Jacob Icolari
Denver,CO
Summary
Asset management professional with 5 years of experience in acquisitions and brokerage, financial modeling and structuring flow funds. My key achievements include assisting in acquisitions worth $202 million in 2024 and underwriting approximately $448 million in institutional-level assets. Seeking an Asset Management Associate position where I bring my acquisition and brokerage skills to support your mission of delivering superior asset management solutions.
Overview
7
7
years of professional experience
Work History
National Acquisitions Associate
MDC Holdings Inc.
01.2024 - 11.2024
- Responsible for assisting in $202 mm in acquisitions within 2024
- Structure flow funds and waterfall structures
- Presented acquisition opportunities to other large investment/capital groups, as well as the Asset Management Comittee.
- Handled 30 acquisition projects totaling over $120 MM in value.
- Conducted market research and analysis to identify strategic acquisition targets that aligned with company objectives.
- Participated in client meetings to discuss financial analysis and investment strategies.
Junior Broker Associate
Marcus& Millichap
01.2020 - 09.2023
- LeClaire-Schlosser Self Storage Group – Denver, CO
- Clients list: ExtraSpace, Public Storage, U-haul, StorageMart, Kroenke Sports Entertainment Group, Pegasus Group, Aries Capital, MW Group, Coda Management Group
- Underwrote and negotiated approximately $448MM in institutional level assets
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Logistics Manager
DJO Surgical
05.2018 - 12.2019
- Developed and maintained knowledgeable and productive team of employees.
- Directed shipping and receiving of wide range of products daily.
- Conducted regular audits of logistics practices to identify areas for improvement and implement corrective actions accordingly.
- Oversaw the procurement process, establishing strategic partnerships with suppliers to reduce lead times and minimize stockouts.
Education
Bachelor of Science - Molecular Biology
University of Colorado At Boulder
Boulder, CO05.2018
Skills
- Excel
- Investment strategies
- Problem-solving abilities
- Multitasking
- Reliability
- Adaptability and Flexibility
- Financial Modeling
- Microsoft Excel
Websites
Passions
- NCAA all-freshman
- Soccer
Languages
Italian
Limited Working
Spanish
Full Professional
Timeline
National Acquisitions Associate
MDC Holdings Inc.
01.2024 - 11.2024
Junior Broker Associate
Marcus& Millichap
01.2020 - 09.2023
Logistics Manager
DJO Surgical
05.2018 - 12.2019
Bachelor of Science - Molecular Biology
University of Colorado At Boulder
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