John Cunningham Email & Phone Number

Manchester-by-the-Sea, MA, US

Greater Boston Area

• Stay at Home Dad
• Advisor to my spouse’s Early Childhood Enrichment Center business in Marblehead, MA
• Web & social media content development - contract/freelance
• Author of a (yet to be published) children's book
• CommonGoodInvestor.com - a blog devoted to the promotion of common sense, socially responsible investing (not currently active with it)Select professional writing samples below:

Marblehead, MA

- Grant Writing & Editing- Grantor Research & Database Coordination- Other writing & editing

Boston

• Daily portfolio manager of approximately $125MM in investable assets (as primary or co-manager)
• Research Reports - lead writer/editor on firm’s in-house equity and bond research reports
• Writer and editor of all content for new firm website
• Operations Management - tightened and elevated various process and execution strategies within the research department and within client servicing
• Editor of bi-annual client newsletter
• Treasurer of the firm’s charitable arm, MENTOR (high-impact dollars for smaller groups with greatest immediate need)

Greater Boston

• Sourced and developed prospective business relationships
• Developed and implemented comprehensive financial plans for clients and prospects
• Oversee and grow client relationships, including comprehensive financial reviews and partnering with clients’ estate attorneys and accountants
• Daily management of investment portfolios and strategies

Greater Boston

(see above)

Greater Boston Area

• Responsible for all company underwriting and financial analysis for all owned real estate
• Lead new business development efforts, including new leases and renewals, and marketing of a new retail store
• Developed full-scale Request for Proposals for architects/builders, surrounding re-developing existing real estate

Boston

• Researched and wrote finance proposals on behalf of clients to secure financing for Commercial Real Estate loans. The 'Finance Proposals' detailed the essentials of the Real Estate itself, the local market, location.
• Negotiation of favorable loan terms and purchase terms for clients
• Client liaison for CMBS Loan Sales, involving pricing & positioning discussions between sellers and our buy side clients; $15.8 Billion+ in loan sale volume reviewed; $4 Billion+ underwritten; $125+ Million in.
• Wrote marketing brochures for the note sale business and the hotel brokerage business
• Heavy market research using Co-Star, Reis, Banker & Tradesman, and interviews with local real estate professionals

Boston, MA

San Francisco, CA

Ba, History

Activities and Societies: Varsity baseball (captain); Psi Upsilon; Various campus groups

Education record