PAGE 5
PAGE 4
MEET OUR MOST RECENT NEW HIRES!
PROPERTY SPOTLIGHT: YORKTOWN CONTINENTAL, CONTINUED
Edina is located 11 miles southwest of Minneapolis, in a thriving community with a strong demand for affordable housing. With its easy access to the Minneapolis-St. Paul metro area, Yorktown residents benefit from a diverse economy that includes Fortune 500 companies and convenience to nearby retail, educational facilities and key recreational parks.
unique offerings and experiences for residents, including: • Monday-Friday, a non-profit cooks for and offers lunch for a donation (if able) to residents. • A community garden (pictured below) is avalable to residents to grow vegetables. • Organized by another non-profit, buses pick up residents and take them to nearby shopping every Friday. • Residents pay it forward by
ranks at a national syndicator, from senior accountant to Director of Tax Accounting. His main responsibilities revolved around tax-related issues for the firm’s entire portfolio of lower-tier entities and funds. Joining CREA ‘s Sarasota office, Frank serves as VP, Fund Management. Outside of work, Frank enjoys working on cars, bowling, being outdoors, and spending time with his wife, 1-year old twins, Frank and Lauren, family and friends.
furniture pieces and give them a new life, frequenting Goodwill and garage sales to find treasures.
PROPERTY QUICK FACTS Location : Edina, MN Units : 264 Construction : Rehab in Place Resident : Family
Carrie Daniel, VP - Asset Management
Carrie graduated from Indiana State University in 2008 with a degree in Accounting and Business Administration. Her career began at Dauby O’Connor & Zaleski, LLC (DOZ). After almost 10 years in public accounting, Carrie decided it was time to see the other side of affordable housing and joined the CREA Asset Management team in June 2018. Carrie and her husband, Steve, reside with their son, Aaron, in Fishers, Indiana. When she’s not chasing her toddler around, she enjoys spending time with family and friends, watching sports and catching up on shows/movies that aren’t related to Mickey Mouse.
Community : Suburban Developer : Yorktown Developer, LLC
Omar Rosas, Fund Analyst
organizing an auction of donated items each fall and raise money to donate to a charity of their choosing.
Omar began his professional career working for State Farm while attending UNLV full-time. After graduating with a Bachelor of Science degree in Finance, he relocated to Indianapolis, Indiana where he worked as a Private Client Banker at JP Morgan Chase Bank. During this time, Omar was also enrolled in the Master of Science in Accounting program at the IU Kelley School of Business and interned at Dauby O’Connor & Zaleski, where he was first introduced to the affordable housing industry. Upon completion of his internship, Omar joined CREA as a Fund Analyst and earned his master’s degree that same summer. Omar enjoys backpacking through National Parks and has set out to hike through a newone each year in hopes of visiting all the North American National Parks before retirement.
Yorktown Continental also has
Katelyn Neary, Asset Manager
Katelyn Neary graduated from Ball State University with a Master’s degree concentrated in Residential Property Management. She has been involved in real estate for five years, most recently working as a Portfolio Analyst at Herman & Kittle (local Indianapolis affordable housing developer). Katelyn has a passion for affordable housing and enjoys volunteering her time to bring awareness to those in need, especially within the Indianapolis community. She currently serves on the board for Habitat for Humanity of Hamilton County. In her free time, she enjoys investigating with her Persian cat, Columbo (named after the tv detective Peter Falk). She loves a good football game (college or NFL), but prefers when the Colts win! She also likes to restore old
Frank Lewis Jr, VP - Fund Management
Originally from the west coast of Florida, Frank attended the University of Central Florida, where he earned a degree in accounting. Frank got his start in the LIHTC industry in 2008, working for a small public accounting firm in South Carolina that specialized in affordable housing. After six years, Frank and his wife, Brooke, decided to make the move back to Florida to be close to family. Back in Florida, Frank worked his way up the
Find our full team online here.
Made with FlippingBook - Online magazine maker