Summary
Experienced financial and operations professional with a background in underwriting, asset evaluation, and business process optimization. Skilled in financial modeling, market research, and leveraging technology to drive efficiency and growth in real estate and business operations.
Professional Experience
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Career Break
- Conducted independent research on the Thailand self-storage market and viability of expansion in Bangkok.
- Made several connections in the self-storage industry within Bangkok and Phuket including iStore (largest operator).
- Attended Self Storage Conference in Tokyo in May 2025.
- Invested in MyStorage operator in Vietnam.
- Built and launched two web applications focusing on real estate and mapping.
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Oakside Companies – Operations Director (Self Storage)
- Deployed Salesforce, Microsoft Suite, Monday.com, and other platforms into company operations.
- Conducted internal training on ChatGPT and advised the leadership team on other AI software.
- Collaborated with the Leadership Team on company goals, budgeting and outlook.
- Oversaw the offering memorandum creation process and deadlines for submission.
- Managed and trained the remote marketing assistant.
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Berkshire Hathaway – Senior Analyst/Associate (Self Storage)
- Sourced and qualified potential clients through various prospecting methods.
- Updated and maintained CRM database with property data, notes, and client details.
- Analyzed owner P&Ls, Rent Rolls, Management Reports and other documents.
- Identified discrepancies in financial reports and spoke with property owners to address questions.
- Utilized GIS mapping tools (ArcGIS, LandGlide, ReGrid) and county maps to review property details.
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SkyView Advisors – Senior Financial Analyst (Self Storage)
- Evaluated over $1B in self-storage assets from single properties to institutional portfolios.
- Redeveloped the underwriting model for client presentations and improved workflow.
- Created the underwriting training guide for new analysts.
- Analyzed rent rolls, operating statements, and market data.
- Collaborated with brokers on asset pricing and market positioning.
- Assisted in creating offering memorandums and pitch decks.
Skills
- Financial modeling & underwriting (self-storage, CRE)
- Market research & investment memo writing
- Data analysis & GIS mapping tools (ArcGIS, LandGlide, ReGrid)
- Process optimization & operational tooling (Salesforce, Monday.com, Microsoft Suite)
- Web tooling & lightweight app development (HTML/CSS/JS, backend frameworks)