Jonathan Meram Email & Phone Number

San Diego, Ca, Us

San Diego, California, United States

Planning and performing financial statement audits of publicly and privately funded corporations. Client base includes Nasdaq/OTC listed companies, Reg A, Reg CF, and Reg D funded startups, as well as private equity with over $400M in annual revenues. Client Industries include:- Investment Funds / Investment Companies - Financial Services- Hospitality, Resorts, and Lodging- Manufacturing- BioTech / BioPharmaWe are often often engaged with technical transaction accounting such as: stock based compensation, intangible assets, right of use leases, middle market debt and equity raises, businesses combinations, related party transactions, etc.

San Diego, California, United States

Private F&F investment fund focused on creating wealth through a concentrated, but diversified portfolio. AUM consists of: - Private Equity Ventures- Crypto- Public Equities- Industrial Real Estate- Bitcoin Mining / Computing ProviderOur goal is to build a portfolio that combines the disruptive innovation of technology with the fundamentals of deep value investing to create risk adjusted returns that outperform on all metrics.

Phoenix, Arizona, United States

- Helped develop a pipeline of planned and under construction industrial developments in CBRE’sproprietary database “Market IQ” for the Phoenix market- Collaborated with analysts and brokers to develop databases of tenants in the market for office,retail, and industrial real estate in Arizona- Utilized several data analysis and visualization tools like Costar, RCA, and Tableau to formulatean investment pitch that was presented to over 50 brokers, associates, and analysts

San Diego, California, United States

- Produced real estate future income statement and cash flow models that served as a benchmark for a successful 1031 exchange of multi-million-dollar real estate assets- Researched and pitched potential investments for a fund comprised of value add retail and single tenant net lease real estate - Evaluated macroeconomic trends to determine ideal cities and regions for the fund to invest into

Tucson, Arizona, United States

• Assess client's financial goals, objectives, and risks, in order to create a comprehensive financial plan that meets their goals while also minimizing downside and managing risk.• Prepare clients for retirement by significantly lowering their tax liabilities, eliminating debts, as well as creating a fortified investing strategy covering all cornerstones of the market• Professionally network through social media and word of mouth in order to create a large connected client base organically

San Diego, California, United States

• Coordinate and conduct hundreds of photoshoots each year all over southern California.• Collaborated with interior designers, high scale restaurants, automotive dealerships, to create a cohesive, breathtaking marketing photograph or fine art piece on display.• Understand managerial skills by creating an online website, portfolio and generating print sales.• Engaged with social media following and photography community to further company brand.

Bachelor Of Business Administration - Bsba, Accounting

Graduated in 3.5 years, start to finish.

Bachelor Of Business Administration - Bsba, Accounting