Tate Johnson Email and Phone Number
Tate Johnson work email
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Tate Johnson personal email
Tate is passionately curious.His curiosity motivates a constant pursuit of greater proficiency. Whether it's a new professional role, investing research and concepts, a hike to explore, or a newfangled word, you can be confident he'll approach it with energy and an open mind.Tate values discipline, honesty, wisdom, and courage.As a rising professional, Tate's current certificate training and immersive learning involves alternative asset valuation, VC investment due diligence and deal structuring, and avalanche safety and rescue. Tate also enjoys hobbies of skiing, mountain biking, strength training, and reading. He looks forward to dedicating his energies, curiosity, and leadership skills to your company.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 501
- Company phone:
- (212)761-4000
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Assistant Vice PresidentMorgan Stanley Jan 2024 - PresentNew York, Ny, UsValuing private companies ranging from Seed stage to pre-IPO, in industries varying from SaaS to Biotech; also valuing VC portfolios. Providing audit support for clients when necessary.
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Senior AssociateMorgan Stanley Jan 2023 - Jan 2024New York, Ny, Us
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AssociateMorgan Stanley Aug 2021 - Jan 2023New York, Ny, Us
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Freelance Financial AnalystUpwork Jun 2020 - Aug 2021San Francisco, California, Us•Built market dashboards and other spreadsheet-powered tools to aid in analysis•Sourced and analyzed investment opportunities from deal sponsors and brokers, now totaling over $2.0 billion in investable assets and funds•Gathered, analyzed, and maintained US migration data to determine top 10 target geographies for real estate investing•Provided ad-hoc investment analysis of assets ranging from angel investments to public equities•Documented all processes, meetings, and phone calls to facilitate easy sharing of information and hedge against unforeseen business interruptions -
Credit AnalystQ Investments Jun 2019 - Feb 2020Fort Worth, Texas, Us•Assisted in the growth and management of a $200.00 million loan portfolio with average 20% levered IRR•Coordinated loan closings and processed approximately $6.00 million of construction funding requests each month•Analyzed significant aspects of construction projects to underwrite high leverage loans•Produced Investment Committee packages and answered Committee questions to clarify main risk/reward•Generated, analyzed, and disseminated weekly report summarizing movements in 15 key-tenant cap rates to help CEO and Investment Committee make informed decisions -
Trading InternQ Investments Jan 2019 - May 2019Fort Worth, Texas, Us•Tracked and recorded earnings release information with Bloomberg Terminal for use by Trading team•Updated company records with dividend distribution data on current and prospective positions•Sent out intraday notes to traders and analysts summarizing daily equity and credit position updates•Reconciled prime broker reports with current records for quality assurance on the Financial Control Group•Monitored Fund Flow Tracking report for high-yield and bank loan investments which are used to evaluate recent historical trends in ETF and Non-ETF cash inflows and outflows
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Portfolio Manager & Equity AnalystWilliam C. Conner Foundation Educational Investment Fund Jun 2018 - Dec 2018Fort Worth, Texas, Us•Elected Portfolio Manager to report performance on a weekly basis and help make capital-allocation decisions for optimal fund performance•Elected to be Real Estate sector expert and persuaded the fund to increase its Real Estate holdings•Built three-statement valuation models, prepared equity research reports, and presented for 40 minutes to persuade The Fund to buy, hold, or sell a given security•Analyzed models, reports, and presentations of fellow analysts, asked probing questions, and voted based on perceived future performance of company•Pitched a successful “Hold” strategy for an international company with $45.00 billion market capitalization -
Research & Finance InternTrademark Property Company Jan 2018 - Aug 2018Fort Worth, Texas, Us•Enhanced monthly sales dashboard to help management more easily gauge sales trends and strength of 180 tenants within the portfolio•Constructed merchant matrix with 10 comparable properties and 100 ideal tenants to help management determine desired tenants for new development in Napa, CA•Utilized GIS mapping software to illustrate drive times, radius rings, income grids, and other demographic data for use by the leasing, marketing, and investments departments•Generated a summary document of important sections of lease agreements and amendments such as tenant allowances, termination rights, and exclusives for 250 tenants -
Research InternDrone Innovations Inc. Oct 2017 - Jan 2018•Collaborated with nine other undergraduates to develop the business plan for a drone-focused business•Gather and analyze market information about current drone racing leagues and related industries to aid in SWOT analysis•Create a list of possible drone race course designs with correlating rules and regulations•Develop a base knowledge of drone specifications such as frame shape, motors, and batteries to help with rule development•Investigate costs associated with promoting and staging race events to help accurately predict future cash flows
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Corporate Real Estate InternRbc Wealth Management Jun 2017 - Aug 2017Toronto, Ontario, Ca•Extracted information from lease agreements to update database used to develop annual report of office space and organized the information for smooth production of the annual report•Called 50 property owners and managers to gather site-contact information to fill a database for improved site management•Collaborated with team of four other interns on Capstone Project to research why youth and women avoid Financial Advisory jobs•Presented research findings to CEO, President, and four other executives of the company and recommended steps for RBC to take in regard to attracting new hires
Tate Johnson Skills
Tate Johnson Education Details
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Texas Christian UniversityGeneral -
Foothill CollegeGeneral Education
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Saint Francis High SchoolHigh School
Frequently Asked Questions about Tate Johnson
What company does Tate Johnson work for?
Tate Johnson works for Morgan Stanley
What is Tate Johnson's role at the current company?
Tate Johnson's current role is Assistant Vice President, Startup & VC Portfolio Valuations | Health Geek & Outdoor Enthusiast.
What is Tate Johnson's email address?
Tate Johnson's email address is ta****@****rgo.com
What schools did Tate Johnson attend?
Tate Johnson attended Texas Christian University, Foothill College, Saint Francis High School.
What are some of Tate Johnson's interests?
Tate Johnson has interest in Social Services, Skiing, Investing, Yoga, Real Estate, Weight Lifting, Calisthenics, Reading, Hiking, Camping.
What skills is Tate Johnson known for?
Tate Johnson has skills like Public Speaking, Customer Service, Leadership, Social Media, Teamwork, Time Management, Retail, Group Work, Microsoft Office, Success Driven, Athletics, Physical Training.
Who are Tate Johnson's colleagues?
Tate Johnson's colleagues are Ernesto Catena, Suzette Marsh, Walter Stanley, Crps®, Mba, Katelynn Johnson, Anand Babu Samudram, Stephanie Sheipline, Young Han.
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