Josh Manier

About Josh Manier

As a Strategic CFO and Family Office Advisor with 80 years combined experience on our team, we work with clients to maximize cash flow, increase asset performance, and reduce the tax bill on a multi-year intergenerational basis. We specialize in working with businesses and clients with equity exceeding $300M. Having synthesized tax, legal, investment management, insurance, succession planning, & various CFO strategies, we understand a global perspective of how to maximize both the net worth and cashflow for our clients. As a Fund Manager across various funds, I have honed my expertise in real estate investment, fund governance, capital structure, risk analysis, all while providing consistent annual returns for Limited Partners. I serve as CFO advisor to a select number of private funds.

Experience

1. Real Estate & Mortgage Instructor

   Kaplan Professional

   Jan 2010 — Present · Saint Paul, CO

   I have extensive experience with both online and live classroom instruction and have taught the following course topics: State and National Mortgage Laws, Real Estate Laws, Fair Lending, Fraud, Ethics, Mortgage Products, Non-traditional Mortgage Loans, Loan Qualifying, Underwriting, and Origination Activities, Alternative Financing, Real Estate Investing with Self-Directed Retirement AccountsCourses taught included:National Mortgage NMLS 20 hr pre-licensing National Mortgage NMLS 8 hr CENational Mortgage Exam Prep Minnesota Mortgage Exam Prep12\'-13\' Financing Update- Real Estate CE courseInvesting in Real Estate with Self-Directed Retirement Accounts - Real Estate CE courseMinnesota Real Estate Pre-licensing coursesState specific mortgage courses taught include:CaliforniaNew York MissouriAlabamaMassachusettsMichiganI\'ve also authored and edited content for numerous courses.I also am a contributing author for Kaplan University\'s Center For Excellence in Financial

Education

• Bethel University

  Business, Finance and Small Business Management

Skills

• Financial Markets
• Real Estate Financing
• Fixed Income
• Finance
• Portfolio Management
• Start-Ups
• Creative Financing
• Investors
• Public Speaking
• Investments
• Asset Management
• Financial Analysis
• Mortgage Lending
• Loan Servicing
• Real Estate Investor
• Corporate Training
• Retirement
• Alternative Collateral Financing
• Financial Services
• Start-Up Ventures
• Due Diligence
• Entrepreneurship
• Investment Strategies
• Alternative Investments
• Financial Structuring
• Private Equity
• Investment Property Financing
• Commercial Real Estate