Bryce M. Lee, CFA
Director Of Business Development at MarshallZehr Group Inc.- Claim this Profile
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Bio
Credentials
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A.CRE Accelerator Certificate of Completion
Adventures in CRE (A.CRE)Aug, 2022- Nov, 2024 -
Chartered Financial Analyst Charterholder
CFA InstituteOct, 2021- Nov, 2024 -
Licensed Mortgage Agent
Mortgage Professionals CanadaNov, 2019- Nov, 2024 -
Financial Modeling & Valuations Analyst (FMVA)®
Corporate Finance Institute® (CFI)Jun, 2019- Nov, 2024
Experience
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MarshallZehr Group Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Director Of Business Development
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Jul 2021 - Present
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Analyst
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Aug 2019 - Jul 2021
- Participated in the brokering and administration of construction lending transactions resulting in the successful syndication of over 20 loans, representing over $640MM in value.- Performed advanced financial modelling and risk analysis to evaluate the quality of various development types, including residential low-rise, mixed-use high-rise, commercial, and land development. - Prepared investment proposals for prospective lending clients, highlighting investment merits and key project risks.
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s2e Technologies Inc.
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Canada
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Renewable Energy Semiconductor Manufacturing
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1 - 100 Employee
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Analyst
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Aug 2018 - Jul 2019
Commercial real estate analyst with a focus on investment analysis, partnership structure, and capital raising Commercial real estate analyst with a focus on investment analysis, partnership structure, and capital raising
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Education
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2015 - 2019
Western University
Management and Organizational studies, Honors Specialization in Finance
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