Leo Smith
Principal, Credit Investments at Berkeley Partners
- Role
- Principal, Credit Investments at Berkeley Partners
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Principal, Credit Investments
Jan 2024 — Present · Dallas, TX, US
Leo is Principal of the Credit Investments team in Dallas. He is responsible for originating, structuring and overall management of Berkeley\'s credit strategies and structured finance investments within debt, mezzanine, and preferred equity investments.
Education
Baker University
BS, Finance; International Economics
2006 — 2010
Skills
- Data Analysis
- Six Sigma
- Microsoft Office
- Sales
- Spanish
- Research
- Relationship Management
- Finance
- Powerpoint
- Microsoft Excel
- Supply Chain
- Customer Service
- Analysis
- Accounting
- Business Development
- Financial Analysis
- Project Management
- Internal Audit
- Competitive Analysis
- Marketing
- Process Improvement
- Forecasting
- Risk Management
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