Tina McNerthney
Investor Services Manager @Urban Development Partners
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WORK HISTORY
Investor Services Manager @Urban Development Partners
Portland, OR, US
Facilitate investment in private real estate funds. Prepare and execute offering documents; maintain legal documents and filings and subscription records; complete annual investment valuations and audits for financial advisors and IRA custodians; provide documentation to attorneys for SEC filings and other legal filings and registrations.Lead investor communications and outreach efforts. Design and publish investor newsletters and webinars; plan investor events, project tours and annual member meeting. Lead content design and maintenance for investor portal. Manage production of quarterly financial reports: perform QA and document review, publish reports on investor portal and respond to investor inquiries.Manage PR/marketing activities targeted to investors, community members, professional organizations and press, including submissions for project awards, responses to press and public inquiries, and production of case studies and presentations for trade conferences and industry professionals.Lead website content design and maintenance and social media content creation.
EDUCATION
Phillips Academy High School
High School Diploma
Portland State University
MURP
University of Michigan
Education Certificate
University of Michigan
B.A.
Portland Community College
Paralegal Certificate
ABOUT TINA MCNERTHNEY
Investor Relations: 9+ Years of experience managing relationships and communications with…
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