Sam Warner is a Portfolio Consultant at Mercer Advisors.
Mercer Advisors
View- Website:
- merceradvisors.com
- Employees:
- 1256
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Portfolio ConsultantMercer AdvisorsOklahoma City, Ok, Us -
Investment AnalystFull Sail Capital Jun 2024 - PresentOklahoma City, Oklahoma, United States -
Acquisitions Analyst InternNorthrock Companies May 2023 - Dec 2023Draper, 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. -
Acquisitions Analyst InternPeak Capital Partners Jan 2023 - Apr 2023Provo, 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. -
Sales ManagerSix Brothers Pest Control Aug 2020 - Sep 2022Boise, 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.
Sam Warner Education Details
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Senior -
Refai Certification, With DistinctionReal Estate
Frequently Asked Questions about Sam Warner
What company does Sam Warner work for?
Sam Warner works for Mercer Advisors
What is Sam Warner's role at the current company?
Sam Warner's current role is Portfolio Consultant.
What schools did Sam Warner attend?
Sam Warner attended Brigham Young University, Refai Certification, With Distinction.
Who are Sam Warner's colleagues?
Sam Warner's colleagues are Cynthia Moss, Craig Weidenfeller, Caldwell, Mike, Kevin Lehinger, Rebekah Burns, Ms, Cfp®, Chfc®, Cdfa®, Lina Burlaka, Saraí Covell.
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