Valerie C. Bartell

Profile                                                                                                                                                                         

Real Estate, Finance and IT professional with over fifteen years of industry experience.

Professional Experience                                                                                                                                                 

East-West Econometrics                                                                                                                    November 2016 – Present

Commercial Appraiser

• Prepared real property appraisals for commercial properties, complex residential properties, and eminent domain projects throughout the state of Colorado.
• Provided coaching and mentoring for Research Analysts, and Appraiser Trainees on developing USPAP-compliant appraisal reports.
• Provided support to Senior Commercial Appraisers, including report preparation and research.

Research Analyst

• Prepared real property appraisals for commercial properties and complex residential properties under the supervision of licensed certified general appraisers on properties throughout the state of Colorado.
• Responsible for writing market reports using research gathered through industry sources in order to give the intended user a thorough understanding of the underlying market in a geographic area or sector of the economy.
• Inspected commercial properties including multi-family, retail, industrial and office, verified salient facts regarding commercial properties through a variety of means including through assessors, treasurers, planning and zoning departments, and brokers familiar with the market segment.
• Responsible for timeline management from engagement of clients, performing research, collaborating with appraisers for inspections, report writing and reviews, to delivering finished high-quality reports to the client by contractual deadlines.

Residential Real Estate Professional                                                                                                   September 2014-Present

RE/MAX Momentum and Bartell Group

• Represented buyers and sellers of residential real estate along the Colorado Front Range and Metropolitan Mountain areas.
• Responsible for preparing market analysis, negotiating offers, screening lenders, preparing marketing for listings, and adhering to deadlines for residential transactions.
• Responsible for assisting clients of interpreting title commitments, surveys, improvement location certificates, builder contracts, and preparing property tax assessment appeals.
• Represented tenants of commercial real estate, preparing letters of intent, and interfacing with landlords and legal teams.
• Licensed Independent Broker in the State of Colorado, eligible to transfer license into a managing broker license.

Great West Financial                                                                                                          October 2013 – September 2014

Senior Business Analyst

• Primary business analyst liaison for the Investments division, providing support for the front and middle office, specializing in fixed income portfolio management, trading, and analysis
• Collaborated with business users to bring in-house a consolidated global asset management tool (assets across US, Europe and Canada) and to transition the reporting of US funds from Yieldbook to Barclays POINT
• Responsible for mapping of complex securities into POINT, including finding data points in PAM, XIP, Bloomberg, and internal sources, creating custom securities within POINT for dollar rolls, inflation linked bonds, and reverse repos
• Streamlined processes to populate the XIP trading system with SMF and benchmark data to allow real-time portfolio management solutions and compliance monitoring
• Developed solutions for fixed income daily cash projections utilizing Access, SQL, and macros using VBA code
• Developed solutions to deliver and customize custodian bank reporting into company-developed reporting and reconciliation software

Colorado Public Employees’ Retirement Association, Denver, CO                                                      August 2008 – October 2013

Investment Business Analyst

• Served as the key contact for the provision of holdings, performance, and legal requests to the Director of Investment Operations and Chief Financial Officer.
• Provided data analysis and reporting for state statutory reporting, comprehensive annual financial reports and other public communications.
• Perform data steward and reporting responsibilities for the Investment Operations Group, including reconciliation,
  data integrity and analysis from PORTIA (accounting system), LVTS (trading system), and internal investment systems into Eagle PACE (data warehouse).  Supported a wide range of asset classes including equities, fixed income, alternative investments, private real estate and commodities
• Assist in the technological implementation of various initiatives, including international trading portfolios, an automated compliance system, and commodities portfolios
• Execute a wide range of securities analyses, utilizing Bloomberg and its API function to research and import data
• Work alongside the Investment and Information Technology departments to develop reports and applications that meet the business requirements of investment personnel

   Investment Operations Analyst

• Responsible for reconciling fixed income account balances and trades to custodian bank balances on a daily basis and providing future cash flow projections
• Performed longer-term cash forecasts for the larger cash account that pays over $200 million in monthly benefits to members
• Validated capital calls and distributions for the Alternative Investments and Real Estate departments
• Served as the key contact for the provision of holdings, performance, and legal requests to the Director of Investment Operations and Chief Financial Officer

Clayton Fixed Income Services, Denver, CO                                                                                December 2006 – August 2008
  Credit Risk Analyst

• Saved over $1.1M for investors by identifying and correcting fraud, loan servicing errors, miscalculated swap payments,
  and other violations made by servicers
• Created loan-level and portfolio-level monthly reports for investors, identifying key trends and issues inside portfolios
• Managed the servicing relationship with a top-20 mortgage bank, and advised industry-best servicing practices

Education                                                                                                                                                                    

Master of Business Administration                      University of Denver, Daniels College of Business, Denver, CO          June 2011

GPA: 3.63

Concentration: Finance

Bachelor of Science                                                                            Metropolitan State University, Denver, CO          May 2002

GPA: 3.52

Major: Mathematics

Minor: Environmental Studies

Colorado Real Estate License                                                                                                     October 2014 – October 2020

Colorado Certified General Appraiser License                                                                            January 2019 – December 2021