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Andrew Roberts

Andrew Roberts

Associate

Emerald Creek Capital

Associate at Emerald Creek Capital

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Emerald Creek Capital

Associate

-Originate short-term bridge loan transactions requests received from mortgage brokers, other lenders and real estate professionals nationwide
-Underwrite multi-family, mixed use, retail, office, land, and residential investment properties by using three different valuation methods: sales approach, income approach, and cost approach
-Perform financial analysis of prospective borrowers by auditing personal and corporate financial statements, tax returns, and credit reports
-Work closely with managing partners and directors in order to create synergy during all aspects of the underwriting process

Career medium 04
Career
Career medium 03

Morgan Stanley Wealth Management

Global Wealth Management Intern

-Provide marketing and sales support to the Franklin Avenue Group.
-Gain exposure to wealth management business, products, services, and client financial needs.
-Prepare necessary documents for client meetings including sample portfolios, total chart profiles, and meeting agendas.
-Gain expertise in the Gorilla CRM System for Financial Advisors.
-Operate and maintain research data for the Franklin Avenue Group.

Career

Point Judith Country Club

Manager of Outside Golf Operations and Caddy Master

-Managed a team of ten employees and provided customer service to over 500 members.
-Supervised and assisted in the preparation, execution, and break down of events that included over 180 participants.
-Directed a caddy program of more than 30 caddies.

Career medium 03
Career
Career medium 04

Hofstra University Athletics Department

Clerical Assistant

-Assisted Athletic Director and Associate Athletic Directors in development and maintenance of student athletic program, including scheduling athletic events, coordinating confidential documents for annual athletic department budget and district policies.

Career

Hofstra University

Bachelor of Business Administration (B.B.A.), Finance, General

South Kingstown High School