Patrick Freitag, Mba

Patrick Freitag, Mba Email and Phone Number

Financial Due Diligence Manager @ Meriton
Dallas, TX, US
Patrick Freitag, Mba's Location
Dallas, Texas, United States, United States
About Patrick Freitag, Mba

With over six years of work experience in the finance and real estate industry, I am a senior analyst at Pegasus Real Estate, a leading firm that specializes in acquiring, developing, and managing multifamily properties throughout Texas. I have a strong background in financial analysis, risk assessment, budgeting, and investor relations, and I am passionate about creating value for our clients and stakeholders. I hold an MBA in Finance from Southern Methodist University, and I am always eager to learn new skills and expand my knowledge. I enjoy working in a collaborative and dynamic environment, where I can leverage my diverse perspectives and experiences to support the company's mission and vision.As a senior analyst at Pegasus Real Estate, I oversee and coordinate on-site property management and leasing teams, liaise with lenders, create and manage property budgets, and produce proforma statements. I also collaborate with company management to handle ongoing and new investor relations, maintain portfolio management web portal, and determine monthly and quarterly investor distributions. Additionally, I actively work with company management to perform due diligence on new acquisitions, and coordinate with brokers to provide all information required for dispositions. I use my skills in Microsoft Excel, Microsoft Office, and research to deliver high-quality and timely results.

Patrick Freitag, Mba's Current Company Details
Meriton

Meriton

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Financial Due Diligence Manager
Dallas, TX, US
Website:
meriton.com
Employees:
208
Patrick Freitag, Mba Work Experience Details
  • Meriton
    Financial Due Diligence Manager
    Meriton
    Dallas, Tx, Us
  • Trinity Residential
    Vice President Of Strategy And Business Development
    Trinity Residential
    Dallas, Tx, Us
  • Pegasus Real Estate
    Senior Analyst At Pegasus Real Estate
    Pegasus Real Estate Jan 2023 - Present
    Dallas, Texas, Us
  • Pegasus Real Estate
    Analyst
    Pegasus Real Estate Jun 2022 - Feb 2023
    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 issues.• 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.
  • Crossfirst Bank
    Senior Commercial Credit Underwriter
    Crossfirst Bank Aug 2016 - Jan 2022
    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.
  • Pacific Asset Management --- Pamria, Llc
    Investment Banking Associate
    Pacific Asset Management --- Pamria, Llc May 2015 - Jun 2015
    • 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
  • Lansing Trade Group, Llc
    Commodities Trading Intern
    Lansing Trade Group, Llc Jun 2014 - Aug 2014
    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.
  • Oakwood Country Club
    Swim Coach
    Oakwood Country Club May 2013 - Jul 2013

Patrick Freitag, Mba Education Details

  • Smu Cox School Of Business
    Smu Cox School Of Business
    General
  • Trinity University
    Trinity University
    Business Administration - Finance & Economics (Double Major)
  • Shanghai Jiao Tong University
    Shanghai Jiao Tong University

Frequently Asked Questions about Patrick Freitag, Mba

What company does Patrick Freitag, Mba work for?

Patrick Freitag, Mba works for Meriton

What is Patrick Freitag, Mba's role at the current company?

Patrick Freitag, Mba's current role is Financial Due Diligence Manager.

What schools did Patrick Freitag, Mba attend?

Patrick Freitag, Mba attended Smu Cox School Of Business, Trinity University, Shanghai Jiao Tong University.

Who are Patrick Freitag, Mba's colleagues?

Patrick Freitag, Mba's colleagues are Ryan Gunter, Victoria Cardoza, Kimberly Nimer, Shannon Gornell, Robert Parmenter, Katelyn Porter, Todd Prather.

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