Olivia Bertolacci Klotz Email and Phone Number
I specialize in analyzing investment strategies, managing asset allocation, and working directly with the Chief Investment Officer within a family office organization. My experience extends from managing investment portfolios to executing due diligence while leveraging strategic insights, analytical skills, and my understanding of family office operations.
Howard Properties Inc.
View- Employees:
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Senior Analyst, Finance And InvestmentsHoward Properties Inc.San Francisco, Ca, Us -
Senior Analyst, Finance & InvestmentsHoward Properties Inc. Dec 2020 - PresentSan Francisco Bay AreaDirectly reports to the Chief Investment Officer to help guide the investment strategey across private and public markets, while focussing on overall asset allocation of the portfolio. ● Member of the Company's Investment Committee● Anaylzes operational reporting and manages communication with all GP's across RE - Multifamily, Industrial, Commercial, Development, Private Equity, & Venture Capital● Advises on operations of majority owned real estate assets -
Financial AnalystHoward Properties Inc. Sep 2018 - Dec 2020San Francisco Bay Area● Real Estate Financial Analyst - specializing in commercial and industrial space in the Bay Area. ● Manages investment portfolio and works directly with the Chief Investment Officer on all investing due dilligence domestic and globally. (Multifamily, Commercial, Development, PE and VC) -
Experienced Assurance AssociatePwc Oct 2016 - Sep 2018San Francisco Bay Area -
Sales And Marketing InternWepay Sep 2015 - May 2016San Francisco Bay Area● Extensive use and knowledge of Salesforce software● Analyze revenue reports for critical data● Assisted in contract management and classification● Marketing and communications out reach● Research potential leads and clients
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Private Client Services- Assurance InternPwc Jun 2015 - Aug 2015San Francisco Bay Area -
Student Assistant: Dean'S Office, School Of Management At University Of San FranciscoUniversity Of San Francisco Aug 2013 - Feb 2014● Assist Dean in daily administrative tasks including filing and scheduling● Organize department events for business faculty● Manage a variety of special projects including Commencement Awards coordination
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Research InternZanbato Mar 2013 - Jul 2013Mountain View, Ca● Responsible for researching global private public partnership projects above 5 million USD● Analyzed worldwide private public partnership projects
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Sales AssociateFrancesca'S Collection Dec 2012 - Jun 2013San Francisco, California● Meet monthly/yearly sales goals through direct sales ● Assist in production of promotional material for sales through mail and e-mail● Execute merchandising strategies through visual displays and inventory management
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InternThe Mcgraw Group Of Affiliated Companies - Pacific Specialty Insurance Company May 2012 - Aug 2012Menlo Park, Ca● Responsible for organizing and fulfilling insurance claims● Worked with business development and customer service to respond to claim-related issues● Designed/created quick response card system that was implemented company-wide to managenew business contacts
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InternSotheby'S International Realty Jan 2011 - Jan 2012● Assisted with open house showings directly interacting with clients● Created and designed weekly real estate newsletter and marketing flyers● Implemented and maintained contact database of over 1000 clients
Olivia Bertolacci Klotz Education Details
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Accounting Degree With Finance Interests -
Sacred Heart Preparatory
Frequently Asked Questions about Olivia Bertolacci Klotz
What company does Olivia Bertolacci Klotz work for?
Olivia Bertolacci Klotz works for Howard Properties Inc.
What is Olivia Bertolacci Klotz's role at the current company?
Olivia Bertolacci Klotz's current role is Senior Analyst, Finance and Investments.
What schools did Olivia Bertolacci Klotz attend?
Olivia Bertolacci Klotz attended University Of San Francisco, Sacred Heart Preparatory.
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