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Andrea DeLeon | Colliers | Phoenix

Andrea DeLeon

Financial Analyst

License # SA697822000

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About

Professional Summary

Andrea De Leon is a financial analyst for Colliers in Arizona and works primarily with John Burns, senior vice president, providing expert financial analysis, developing financial models, conducting research, preparing offering memorandums, and supporting capital markets transaction management.

Armed with exceptional analytical and organizational skills, Andrea is a problem solver who is always looking for ways to improve internal processes to achieve better results. She has a proven success record in recommending appropriate financial plans based on accurate data collection, financial monitoring, and business strategizing.

Passionate about fostering long-term relationships and interpreting proprietary data sets, Andrea develops and maintains high standards of quality and solutions through effective financial planning and superior communication skills.

With more than ten years of experience in finance and securities trading, she is expedient and adept at depicting economic angles on any commercial real estate asset. 

Andrea is a trusted and reliable member of the Phoenix office. She brings a positive, customer service approach that benefits both clients and co-workers. She is enterprising and loves diving deep into research and financial analysis to share valuable insights with her clients and help them make reliable, informed decisions.

Prior to joining Colliers, Andrea served as financial analyst for Camelback Stays, an AIRBNB operating partner in Phoenix. In her time there, she collected data, developed detailed spreadsheets, identified and forecasted trends, promoted successful investment plans, created client presentations and reports to include cash flow, revenue projection, expenses, profit and loss, and average daily rate of occupancy.

Andrea reached a 45 percent net profit margin within six months by preparing dynamic financial models to inform business decisions, which in turn developed and deepened client relationships as well as profitable partnerships.

Prior to Camelback Stays, Andrea served as senior analyst for Northern Trust, a hedge fund investor service where she orchestrated client-centered financial packages, evaluated investment potential of companies with thorough assessments of historical data, operational activities, and future objectives, and maintained updated status checks for FATCA/CRS compliance.

Andrea also served as a brokerage investment professional at Vanguard, one of the world’s largest investment firms where she worked closely with clients on transactions and performance. In her tenure, she acquired and maintained appropriate standing with FINRA by Series 7 and 63 licensing.

Education

  • Bachelor of Science, Communications, Boston University
  • FINRA Series 7 & 63 (Securities Trading)
  • AZ Dept. of Real Estate Salesperson's License
  • Real Estate Financial Modeling Bootcamp Certificate

Services

Skills

Investment Properties

Service Lines

Capital Markets

Property Type

Industrial, Office

My Team

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