Joey Rodgers
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Joey Rodgers Email & Phone Number

Asset Manager at Impact Family Office
Location: Santa Barbara, California, United States 5 work roles 1 school
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Current company
Role
Asset Manager
Location
Santa Barbara, California, United States
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Who is Joey Rodgers? Overview

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Quick answer

Joey Rodgers is listed as Asset Manager at Impact Family Office, a with 6 employees, based in Santa Barbara, California, United States. AeroLeads shows a matched LinkedIn profile for Joey Rodgers.

Joey Rodgers previously worked as Associate Asset Manager at Coastline Real Estate Advisors, Inc. and Intern - Asset Management at Coast Line Real Estate Advisors. Joey Rodgers holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Loyola Marymount University.

Company email context

Email format at Impact Family Office

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Impact Family Office

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Profile bio

About Joey Rodgers

At Impact Family Office, our mission is to serve a select group of high-net-worth individuals, families, and estates who truly care about the impact of their financial resources. We focus on aligning a client's values and goals with the sources and uses of their finances—from investments to philanthropy—always with a long-term perspective on the impact upon their balance sheet, succession plans, wealth transfer plans, and their community.

Current workplace

Joey Rodgers's current company

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Impact Family Office
Impact Family Office
Asset Manager
santa barbara, california, united states
Employees
6
AeroLeads page
5 roles

Joey Rodgers work experience

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Asset Manager

Current

Santa Barbara, California, United States

Oversee client’s commercial property holdings. Inclusive of monthly financial reporting, annual operating & capital budgets, lender correspondence, leasing activity, and capital improvements. Through the lens of long-term growth and sustainability.

Aug 2023 - Present

Associate Asset Manager

Los Angeles, California, United States

• Prepared weekly reporting for various equity partners and led calls discussing strategy to achieve business plan.• Completed annual operating and capital budgets for 1,500 units, inclusive of modeling and P&L review to ensure accurate costs and revenues were used for projections. Conducted monthly budget variance reporting. • Worked with Acquisitions Team to purchase ~$560MM of assets. Inclusive of PF modeling & Due Diligence review. • Managed diverse range of capital improvement projects, coordinated with property staff, contractors, and cities.• Submitted future funding requests (loan draws) with lending partners. Process included actively managing budgets, reallocations, and providing updated reporting to lenders. Oversaw $50MM of capital flow.• Coordinated with the property management to ensure efficiencies were achieved in staffing, marketing, & leasing.• Procured bids and completed bid comparison analyses for capital projects, inclusive of contract review.• Conducted quarterly ESG review of portfolio to monitor progress & create additional goals.

Nov 2019 - May 2023

Director Of Outside Events

Lmu Finance Society

Greater Los Angeles Area

Dec 2017 - Nov 2019

Area Office Housing Assistant

Loyola Marymount University

Customer service position helping students enjoy the different activities offered on campus. Responsible for checking resources out to students and ensuring they enjoy their time at LMU. (6-10 hrs a week)

Aug 2016 - May 2018
Team & coworkers

Colleagues at Impact Family Office

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1 education record

Joey Rodgers education

FAQ

Frequently asked questions about Joey Rodgers

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What company does Joey Rodgers work for?

Joey Rodgers works for Impact Family Office.

What is Joey Rodgers's role at Impact Family Office?

Joey Rodgers is listed as Asset Manager at Impact Family Office.

Where is Joey Rodgers based?

Joey Rodgers is based in Santa Barbara, California, United States while working with Impact Family Office.

What companies has Joey Rodgers worked for?

Joey Rodgers has worked for Impact Family Office, Coastline Real Estate Advisors, Inc., Coast Line Real Estate Advisors, Lmu Finance Society, and Loyola Marymount University.

Who are Joey Rodgers's colleagues at Impact Family Office?

Joey Rodgers's colleagues at Impact Family Office include Heidi Cougoule, Ces™, Gabrielle Courtney, Grant Meidal, Will Tasista, and Rebekah Sugano.

How can I contact Joey Rodgers?

You can use AeroLeads to view verified contact signals for Joey Rodgers at Impact Family Office, including work email, phone, and LinkedIn data when available.

What schools did Joey Rodgers attend?

Joey Rodgers holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Loyola Marymount University.

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