Ian White
Charlotte
Summary
Motivated and analytical investment professional with a Master's in Economics and a strong foundation in quantitative research, financial modeling, and client-focused service. Proven experience in sales support, communication, and data visualization. A former Division I athlete and team leader known for competitiveness, coachability, and drive. Seeking to contribute to a high-performing investment sales team and grow a long-term career in commercial real estate.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Broker
RT Specialty
08.2024 - Current
- - Supported brokers by managing trade documentation and facilitating seamless transaction processes.
- - Improved internal communication flow and maintained clear client records to ensure operational efficiency.
- - Coordinated account transitions, working with internal stakeholders and clients to deliver continuity.
- - Delivered strong client service, contributing to high client retention and satisfaction.
Student Consultant
Curry Fluid Powers
01.2022 - 05.2022
- - Led modernization of an AS-400 inventory system into a Power BI dashboard to optimize business visibility.
- - Conducted data analysis to support inventory management improvements and increased process efficiency.
Education
M.A. - Economics
Howard University
Washington, DC12.2023
B.S. - Business Analytics
Saint Francis University
Loretto, PA05.2022
Skills
- - Financial Analysis & Underwriting
- - Market Research & Data Modeling
- - Investment Sales Support
- - CRM & Documentation Management
- - Power BI & Tableau (Certified)
- - Communication & Client Outreach
- - Team Leadership & Competitive Mindset
- - Time Management & Problem Solving
Certification
- - Tableau
- - NC Property & Casualty License
Affiliations
- Leadership Board Member – Saint Francis University Football Team
- NCAA Division I Football Athlete – Howard University & Saint Francis University
- MEAC All-Academic Team & Dean’s List Honoree
Timeline
Associate Broker
RT Specialty
08.2024 - Current
Student Consultant
Curry Fluid Powers
01.2022 - 05.2022
B.S. - Business Analytics
Saint Francis University
M.A. - Economics
Howard University
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