Organized and dependable candidate, with a proven track record of handling multiple acquisitions simultaneously.
Overview
15
15
years of professional experience
Work History
Director, Skyline Retail REIT
Skyline Asset Management Inc.
01.2021 - Current
Leading the acquisition/disposition process for the Retail REIT
Submission and negotiation of LOI and APS
Sourcing deals & connecting with brokers for all matters of the acquisition process
Assisting in the review of multi-location lease renewals of key tenants
Onboarding properties with the operations team
Training & Managing two employees
Review of appraisal & BCA reports, and oversight of environmental coordinator
Assistance with lender requests
Underwriting acquisitions, due diligence review, and IFRS reporting & valuations for Skyline Industrial REIT and Skyline Retail REIT
Associate Director, Acquisitions
Skyline Asset Management Inc.
01.2019 - 12.2020
Leading most of the acquisition process, with input from the President’s of each REIT and the Director of Acquisitions
Submission and negotiation of LOI and APS
Connecting with brokers for all matters of the acquisition process
Onboarding properties with the operations team
Managing one employee
Review of appraisal & BCA reports, and oversight of environmental coordinator
Assistance with lender requests
Underwriting acquisitions, due diligence review, and IFRS reporting & valuations for Skyline Industrial REIT and Skyline Retail REIT
Acquisitions Associate
Skyline Asset Management Inc.
01.2015 - 12.2018
Connecting with brokers for due diligence related matters
Onboarding properties with operations team
Training/managing a junior analyst
Review of appraisal reports
Review of ESA / BCA reports
Assistance with lender requests
Underwriting acquisitions, due diligence review, and IFRS reporting & valuations for Skyline Industrial REIT and Skyline Retail REIT
Acquisitions Analyst
Skyline Asset Management Inc.
05.2013 - 12.2015
Underwriting acquisitions, due diligence review, and IFRS reporting & valuations for Skyline Industrial REIT and Skyline Retail REIT
Fund Accounting Admin
Crown Hill Capital
06.2011 - 01.2013
Responsible for the administration of six funds
Successfully improved accuracy of reporting, reduced time required to produce the financial statements, and amended procedures.
Sales Representative
Colliers International
03.2009 - 01.2011
Worked alongside an established broker; sourcing leasing & sale opportunities, and supporting due diligence requests
Education
CANADIAN SECURITIES COURSE (CSC) -
CHARTERED INVESTMENT MANAGER (CIM) - Investments
Canadian Securities Institute
2018
BACHELOR OF COMMERCE, MANAGEMENT ECONOMICS IN INDUSTRY & FINANCE -
University of Guelph
Guelph
2007
Skills
Proven track record of reviewing investments for projected returns and providing recommendations/decisions as they are required
Proficient in Argus DCF / Enterprise
Strong teamwork and collaboration skills
Team player that fosters employee Development
Volunteer Experience
VICE PRESIDENT, Guelph Campus Co-operative, Guelph, ON, 05/2008, 03/2009, Oversaw the student run university course book store, as well as several apartment buildings & houses, Monthly meetings to review and guide the operations of the corporation, Strategized through committees, the direction of marketing, finance, investments for the GCC, Planned renegotiation of a MOU with the University relating to the permitted campus presence, Created and organized events such as campus comedy night, fundraisers, and the AGM
BOARD MEMBER, Guelph Campus Co-operative, Guelph, ON, 09/2006, 03/2009, Oversaw the student run university course book store, as well as several apartment buildings & houses, Monthly meetings to review and guide the operations of the corporation, Strategized through committees, the direction of marketing, finance, investments for the GCC, Planned renegotiation of a MOU with the University relating to the permitted campus presence, Created and organized events such as campus comedy night, fundraisers, and the AGM
Languages
English
Native or Bilingual
Timeline
Director, Skyline Retail REIT
Skyline Asset Management Inc.
01.2021 - Current
Associate Director, Acquisitions
Skyline Asset Management Inc.
01.2019 - 12.2020
Acquisitions Associate
Skyline Asset Management Inc.
01.2015 - 12.2018
Acquisitions Analyst
Skyline Asset Management Inc.
05.2013 - 12.2015
Fund Accounting Admin
Crown Hill Capital
06.2011 - 01.2013
Sales Representative
Colliers International
03.2009 - 01.2011
CANADIAN SECURITIES COURSE (CSC) -
CHARTERED INVESTMENT MANAGER (CIM) - Investments
Canadian Securities Institute
BACHELOR OF COMMERCE, MANAGEMENT ECONOMICS IN INDUSTRY & FINANCE -
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
CONTRÔLEUR INTERNE at IMPAXIS ASSET MANAGEMENT WEST AFRICA (EX BRM ASSET MANAGEMENT)CONTRÔLEUR INTERNE at IMPAXIS ASSET MANAGEMENT WEST AFRICA (EX BRM ASSET MANAGEMENT)