Patrick Freitag, Mba Email & Phone Number

Dallas, TX, US

Dallas, TX, US

Dallas, Texas, US

Dallas, Texas, US

• Oversee and coordinate on-site property management and leasing teams to ensure each property performs in accordance with its business plan.
• Liaise with lenders, including ongoing compliance with financial reporting requirements, monitoring debt maturities, overseeing escrow requirements.
• Create and manage property budgets and produce proforma statements, along with review and analyze property operating and accounting reports, with a focus on assessing trends in performance and detecting any operational.
• Collaborate with company management to handle ongoing and new investor relations, maintain portfolio management web portal, and determine monthly and quarterly investor distributions.
• Actively work with company management to perform due diligence on new acquisitions, along with coordinate with brokers to provide all information required for dispositions.

Leawood, Kansas, US

• Performed independent credit analysis and risk assessment for prospective and existing clients.
• Reviewed, analyzed, and monitored financial information for clients for both borrowers and guarantors to ensure compliance with current loan agreement covenants.
• Assisted Chief Credit Officer and Senior Credit Officers in gathering, preparing, and presenting various credit portfolio reports.
• Collaborated with Business Bankers to provide timely, accurate, and consistent credit packages to inform senior executives of potential and current credit transactions.
• Assisted Business Bankers in the collection and review of current client information.

• Established preliminary contacts for potential equity investments
• Executed multi-million dollar preferred stock investment transactions
• Performed financial analysis, strategic business analysis, and detailed industry research
• Provided rapid and accurate market judgements to clients and colleagues
• Prepared and deliver initial public offering (IPO) and shareholder presentations for clients and colleague

Overland Park, Kansas, US

• Engaged with farmers in southern Canada to purchase durum wheat.
• Developed excel models to estimate commodity production throughout the United States.
• Performed research to determine the origins and quantities of frac sand for a new trading business they were developing.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Science - Bs, Business Administration - Finance & Economics (Double Major)

Education record