Andy Thelen
Principal | Director of Capital Markets at The Criterion Fund- Claim this Profile
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Bio
Experience
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The Criterion Fund
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United States
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Real Estate
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1 - 100 Employee
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Principal | Director of Capital Markets
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Apr 2023 - Present
Fort Worth, Texas, United States
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The Woodmont Company
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United States
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Leasing Non-residential Real Estate
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1 - 100 Employee
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Assistant Vice President of Capital Markets
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Mar 2021 - Apr 2023
2100 W 7th St, Fort Worth, TX
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Capital Market Associate
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2019 - Mar 2021
Dallas/Fort Worth Area Responsible for sourcing equity and debt for company acquisitions and developments.
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Financial Analyst
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Mar 2017 - Mar 2021
Fort Worth, Texas Responsible to the creation, budgeting and management of all development proformas along with running a variety of financing options for each property. Oversees the creation of financial packets for each development. Responsible for creating Argus cash flows for investment sales and property valuations. Tasked with locating acquisition and redevelopment opportunities across the country. Licensed real estate agent with the ability to do 3rd party leasing and sales.
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SVN® International Corp.
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United States
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Real Estate
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400 - 500 Employee
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Real Estate Intern
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May 2016 - Mar 2017
Dallas/Fort Worth Area Work with senior brokers to create OM for properties which included, maps, demographics, sales and rent comps. Found possible tenants for properties currently for lease. Attended property showings Created databases of tenants based off asset class and needs. Performed market research for white pages to help secure investors for syndication. Used CoStar in day to day activies.
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JDRF International
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United States
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Fundraising
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500 - 600 Employee
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Volunteer
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Mar 2014 - Nov 2016
Assist and participate in the set up and take down of the annual JDRF Walk in Fort Worth Helped raise over 6500 dollars for diabetes research.
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N3 Real Estate
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United States
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Real Estate
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1 - 100 Employee
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Real Estate Intern
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Aug 2015 - Apr 2016
Southlake, TX Located off-market properties and contacted owners about selling their land for development. Helped create prospectus for development opportunities through market research involving analysis of income distribution, competitors and other demographic factors. Created and maintained a database of land for sale covering several regions of the U.S.
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GM Financial
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United States
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Financial Services
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700 & Above Employee
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Corporate Treasury Intern
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Jun 2015 - Aug 2015
Dallas/Fort Worth Area Rotated between the securitization, cash management and data analysis and modeling departments. Learned the skills needed to for a captured finance company to finance GM's operations. Also partook in events that involved networking with high ranking members of GM financial to learn more about the company and the skills need to be successful. For securitization I worked on the GMALT 2015-2 deal with was valued at 1.5 billion dollars. I checked data and ran numbers through Microsoft Access… Show more Rotated between the securitization, cash management and data analysis and modeling departments. Learned the skills needed to for a captured finance company to finance GM's operations. Also partook in events that involved networking with high ranking members of GM financial to learn more about the company and the skills need to be successful. For securitization I worked on the GMALT 2015-2 deal with was valued at 1.5 billion dollars. I checked data and ran numbers through Microsoft Access to insure that the numbers given to use matched the buy ins of the investors. In cash management I learned about recon and the daily flow of cash need for operations and how it has to be released through the banks and what is needed for it to clear. Show less
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New Western
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United States
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Real Estate
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700 & Above Employee
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Intern
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May 2015 - May 2015
Dallas/Fort Worth Area Learned about the fast past world of investment real estate by shadowing and working with senior management at the Fort Worth branch of NWA. We went to houses where we were taught how to asses how much money would be needed in repairs so that we could find the right price to buy the house so that it could be sold quickly for max profit. Learned the skills need to cold call investors in order for them to come into the office. I also learned about how New Western handles titles that are being… Show more Learned about the fast past world of investment real estate by shadowing and working with senior management at the Fort Worth branch of NWA. We went to houses where we were taught how to asses how much money would be needed in repairs so that we could find the right price to buy the house so that it could be sold quickly for max profit. Learned the skills need to cold call investors in order for them to come into the office. I also learned about how New Western handles titles that are being bought and sold at the same time through Alamo title representatives. Show less
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Teacher
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Jun 2014 - Aug 2014
Bloomfield Hills, Michigan Created and implemented a resume and profession development course focusing on skills to help inner city Detroit high school students get jobs and to get into college.
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Birmingham Investments Limited
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United Kingdom
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Financial Services
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Business Development Intern
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Jun 2013 - Aug 2014
Bloomfield Hills, Michigan Assisted in the creation of bond, stock, and equity portfolios while practicing proper diversification. Part of the transition team that with the transition of clients and accounts from Royal Alliance to Ameriprise. Created PowerPoints that my boss would present to prospective clients that showed how Birmingham Investments would invest their money and the profit yield they should expect. Worked with the management and distribution of work among all interns and part time… Show more Assisted in the creation of bond, stock, and equity portfolios while practicing proper diversification. Part of the transition team that with the transition of clients and accounts from Royal Alliance to Ameriprise. Created PowerPoints that my boss would present to prospective clients that showed how Birmingham Investments would invest their money and the profit yield they should expect. Worked with the management and distribution of work among all interns and part time employs. Aided in the creation and tracking of past marketing events showing the clients they closed and profits they generated. Show less
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Education
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Texas Christian University
Bachelor's Degree, Finance with Real Estate -
Texas Christian University - M.J. Neeley School of Business
Bachelor of Business Administration, Finance with Real Estate