Ryan Weinhoffer Email & Phone Number

Elmira, New York, United States

-Manages taxable and non-taxable portfolios in a manner that reflects the Department’s currentinvestment policies and strategies-Executes buy and sell orders for stocks, mutual funds, government and corporate bonds-Reviews accounts for non-approved holdings, overweight positions and concentrations, asset allocation exceptions, and fixed income holdings whose ratings are below policy minimums-Works closely with the Relationship Manager to resolve issues and document exceptions-Participates in the Department’s investment process, including reviewing individual securities and recommending asset allocations for specific account objectives-Ensures the efficient and accurate development of various investment reports

Elmira, New York, United States

Williamsport, Pennsylvania, United States

• Interned for a start-up private equity company that specializes in real estate investment, ground-up mixed-use developments, and the acquiring of businesses for the goal of vertical integration• Used financial forecasting models to determine the NPV and IRR of real estate development projects• Created DCF models using past financial statements and future projections to analyze the profitability of potential acquisitions for the company• Conducted market research, created and maintained databases, analyzed real estate comparables, and created marketing presentations for potential investors• Learned about commercial and residential real estate in the PA and NY real estate markets

Bachelor Of Science - Bs, Finance, 3.85 Gpa

Activities and Societies: Ultimate Frisbee, Intramural Basketball, Intramural Football, Alpha Lambda Delta Honor SocietySusquehanna is.

High School Diploma