Zachary Gerry Email & Phone Number

Ponte Vedra Beach, Fl, Us

Miami, Florida, United States

New York, New York, United States

New York, New York, United States

New York, New York, United States

Acquisitions: • Completed the investment underwriting and recommendations for acquisitions including an office asset ($365 million - New York, NY), an industrial development portfolio ($95 million - Baltimore, MD), and a mixed-use office asset ($65 million - Seattle, WA).• Evaluated potential acquisitions throughout the United States and led discussions with Senior Management on Argus and Excel model assumptions.• Presented underwriting materials and due diligence findings to fund… Show more Acquisitions: • Completed the investment underwriting and recommendations for acquisitions including an office asset ($365 million - New York, NY), an industrial development portfolio ($95 million - Baltimore, MD), and a mixed-use office asset ($65 million - Seattle, WA).• Evaluated potential acquisitions throughout the United States and led discussions with Senior Management on Argus and Excel model assumptions.• Presented underwriting materials and due diligence findings to fund management and clients for industrial and office acquisitions. Asset Management:• Managed the Northeast portfolio comprised of office, industrial, and retail assets. Monitored the financial performance in order to maximize potential return for the portfolio.• Modeled scenarios for the existing assets to present recommendations to Senior Management. Led strategy sessions where financial impacts were evaluated by the team. • Underwrote existing assets in the open-ended funds to maximize value in distressed leasing environments. Conducted market research to incorporate new trends and leasing terms for financial models. • Prepared quarterly performance reports and annual business plans to investors and Senior Management. Developed financial models to forecast the portfolio valued at over $2 billion throughout the United States.• Oversaw the operations of over 1 million square feet of commercial real estate space with over 200 tenants across the office, industrial, and retail asset classes. Show less

Orlando, Florida, United States

• Drafted investment proposals for fund management in a portfolio that focused in the Southeast and Northeast markets of the United States.• Underwrote office, industrial, and retail properties ranging from $35 million to $200 million. Supported all stages of the acquisition process including underwriting and due diligence.

• Managed and analyzed potential acquisitions throughout the state of Florida to generate growth opportunities for the firm.• Developed analyses on several portfolios to present to the Financial Advisors.

Cape Canaveral, Fl

• Evaluated projects using the Earned Value Management system in the Fleet Ballistic Missiles sector.• Worked directly with engineers to present figures based on cost and schedule impacts.

Winter Park, Fl

• Led the logistics company by facilitating the operations between students and Sorensen Moving Company.• Managed relationships between Sorensen Managers, Residential Life, and the Rollins Moving Services Team.

• Performed credit underwriting for heavy equipment loans from $250,000 to $25 million. • Effectively led sensitive discussions based on potential client’s credit performance.

• Worked directly with the CFO, Treasurer, and Senior Financial Analyst to build financial analysis reports used in monthly ALCO meetings and coordinated financial reporting for Board of Director review.

• Supported Finance, Technology, Marketing, and Human Resources departments through internship rotation program and handled specific team projects and analytical reporting.

Master Of Business Administration - Mba, Finance And Entrepreneurship

Finance Scholarship Recipient Vice President of Operations - Crummer Finance Organization Chief Operating Officer - Rollins Moving Services

Bachelor Of Arts - Ba, Economics

3/2 Accelerated Management Program Sunshine State Conference Commissioner's Honor Roll NCAA Student/Athlete: Men's Lacrosse

Education record

Co-Founder JT Townsend Foundation Club Men's Lacrosse Captain Dominican Republic Club Men's Soccer Team Head of School Scholar (12th.