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Driven Financial Professional
Having achieved many goals in my career as a bank and real estate finance professional, I am interested in expanding my professional horizons with a challanges me.
Financial Analyst
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Financial Analyst |
Education level: |
Bachelor |
Will Relocate: |
Yes |
Location: |
Chicago, IL |
Work Experiences
1/2007 - 12/2008
KeyBank
Individual Contributor
- • A critical member of a team charged with the task of the originating and underwriting commercial real estate loans, the preparation of existing loans for securitization, and post-securitization analysis of commercial mortgage backed securities.
• Develop financial models and accounting analysis on commercial real estate assets, ownership/lease structures, and location analysis.
• Responsible for developing and managing relationships with real estate mortgage brokers, commercial bankers and existing clients to develop new business oportunities and expand existing relationships.
• Proficient at cash flow accounting of commercial real estate and proficient with complex debt structures.
• Develop financial models and accounting analysis on commercial real estate assets, ownership/lease structures, and location analysis.
• Assist in the structuring, underwriting, and managing of debt investments on all major commercial property types located nationwide.
• Review loan documents, lease agreements, and other materials as part of the due diligence/valuation process.
1/2005 - 12/2007
KeyBank
Individual Contributor
- • Directed daily operations for a diverse $500 million portfolio of trust, custodial, and investment management accounts, business development, customer service, and credit analysis.
• Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers.
• Coordination of the Investment Operations and Compliance Departments within the bank in order to provide superior management of client accounts.
1/2003 - 12/2005
Robert E Sweeney
Individual Contributor
- • Directly responsible for leading the investigations team to prepare for the interview of witnesses, and prepare cases for trial.
• Developed of computerized legal filing system to monitor case development status and increase office efficiency.
• Assisted the Managing Partner and Office Manager in preparation of reporting processes to the legal team
• Continued growth and development of external marketing efforts to increase awareness of the legal practice in the professional community and grow billing revenue.
Education
2007
Bachelor Degree
Cleveland State University
- Economics
2002
Associate Degree
Valencia Community College
- Business
