Closed 20+ C-PACE transactions nationwide totaling $80M+ in clean-energy and resiliency improvements
Executed deals across major U.S. C-PACE programs; coordinated with developers, capital providers, legal teams, and internal stakeholders to streamline transaction processes
Underwrote, qualified, and structured C-PACE projects; led client communication and guided deals from engagement to closing, ensuring alignment with client goals
Oversaw project timelines, documentation, and compliance with program and investor requirements
Conducted market research and property-level due diligence to validate assumptions and assess viability, supporting informed decision-making
Researched evolving C-PACE legislation to support underwriting strategy and market expansion
Transaction Analyst
PACE Equity
05.2023 - 01.2024
Supported generation of $250M+ in proposals and new business opportunities
Underwrote and priced incoming projects; prepared commitment letters and term sheets to facilitate project approvals
Analyzed performance metrics across digital platforms to inform strategy and enhance outreach effectiveness
Researched nationwide C-PACE programs to identify financing opportunities for new initiatives
Marketing & Institutions Intern
Baird
05.2022 - 05.2023
Analyzed digital marketing metrics and generated reports on competitive research to inform strategy
Coordinated cross-functional projects between creative services and marketing teams to enhance collaboration
Assisted in marketing initiatives for asset management, capital markets, investment banking, public finance, and institutional equities
Marketing Intern
Pittsburgh Steelers
04.2021 - 08.2021
Coordinated event creation and fan-experience initiatives to enhance attendee engagement
Developed financial spreadsheets to project event costs and net income for informed decision-making
Presented to senior leadership and participated in mascot redesign task force to align brand identity
Education
BBA - Finance & Marketing
University of Wisconsin-Milwaukee, Lubar School of Business