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Alex Woodard profile image

Alex Woodard

Chief Executive Officer at Shift
Intro Book
Seasoned finance professional with expertise in financial analysis, credit, and commercial real estate.
  • Claim this Profile
Location
Dallas, Texas, United States, US
Skills
  • Financial Analysis
  • Financial Modeling
  • Credit
  • Data Analysis
  • Forecasting
  • Show all
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Bio

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Alex Woodard is a seasoned finance professional with extensive experience in financial analysis, credit, and commercial real estate. He has held senior roles in investment partnerships, boutique firms, and community banks, and has a strong educational background in finance and investment management. With expertise in financial modeling, forecasting, and strategic planning, Alex has a proven track record of driving growth and value creation in complex financial environments. As a principal at Pegasus Investment Partners, he has contributed to over $1 billion in commercial real estate investments, and as a director at Leon Capital Group, he has completed over 400 investments with a total capitalization of more than $5 billion. Alex's experience spans multiple industries, including finance, real estate, and banking, and he is well-versed in public speaking and leadership.

Experience

  • Shift
    • Dallas, Texas, United States
    • Chief Executive Officer
      • Apr 2023 - Present
      • Dallas, Texas, United States

  • Pegasus Investment Partners
    • Dallas, Texas, United States
    • Principal
      • Jun 2020 - Present
      • Dallas, Texas, United States

      Pegasus is a private real estate investment partnership formed in 2020 by a group of experienced real estate and finance professionals to sponsor commercial real estate investments in the U.S. Collectively, Pegasus' principals have completed over 84 commercial real estate and private equity transactions with a total market value over $1 billion.

  • Leon Capital Group
    • Dallas, Texas, United States
    • Director, Investments
      • Mar 2017 - May 2020
      • Dallas, Texas, United States

      Leon Capital Group is a boutique real estate investment and development firm with global capabilities. Since 2009, Leon Capital has completed over 400 investments with a total capitalization of more than $5 billion.

  • Metonic Real Estate Solutions
    • Greater Omaha Area
    • Associate, Acquisitions
      • Jun 2014 - Mar 2017
      • Greater Omaha Area

      Metonic Real Estate Solutions is an Omaha-based, private real estate firm. My role at Metonic was focused on the sourcing, underwriting, and due diligence of acquisitions, as well as various treasury and lending activities. I was a key player in the acquisition and capitalization of over $100 million of assets for Metonic investors.

  • First Westroads Bank
    • Greater Omaha Area
    • Commercial Credit Analyst
      • May 2012 - Jun 2014
      • Greater Omaha Area

      FWBank is a locally owned community bank in Omaha, NE. As the senior credit analyst, I was responsible for the vast majority of financial analysis for the bank's $180 million commercial loan portfolio, as well as completing board reports, portfolio risk analysis, and portfolio monitoring.

Education

  • Creighton University
    Master of Investment Management and Financial Analysis
  • University of Nebraska at Omaha
    Bachelor of Business Administration (B.B.A.), Finance, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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