Kimberly Wright Email & Phone Number

Westlake Village, California, United States

Agoura Hills, California, United States

Sherman Oaks, Ca

Sherman Oaks, California

• Acted as a primary point of contact for accredited investors, private family offices, and fund managers regarding crowdfunded debt-based real estate investment products• Prepared loan profiles generating over $50 million in investments annually• Coordinated all communications to over 1,200 investor accounts • Monitored loan performance and worked directly with asset management to prepare monthly investment updates for a portfolio of over 300… Show more • Acted as a primary point of contact for accredited investors, private family offices, and fund managers regarding crowdfunded debt-based real estate investment products• Prepared loan profiles generating over $50 million in investments annually• Coordinated all communications to over 1,200 investor accounts • Monitored loan performance and worked directly with asset management to prepare monthly investment updates for a portfolio of over 300 investments• Built and maintained automated dashboards used to monitor the loan pipeline and key investment performance information• Collaborated often with multiple departments including finance, accounting, technology, asset management, and originations Show less

Los Angeles, California

• Built and managed relationships with architects, general contractors, environmental engineers, civil engineers, title experts, etc.• Worked directly with joint venture partners, debt/equity financing sources and the brokerage community• Worked directly with city government departments to secure entitlements for development including management of design concept, timelines, CEQA compliance, public approvals, etc.• Assisted in the analysis of transactional documents… Show more • Built and managed relationships with architects, general contractors, environmental engineers, civil engineers, title experts, etc.• Worked directly with joint venture partners, debt/equity financing sources and the brokerage community• Worked directly with city government departments to secure entitlements for development including management of design concept, timelines, CEQA compliance, public approvals, etc.• Assisted in the analysis of transactional documents including: loan agreements, joint venture agreements, leases, purchase agreements, etc.• Performed due diligence by conducting extensive market research on market rents, occupancy rates, sales comparables, local & regional economic drivers, environmental factors, demographics, competitor analysis, etc.• Prepared investment memoranda and presentation materials to support the investment decision making process and ongoing operations• Performed back of house duties such as bookkeeping Show less

Livermore, California

• Performed bookkeeping tasks, made general journal adjustments, prepared accruals• Monitored and forecasted monthly cash flows• Managed accounts receivable, accounts payable, expense accounts, and payroll• Generated and ensured the accuracy of financial statements• Maintained vendor and client relationships

Bachelor Of Applied Science (B.A.Sc.), Finance, General

Education record

Activities and Societies: LPC Math Society, International Business Association, ENACTUS, Alpha Gamma Sigma Honors Society