Real Estate Risk Assessment

BRANDON LEES

Totowa, NJ *********@*****.*** 973-***-**** https://www.linkedin.com/in/brandon-lees-a66b87225 EDUCATION

Rutgers, School of Arts and Sciences New Brunswick, NJ May 2024 Bachelor of Arts in Economics, Minor: Business Administration, Real Estate GPA 3.3 Relevant Courses: Financial Economics, Real Estate Finance & Investment, Applied Econometrics PROFESSIONAL EXPERIENCE

Passaic County Surrogate Court Paterson, NJ Oct. 2024 – Present Estate Financial Accountant

• Conduct in-depth financial analysis of estate statements, ensuring accuracy, and compliance with probate regulations, while drafting detailed reports for surrogate’s review and decision-making

• Assess and appraise estate assets, including real estate, investment portfolios, and personal property, to facilitate equitable settlements

• Audit estate accounts to identify discrepancies, mitigate financial risks, and ensure strict adherence to probate laws

• Supported attorney and court officials in conducing financial assessments for estate distribution Bank of America New York, NY June 2024 – Oct. 2024 Anit Money Laundering Analyst (contractor)

• Conduct in-depth analysis of financial transactions to identify potential money laundering activities, using advanced analytics and AML software

• Prepared detailed risk assessment reports, analyzing transactions and recommending SAR filings based on investigative findings and compliance requirements

• Developed a Tableau performance monitoring suite and analytics-driven investment tool, improving alert efficiency by 15% and optimizing model input, methodology, and testing Kushner Florham Park, NJ June 2023 – Aug. 2023

Mergers & Acquisitions Intern

• Assisted in financial data analysis using Excel, identifying key trends and insights that directly informed strategic decision- making in acquisitions and investment strategies

• Led due diligence efforts for potential acquisitions, conducting in-depth financial statement analysis, risk assessment, and valuation evaluations, providing critical insights to drive strategic investment decisions

• Structured deals and prepared investment memorandums for presentations to the investment committee, effectively communicating key financial insights and strategic rationale

• Managed acquisition due diligence by coordinating cross-functional internal teams to evaluate financial, operational, and strategic aspects of potential investments

Realty Executive Wayne, NJ June 2022 – May 2023

Realtor

• Developed targeted marking plans based on client preferences and financial details, using MLS to identify suitable homes, and driving a 30% increase in buyer engagement

• Assessed marketing content effectiveness leveraging Market data to calculate ROI CAMPUS INVOLVEMENT

Sigma Chi Fraternity - Founder, Chapter Treasurer, House Manager Sept. 2021- May 2024

• Founded and led establishment of Sigma Chi at Rutgers University, overseeing the chartering process, and managing over

$150k in rent and dues as Treasurer and House Manager. Rutgers Real Estate Club - Member, RREC Case Competition Finalist Sept. 2021 - May 2024 Quantitative Finance Club - Member Sept. 2023 - May 2024 SKILLS

Technical Skills - Proficient in SQL, R, Python, Tableau, Microsoft Office (Excel, PowerPoint, Word) Analytical Skills - Financial modeling, data analysis, credit risk assessment, market research

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