Managing Principal at Elk Creek Holdings LLC (2021-01 – Present)
- Lead owner-side development of a 2.8-acre mountain residential project from acquisition through planning and preconstruction, defining scope, phasing, budget, risks, and execution strategy.
- Coordinate design, civil engineering, and planning consultants; evaluate site requirements, design alternatives, costs, and constructability considerations in support of entitlement and project readiness.
- Build development budgets and scenario analyses to guide capital allocation, cost control, sequencing, and value creation.
- Evaluate modular construction, building systems, and emerging technologies as potential project-delivery solutions.
Vice President & Co-Founder at Lantian Development LLC (2015-01 – 2021-12)
- Managed a 1 million-square-foot commercial portfolio, including capital and operating budgets, lease-related improvements, and coordination among property teams, brokers, counsel, and advisors.
- Directed a 2 million-square-foot mixed-use development from acquisition and feasibility through master-plan and site-plan approvals, coordinating consultants, agencies, partners, and stakeholders.
- Led a ten-person multidisciplinary project team, managing priorities, parallel workstreams, issues, and alignment across investment, design, planning, finance, and consultants.
- Prepared business plans, budgets, cost forecasts, financial models, and value-engineering analyses; achieved a 130% return and created $115 million in project value.
- Raised $60 million in capital and secured a $47 million acquisition loan, coordinating due diligence, financing, and execution.
- Negotiated leases, renewals, tenant improvement allowances, and commercial terms while balancing scope, cost, schedule, and asset performance.
- Managed a strategic development partnership with EYA LLC and communicated project status, risks, and priorities to senior stakeholders.
Assistant Vice President, Corporate Finance Division at HSBC Securities Inc. (2014-01 – 2015-12)
- Evaluated structured financial products, including CMBS and ABS, and developed cash-flow estimation and stress-testing analyses to assess investment structures, costs, and financial risk.
Associate, Financial Risk Management Division at KPMG LLP (2011-01 – 2014-12)
- Managed asset-liability management model-validation engagements for major financial institutions and performed market-risk data analysis supporting senior decision-making.
Equity Research Associate at Canaccord Genuity Inc. (2009-01 – 2010-12)
- Conducted industry and company research and built financial valuation models to support investment recommendations and strategic analysis.
