Experience

Analysis in service
of decisions.

Most recently: private credit originations (Mar–May 2026, contract), following multifamily acquisitions (Dec 2024–Feb 2026).

Career

Relevant experience

Experience across investment teams and finance functions. A full résumé is available by email.

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01Mar–May 2026

Private credit · Direct lending · Specialty finance

Analyst, Originations

Contract role
  • Screened direct lending and specialty finance opportunities through borrower credit, collateral, capital structure, and downside analysis.
  • Built a Python sourcing pipeline using trade data, SEC filings, and nonprofit filings to rank potential origination targets.
  • Developed an underwriting framework for contingent receivables, including documentation quality, counterparty risk, and expected recovery timing.
02Dec 2024–Feb 2026

Multifamily private equity

Analyst, Acquisitions

Investment team
  • Worked on more than $250M in multifamily transactions, building cash-flow models and testing IRR, MOIC, debt structure, rent growth, and exit assumptions.
  • Analyzed markets and submarkets, and prepared investment memos and dashboards for decision makers.
  • Built and maintained a database of joint venture and preferred equity partners to inform capital structure decisions.
032022–2023

Public-company communications

Finance Analyst, Investor Relations

Finance and investor relations
  • Prepared earnings materials and investor presentations from financial and operating results.
  • Analyzed financial statements and market information to support clear shareholder communications.
042020–2022

Healthcare finance

Finance Intern

Finance and accounting
  • Built budgeting and forecasting models and analyzed clinic-level variance, costs, and margins.
  • Supported financial reporting and merger-related analysis.

Selected transactions

Work in context.

Three publicly reported acquisitions where I supported the investment team with underwriting and analysis.

Selected transaction / 01 2025

Multifamily

The Hamilton

Hendersonville, Tennessee

Units
232
Reported purchase price
$41.25M

Supported acquisitions underwriting and analysis as part of the investment team.

Selected transaction / 02 2024

Multifamily

Avondale Hills

Decatur, Georgia

Units
240
Reported purchase price
$58.5M

Supported acquisitions underwriting and analysis as part of the investment team.

Selected transaction / 03 2024

Build-to-rent

The Townhomes at Bluebonnet Trails

Waxahachie, Texas

Units
114
Reported purchase price
$35.2M

Supported acquisitions underwriting and analysis as part of the investment team.

Method

Questions before conclusions.

  1. 01

    What drives the cash flow?

    Separate the operating story from assumptions that need to be tested.

  2. 02

    Where does the downside begin?

    Stress leverage, coverage, growth, duration, and exit values before relying on a base case.

  3. 03

    What must the committee know?

    Present the recommendation, evidence, and open questions in a usable form.