ATTACHMENT #1
Why are you interested in serving on this board or committee?* Briefly describe the experience, skills, or talents you have that you believe will be beneficial to the work of this board or committee.*
• Please list all relevant work and volunteer experience, including on City boards or committees, the dates of your involvement, and note any leadership roles that you held.* Please detail your Finance/Investment background that qualifies you for membership on this Board:* Summary of duties: (?) Neuroscience Portfolio Strategy
Lead, coordinate, and manage Neuroscience strategic finance portfolio decision support activities such as new market/ opportunity assessment, long-range growth/ profitability scenarios, risk and opportunity assessment, investment analysis (NPV, IRR) and cost savings initiatives for Neuroscience senior management.
Provide leadership and day-to-day business support for the Enrich Portfolio Management tool.
Collaborate extensively with the Neuroscience Portfolio CFO and Senior Director of Strategic Finance to provide portfolio analytics to drive investment decisions.
Conduct detailed analyses to assess the profitability of Neuroscience therapies.
Lead competitive intelligence initiatives by overseeing the analysis of market dynamics, product launches, clinical trials, regulatory developments, and financial trends to guide strategic portfolio decisions.
Partner with business development to evaluate in-organic investment opportunities (M&A) including impact to the Neuroscience portfolio growth and profitability profile. Perform scenario analysis to evaluate how to maximize key financial metric performance using organic and in- organic investment levers.
I’m interested in serving on the Thousand Oaks Investment Review Committee because I believe in the importance of responsible, forward-thinking financial stewardship for our community. Thousand Oaks is at a pivotal point in its development, and I want to contribute my experience and perspective to ensure that our investments align with long-term goals— economic resilience, sustainability, and quality of life.
I bring a background in corporate planning and I’ve seen firsthand how strategic investment decisions can shape a company’s future. I’m particularly passionate about transparency, community engagement, and ensuring that public funds are used in ways that reflect the values and priorities of our residents.
Serving on this board would be an opportunity to give back, collaborate with other committed individuals, and help guide decisions that will benefit our city for years to come.
I bring a combination of financial acumen, strategic thinking, and a deep commitment to community service that I believe will benefit the Thousand Oaks Investment Review Committee. Professionally, I have experience in corporate finance/ FP&A and strategy where, I’ve developed skills in budget analysis, risk assessment, and long-term planning. I’m comfortable reviewing complex financial documents and asking the right questions to ensure transparency and accountability.
Additionally, I have strong collaborative and communication skills, which I’ve honed through my work experience . I’m detail-oriented, data-driven, and always focused on aligning decisions with broader community goals. My ability to balance fiscal responsibility with strategic vision makes me well-suited to contribute meaningfully to this committee’s work.
I’ve recently been selected to serve as CFO for a local non-profit, childhood matters
Summary of duties: (?) Financial Advisory Group delivers real estate services to REITs, private equity funds, high-net- worths, and corporations.
Value over $4.0BN of commercial real estate by creating valuation appraisals and acquisition models, performing transactional due diligence, cash flow and pro forma modeling, budget projections, feasibility studies, and sensitivity analyses.
Develop fair value measurements of tangible and intangible components for fair value (ASC820) and purchase price allocation (ASC805) reporting by creating cost, market, and income approaches.
Analyze and abstract financial statements, budgets, lease documents, rent rolls, loan agreements, construction costs, zoning and entitlement, asset quality, tenant credit, geographic assessment, and market conditions for underwriting.
Lead Argus specialist for acquisition and disposition modeling for investment banking team.
Independently gather market research and pertinent data through direct client interactions and conversations with market participants such as investors, brokers, lenders, developers, property and asset managers.
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American Realty Advisors
Los Angeles
CA
Real Estate Operations Manager (Asset
Management)
An investment manager of institutional quality commercial real estate with $8.0BN in assets under management.
Prepared quarterly NPV valuation reports of a $5.0BN portfolio comprised of multifamily, industrial, and office properties for fund-level performance and return analysis and benchmarking against competing properties.
Managed various asset management projects including property management reporting, leasing, marketing, construction, tenant improvement projects, and third-party service providers.
Identified and implemented operating and reporting systems as well as supervised and instructed best practices.
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CriticalPoint Partners
Manhattan Beach
CA
Associate
An M&A advisory firm that provides investment banking services and makes capital investments in middle market companies.
Sourced investment opportunities, performed preliminary deal analysis and due diligence, and qualified against acquisition criteria.
Sought platform, add-on, and corporate divestiture investments for clients and assisted in deal execution.
Cultivated and maintained relationships with investment banks, attorneys, corporate executives, and other key personnel.
Why are you interested in serving on this board or committee?* Briefly describe the experience, skills, or talents you have that you believe will be beneficial to the work of this board or committee.*
• Please list all relevant work and volunteer experience, including on City boards or committees, the dates of your involvement, and note any leadership roles that you held.* Company:
City:
State:
Job title:
Summary of duties: (?)
US Property Trust
Los Angeles
CA
Acquisitions & Asset Manager
A privately-held corporation that owns and manages community and neighborhood retail centers.
Evaluated over $3.5BN in commercial real estate investment opportunities, developed cash flow models and debt service coverage calculations, presented analysis, drafted offer letters, and negotiated deal terms.
Acquired $250MM in retail assets and managed a nationwide portfolio of 6.7MM SF on a quarterly basis through Argus and Excel.
Had direct and supporting asset management duties including supervising third-party leasing brokers, property managers, and independent contractors.
Oversight of all lease negotiations, debt restructures, capital expenditures, maintenance, tenant improvements, budgeting, and property-level legal services.
Created initial financial analysis for investment opportunities utilizing Excel and Argus in order to establish in-place net operating income, 10-year forecasts, and returns.
Produced deal level strategies and business plans, market analysis, property condition reports, and recommendations based on future cash flows, debt analysis, and capitalization rates.
Constructed monthly leasing progress reports to track and forecast property-level performance.
I’m interested in serving on the Investment Committee Review Board because I want to take an active role in a community I’m proud to call home. I’m grateful to live here, and I see this as an opportunity to contribute in a meaningful way. I believe a strong investment oversight directly impacts the city’s ability to fund essential services, meet future obligations, and maintain public trust. With my background in finance and investments, I see this as an opportunity to provide thorough due diligence and review of investment reports, oversight of investment activity and strategy, and ensure investments are in compliance with city policies.
I bring a strong foundation in financial analysis, strategic planning, and governance. My experience includes reviewing complex financial statements, cash flow modeling, interpreting investment performance data, asset management and ensuring alignment with organizational goals and criteria. Additionally, I have the ability to translate financial insights into clear, actionable recommendation, which I believe are skills essential for contributing effectively to quarterly investment reviews and the annual evaluation of the Investment Policy.
Currently, I sit on the Investment and Asset Management Committee where Baker Tilly acquires and manages commercial real estate. On these committees, I provide feedback and review on the acquisition due diligence as well as financial performance and strategy on the current portfolio.
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