Joe Spinrad
San Diego
Summary
Motivated professional possessing experience in alternative investments, investor communication and operations, and economic theory.
Overview
4
4
years of professional experience
Work History
Senior Associate
TMF Group
12.2022 - Current
- Facilitated communication between clients, investors, RIAs, custodians, and tax/audit teams
- Reviewed and coordinated client deliverables including PCAPs, Schedule K-1s, and Audited Financials
- Initiated high volume treasury requests and updated internal treasury processes to minimize risk and maximize efficiency
- Oversaw training of multiple associates
Junior Loan Officer
Global Equity Finance
05.2022 - 12.2022
- Direct assistant to VP of Sales; produced more fundings per month (11) than any other Junior Loan Officer
- Originated, reviewed, and submitted loan applications to underwriter for verification and recommendations.
- Organized trainings for new employees to increase company efficiency and reduce mishandled files.
President
Sigma Chi Fraternity
04.2021 - 04.2022
- Liaison between University officials, headquarters staff, housing corporation, advisors, and alumni.
- Presided over executive team that handled day-to-day of organization.
- Managed six figure yearly budget to maximize utility while leaving carryover for following year.
- Fostered culture based around core values developed in strategic plan.
Education
Bachelor of Arts - Economics
San Diego State University
San Diego, CA05.2022
Skills
- Strategic planning
- Microsoft Office & Excel
- Investor communication
- Data collection and analysis
Timeline
Senior Associate
TMF Group
12.2022 - Current
Junior Loan Officer
Global Equity Finance
05.2022 - 12.2022
President
Sigma Chi Fraternity
04.2021 - 04.2022
Bachelor of Arts - Economics
San Diego State University
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