With over 14 years of progressive experience in wealth management, Iris specializes in Private Client Commercial Real Estate Investment Portfolio. She advises Private Clients on repositioning strategies while providing Broker's Opinion of Value (BOV), location intelligence, up-to-date market knowledge, discounted cash flow valuation and investment research. Her focus is in expanding and strengthening client relationships through proactive real estate portfolio analysis while partnering with a team of product specialists, property managers, leasing agents, developers, bankers/lenders, estate planning attorneys and CPAs.
As an Agent-Broker, Iris represents Private Clients on both listing and/or buy-side transactions, manages escrow closing process, and negotiates 1031Exchange transactions.
Iris has proven abilities in commercial real estate underwriting and credit analysis. Her extensive cross-sell experience in interest rate derivatives, trust services, life insurance, estate planning and investment management allows her to provide a holistic view of Private Clients' short-term and long-term goals.