Development Corporation Registered Representative

Shaun Montoya

*** ******* ***, ****** ****, NJ **307

Mobile: 347-***-**** E-mail: *****.*******@*******.***

Career Summary

Experience focused in client relationship-management, bond sales, and administrative functions

Demonstrated post-graduate achievements in real estate and finance, graduating with a 3.98 GPA from NYU Schack in January 2021

Highly analytical with a strong and broad and solid understanding of financial markets, real estate markets and overall capital economy

Outstanding interpersonal skills, including excellent communication, strong presence in public speaking, articulate writing, and commitment to professionalism

Proficient in intermediate-level financial modeling in Excel, demonstrating DCF modeling, summary returns, waterfall payouts, sensitivity charts, etc.

Active FINRA Series 7 & 63 licenses; CFA Level I exam to be taken November 2021

Professional Experience

Registered Representative Development Corporation for Israel (DCI) New York, NY September 2016 – Present

Sold over $150 million’s worth in primary bond offerings issued by the State of Israel Ministry of Finance

Developed and maintained key relationships with more than 1,500 unique clients, including high-net-worth investors, pension funds and non-profit entities

Increased sales by an additional $10 million by spearheading a reinvestment outreach program for over 30,000 uncashed maturities

Collaborate with internal departments to execute national advertising campaigns, develop sales strategies and streamline internal processes

Play a key role in understanding market narratives and relaying outlook for global markets, including forecasting bond yields and macroeconomic drivers

Research Analyst Third Bridge Group Limited New York, NY November 2015 – April 2016

Delivered primary research, due diligence and expert network services to private equity firms, hedge funds and management consultants

Support clientele with primary research on acquisition, portfolio research, deal sourcing, listed equities performance, market-related events, merger activity, and due diligence of operational, strategic, financial and technological trends

Registered Representative Reid & Rudiger Capital Management, LLC New York, NY June 2014 – July 2015

Executed roughly $300,000 in gross sales of secondary public equities for new accounts

Sourced 12 new accounts of ultra-high-net-worth investors who held a common stock portfolio of a minimum of $5 million

Support equity research operations using a strategic balance of fundamental and technical analysis to identify entry and exit price points

Internship Experience

Graduate Intern WB Property Group LLC New York, NY January 2020 – June 2020

This position was performed daily on a part-time basis in conjunction with my position at DCI, which was also performed part-time during this period

Source and manage deal flow in primary and tertiary markets for multifamily development and value-add investments

Underwrite potential acquisitions in Excel by modeling revenues, costs, cash flows, levered return metrics & cash flow distributions

Utilize CoStar, CompStak and ArcGIS software to conduct qualitative research on site location & competitive properties

Education

M.S. (with distinction) in Real Estate - Finance & Investment NYU – Schack Institute of Real Estate New York, NY January 2019 – January 2021

Overall GPA: 3.976 out of 4.0

Notable coursework: Private Equity Real Estate CMBS Risk & Portfolio Management Real Estate Capital Markets Financial Investment & Analysis Real Estate Valuation Real Estate Tax & Accounting Real Estate Development Real Estate Economics & Market Analysis

Intensive focus on financial modeling and investment underwriting in Microsoft Excel

B.A. in Economics Ithaca College Ithaca, NY August 2009 – May 2013

Minor in Finance & Psychology

Program GPA: 3.5 out of 4.0

Academic Projects in Real Estate (available upon request)

Logistics Warehouse Redevelopment Proposal in Amsterdam, Netherlands Global Real Estate NYU Schack May 2020

Individually proposed a $140 million redevelopment of a 1 million SF logistics warehouse in Downtown Amsterdam

Performed a market and economic analysis on the Netherlands, consumer demographics, logistics stock, investment sales market, rental trends, absorption trends, major logistics tenants, lease activity, taxes, inflation expectations, currency risks, and other macroeconomic developments

Designed, product features, location strategy, and investment strategy and profile

Utilized Excel to prepare and analyze the project’s cash flow projections, inputting costs relating to acquisition, development, construction, & financing; performed yield on cost analysis to value the investment and project return multiples

Office Development Proposal in Houston, TX Real Estate Development NYU Schack September 2019

Individually proposed a $72 million development project for a 16-story office building with 312,000 SF in Downtown Houston

Performed a market analysis of Houston’s downtown office market, analyzing class-A inventory, vacancy rate trends, average asking rates, net absorption trends, office buildings under construction, leasing activity, corporate earnings, gross metropolitan product, unemployment, and more

Underwrote projected cash flows and valuation metrics

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