Caliber CompaniesVice President, Private Client
Jul. 2019 - Jul. 2020Phoenix, Arizona Area- Oversaw the three-state Pacific Northwest territory while implementing strategic growth plans focused on fundraising for private equity and real estate funds
- Advanced corporate growth and financial position by securing investments for opportunity zone, fixed income, residential, and commercial real estate in Southwest U.S. - Enhanced strategic planning and due diligence functions by partnering with cross-functional teams to analyze financial data and generate reports, indices, and benchmarks of acquisition targets
- Engaged with institutional/retail investors to devise optimal initiatives for value, income, and tax advantaged Regulation D investments