Casey Lee Email & Phone Number

Denver Metropolitan Area

I provide many residential and commercial pool and hot tub services throughout the Denver area. Including:- Weekly cleaning and chemical balancing- Equipment installation- Equipment repairs- Retail on chemicals, equipment, and accessoriesCall/text (983) 333-1003 or email denver@poolwerx.com for more info!

As investment analyst in a small team of 3 currently, I report directly to the Chief Investment Officer and work day to day with him.I was the primary analyst on a $30m multifamily acquisition, the first for the company. As part of this, I owned the due diligence checklist leading into early rate lock and closing. I did the initial screening of Property Managers, General Contractors, and Banks. I also managed many of the incoming documents and updated our files accordingly, including any rent rolls and financials for the property, following up with updates and breakdowns to the CIO to keep him informed and discuss any unusual information.As number two of a three person company with a few months more experience than the third, I helped train the other analyst, getting them up to speed on our processes, and keeping them involved and learning when the CIO is busy. Together, we collaborated on multiple projects that were reviewed, finalized, and presented by me.

Arvada, Colorado, United States

I started Day Trading just months before the market hit an all time high. The year following, I spent every day learning how to trade better and manage risks through a wild and volatile market. I created multiple Excel sheets tracking various strategies to better learn how to trade certain strategies. I've traded alongside a few online groups where we share trade ideas, strategies, knowledge, and analysis. As my understanding of the markets increased, I found myself answering more and more questions to the point of being known as "Google" in two groups. This was in part due to my ability to easily lay out complex definitions in a way new learners could understand. I also have self created data sheets dating back hundreds of trades over a year and a half to help people understand how some of the experienced traders manage their trades. While trading, I took the time to improve and learn new skills. Some of these applied to trading, such as learning new strategies and back testing. I also learned tangential skills, such as Data Analysis and SQL (currently in progress). I intend to relearn Python soon, a skill I learned in college in a computer science class.

Denver, Colorado, United States

As a Land Acquisition Analyst, I assisted in identifying new land acquisition opportunities that align with the land strategy and business plan goals of the division. I conducted research, provide analysis, and managed land data for the purposes of maximizing the profit of proposed land assets. My day-to-day included updating pro formas and market analysis as deal terms were given and known. I supported the Land Development team in assuring they had the proper documents and information to create their budgets. I managed multiple tracking sheets to keep all the various teams needed to complete acquisition packages up to date and on time so contract deadlines could be met.Various other duties included exploring multiple avenues to find potential acquisition opportunities, follow market trends and update managers with relevant market data, and doing ad-hoc projects when needed.

Denver, Co

This program offers four rotations over the course of a year to expose participants to a variety of areas and functions within First Western Trust, while also gaining an understanding of the company's framework and business culture. Rotations Include:Marketing: June 17, 2019 - October 15, 2019- Work in HubSpot to create internal and external emails for events, webinars, and announcements. Also, help maintain and update reoccurring weekly and bi-weekly emails.- Work with Adobe InDesign and Photoshop to create and update company collateral, events flyers, header images, and other creative needs- Set up and attend reoccurring meetings with all locations' market presidents and marketing representative to discuss current and future marketing needs and strategies- Work with other locations to make sure they have all necessary materials for events or normal use, such as banners, leave behinds, and invites.- Tasked with building out data-backed client personas in order to understand the various demographics that we are looking to market to. Using limited data pulled from our client management software, I was able to begin building an understanding of our clients.Investment Research: October 15, 2019 - February 14, 2020During my four months, I rotated through various parts of the investment umbrella at First Western, including Investment Research, Municipal Bonds, Large Cap Core mutual fund strategy, Retirement Services, and Trust. Duties throughout include:- Follow markets, headlines, and other news related to tickers/industries of interest, and read through earnings announcements- Learn about Trusts through experience with discretionary distributions, estate management, and client communication.Credit: February 18, 2020 - July 2, 2020- Underwrite consumer loans such as RLOC and HELOCs with values up to about $3 million- Modify loans terms on over 80 loans to provide financial relief during COVID- Review over 500 SBA PPP loans for reporting accuracy

Los Angeles, Ca

Tour Guide for general admissions for Loyola Marymount University. This included tours for high school students, transfer students, and school groups looking for a general tour about the entire university. As part of this job, I was encouraged to learn as much about the school as possible. My knowledge of LMU expands beyond my own experiences, but includes friend's experiences and official statements by the school and organizations.

Manhattan Beach, California

As an intern for Madrid Retirement Advisors, I spent about 1/5 of the 12 week process working on projects for the retirement advisors, 2/5 of the time learning about the financial industry from wholesalers and our advisors, and 2/5 of the time cold calling to gather business. Projects I worked on was a stock market trading simulation and asset allocation portfolio creation made from Vanguard funds.

Los Angeles, Ca

I wrote satirical articles mainly about events happening around the Loyola Marymount Campus. Usually two articles are written each week. As editor, I created the page layout for our print each week, contact our cartoon and design sections for media for articles, and provide story ideas to my team in the event they don't have an idea.Promoted from Assistant Bluff Editor on Feb 7, 2018.

Los Angeles, Ca

Assistant Digital Editor and the Los Angeles Loyolan. I helped run and manage the website and any in office digital needs. I also helped post social media for our articles.

Santa Monica, Ca

Intern for Windsor Capital Group corporate offices. Working directly for the Managing Director and CFO on projects including multifamily residential buying and renovating, hotel financial management, and multifamily land development.

Arvada, Co

Began as a general employee in 2014, became key holder in summer 2014, then assistant to the general manager in summer 2015. Took the school year off in 2015-2016 for college. Worked summer 2016 as a general employee because of time constraints. 2016-2017 school year taken off for college. Work as a Store Manager/Assistant to the General Manager for summer 2017. Did everything from serving customers and dishwashing to making/decorating cakes, hiring, disciplining, scheduling, and catering.

Bachelor Of Arts - Ba, Economics

Activities and Societies: Courses Include: Money and Banking, Econometrics (Focus on Stata), Intermediate Microeconomics, Managerial.

Bachelor Of Arts - Ba, Urban Studies

Courses Include: Urban Planning, Community Development, Sustainable Cities, Environmental Planning and Policy, Urban Economics, and a my.