Jeffrey Mullis
Business Management, Development & Investment Professional - Mountain Sport Enthusiast - Econ and Tech Geek
- Role
- Trust Asset Manager at Wells Fargo
- Location
- Hickory, NC, US
- LinkedIn followers
- 500 followers
About Jeffrey Mullis
Manage a portfolio of approximately $200M in closely held business assets in various…
Experience
Trust Asset Manager
Jul 2013 — Present · Winston Salem, NC, US
Fiduciary responsibility for the oversight of approximately $200M in closely held business assets managed in various Trusts.
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance Concentration
2009 — 2011
UNC Kenan-Flagler Business School
Master of Business Administration - MBA, Finance, General
Wilbur O. and Ann Powers College of Business at Clemson University
Bachelor's, Economics
1990 — 1993
CCIM Institute
CCIM, Designation Earned 2001
2000 — 2001
Skills
- Strategy
- Investors
- Portfolio Management
- Location Intelligence
- Asset Management
- Real Estate Investment
- Valuation
- Shopping Centers
- Acquisitions
- Ccim
- Marketing
- Mba
- Real Estate
- Disposition
- Dispositions
- Underwriting
- Finance
- Business Modeling
- Market Analysis
- Leases
- Commercial Real Estate
- Investment Properties
- Asset-Backed Securitization
- Securitization
- Asset Managment
- Business Planning
- Site Selection
- Business Development
- Financial Analysis
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