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Financial Analyst, Real Estate

Location:
Dallas, Texas, United States
Posted:
September 11, 2018

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Resume:

Robert Eugene Sajovich, CFA

**** ******* ****** • Dallas, TX 75206 • 214-***-**** • ac60oe@r.postjobfree.com EXPERIENCE

Merrill Lynch (Bank of America), Dallas, TX

Financial Advisor September 2017 - Current

• Provide total wealth care using both sides of the balance sheet for families and successful business owners

• Develop suitable strategic and tactical asset allocations for new clients

• Review current market conditions and implement specific, goals-based, investment strategies

• Prospect niche markets using LinkedIn, social networking events, and telemarketing

• Gather financial data and develop comprehensive financial plans using Wealth Outlook/Monte-Carlo

• Implement cash management solutions to improve cash flow and enhance yield Brownlie & Braden, Dallas, TX

Financial Analyst October 2013 - September 2017

• Managed, taught, and trained new analysts on the team regarding client work product

• Created holistic financial projection models to illustrate sophisticated estate and tax planning techniques

• Prepared consolidated investment summaries and made recommendations for rebalancing

• Completed due diligence on new and existing investment managers and strategies

• Analyzed cash flow and liquidity needs from current commitments, future projects, and income/estate taxes

• Reviewed various trusts, wills, and ancillary documents and graphed multigenerational asset transfers Match Point Assets, Dallas, TX

President and Founder November 2012 - January 2014

• Raised $1Million of cash to purchase properties at the Dallas County foreclosure auctions

• Developed a robust valuation model to evaluate the maximum bid price on potential assets

• Supervised 11 E-lance workers who combined materials for use in comparative market analyses

• Designed creative methods to maintain and hold equity positions in long-term rental properties

• Managed all assets and rehabbed distressed properties according to specific budgets and timelines Harvard Companies, Dallas, TX

Commercial Real Estate Agent May 2012 - November 2012

• Sold 5+ acres of land consisting of 3 parcels in Kessler, Dallas for $2.8 Million

• Prepared BPOs to solicit banks for their REO listings on all asset classes

• Made pro forma financial statements and marketing materials for prospective buyers

• Drafted and negotiated contracts pursuant to our clients’ objectives and requirements EDUCATION

Southern Methodist University, Edwin L. Cox School of Business, Dallas, TX Bachelor of Business Administration, Real Estate Finance May 2012 GPA: 3.93

• Summa Cum Laude

• SMU Honors Program

• Outstanding Real Estate Finance Major for 2012

• Pension Real Estate Association (PREA) Scholar

• Insurance Council of TX Scholar

• Independent Insurance Agents of TX Scholar

CERTIFICATIONS AND LICENSES

• Chartered Financial Analyst

• Series 7 and Series 66

• General lines - Life, Accident, Health and HMO licenses ADDITIONAL INFORMATION

• Microsoft Office (Expert at Excel), SalesForce, Bloomberg, Morningstar, ProLaw, ARGUS

• SMU Men’s Tennis – Team Captain



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