Portfolio Manager
Family Real Estate Portfolio
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Tri L. Email & Phone Number
Portfolio Manager
at
Family Real Estate Portfolio
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Family Real Estate Portfolio
Role
Portfolio Manager
Location
United States, United States, United States
Who is Tri L.? Overview
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Quick answer
Tri L. is listed as Portfolio Manager at Family Real Estate Portfolio, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Tri L..
Tri L. previously worked as Private Equity Analyst Intern at Roebling Capital Partners and Transactions Intern at Houlihan Capital. Tri L. holds Bachelor Of Business Administration - Bba, Finance, General, 4.0 from University Of Cincinnati.
Profile bio
About Tri L.
As a recent Finance BBA graduate from the University of Cincinnati, I bring a robust skill set in financial modeling, analysis, and investment banking. My education and internships have equipped me with deep insights into financial markets and proficiency in complex data analysis. Known for my results-driven approach, I excel in dynamic, fast-paced environments, leveraging my analytical acumen and communication skills. My experience includes significant contributions to high-stake projects in investment banking, demonstrating my ability to deliver value in team settings and high-pressure situations.
Current workplace
Tri L.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Family Real Estate Portfolio
4 roles
Tri L. work experience
A career timeline built from the work history available for this profile.
Private Equity Analyst Intern
- Conducted comprehensive research across various sectors, including energy and healthcare, using tools like Excel and PowerBI.
- Developed and maintained financial models such as DCF, LBO, and 3-Statement for data analytics.
- Performed market analysis, competitor analysis, and industry trends research to inform investment decisions.
- Played a pivotal role in a $23M "Sports B2B" deal, contributing to its successful execution and early closing by 3 weeks.
- Identified an investment opportunity in underground storage tanks maintenance, which the firm pursued, projecting an ROI of 26%.
Jun 2023 - Nov 2023
Transactions Intern
- Conducted industry research and analysis to identify potential target companies in the waste management sector
- Assisted with due diligence tasks, such as reviewing legal documents and financial statements
- Contributed to the development of financial models and analysis to support M&A transactions
- Led research that resulted in the identification of a potential target company, ultimately resulting in a 30% return on investment (ROI) for the firm
- Utilized strong analytical and research skills
- Gained experience in financial modeling and analysis
May 2022 - Aug 2022
Information Technology Staff
- Assisted in the maintenance and management of the college's computer systems, networks and servers
- Provided technical support and troubleshooting assistance to students, faculty and staff
- Contributed to the development and implementation of IT projects and initiatives
- Led the installation and configuration of hardware and software components on computers and mobile devices
- Utilized strong technical and troubleshooting skills
- Gained experience in network and server management
Aug 2021 - May 2022
2 education records
Tri L. education
Bachelor Of Business Administration - Bba, Finance, General, 4.0
Bachelor'S Degree, Finance, General, 4.0
FAQ
Frequently asked questions about Tri L.
Quick answers generated from the profile data available on this page.
What company does Tri L. work for?
Tri L. works for Family Real Estate Portfolio.
What is Tri L.'s role at Family Real Estate Portfolio?
Tri L. is listed as Portfolio Manager at Family Real Estate Portfolio.
Where is Tri L. based?
Tri L. is based in United States, United States, United States while working with Family Real Estate Portfolio.
What companies has Tri L. worked for?
Tri L. has worked for Family Real Estate Portfolio, Roebling Capital Partners, Houlihan Capital, and Nazareth College.
How can I contact Tri L.?
You can use AeroLeads to view verified contact signals for Tri L. at Family Real Estate Portfolio, including work email, phone, and LinkedIn data when available.
What schools did Tri L. attend?
Tri L. holds Bachelor Of Business Administration - Bba, Finance, General, 4.0 from University Of Cincinnati.
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