Dave Brady Email & Phone Number

Hingham, Ma, Us

Boston

Boston Ma

•Oversee a portfolio of 60+ Low-Income Housing Tax Credit (LIHTC) properties consisting of 3000 units and involving 20 General Partners•Develop and maintain strong relationships with lender representatives, developers, management agents, local agencies, and General Partners•Analyze annual audited financial statements and monthly/quarterly operational reports to evaluate partnership performance•Work with general partners and management companies to develop, implement and maintain operational goals that will allow the property to achieve above break even operations•Manage repositioning situations including refinancing, General Partner substitution, legal action, partnership restructuring, recapitalization, and Section 42 non-compliance issues•Write quarterly reports for both corporate and public investors regarding underperforming assets•Complete 20-25 property inspections annually to ensure compliance with state and federal regulations

Boston

Responsible for obtaining Listings and the sale of commercial properties in the Cape Cod areaIdentified and contacted potential clients through networking, research and cold callingCompiled comparative analysis data of various properties to determine appropriate pricing in current market environmentDeveloped relationships with clients as a buyer broker representation to help find and secure commercial property, meeting the specific needs of their business

Responsible for approximately 150 client service relationships within the Mid-Atlantic Territories Internal client service contact, responsible for coordinating client's requests with trading, compliance, operations and investment teamsMember of client service development team which focused on deepening client relationships to facilitate new business opportunities and preserve revenues retentionManaged all incoming client account setup, coordinating all account openings making sure accounts are set up with all of the specifications agreed to in the account contractCompiled and analyzed client retention and revenue data for monthly and quarterly territory reviewsHelped determine relationship management strategies for upcoming client meetings

Liaison between clients and company investment teams in fast-paced, time-sensitive, environment; focused on communication and strengthening client relationships Supported sales and relationship management teams with over 150 institutional accountsGenerated client mailings and presentations as well as consult and third-party questionnaires Produced fund specific data for portfolio managers and analysts on a monthly basis Researched and profiled prospective clients for sales manager Major contributor in the implementation of new Eagle Pace client reporting system

Helped to create procedures and controls to minimize financial loss in a fast paced, detail oriented, and high growth atmosphereResponsible for daily activities of a large Delaware Business Trusts, Group Trusts and various ERISA plans. Responsibilities included: Posting wires to all cash accounts, processing cash trades , entering fund shares, running daily interest accruals, posting journals and dividends. Process daily and monthly reconciliations of Mellon and clients holdingsValidate account security prices and calculate Net Asset Value of client accounts on a nightly basis

Education record

Education record