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Sam Warner Email & Phone Number

Portfolio Consultant at Mercer Advisors
Location: Oklahoma City, Oklahoma, United States 5 work roles 2 schools
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Current company
Role
Portfolio Consultant
Location
Oklahoma City, Oklahoma, United States
Company size

Who is Sam Warner? Overview

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Quick answer

Sam Warner is listed as Portfolio Consultant at Mercer Advisors, a company with 1256 employees, based in Oklahoma City, Oklahoma, United States. AeroLeads shows a matched LinkedIn profile for Sam Warner.

Sam Warner previously worked as Investment Analyst at Full Sail Capital and Acquisitions Analyst Intern at Northrock Companies. Sam Warner holds Bachelor'S Degree, Finance, General, Senior from Brigham Young University.

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Email format at Mercer Advisors

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Mercer Advisors

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Profile bio

About Sam Warner

Sam Warner is a Portfolio Consultant at Mercer Advisors.

Current workplace

Sam Warner's current company

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Mercer Advisors
Mercer Advisors
Portfolio Consultant
Oklahoma City, OK, US
Employees
1256
AeroLeads page
5 roles

Sam Warner work experience

A career timeline built from the work history available for this profile.

Investment Analyst

Current

Oklahoma City, Oklahoma, United States

Jun 2024 - Present

Acquisitions Analyst Intern

Draper, Utah, United States

  • Evaluated 80+ multifamily investment properties with an emphasis on 1980+ vintage value-add opportunities.
  • Collaborated with acquisitions associate on the next steps for underwritten deals, providing opinions on property narrative and returns.
  • Managed the deal flow pipeline and filtered through properties to ensure alignment with fund metrics.
  • Researched 25+ markets to assist partners in choosing target markets for new investment verticals.
  • Created a flexible Excel model for analyzing new supply data in over 100 US markets to help identify new target locations.
May 2023 - Dec 2023

Acquisitions Analyst Intern

Provo, Utah, United States

  • Analyzed 60+ multifamily properties across 5 US markets for an aggregate deal volume of $4B+.
  • Classified T12s, made pro forma assumptions, analyzed comparables, and found proven value-added premiums.
  • Aided in deal flow tracking, tracking cap rates on transactions for 500+ properties.
  • Received direct training in Costar, Rediq, waterfall structures, and Excel financial modeling.
  • Advised analyst on deals to pursue, reporting next steps for properties that fit company returns, vintage, and location.
Jan 2023 - Apr 2023

Sales Manager

Six Brothers Pest Control

Boise, Idaho, United States

  • Generated $160,000 of recurring revenue by sourcing 275+ new customers through door-to-door cold calls.
  • Promoted to Branch Co-Manager.
  • Trained 4 self-recruited employees with skills required for customer acquisitions.
  • Developed a variety of important skills, such as sales, networking, negotiation, and customer service.
Aug 2020 - Sep 2022
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 1256 employees →

2 education records

Sam Warner education

Real Estate

Refai Certification, With Distinction

Committed 150 hours to complete a self-paced curriculum on real estate finance and investments and Excel-based financial modeling designed.

FAQ

Frequently asked questions about Sam Warner

Quick answers generated from the profile data available on this page.

What company does Sam Warner work for?

Sam Warner works for Mercer Advisors.

What is Sam Warner's role at Mercer Advisors?

Sam Warner is listed as Portfolio Consultant at Mercer Advisors.

Where is Sam Warner based?

Sam Warner is based in Oklahoma City, Oklahoma, United States while working with Mercer Advisors.

What companies has Sam Warner worked for?

Sam Warner has worked for Mercer Advisors, Full Sail Capital, Northrock Companies, Peak Capital Partners, and Six Brothers Pest Control.

Who are Sam Warner's colleagues at Mercer Advisors?

Sam Warner's colleagues at Mercer Advisors include Scott Snider, Cfp®, Ricp®, Jay Levesque, Cfa, Jim Czirr, Cfa, Cfp®, Mercer Advisors, and Rebecca Wolverton.

How can I contact Sam Warner?

You can use AeroLeads to view verified contact signals for Sam Warner at Mercer Advisors, including work email, phone, and LinkedIn data when available.

What schools did Sam Warner attend?

Sam Warner holds Bachelor'S Degree, Finance, General, Senior from Brigham Young University.

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