Sam Morris, Cfa Email & Phone Number

Milwaukee, WI, US

Milwaukee, WI, US

Milwaukee, WI, US

Milwaukee, WI, US

Brookfield, Wisconsin, US

• Supported investment decision process for direct acquisitions and joint ventures investments for middle market real estate transactions. Current portfolio includes Multifamily, Industrial, Retail, and Office properties.
• Performed financial valuation analysis and modeling on 5-15 potential acquisitions each month through use of discounted cash flow, sale comparable, and replacement value analysis – included collaborating with sponsors.
• Lead Analyst for over $350M in acquisition across 14 transactions
• Recommended potential investments to senior management at weekly investment committee meetings
• Conducted in-depth financial, operational, and physical due diligence ensuring accurate model assumptions. Analyzed market trends, competitions, and historical performance to validate outlook for investment
• Assisted with asset management and monitoring of existing properties including evaluating the impact of disposition

Milwaukee, WI, US

• Assisted Economics and Finance Professors with their current research projects, classroom activities, and student tutoring
• Collected macroeconomic and company-specific financial data using a variety of sources including Bloomberg, FactSet and the Federal Reserve
• Developed weekly economic dashboards with statistics and information about economic announcements and financial market activities from the previous week, relating classroom work with real world financial and economic.
• Led study sessions and individual tutoring for students

• Working in a team environment to design and build an innovation and entrepreneurial index to measure activity in Northeastern Wisconsin, partnered with a local economic development organization, The New North
• Collected and analyzed National, Regional, State, and Local economic data in order to present a “State of the Economy” lecture to Green Bay Area Business Leaders

De Pere, WI, US

Held Office Hours a few times a week to help Students with homework questions and to prepare for quizzes and exams.

Littleton, Colorado, US

• Analyze the financial, managerial, technological, and market viability of privately held companiesinvolved in the commercialization of space
• Present and defend analysis to Senior Analysts during weekly conference call, then add companies toonline indices through the utilization of NewSpace Global’s proprietary algorithm
• Author articles based on analysis, cover topics such as the additions of new companies to the indices,updates to companies already tracked, and other major industry related events for NewSpace Global’sdaily news.
• Assist with company projects for example in-depth annual reports, using skills such as data formatting,fact checking, and other analysis

Westchester, IL, US

• Co-authored report detailing an economic analysis of a medical field. Report included research and data collection on both microeconomic and macroeconomic trends, other industry trend and data analysis which included.
• Work in team environment with other Analysts to solve challenging business problems using economic theory and data analysis
• Utilize EViews, Excel, and Access to analyze and manipulate large datasets for statistical (econometric) modeling, forecasting, and other marketing research

Master’S Degree, Applied Economics (Specialization Finance)

Bachelor’S Degree, Economics And Business Administration

Education record