Summary
Overview
Work History
Education
Skills
Awards
Involvement
Timeline
Hi, I’m

William Morehead

Kansas City,KS
William Morehead

Summary

Diligent sales professional with background in managing client relationships and driving revenue through innovative sales strategies. Successfully closed high-impact deals and fostered long-term partnerships. Demonstrated expertise in communication and negotiation, consistently exceeding client expectations.

Overview

9
years of professional experience

Work History

New + Found

Investments Associate
01.2023 - Current

Job overview

  • Managed full deal cycle for a $196M multifamily redevelopment, serving as the primary client contact for an institutional investment group
  • Owned all external relationship management for financing, acquisitions, and intercompany development responsibilities
  • Played a central role in shaping internal operations and investor reporting across the firm’s $500M+ real estate portfolio
  • Built and managed lead pipelines using HubSpot CRM, overseeing outreach to lenders, equity partners, and leasing prospects

Northmarq

Analyst & Senior Analyst
03.2021 - 01.2023

Job overview

  • Led due diligence in underwriting $5.3B+ of multifamily properties and facilitated client communication throughout the underwriting process
  • Responsible for client account management and direct outreach to answer inconsistencies during underwriting and marketing
  • Managed all deal documentation, sales collateral, and marketing assets using Salesforce, InDesign, PowerPoint, Vuture, Constant Contact, etc.
  • Team multifamily transaction volume of over $1B during employment (5 total team members)
  • Earned company-wide Analyst of the Year in 2022 for exceptional output and client performance

Briarwood Capital Corporation

Associate
02.2018 - 03.2021

Job overview

  • Sourced and closed two national restaurant leases, driving $1.6M in new revenue and adding $26M in value to the company’s $200M portfolio exceeding quotas during both years of leasing responsibilities.
  • Led the transfer of management for the Freeport Marina to Briarwood Capital, including platform migration, vendor onboarding, and system implementation (payment processing, payroll, and reporting tools) adding $5,000 in monthly management fees to Briarwood’s bottom line.
  • Retained key tenants through negotiations by restructuring 15 lease agreements during COVID-19 to preserve long-term portfolio occupancy and stability
  • Modeled a 24-Hour Fitness RBTS development project further assisted development through fee calculation, utility easement relocation, contractor coordination, and city coordination for plan review and approvals
  • Managed financial operations and reconciliations across 50,000 SF of leased commercial assets, improving billing accuracy, reducing collection cycles, and optimizing tenant account workflows
  • Led the purchase of land and worked to add parking for a pad site to prepare for a TxDOT condemnation along FM 1960 in Houston, TX

Acadia Realty Trust

Asset Management / Development Intern
06.2016 - 08.2016

Job overview

  • Proposed value-add strategies to the development team including financial, zoning, and construction analysis, culminating with a final plan to increase the selling space of a retail tenant by 85% through minor CapEx upgrades in the SoHo district of New York City
  • Increased rentable square feet by 1,949 square feet and annual rent by $33,000 in a retail asset located in New York City’s SoHo neighborhood
  • Prepared DCF models utilizing Excel and ARGUS by analyzing historic and projected operating statements, rent rolls, and leases
  • Advanced Acadia’s Westchester Green Business Certification from 29% to 75% complete and presented progress to Senior Management

Education

Southern Methodist University
Dallas, TX

Bachelor of Arts from Economics, Mandarin Chinese
05.2017

Providence College
Providence, RI

05.2014

University Overview

Men’s Lacrosse Scholarship | Varsity Letterman Student Athlete

Skills

  • Client relationship building
  • Account management
  • Customer relations
  • Pipeline management
  • Customer service
  • Lead development
  • Written and verbal communication
  • Relationship building and management

Awards

  • Analyst of The Year, Northmarq - August 2022, Chosen as the company wide Investment Sales Analyst of the Year, for high performance throughout the year and going beyond the everyday requirements of the analyst role,
  • James A. Baur Award, MICDS, St. Louis, MO 2012 – 2013, Awarded to one student for his or her outstanding contribution to the school and community on and off the field

Involvement

  • Friends of The Boys and Girls Club - St. Louis, MO Junior Board Member November 2022 – Present, Coordinate local fundraising events for the Boys and Girls Club including Casino Night, New Friends Night, and others

Timeline

Investments Associate

New + Found
01.2023 - Current

Analyst & Senior Analyst

Northmarq
03.2021 - 01.2023

Associate

Briarwood Capital Corporation
02.2018 - 03.2021

Asset Management / Development Intern

Acadia Realty Trust
06.2016 - 08.2016

Providence College

Southern Methodist University

Bachelor of Arts from Economics, Mandarin Chinese

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