Natalie Moretz Email & Phone Number
SVP, Capital Markets and Investor Relations - State LIHTC @ Advantage Capital
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Natalie Moretz Location
- Columbus, OH, US
Natalie Moretz Work
- SVP, Capital Markets and Investor Relations - State LIHTC @ (July 2024 - Present)
- VP, Mortgage Banking Originations @ (March 2022 - July 2024)
- Vice President, CFP® @ (October 2019 - February 2022)
- Director - Community Development Real Estate Banking @ (January 2017 - October 2019)
- Vice President @ (January 2012 - December 2017)
- Assistant Vice President @ (January 2010 - December 2012)
- Associate @ (January 2007 - December 2010)
Natalie Moretz Education
- Northwestern University
CFP® (Investments, Insurance Planning, Estate Planning, Employee Benefits, Retirement Planning)
2008-2009 - University of Washington
MPA
2005-2007 - University of Iowa
BA
1999-2003
Natalie Moretz Skills
- Philanthropy
- Real Estate Finance
- Investor Relations
- Business Development
- Loan Modifications
- Capital Markets
- Credit
- Commercial Real Estate
- Investments
- Real Estate Transactions
- Sales Strategy
- Community Outreach
- Public Policy
- Asset Management
- Account Management
- Portfolio Management
- Banking
- Financial Analysis
- Financial Services
- Project Management
- Financial Modeling
- Customer Relationship Management (CRM)
- Credit Analysis
- Underwriting
- Community Development
- Financial Structuring
- Nonprofit Organizations
- Mergers & Acquisitions (M&A)
- Entrepreneurship
- Business Relationship Management
- Negotiation
- Client Service
- Public Speaking
- Leadership
- Client Relations
- Client Development
- Contract Negotiation
- Affordable Housing
- Deal Structuring
- Real Estate Lending
- Tax Credits
- Impact Investing
- Endowments
- Foundations
- Venture Capital
- Private Equity
- Equities
- Fixed Income
- Investment Banking
- Due Diligence
- LIHTC
- NMTC
- Project Finance
- Finance
- Real Estate Economics
- Loans
- Strategic Planning
- Nonprofits
- JavaScript
- Development
- PowerPoint
- Real Estate
- Social Media
- Strategy
- Business Relationship
- Financial Planning
- Sales Management
- Customer Relationship Management
- Valuation
- Retirement Planning
- Estate Planning
- Mergers and Acquisitions
- Deferred Compensation
- Housing Finance
- Tax Planning
Natalie Moretz Summary
- Natalie Moretz, based in Columbus, OH, US, is currently a SVP, Capital Markets and Investor Relations - State LIHTC at Advantage Capital. Natalie Moretz brings experience from previous roles at Berkadia, Bernstein Private Wealth Management and Citi. Natalie Moretz holds a 2008 - 2009 CFP® in Investments, Insurance Planning, Estate Planning, Employee Benefits, Retirement Planning @ Northwestern University. With a robust skill set that includes Philanthropy, Real Estate Finance, Investor Relations, Business Development, Loan Modifications and more. Natalie Moretz has 2 emails and 1 mobile phone numbers on RocketReach.
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