Dayton M.

Skills

I.) Technical Skills:
Accounting & Financial Statement Analysis
Adobe Creative Suite
ADP Workforce Now
Bloomberg
Capital Structure Analysis
Comparable Company Analysis
Costar
Credit Analysis
Crexi
Database Administration
Due Diligence
Financial Modeling
Investment Memo Writing
LandVision
Microsoft Office Suite
Oracle Cloud
Oracle CX Sales
Risk Assessment & Scenario Analysis
Salesforce
Search Engine Optimization (SEO)
Shopify
Total e Integrated (TEI)
Workday Suite

II.) Soft Skills:
Adaptability
Analytical Judgment
Attention to Detail
Clear Written Communication
Client Service & Relationship Support
Cross-Functional Coordination
Executive/Management Reporting
Membership Relations
Ownership Mentality
Public Speaking
Priority & Time Management
Process Discipline
Professional Skepticism
Stakeholder Management
UHNW/High-Touch Client Experience

About

Client-focused finance and real estate professional with experience supporting relationship-driven teams through disciplined reporting, CRM/data governance, and cross-functional coordination.

Bring strong analytical fundamentals, including commercial real estate valuation, Excel-based modeling, and market research, paired with high-touch client service in premium, detail-sensitive environments.

Recognized for accuracy, discretion, and clear written communication; well-suited for buy-side client and investment support roles spanning onboarding, client deliverables, portfolio/reporting workflows, and operational execution.