Ian Tobin Email & Phone Number

Chapel Hill, Nc, Us

Raleigh, Nc, Us

Raleigh, Nc, Us

Raleigh, Nc, Us

• Model proforma’s forecasting fiscal returns for new stores, relocations, and expansions on expanding commercial real estate portfolio of roughly 4,900 stores• Calculate Right of First Refusal within time sensitive deadlines projecting savings yielding from rent savings and long-term asset appreciation based on desirability of location• Forecast Capital Expenditures for 2022 Annual Operating Plan for headcount and real expenditures• Improved accuracy of ecommerce sales projections utilizing Excel, PBCS, and SiteIntel

Charlotte, Nc, Us

• Produce, analyze, and report Options Profit & Loss to front office trading desk on a daily basis • Manage trades throughout their life cycle, enforcing risk management issues, regulatory, and legal entity• Reduce audit concerns via preparing intuitive procedure documents

Zurich, Ch

• Supported Commercial Mortgage Backed Securities derivative trading desk• Utilized seven front office systems to book trades, implement allocations, adjust CDS collateral• Liaised with other investment banks and hedge funds via Ice Link, ensuring timely trade capture• Managed trades throughout their lifecycle to save time and fees, resulting in reduced inconsistencies found in DTCC• Repaired time sensitive FINRA rejects within regulated guidelines• Provided compliance daily reports of FINRA late and rejected trades for prior date• Reconciled End of Day reports to summarizing trade valuation• Improved and organize procedure documents• Consolidated and recorded Quarter II team achievements

• Acquired investment properties in niche residential student housing markets• Produced conservative investment returns, reducing shareholders risk• Administered $24,400 annual budget, including appealing tax assessments reducing the tax burden• Arranged new tenants through screening, presenting leases, and collecting security deposits• Managed rental properties; including financial reports, maintenance, and tenants• Performed cost-benefit analysis for potential property upgrades for greater return on investments

Wilmington, Nc, Us

• Utilized Salesforce to update Exception Dates Project for over 4,200 active SBA loans• Review over 175 insurance documents weekly; ranging in life insurance, building, business personal property, and general liability policies• Document and track collateral life insurance in reference to loans• Participate in periodic Credit Committee covering loans greater than $750,000• Job shadow relationship manager to gain understanding of banks processes • Review insurance policies to determine status and routing procedure

Service members golf needs through• Stage carts for members and their guests• Maintaining the driving range• Efficiently deliver members golf clubs between multiple courses• Detail Carts and readjust range for following day