Proven leader in sales, exceeded quota by 140% at EverBank, financed $192 million in loans at CBRE, and closed over $158.5 million in transactions at Ten-X.
Expert in strategic selling and client relationship building, I leverage CRM software to maximize revenue and foster enduring customer relationships. Achievements include pioneering acquisitions and securing landmark deals with a focus on innovation and excellence.
Overview
7
7
years of professional experience
Work History
Senior Analyst
CBRE
Jacksonville, Florida
05.2024 - 02.2025
Company overview: A Fortune 500 company recognized as the largest global commercial real estate services and investment firm.
Top-producing debt originations team in the Southeast, with an annual quota of $300MM (50%+ travel).
Responsible for new business development, meetings, and closings of multifamily loans maturing in the Jacksonville, FL, region.
Facilitated discussions and met with property owners, housing executives, and C-suite leaders regarding portfolio plans and loan requests.
Delivered comprehensive loan packages, detailed pro formas, and property operating documents to targeted lenders and which translated to $192MM+ in loans closed.
Recent closings: $10.1MM retail property permanent loan (Stuart North Retail Center), $85MM multifamily construction loan (Antica in Saint Johns, FL), $43.1MM multifamily bridge loan (Kendall Lakes & Lantern Square in Arlington, Jacksonville, FL), $21.6MM multifamily bridge loan (Hendricks at San Marco, Jacksonville, FL), and $32.8MM multifamily permanent loan (Eastborough at San Marco; Press Release: https://www.cbre.com/press-releases/cbre-arranges-32840000-refinancing-of-new-226-unit-live-local-certified-multifamily-community).
Associate Sales Representative
EverBank
Jacksonville, Florida
03.2022 - 03.2024
Company Overview: EverBank is a financial services organization formerly known as TIAA Bank, and previously owned by TIAA, the parent company of Nuveen.
Surpassed the annual quota of $100MM in 2023 by 140%, and evaluated over 490 commercial real estate debt placements, resulting in the closing of over $169MM in loans for acquisition and refinance opportunities.
Delivered precise quotes, followed by closings to brokers, while managing applications, terms, and spreads linked to SOFR swaps.
Completed a 6-month credit rotation with formal training in 2022. Modeled comprehensive Nuveen portfolios and syndications with leading national banks.
Conducted sensitivity analysis and stress testing for transactions with limited debt service coverage ratios and elevated loan-to-value metrics.
Played a key role in delivering $1.25B property loans, with an additional $500MM focus aligned with Nuveen targets. Exceeded goal target in 2022.
Business Development Associate - Asset Manager
Ten-X, a CoStar Group Company
Manhattan, New York
05.2020 - 03.2022
Company overview: Ten-X (SaaS, Prop-tech) is an online auction platform purchased by CoStar in 2020, supporting over $26 billion in real estate transactions nationwide.
Managed six to ten property transactions per auction event while selling buyers on purchasing assets, coordinating with brokers, title vendors, escrow, closing agents, and seller groups.
Sold over $96.5 million of commercial real estate in 2021, including conducting the highest 'Private Client Group' (PCG) asset sale in Ten-X history – an Upper East Side, New York, portfolio consisting of two retail units and 261 residential units across 12 buildings for $61 million. Contributed to achieving $1.47 million in revenue in 2022.
Successfully auctioned and closed 33 properties, with real estate values of over $62 million in 2020 and was promoted from Business Development Associate to Asset Manager in 2021.
Delivered exceptional service to clients and institutions managing routine property dispositions.
Acquisitions Associate
Beitel Group
Brooklyn, New York
11.2019 - 05.2020
Company Overview: A prominent New York family office with over 1,000 multifamily units under management.
Structured acquisitions aligned with Beitel’s focus of value-add assets near working-class demographics nationwide.
Underwrote multifamily portfolios daily, in addition to mobile homes, core and core-plus single-tenant offices, and industrial properties.
Formulated acquisition strategies, researched, and drafted letters of intent for European markets to boost internal expansion into higher-returning sectors.
Vice President of Acquisitions
Landmark Dividend, LLC
Manhattan, New York
04.2018 - 11.2019
Company overview: A publicly traded real estate investment trust and asset management firm listed on the NASDAQ as LMRK, with subsidiary Landmark Infrastructure Partners, LP.
Increased nationwide telecom, billboard, and renewable energy purchase opportunities by leveraging the internal system 'LandForce' for engagement with private owners, large institutional firms, non-profit organizations, religious groups, and public agencies.
Developed proposals for lease buyouts or deferred tax options using a 1031 Exchange with diverse, landlord-owned assets.
Evaluated and approved approximately $50 million in ground lease easement deals, based on market standards.
Education
Master’s Degree - Real Estate Development
Georgetown University
Washington, District of Columbia
05.2020
Bachelor of Science - Public Health
Syracuse University
Syracuse, New York
05.2015
Skills
Customer relationship management
Sales quota achievement
Customer presentations
Revenue generation
Strategic selling & negotiations
CRM software expertise
Client relationship building
Pipeline & territory management
Business development
Financial analysis
Go-to-market strategy
Accomplishments
192.6 million in commercial real estate loans funded at CBRE.
Exceeded quota by 140% at EverBank in 2023.
158.5 million in total property dispositions at Ten-X.