Sam Katz Email and Phone Number
Sam Katz work email
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Sam Katz personal email
I am an experienced Real Estate Acquisitions and Debt Underwriter with a demonstrated history of working well with others of all backgrounds in the Real Estate industry. I am a full time Investment Analyst at Briar Capital Management after spending three years as a Debt Underwriting Associate at Meridian Capital Group. I have a strong business development background as demonstrated when I founded and led the Networking Club at Yeshiva University and am professionally skilled in Microsoft Excel.
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Investment AnalystBriar Capital Management Sep 2023 - Present
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AssociateMeridian Capital Group Sep 2020 - Sep 2023New York, New York, Us -
Incoming Financial AnalystMeridian Capital Group Dec 2019 - Sep 2020New York, New York, Us
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Financial Analyst InternMeridian Capital Group Jun 2019 - Dec 2019New York, New York, Us• Underwrite loans in process for brokers using Excel set ups, rent rolls, and the company’s loan tracking data base• Create current, up to date, Excel financial model for teams of brokers and underwriters that incorporates multiple loan calculators, financial statements, pro-formas and property comps• Formulate letters of intent and lease agreements for large lenders, including various banks and financial services companies• Prepared and presented an offering memorandum to completion using a Harvard Business School case study and self-calculated assumptions and equations
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Founder And PresidentThe Networking Club At Yeshiva University Mar 2019 - May 2020• Founded the club to aid students in job search and networking skills outside the classroom• Organized various informative panels and networking events involving current students, young professionals, and senior managers -
Senior Manager Of Business DevelopmentThe Commentator Oct 2017 - May 2020New York, Ny, Us• Manage financing for advertising campaigns for the official school newspaper using both new and existing clients -
Teacher AssistantYeshiva University Aug 2018 - Feb 2019Manhattan, Ny, Us• Assisted and tutored students learning Microsoft Excel and aided them in exam preparation -
Sales And Marketing InternVat It Jun 2018 - Jun 2018Luxembourg, Luxembourg, Lu• Utilized Salesforce and Zoominfo to create spreadsheets detailing the finances of potential client opportunities • Assisted the branch manager with partnership developments with multiple Fortune 500 companies• Organized new leads, including for the sales and marketing teams -
Compliance InternTreetop Development Aug 2017 - Aug 2017Teaneck, Nj, Us• Created portfolios detailing the benefits of future property developments using Yardi Voyager• Organized transaction information, including account history and client financial data, for over 150 existing properties
Sam Katz Skills
Sam Katz Education Details
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Yeshiva UniversityAccounting -
Yeshivat Lev Hatorah
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The Frisch School
Frequently Asked Questions about Sam Katz
What company does Sam Katz work for?
Sam Katz works for Briar Capital Management
What is Sam Katz's role at the current company?
Sam Katz's current role is Investment Analyst at Briar Capital Management.
What is Sam Katz's email address?
Sam Katz's email address is sk****@****tal.com
What schools did Sam Katz attend?
Sam Katz attended Yeshiva University, Yeshivat Lev Hatorah, The Frisch School.
What skills is Sam Katz known for?
Sam Katz has skills like Microsoft Excel, Salesforce.com, Broadcasting, Microsoft Powerpoint, Zoominfo, Yardi Voyager, Golf, Public Speaking, Sales Management.
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