/buy-side equity research analysts and portfolio managers Prepared management for conference calls: wrote COO's script, formulated answers to analyst questions Drafted all financial press releases: quarterly earnings, acquisitions, joint ventures, equity offerings.
Prepared board level presentations on topics including dividend policy and disclosure standards.
MORGAN STANLEY Morgan Stanley RealtyJanuary 2001 to January 2002Associate New York San Francisco, NY CA
Supervised construction of NAV and accretion/dilution models for analyzing the impact of a C-Corp to REIT.
conversion for a $3 billion industrial/office real estate operating company.
Developed a JV model for a retail REIT, which became a template, for analyzing IRRs for a manager and a.
third-party investor based on the mix of investments, level of third-party investment, financing and promotes.
Morgan Stanley RealtyJanuary 2000Summer Associate
STERN STEWART & COJanuary 1997 to January 1999Senior Analyst New York, NY
Served on teams assisting REITs integrate Economic Value Added (EVA®) concepts into their compensation.
plans and strategic decision making processes.
ERNST & YOUNG LLP National Planning GroupJanuary 1995 to January 1997Associate New York, NY
UNIVERSITY OF CHICAGO, GRADUATE SCHOOL OF BUSINESS2001MBA: Finance and AccountingFinance and Accounting 3.7 Honors, GMAT 740
COLUMBIA COLLEGE, COLUMBIA UNIVERSITY1995BA: Economics and HistoryEconomics and History 3.8 Magna Cum Laude and Phi Beta Kappa
Baseball, archeology and scuba diving. Avid Michigan Football fan.