Alex Williams, CFA

Alex Williams, CFA

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location of Alex Williams, CFACincinnati Metropolitan Area

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  • Timeline

  • About me

    Investment Associate at Eagle Realty Group

  • Education

    • Valparaiso University

      2011 - 2015
      Bachelor of Arts (B.A.) Economics

      Activities and Societies: Omicron Delta Epsilon

    • Valparaiso University

      2011 - 2015
      Bachelor of Science in Business Administration (B.S.B.A) Finance Magna Cum Laude

      Activities and Societies: Delta Sigma Pi (Professional Business Fraternity) Financial Management Association (FMA)

  • Experience

    • White Lodging Services

      May 2014 - May 2020

      o Led the technical design and analysis of semi-annual enterprise engagement surveys, collecting feedback from 7,000+ associates and transforming the data collected into actionable informationo Administrated Tableau Server and IBM Cognos TM1 systems impacting 2,000+ associateso Played a key role in the successful migration of the Enterprise Data Warehouse from Teradata to Microsoft SQL Server, enabling the organization to consolidate platforms and align more effectively with in-house capabilitieso Rolled out analytics solutions to field operations leaders via Tableau Server, driving business outcomes around dynamic pricing strategy and labor efficiency Show less

      • Asset Manager

        Jan 2019 - May 2020
      • Business Intelligence Manager

        Dec 2017 - Jan 2019
      • Senior Business Intelligence Analyst

        Aug 2016 - Dec 2017
      • Business Intelligence Analyst

        Jun 2015 - Aug 2016
      • Business Intelligence Intern

        May 2014 - Jun 2015
    • Commonwealth Hotels

      Nov 2020 - Mar 2023

      o Closed the purchase of four hotels totaling $68M with three ownership groups ranging from high-net-worth investors to institutional fundso Grow the company’s investor base by researching, identifying, contacting, and holding meetings with high-net-worth individuals, family offices, and institutional sourceso Source new acquisitions for investors by engaging with brokers, lenders, and owners and attending industry conferenceso Develop and recommend strategies for investors to maximize profits and mitigate risks when buying or selling hotelso Prepare detailed financial models and analysis for new acquisitions and development projects. Underwritten over 300 hotel investmentso Prepare investment and marketing materials for internal and external executive and board presentations, track and coordinate acquisition due diligence, and facilitate transaction closings Show less

      • Director Of Development

        Jun 2022 - Mar 2023
      • Financial and Development Analyst

        Nov 2020 - Jun 2022
    • Eagle Realty Group

      Apr 2023 - now
      Investment Associate
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Alex Williams, CFA
      Eagle Scout Boy Scouts Of America - Troop 174 2010