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Carson Fletcher Email & Phone Number
Financial Analyst at Apex Real Estate Partners
at
UNC Kenan-Flagler Business School
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Analyst at Apex Real Estate Partners
Location
Portland, Oregon, United States
Who is Carson Fletcher? Overview
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Quick answer
Carson Fletcher is listed as Financial Analyst at Apex Real Estate Partners at UNC Kenan-Flagler Business School, based in Portland, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Carson Fletcher.
Carson Fletcher previously worked as Financial Analyst at Apex Real Estate Partners and Client Service Associate at Evergreen Gavekal. Carson Fletcher holds Bachelor Of Business Administration - Bba, Finance, General from Walla Walla University.
Company email context
Email format at UNC Kenan-Flagler Business School
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UNC Kenan-Flagler Business School
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Profile bio
About Carson Fletcher
With a background in finance and mathematics from Walla Walla University, I've transitioned into commercial real estate. Experienced in creating dynamic financial models in Excel, I bring a wealth of expertise in analyzing investment opportunities and crafting compelling financial strategies. When I'm not underwriting deals, you'll find me backpacking, fishing, or playing soccer.
Current workplace
Carson Fletcher's current company
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5 roles
Carson Fletcher work experience
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Financial Analyst
Current- Creating dynamic models in Excel to underwrite acquisition, disposition and leasing opportunities of commercial real estate.
- Modeling GP/LP distribution waterfalls for joint ventures.
- Synthesizing construction budgets, operating expense statements, YTD income statements and rent rolls into digestible financial models that provided actionable insights, while also being dynamic to changes requested by.
- Presenting analysis in client meetings, toggling dynamic models based on the client's needs.
Sep 2023 - Present
Client Service Associate
- Prepared investment proposals, portfolio performance presentations, and other reports to present to clients, prospects, & business partners.
- Facilitated the opening of over 75 new accounts while using Salesforce, Tamarac, & Sharefile to maintain accounts for over 100 wealth management clients.
- Served as a liaison for legal document transfers from clients to attorneys and CPAs while maintaining a thorough understanding of both the process and legal implications, all in order to effectively communicate and.
Jul 2022 - Sep 2023
Financial Vice President | Student Body
- Prepared and presented a $500,000 budget for the school year of 2021-22.
- Lead out in the development and planning of an $80,000 long-term project reserve.
- Supervised the campus coffee shop’s operations.
Mar 2021 - Jun 2022
Finance Intern
- Conducted month-end variance analysis and presented it to the executives.
- Used Axiom to prepare 2022 budget of $700M in total operating revenue.
Jun 2021 - Sep 2021
2 education records
Carson Fletcher education
Bachelor Of Business Administration - Bba, Finance, General
Walla Walla University
Spanish Language And Literature
Escuela Superior De Español De Sagunto
FAQ
Frequently asked questions about Carson Fletcher
Quick answers generated from the profile data available on this page.
What company does Carson Fletcher work for?
Carson Fletcher works for UNC Kenan-Flagler Business School.
What is Carson Fletcher's role at UNC Kenan-Flagler Business School?
Carson Fletcher is listed as Financial Analyst at Apex Real Estate Partners at UNC Kenan-Flagler Business School.
Where is Carson Fletcher based?
Carson Fletcher is based in Portland, Oregon, United States while working with UNC Kenan-Flagler Business School.
What companies has Carson Fletcher worked for?
Carson Fletcher has worked for Unc Kenan-Flagler Business School, Apex Real Estate Partners, Evergreen Gavekal, Walla Walla University, and Adventhealth.
How can I contact Carson Fletcher?
You can use AeroLeads to view verified contact signals for Carson Fletcher at UNC Kenan-Flagler Business School, including work email, phone, and LinkedIn data when available.
What schools did Carson Fletcher attend?
Carson Fletcher holds Bachelor Of Business Administration - Bba, Finance, General from Walla Walla University.
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