Summary
Overview
Work History
Education
Skills
Timeline
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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, CA
05.2022

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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Joe Spinrad