Randi Whitley
Head of Investor Relations and Asset Managment at Confluence Companies, LLC- Claim this Profile
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English Native or bilingual proficiency
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Credentials
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Real Estate Fundamentals
Corporate Finance InstituteDec, 2022- Sep, 2024
Experience
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Confluence Companies, LLC
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United States
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Real Estate
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1 - 100 Employee
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Head of Investor Relations and Asset Managment
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May 2023 - Aug 2023
As head of investor relations, I manage all investor reporting, communication, and sourcing. Additionally, I manage our stabilized asset portfolio including all refinance and sale transactions.
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Accounting Manager
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Jan 2023 - May 2023
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Senior Property Accountant
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Nov 2019 - Jan 2023
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Senior Staff Accountant
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Jul 2014 - Nov 2019
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Perella Weinberg Partners
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United States
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Asset Management Intern - Absolute Return
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Nov 2017 - Dec 2017
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PwC
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Professional Services
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700 & Above Employee
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Tax Intern
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Jan 2017 - Mar 2017
Responsibilities included research state issues for potential provision changes, prepare federal 1120 and 1065 tax returns, as well as demonstrated ability to produce memorandums and thorough written work based upon research performed. Responsibilities included research state issues for potential provision changes, prepare federal 1120 and 1065 tax returns, as well as demonstrated ability to produce memorandums and thorough written work based upon research performed.
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Colorado Athletic Club
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Sales Representative
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Aug 2013 - Jul 2014
Intensive experience in sales; exceeded revenue goals by 122% Maintained relationships with 26 Denver metro corporations; set up corporate partnerships with six firms; responsible for member integration and retention Managed five front desk staff and guest relations employees Intensive experience in sales; exceeded revenue goals by 122% Maintained relationships with 26 Denver metro corporations; set up corporate partnerships with six firms; responsible for member integration and retention Managed five front desk staff and guest relations employees
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Education
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University of Colorado Denver
Bachelor of Science (BS), Accounting