Alex Miller

Investment Associate at The Steinbridge Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Languages
  • Spanish Professional working proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • A.CRE Accelerator Certificate of Completion
    Adventures in CRE (A.CRE)
    Oct, 2022
    - Nov, 2024
  • Excel: Advanced Formulas and Functions
    LinkedIn
    Feb, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Feb, 2022
    - Nov, 2024
  • Securities Industry Essentials
    FINRA
    Jan, 2022
    - Nov, 2024
  • Financial Modeling with Spreadsheets
    DataCamp
    Dec, 2019
    - Nov, 2024
  • Data Analysis with Spreadsheets
    DataCamp
    Nov, 2019
    - Nov, 2024
  • Intro to SQL for Data Science
    DataCamp
    Sep, 2019
    - Nov, 2024
  • Introduction to R
    DataCamp
    Sep, 2019
    - Nov, 2024
  • Bloomberg Market Concepts 2018
    -
    Nov, 2018
    - Nov, 2024

Experience

  • The Steinbridge Group
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Investment Associate
      • Oct 2023 - Present

      -Conduct underwriting and due diligence for the acquisition, disposition and refinancing of investments -Maintain development projects sources and uses models as they change -Create and update comprehensive investment packages and offering memorandums to support capital markets activities -Asset Management Support -Conduct underwriting and due diligence for the acquisition, disposition and refinancing of investments -Maintain development projects sources and uses models as they change -Create and update comprehensive investment packages and offering memorandums to support capital markets activities -Asset Management Support

  • Lev
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate - Debt & Structured Finance
      • Feb 2023 - Oct 2023

    • Analyst - Debt & Structured Finance
      • May 2022 - Jan 2023

      Joint Ventures, Debt, Structured Capitalhttps://www.levcapital.com/

  • RBC Capital Markets
    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Capital Markets Analyst
      • Mar 2021 - May 2022

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Finance Analyst
      • Jul 2020 - Mar 2021

    • Enterprise Finance Program
      • Jul 2019 - Jun 2020

      Enterprise Finance Rotational Program:-Rotation 1: Asset Liability Mangement-Rotation #2: Corporate and Investment Banking Finance

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Consumer Lending Intern
      • Jun 2018 - Aug 2018

  • Princeton Wealth Advisors of Raymond James
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Intern
      • May 2016 - Jul 2016

Education

  • Franklin & Marshall College
    Bachelor's degree, Business, Organizations, and Society
    2015 - 2019
  • Montgomery High School 2011-2015

Community

You need to have a working account to view this content. Click here to join now