Experience

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  Security capital global capital management group

  Mar 1998 - Sept 2000

  Senior associate

  Associate and Senior Sector Analyst, Multifamily$3 billion AUM Investment Manager Specializing in Publicly Traded Real EstateLong only, mutual fund and SMAs. Ticker CEESX (formerly SUSIX).• Developed and maintained financial valuation models, including Net Asset Value (NAV) and earnings forecast models that drove discounted cash flow analyses for top-rated, dedicated mutual fund of publicly traded real estate companies with assets aggregating more than $3.0 billion; used these tools to drive investment decisions through buy, sell, or hold recommendations to portfolio committee Show less

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  Ibm business consulting services

  Oct 2000 - Sept 2004

  Finance associate, business development

  Finance Associate, Business Transformation Outsourcing (BTO) Consulting, Media & Entertainment and Public Sector Focus.• Financial analyst on multi-person deal team in charge of building financial models of strategic “mini-mergers” between IBM BCS/BTO and client companies. Modeled financial transactions that transformed formerly non-revenue producing divisions of client companies (e.g., human resources) into revenue producing profit centers run and owned by IBM. Worked closely with IBM partners and customers to ensure mutually beneficial arrangement: customers saved operating cost, IBM made measured profit• Managed cash flow for outsourcing contracts; managed payment schedules for optimal cost recovery; reviewed terms and conditions, incorporated into financial models; reviewed models for adherence to accounting standards (amortization of upfront costs, revenue recognition, etc.)• Modeled client operational baseline working closely with client executives; constructed IBM cost model based on development team recommendations Show less

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  Zacks investment research

  Oct 2004 - Jun 2005

  Senior analyst, reits

  • Maintained senior-level coverage on universe of 52 publicly traded REITs and real estate operating companies, including office, industrial, apartment, hotel, public storage, manufactured housing, mall and strip center, and mortgage REITs for independent sell-side research firm

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  Harrison street securities

  Jul 2005 - Mar 2019

  Reit portfolio manager and senior equity analyst

  Portfolio Manager and Senior Equity Analyst for investment manager specializing in publicly traded REITs and REOCs.> Maintain active coverage of over 60 retail, storage, and hotel companies, including detailed cash flow modeling, net asset value modeling, and regular meetings with senior management> Developed valuation process that has delivered consistent alpha since inception> Extensive experience marketing to prospective clients and servicing existing clients> Portfolio Manager, Long/Short REIT Strategy. Show less

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  Kennedy capital management

  Apr 2019 - now

  Named Assistant Portfolio Manager for our Extended strategy of Small and Microcap Value investments

  • Assistant Portfolio Manager

    Jun 2021 - now

  • Equity Research Analyst -- REITs

    Apr 2019 - now