EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY Evanston, IL
MBA Finance & Real Estate: Real Estate Club, LDSSA President
Winner, Kellogg RE challenge: Sourced and underwrote multi-family investment
SCHOOL OF ENGINEERING AND TECHNOLOGY, BYU Provo, UT
Bachelor of Science, Management, Minor Finance

EXPERIENCE

2017-Current
PHILLIPS EDISON COMPANY Park City, UT
Vice President – Development & Portfolio Management
Led ground up development initiative for company: created and implemented processes for sourcing, underwriting, entitling, and constructing retail and mixed use projects.
Increased volume of delivered and pipeline development projects from 6 (2017) to 51 (2020).
Led portfolio of 100 shopping centers valued at $1.8B in CA, WA, OR, CO, TX, AZ, NV, NM, KS: led leasing, property management, accounting, finance, and construction teams in driving NOI growth.
Made the west region the top producing region in 2018, the first time the west led in the company’s history.
Acquired 9 grocery anchored shopping centers in Texas, California, Colorado.

2013-2017
TRAMMELL CROW COMPANY Dallas, TX
Vice President – Investment & Development
$330M in-fill project (500k SF office, 308 unit resi, 20k SF retail): sourced & assembled land, built models, secured entitlements & debt, negotiated anchor office and retail tenant leases, owner’s rep for design and pricing process (resi, office, retail).
$75M in-fill project: sourced and acquired land, secured entitlement, equity & debt, negotiated anchor tenant lease, marketed/negotiated pad leases, owner’s rep for design and pricing (resi, retail).
$100M urban mixed-use project: secured equity & debt, negotiated retail leases.
$80M urban mixed-use project: secured equity & debt, negotiated retail leases.
Active in sourcing above projects – direct with property owners and through broker relationships.
Underwrote, prepared and presented investment packages to REIT’s, Insurance Co., and PE Funds.

2012
MCKINSEY & COMPANY (Management Consulting) Dallas, TX
Associate
Performed intensive due diligence for private equity portfolio company expansion
Developed forecast models related to key metrics and presented models to C-level executives
Overhauled pricing strategy for a major US airline

2008-2011
AMSOURCE COMPANIES (Commercial real estate owner) Southwest US
Senior Portfolio Manager
Led teams in driving project objectives with direct P&L for thirteen commercial projects
Led team of asset managers across multi-state portfolio
Performed pro-forma analysis on investment acquisitions and capital improvement projects
Owner’s representative in all city entitlements and approvals process
Interfaced with shareholders and partners to discuss investment alternatives and performance
Re-hauled asset management by creating and implementing original workflow operating system

2007-2008
TROPHY HOMES (Multi-Family Developer) Salt Lake City, UT
Assistant Project Manager
Onsite manager for 3 – 12 plex multi-family buildings and 10 – Luxury 3 plex units
Coordinated schedules and quality control of all sub-trades
Led closeout of properties and turnover to property owners/tenants

2006-2007
FLAGSHIP FINANCIAL GROUP (Real estate finance firm) Salt Lake City, UT
Financial Analyst
Performed due diligence on development funding requests for residential projects
Underwrote credit worthiness of developers and project fundamentals

2005
C&A CONSTRUCTION (Multi-Family Developer) Provo, UT
Assistant Project Manager
Onsite manager for 2 student housing developments
Managed schedules, budgets, quality control for general contractor/developer

ADDITIONAL DATA
BYU Football, 2005 All-MWC academic team, 2003 Preseason Freshman All American.
2003 Farley award winner (player most actively involved in community service).
LDS missionary serving Alberta, British Columbia, and Saskatchewan.
Led operations and training of 150-180 missionaries.
Advanced excel, financial modeling skills. Proficient Argus capability.