Years of experience: 15

ITSales & BizDevConsultingFinanceInvestor RelationsBanking Operations

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Adam's Career Path
AssociateOct. 2023 -
Present
Chicago, Illinois, United StatesPortfolio Management for diversified $7b REIT with 130+ assets and public equity investments
Lead Fund AnalystNov. 2021 -
Oct. 2023
BNY MellonLead Fund Analyst
Chicago, Illinois, United States- Consulted with a non profit client to develop a financial presentation product that met their needs - Trained our Poland team to take over primary operations of a >$1B Real Estate fund. - Selected to aid the Yardi financial systems team with requests related to our platform. - Review financial packages and consolidate a fund of 40+ entities consisting of 100+ properties across industrial, m...
Internal Auditor IIMar. 2021 -
Nov. 2021
Stifel Financial Corp.Internal Auditor II
United States

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