Jeremy Larson
970-690-1703 /
Background & Qualifications
Detail-driven Finance & Real Estate graduate with over ten years of education & experience pertaining to capital asset modeling, financial analysis, team coordination, and entrepreneurial strategy. Have adapted these skills in the construction industry for budgeting, planning and coordinating the clients desires into reality.
Areas of Expertise
Statistical Analysis: Perform data analysis meticulously; utilize MS Excel at an expert level; experienced building budgeting formulas within complex spreadsheet models.
Teamwork: Contribute effectively among diverse project teams; demonstrate natural leadership capabilities through a strong focus on timely attainment of project goals.
Integrity:Strong role model through exceptional business ethics, respect for others, reliability, and personal accountability.
Professional Experience
Project Manger and Clerical Staff– Montare Builders 2010-Present
Work with subcontractors during the construction process by evaluating bids, compiling cost estimates, negotiating pricing and tracking progress to keep job on schedule
Coordinate with utilities and building departments on permits and disconnects/hookups
Accounting of monthly invoices from subcontractors, pay apps and change orders
Work directly and attend meetings with owners, superintendents, subcontractors, engineers, architects and interior designers
Personal Financial Advisor– TIAA-CREF 2007-2010
#2 in revenue received for Denverand # 8 across Denver, Charlotte and Dallas with $4,124,983 in 2009
Built several Excel templates that are being used by advisors and consultants in all 3 locations.
Established multiple working relationships with other departments and managers.
Senior Loan Consultant– Stonecreek Funding and American Guaranty Mortgage,Denver, CO2005-2007
#1 Loan Officer first 5 months of 2006 with over $6,500,000 in origination and over $14,000,000 in the first 10 months of 2007
Built multiple relationships with creditors, clients, underwriters, appraisers, title companies and processors.
Analyzed clients financial information including but not limited to debt to income, loan to value and credit scores
Built several Excel spreadsheets and PowerPoint presentations to help track loans, compensate employees, and explain different loan features and amortization schedules to close loans.
Sole Proprietor – JL Enterprise, Denver, CO 1999-2010
Founded and managed commercial/residential painting & remodel business.
Acquired strong estimating and contract negotiation skills; demonstrated poise in business interactions among high net worth individuals.
Managed business income and expenses on self built Excel spreadsheet
Education
Bachelor of Science, Business Administration, Concentration in Finance & Real Estate
ColoradoStateUniversitySchool of Business, Fort Collins, CO May 2005
Built extensive spreadsheet model integrating rent roll data, pre-tax cash flows, & tax rates of approximately 15 diversified retail businesses, in order analyzed sell/rent opportunities. Documented statistical methodology thoroughly using cell references embedded within 7-page capital asset pricing model.
Honorary Inductee: Sigma Iota Epsilon professional business fraternity / GPA 3.4
Series 6, 63 and Life and Health Insurance Licensing for all 50 states
Affiliations
Real Estate Club / appointed as liaison to Business College Council and ASCSU administrative body.
Member, Academy of Young Investors / mutual fund development
Member, Finance Club / financial analysis and modeling group
References and letters of recommendation are available by request.