Sam Warner

Sam Warner Email and Phone Number

Portfolio Consultant @ Mercer Advisors
Oklahoma City, OK, US
Sam Warner's Location
Oklahoma City, Oklahoma, United States, United States
About Sam Warner

Sam Warner is a Portfolio Consultant at Mercer Advisors.

Sam Warner's Current Company Details
Mercer Advisors

Mercer Advisors

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Portfolio Consultant
Oklahoma City, OK, US
Employees:
1256
Sam Warner Work Experience Details
  • Mercer Advisors
    Portfolio Consultant
    Mercer Advisors
    Oklahoma City, Ok, Us
  • Full Sail Capital
    Investment Analyst
    Full Sail Capital Jun 2024 - Present
    Oklahoma City, Oklahoma, United States
  • Northrock Companies
    Acquisitions Analyst Intern
    Northrock Companies May 2023 - Dec 2023
    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.
  • Peak Capital Partners
    Acquisitions Analyst Intern
    Peak Capital Partners Jan 2023 - Apr 2023
    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.
  • Six Brothers Pest Control
    Sales Manager
    Six Brothers Pest Control Aug 2020 - Sep 2022
    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.

Sam Warner Education Details

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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