Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kevin Montgomery

Springfield

Summary

Dynamic Senior Financial Analyst specializing in commercial real estate underwriting at Marcus & Millichap. Established expertise in market analysis and cash flow modeling, facilitating successful investment strategies. Proficient in portfolio management and contract administration, utilizing strong analytical skills and effective team leadership to deliver exceptional results.

Overview

12
12
years of professional experience

Work History

Senior Financial Analyst

Marcus & Millichap
New York
04.2022 - Current
  • Conduct commercial real estate underwriting
  • Perform market position analysis and macroeconomic reporting
  • Manage contract production and administration for transactions
  • Lead team management for marketing initiatives
  • Administer daily email campaigns to 100,000 recipients
  • Oversee website administration and database management

Business Manager

Creative Investments
Springfield
07.2014 - 04.2022
  • Served as external liaison, managing portfolios and coordinating transactions
  • Performed process analysis and documentation
  • Managed IT and network administration
  • Developed residential and commercial investment models
  • Staff accountant handling reconciliation, reporting, and payroll
  • SFR Targeting and Acquisition

Education

MBA - Finance and Cybersecurity

Missouri State University
Springfield, MO
06.2017

Bachelor of Science - Mathematics and Risk Management

Missouri State University
Springfield, MO
06.2013

Skills

  • Commercial real estate underwriting
  • Market analysis
  • Cash flow modeling
  • Database management
  • Contract administration
  • Portfolio management

Timeline

Senior Financial Analyst

Marcus & Millichap
04.2022 - Current

Business Manager

Creative Investments
07.2014 - 04.2022

MBA - Finance and Cybersecurity

Missouri State University

Bachelor of Science - Mathematics and Risk Management

Missouri State University
Kevin Montgomery