At Emerson Equity LLC, our team navigated the intricacies of 1031 exchanges, Delaware Statutory Trusts, and UPREITS, strengthening my real estate investment acumen. My Baylor University coursework in Finance and Management Information Systems (MIS) complements this experience, providing a solid foundation in financial modeling and data analysis, key to informed decision-making.Leveraging tools like HubSpot, I contributed to lead management and sales processes, enhancing our client engagement strategies. As I continue my academic journey, my goal is to integrate my understanding of business with technology-driven solutions.
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InternSims SoftwareEncinitas, Ca, Us -
InternEmerson Equity Llc, Member Finra/Sipc May 2024 - Aug 2024San Diego, California, United States- Gained experience in 1031 exchanges as well as investing in Delaware Statutory Trusts (DSTs) and UPREITS- Got experience in real estate valuation and utilization of key real estate metrics (Capitalization rate, Loan-to-Value (LTV), NOI etc.)- Used HubSpot to manage and track leads- Participated in the sales pipeline alongside experienced 1031/DST advisors- Learned about real estate and securities law and how it relates to the activities of the firm -
Administrative AssistantJames M. Morrison Insurance Services Apr 2024 - Aug 2024California, United States- updated and maintained information in client management system- communicated with carriers to gather information on client benefits- worked with account managers to provide administrative assistance to brokers -
InternGemini Finance Corp May 2023 - Aug 2023San Diego, California, United States- Gained first-hand experience in purchase order financing/factoring deals valued at $1,000,000+- Gained experience on conducting due diligence on the entire supply chain associated with prospective borrowers- Assisted partners in providing funding to borrowers in a rapid 1-2 week timeframe- Conducted research related to seeking a strategic buyer for a small manufacturing firm -
Line CookRubio'S Restaurants, Inc. May 2021 - Aug 2021Encinitas, California, United States
Trevor Morrison Education Details
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Business Administration And Management, General
Frequently Asked Questions about Trevor Morrison
What company does Trevor Morrison work for?
Trevor Morrison works for Sims Software
What is Trevor Morrison's role at the current company?
Trevor Morrison's current role is Intern.
What schools did Trevor Morrison attend?
Trevor Morrison attended Baylor University - Hankamer School Of Business, University Of San Diego, Santa Fe Christian Schools.
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Trevor Morrison
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Trevor Morrison
Finance // Business Information Systems & Security Management At University Of Maine Orono GraduateOrono, Me
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