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Work experience

Oct 2013Mar 2014

Investment Analyst

ViaWest Group

Real Estate Investment, Acquisition, Development & Property Management

  • Assisted managing members in daily activities including answering and screening calls, scheduling, expense tracking and travel coordination
  • Prepared, distributed and managed investor documents including Offering Memorandums, Partnership Agreements, Subscription Agreements and Investor Questionnaires’
  • Audited records and files to ensure compliance with state and government standards
  • Researched and analyzed specific project and/or property information
  • Coordinated information flow internally and externally
  • Assisted Controller with weekly bank deposits and expense tracking
  • Assisted Property Manager with monthly tenant invoicing and quarterly investor correspondence
  • Worked with attorneys and accountants to prepare and distribute annual tax returns and K-1’s
  • Manage due diligence process including scheduling and reviewing property inspections, environmental and soil reports, zoning and code verification and preliminary title reviews

  • Coordinated distribution of due diligence information and provided closing coordination to all parties

  • Draft and reviewed Purchase and Sale Agreements, Letters of Intent,  Commercial Lease Agreements/Abstracts, loan documents and corporate entity documentation

  • Communicate with Investors regarding new investment opportunities, document execution, capital calls, distributions and quarterly investment updates

  • Designed and created marketing material including weekly email blasts, press releases, publication advertisements and promotional items

  • Managed company website and all listing and marketing websites
  • Planned and coordinated all events and functions including golf tournaments, Investor appreciation events, company meetings and team building activities and Broker appreciation events and/or promotions and Broker open houses
  • Worked directly with accounting department and property management departments to ensure all requirements where satisfied to ensure on time closings
Jan 2011Oct 2012

Director of Marketing & Business Development

Conroy Commercial

Full Service Commercial Real Estate Firm

  • Responsible for the creative design, production and distribution of all company marketing materials including Sales Packages, Property Flyers, CMA’s, Listing Presentations, Email Blasts, Direct Mail Postcards, Company Collateral and Client Communication
  • Worked directly with vendors to ensure quality control and cost effectiveness of digital and print marketing material
  • Provided heavy Broker support by researching comps and creating listing presentations, CMA’s, sale packages and lease flyers
  • Managed all listing resources including Costar, Loopnet, company website, Craigslist and Social Media
  • Draft press releases for local and national media contacts
  • Analyzed marketing expenses vs. return on investment to increase cost effectiveness
  • Ordered all sign/banner (production and installation) and managed the inventory for maximum exposure
  • Created standardized process for submitting, editing and tracking all marketing requests and materials
  • Created monthly marketing reports for property owners
  • Assisted with property tours when needed
Jun 2009Jan 2011

Executive Assistant

Conroy Commercial
  • Assisted the President in all daily operations including answering and screening calls, calendar and email management, client communication, office and workspace organization, coordinating travel and scheduling meetings
  • Responsible for all administrative duties including answering phones, filing, data entry, ordering office supplies, maintaining office equipment, preparing meeting agendas, greeting guests,
  • Created systems and processes to improve daily and long term productivity and growth
  • Created office policies and procedures to promote consistency and effective collaborative teamwork
  • Coordinated information flow internally and externally
  • Assisted and managed multiple transactions from listing to closing
  • Served as a liaison between clients, agents, escrow and title
  • Draft Offers, LOI’s, Counters, Sales Contracts, Purchase Agreements, Lease Agreements, Addendum's, Disclosures and Compensation Agreements
  • Review and proofread all documents and corrections where needed
  • Audit transaction files to ensure accuracy and compliance with DRE requirements
  • Created and distributed commission invoices
  • Integrated company database by importing properties, contacts and photos, setup new users, train Brokers and agents and troubleshoot technical issues
  • Created a lead generation system to track, manage and convert leads into clients
Apr 2002Aug 2007


Prudential Arizona Properties

Residential Real Estate Sales

Jan 1999Dec 2002

Director of Human Resources

Resort Rent a Car

Exotic Rental Car Company


High Standard

Accustom to working with C Level Executives and Business Owners


Ability to integrate all aspects of business operations


Displays legal and ethical standards


Positive attitude & professional appearance

Team Player

Conflict resolution expert & team player

IT Proficient

Proficient in Microsoft Office programs, Outlook, Photoshop, InDesign, Adobe, Google Apps and more

Industry Software

Experience using Costar, The MLS, Loopnet and AIR


Typing speed of 60 wpm



California Real Estate License


Arizona Real Estate License


Arizona State University