Experience

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  Chelsea management inc

  Jun 2021 - Sept 2021

  Wealth management intern

  Participated as an intern and worked on a project creating a valuation sheet of the S&P 500 companies to best advise clients on the most reasonable choices to invest in based on their investment strategies. Managed and organized portfolios worth upwards of $25 million. Honed my research skills on aspects of companies in different industries that determine their shareholder value and volatility. Learned how to work in a small team environment with trained individuals.

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  Treadwell development

  Jul 2022 - Oct 2022

  Real estate development intern

  Assisted in real estate acquisition in order to acquire land for a 3.5 million USD resort project. Constructed financial sheets projecting the costs and revenues of the said project over a 20-year time span. Managed a business consulting deal and helped the company rebrand which resulted in the transfer/sale of their ownership in a 2 million USD deal.

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  Scu real estate association

  Sept 2022 - now

  Member
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  Lennox capital group

  Feb 2023 - May 2023

  Security analysis intern

  Honed my expertise in accounting principles, which I applied to conduct security analyses. As an intern, I conducted meticulous research and presented my findings to professionals. Additionally, my proactive engagement with top industry professionals in real estate, private equity, and venture capital has proven invaluable. Through these connections, I have gained deep insights into industry trends and best practices, enriching my understanding of the field. Furthermore, I have diligently acquired a comprehensive understanding of key terms, metrics, and methodologies crucial for effective security analysis. Show less

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  Eastdil secured

  Jun 2023 - Jun 2023

  Eastdil secured’s virtual real estate finance training program

  During this comprehensive program, I acquired a solid foundation in real estate fundamentals, encompassing key metrics, deal types, lending, market concepts, and financing. This immersive experience enabled me to grasp the intricacies of deal team structures and the responsibilities associated with the analyst role. Moreover, I gained extensive proficiency in utilizing Excel, adeptly constructing essential tools such as amortization tables, cash flow charts, and underwritings. Through this hands-on practice, I developed a meticulous approach to financial analysis in the context of real estate. Show less

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  Project destined

  Sept 2023 - Nov 2023

  Eastdil secured bridge program fellow

  Engaged in discussions with numerous Eastdil executives to gain valuable insights into their professional experiences and perspectives.Conducted hands-on learning sessions led by Eastdil analysts focused on enhancing Excel skills, including the creation of cash flow tables and the application of practical formulas relevant to the workplace.Site visit to Eastdil in New York, providing a unique opportunity for firsthand exposure to industry practices and networking with professionals in the field. Show less