Rob Cecil Email & Phone Number

Jacksonville, Fl, Us

St Augustine, Florida, United States

Miami, Florida, United States

Manage a variety of functions including asset management, portfolio management, investor relations, and capital markets for a multinational firm responsible for sourcing capital, syndicating, and managing direct investors’ investments in tangible assets.

Served as consultant to the founder and CEO providing actionable advice on corporate strategy, capital markets, project management, transaction structuring, and financial modeling for a real estate development firm specializing in best in class single or mixed-use life-style centers

Boca Raton, Florida, United States

Relocated to company headquarters as a direct report to CEO and Founder as a member of the corporate team responsible for supporting the officers of the firm in strategic initiatives, including the launching of new business lines and capitalization structures.• Managed the investment process of $100+ million of alternative investment structures which included producing Investment Committee presentations, Private Placement Memorandums and managing analyst teams, due diligence personnel and legal process to ensure investments closed on-time• Traveled frequently and build relationships with capital sources.• Managed the internal process of a roll-up of 13 properties into a proposed public REIT, (shelved due to COVID-19); key tasks included researching and selecting which assets were candidates for the recapitalization into a UPREIT structure, creating a roll-up and IPO operating models, contributing to the firm's and market write-up, and managing the workflow and process with the lead underwriters• Managed the corporate debt refinance, including creating supporting documentation and projection material, assisted with creating the Offering Memorandum and proactively managing potential investors

Greater Atlanta Area

Relocated and transitioned into an executive leadership role as a direct report to the CEO and Director of Capital Markets to support oversight and development of project financing and execution for deals with a total combined capitalization over $750 million. • Key contributor to firm's first closed-end, multi-project, co-investment vehicle focused on providing independent broker-dealer networks and investors with access to ground-up development projects• Contributed to firm's first open-ended, perpetual-life, co-investment vehicle focused on providing advisors and investors with key attributes of real estate investing: monthly cash flow distribution, tax-efficient L.P. structure, bi-annual liquidity potential and quarterly net asset value with tax-free exchange to new properties upon sale• Sourced and executed closing of $30+ million of structured equity for development projects• Managed business development for common equity, structured equity and debt sources for development projects and special case acquisitions• Participated with acquisition and development teams in the pre-commitment vetting, due diligence, structuring, and market review of all new real estate transactions (provided capital perspective for marketability and feasibility)• Key contributor to the firm's creation of new J.V. sourcing effort resulting in multiple offers per project

Dallas/Fort Worth Area

Selected by COO for a newly created position to oversee portfolio performance for single and multi-asset investment vehicles, totaling more than $2.5 billion of aggregate deployed capital on behalf of high-net-worth investors. • Monitored financing risks and covenant requirements of debt and structured equity totaling more than $1.2 billion• Sourced and implemented debt management software for accurate reporting of all debt and structured equity held by the firm and its assets• Sourced alternative debt sources for asset recapitalizations• Designed and maintained complex waterfalls for firm-wide use, ensuring that projected and actual distributions were accurate• Created and implemented a valuation policy for providing mid-investment investor liquidity options

Dallas/Fort Worth Area

Assisted on development projects in the Southwest region including planning, zoning, and marketing branding.• Underwrote prospective development projects, including initial site viability, government approval and permitting process, market research, financing options, and cost projections -- Designed a new development model for firm-wide use that was highly dynamic with a built-in sensitivity analysis that provided return and risk metrics based on a multitude of variables, capable of ground-up conventional, student, phase 2 developments and senior housing • Created Private Placement Memorandums for eight conventional and student developments with a combined capitalization over $250 million

Dallas/Fort Worth Area

Served as Analyst on the outsourced portfolio management team for a fund manager with over $4 billion in AUM. • Lead analyst on quarter and annual fund and deal level valuations analysis, including calculation of net projected returns• Advanced financial modeling of private equity funds that provided quarterly valuations and projected net fund and asset returns model using advanced Excel skills (Monte Carlo, VBA, Pivot Tables, Index Match, Sum Products, and complex array systems) in order make model fully dynamic, drastically decreasing the time to onboard new funds • Designed and built a dynamic model for valuing separately managed accounts that invest in preferred equity & mezzanine debt• Built skill set and gained valuable experience and knowledge in private equity to support future career growth opportunities

Greater New York City Area

Recruited and promoted to provide a full range of services to high-net-worth and high-touch individuals.• Provided high-level client service to white glove clients with aggregate assets of $1.5 billion• Onboarded commercial clients, primarily hedge funds and private equity funds• Performed ad-hoc analysis on the benefits of changing audit procedures for new hedge fund and private equity fund launches • Managed large cash flows resulting from alternative asset clients, including coordinating with senior-level executives, including bank CAO and fund managers, to manage year-end balance sheet cash flows up to and including $350 million• Coordinated daily with compliance and risk teams on the diligence required to open and service high-risk alt. asset accounts• Developed an internal reporting system utilizing Excel, SharePoint, and PowerPivot to consolidate multiple data streams

Bachelor Of Science - Bs In Commerce And Business Administration, Economics, Finance

Bachelor'S Degree, International Economics; International Finance