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Work Background
Oak Cap VenturesSenior Director of Operations
Oct. 2020 - Oct. 2024Sonoma, California, United StatesFounding team member at Oak Cap Ventures, a private equity investment, development and asset management firm with over $220M it total sponsored private capital investments. - Led the asset management division overseeing a $50M+ portfolio of net-leased retail and industrial assets, including a 77,000 Sf grocery-anchored shopping center.
- Oversaw the disposition of assets and supported the acquisition of properties across a portfolio that grew to over $220M in aggregate value
- Directed investor relations for 40_ investors, producing quarterly reports, executing asset-level strategies and managing stakeholders communications via Juniper Square
- Partnered with the Managing Principal to drive strategic initiatives and meet organizational golas
- Managed daily operations, including coordination with the accounting team and oversight of internal staff
CBRERetail Investment Sales
Mar. 2018 - Oct. 2020Newport Beach, CANational Retail Partners West is a nationally ranked retail investment team and CBRE’s #1 investment team nationwide in 2018 and 2019. NRP-West has closed 827 transactions, totaling over 63,800,000 sq. ft and over $12.1 billion in valuation. - Involved in the sale or valuation of 41 retail properties totaling over $379,000,000 in valuation
- Responsible for growing our team's presence in Arizona and Inland Empire
- Consistency & Accuracy - NRP-West has averaged nearly 96% of “list” price and 101% of “probable” pricing per the RFP
Marcus & MillichapRetail Investment Associate
Mar. 2016 - Jan. 2018San Francisco- Was a part of James Capital Advisors, which was one of the top retail investment teams on the West Coast with a transaction volume of over $3 billion.
- Involved in over $52 million of real estate transactions
- Sourced and underwrote over 60 proposal packages on retail centers
- Consistently a top caller out of the three Bay Area Marcus & Millichap offices with an average of 240 calls per week
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