• University: Fordham University
• College: Gabelli School of Business
• Degree: Bachelor of Business Administration (BBA)
• Major: Business Administration
• Minors: NA
• Campus Mode:On Campus
• Start Date: 27 July 2026

Senior Director, Real Estate Investments & Corporate Debt Finance

• Executed on over $1.6B of loan financing and acquisition assumptions, developing relationships with 15 lenders and reducing average cost of borrowing by 10%, implementing hedging strategies to manage interest rate risks
• Oversaw over $400M of revolving facilities, implementing 15 amendments and waivers, negotiating credit agreements, increasing organization’s access to $200M additional borrowing and 10 bps lower cost of corporate financing
• Raised $800M in unsecured debentures through development of DBRS Morningstar relationship, securing stabilization of Chartwell’s investment grade trend to stable and coordinating offering with bookrunners, legal counsel and investors
• Led $350M of acquisition and development opportunities including underwriting, negotiating sale documents, presenting recommendations to the Investment Committee, and ensuring seamless onboarding of new assets
• Managed due diligence for over $1.1B of acquisitions and developments including financial modeling, debt structuring, asset and market level analysis, environmental diligence, legal compliance, and financial audits
• Cultivated and developed new relationships with a diverse network of stakeholders including 20 commercial mortgage lenders, investment bankers, and brokers to enhance Chartwell’s debt financing and acquisition opportunities

Assistant Vice President

• Underwrote and closed on over $100M of commercial mortgages across retail, industrial, multi-residential, and seniors’ real estate asset classes for institutions and family office clients
• Developed a pipeline of 15 clients with conventional and commercial mortgage financing opportunities worth $300M

Associate

• Led sale of 5 student housing assets for $250M from initial offering stage, negotiating purchase and sale agreements, overseeing due diligence, and managing closing to ensure seamless transfer of business operations
• Underwrote $1.5B of acquisitions across 10 seniors housing opportunities and constructed dynamic financial models and investment pitch decks for seniors’ housing portfolio acquisitions and greenfield development opportunities
• Managed a publicly traded student-housing corporation, including development and presentation of strategic plans to senior executives, financial planning and forecasting, and preparing audited financial statements

Analyst

• Consolidated and analyzed monthly operational financials for the seniors housing portfolio of 26 assets, created annual budgets with operations team, presented results to CFO during finance team meetings
• Led underwriting of 5 potential senior housing investments, constructed dynamic financial models, reviewed data room information, and presented recommendations to the CEO

• LGBTQ: no
• Ethnicity: White
• Disability: no
• Veteran: no
• First-generation College Student: no
• Pell Grant Eligibility: no
• Work Authorization: yes
• Visa Sponsorship: yes