Real Estate Management

qualifications Summary

. Presented investment recommendations to portfolio managers and

investors by performing due diligence supported by strategic analysis

and equity valuation using complex models.

. Synthesized and disseminated new statistical and financial data on the

healthcare industry to identify new investment opportunities at Coburn

& Meredith Inc.

. Demonstrated skill in financial planning and analysis to monitor key

performance indicators, resulting in reduced costs and optimized

earnings at Kinross Real Estate LLC and Lyon Manor Inc.

. Candidate for Chartered Financial Analyst Certification.

. Performed as a key partner within academic and professional teams to

provide strategic support, analytical insight and leadership.

Core Competencies

GAAP Financial Reporting 10-K Analysis Financial Statement Analysis

Profitability and Risk Analysis

Economic Value Added Valuation Free Cash Flow Valuation Dividend

Discount Valuation

Due Diligence Comparative Company and Transaction Analysis Leveraged

Buyout Valuation

Introduction to the Uniform Commerical Code Modern Portfolio Theory

Synergy Valuation

Sensitivity Analysis introduction to Differences between GAAP and IFRS

Guidelines

Financial Research & Analysis Experience

MERRILL LYNCH GLOBAL WEALTH MANAGEMENT, Boston, MA

January 2010-April 2010

Global Wealth Management Intern

Monitored portfolio attribution with Thomson One Banker and reported

investment performance to portfolio managers. Created reports on

performance outlook, conference call analysis, and price targets of

individual equity investments.

COBURN & MEREDITH INC., The Boston Harbor Group, Boston, MA

January 2009-October2009

Junior Equity Research Analyst

Determined value proposition and competitive position of target companies

through strategic analysis and due diligence. Conducted equity valuation by

discounting free cash flows based on profitability analysis and market

trends. Monitored earnings calls and industry press releases to track

trends in oncology research to identify new investment opportunities.

. Developed and presented analyses of three new investment opportunities

due to new clinical developments within Dendreon Corporation, Flamel

Technologies S.A, American Oriental Biotechnologies.

BOSTON UNIVERSITY SCHOOL OF MANAGEMENT: CORPORATE FINANCE, Boston, MA

Academic Team Project

Merger and Acquisition Valuation of Mars Incorporated and Wrigley Jr.

Company.

Performed strategic analysis by determining Wrigley Jr. Company's value

proposition and competitive advantage within the confectionary industry.

Evaluated purchase price of the strategic acquisition by synthesizing

Wrigley Jr. Company's comparable company and transaction EBITDA multiples.

Discounted Wrigley Jr. Company's free cash flows by adjusting its weighted

average cost of capital based on comparable companies' unlevered beta.

Performed sensitivity analysis of Wrigley Jr. Company's enterprise

valuation by adjusting EBIT growth rates.

Accounting & Management Experience

KINROSS REAL ESTATE LLC., Brighton, MA

2009-Present

June 2009-Present

Accountant

Drove compliance with regulations for real estate assessments, taxes, and

valuation. Maintained various accounting functions, including accounts

payable, accounts receivable, and regular financial reporting on cash,

distributions, and trial balance. Skillfully identify and correct errors in

accounting databases and adjust to include new developments.

. Restructured budget allocation following multiple renovation projects

and sale of condominium units.

. Maintained QuickBooks database to monitor rent receivables from 90

apartment units and five condominiums.

BOSTON UNIVERSITY MEDICAL CENTER INFORMATIONAL SYSTEMS, Boston, MA

January 2008-June 2008

Fiscal Assistant

Collaborated with Grant Administrator in hands-on capital management and

allocation of six medical research grants. Maintained Microsoft Access

database to develop financial forecasts and analyzes, generate internal

management reports, monitor key performance indicators and driving the

scaling and automation of financial processes.

. Provide analytical perspective to important strategic decisions

between the principal investigators, grant administrator, staff, and

contractors to determine capital allocation to each project.

LYON MANOR Inc., Willington, CT

May 2005-September 2007

Junior Supervisor of Operations (May 2006- September 2007)

Bookkeeper (May 2005-September 2006)

Built and maintained relationships with local vendors, acquiring new

business and developing strong vendor relations. Facilitated new cost-

saving initiatives and operational improvements throughout facility.

. Facilitated projects with vendors, including Otis Elevator Company and

Aramark Corporation, to upgrade facility.

. Initiated switch to new, cost-effective suppliers to support sustained

growth over three years.

Education & Collegiate Activites

Boston University School of Management

BACHELOR OF Science in Business Administration

Concentrations: Finance, Accounting, Law Minor: History

Candidate for Chartered Financial Analyst Certification, Boston MA

Collegiate Finance Activities

Member, Finance and Investment Club at Boston University

Finalist, Silver Lake Private Equity Case Competition at University of

Pennsylvania

Researcher for BU professor Mark Williams' finance book, Uncontrolled Risk

Technical Proficiencies

Bloomberg Terminal Thomson One Banker Joomla CMS

Dreamweaver Google Analytics

QuickBooks Microsoft Office Suite :Excel, Access, PowerPoint, Word,

Outlook Lotus Notes

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