Logan Schmidt Email & Phone Number

Minnetonka, Minnesota, United States

Plymouth, Mn

Underwriting: Source and underwrite multi-family housing development and acquisition opportunities primarily based off of pro-forma analysis Financing: Coordinate debt and equity financing, partnering with HUD, Freddie Mac, commercial banks and private equity sources, primarily utilizing the 4% low-income housing tax credit and tax-exempt bondsEntitlements: Obtain project entitlements for land use approval and for City and County financial participationProject Management: Oversee design and construction management of portfolio properties.

Lone Rock, Wi

Livestock Manager: Feed cows, treat sick cows, and maintain healthy living conditions for the cowsGeneral Maintenance: Perform routine maintenance on all equipment and fix anything that is brokenMilking: Work in a time pressured environment with two or three people to efficiently and correctly milk cows, and clean the cows’ living spacesCrop Harvesting: Assist in all aspects in the crop harvest, from planting, to harvesting, to storage while working in unison with a group to complete the job

Madison, Wisconsin Area

Security Analysis: Learned how to analyze stocks, bonds, mutual funds, ETFs, and closed-end funds, while sending in my recommendations to be reviewed and used by advisors in their client’s portfoliosPortfolio Management: Became familiar with advanced planning software (Morningstar’s I-Plan) and worked with the advisors to create portfolios, prepare for meetings with the clients, and learn the overall financial planning processClient Hospitality: Attended and helped with client events