Andrew manages the structure and implementation of investment management strategies, performance analysis, and investor reporting. Prior to joining Unison in 2016, Andrew served as a Vice President, Portfolio Management for U.S. real estate at BlackRock, where he managed the day to day portfolio operations including development strategies and budgets, financial and performance analysis, and partner/manager relationships. Prior to BlackRock, he served as an acquisitions analyst with Bentall Kennedy and as a senior auditor at Deloitte. Andrew earned an MBA in real estate and urban land economics from the University of Wisconsin, Madison and a BA in economics with an emphasis in accounting from the University of California, Santa Barbara. Andrew is a CFA Charterholder and has a CPA license (inactive).
Lily is a Senior Manager within the Acquisitions group. Lily has over six years of lending experience, most recently working within operations for Lending Club and Lenda. Lily works with multiple teams across operations to ensure a streamlined and efficient process for all equity investment transactions. She joined Unison to be a part of its inspiring mission. Lily enjoys cooking, traveling, and music.
Penny is the Post Closing Team Lead within the Acquisitions team. Penny has several years of experience in the real estate and mortgage industry. She has an extensive background in operations, closing, and servicing, and has successfully worked cross functionally to help bridge gaps between tech and finance, which she accomplished at LendingHome. She is excited to continue her path at Unison and support her team as well as the company’s growth. In her spare time, Penny enjoys cooking, traveling, and the great outdoors.
Alex is an Investment Processor within the Acquisitions team, where his main responsibility is to ensure Unison’s customers and vendors are providing the proper documentation needed to close an agreement efficiently. Before coming to Unison, his experience has been firmly grounded in the mortgage/fintech industries where he started in Operations at Lending Club. After joining Unison two years ago, he had a brief stint at Better Mortgage as a processor. He has since rejoined Unison with a strong belief in the company’s values and mission of helping customers improve their financial needs through a co-investing partner. In Alex’s free time, he enjoys fishing and playing sports.
Michelle is a Post Closing Administrator within the Acquisitions team, once the agreement has closed Michelle is responsible for auditing the file to ensure full accuracy of all documents. Prior to Unison, Michelle worked as a Lease Administrator focusing on equipment financing/leasing and account management for over three years. On her free time Michelle enjoys working out, spending time with close friends and traveling preferably to any tropical destination.
Bryan is an Investment Processor within the Acquisitions team, where his main responsibility is to ensure Unison’s clients and vendors are providing the proper documentation needed to close an agreement efficiently. Before coming to Unison, his experience has been deeply rooted in the fintech/mortgage industries where he started at LendingClub in operations. Bryan has had the opportunity to be a part of many successful fintech companies such as Lendinghome, Better Mortgage, and Square holding operation positions in each company. He joined Unison this year with a strong belief in the company’s values and mission of helping homeowners improve their financial needs through a co-investing partner. In Bryan’s free time he loves hiking throughout northern California and spending time with his family.
Marelin Funes is an Investment Processor where her main responsibility is to ensure Unison’s clients and vendors are providing the proper documentation needed to close an agreement efficiently. Prior to Unison, Marelin worked at Orange Coast Title Company as an Escrow Assistant working directly with Lenders, Real Estate Agents, Investors, Buyer/Sellers, and Recorders. Marelin enjoys helping others and seeing people achieve their dreams of buying their dream home/property/investment. In her free time, Marelin enjoys spending time with loved ones, the outdoors, camping, hiking, and running.
Camilla is a Quality Control Analyst where she is responsible for auditing files and ensuring that company policies are being followed from a procedural standpoint. Prior to Unison, she has worked as a Credit Analyst and Quality Assurance Associate at Upstart. Camilla holds a Bachelor of Science degree in Managerial Economics from the University of California, Davis.
Danielle is a Quality Control Analyst where she is responsible for auditing files and ensuring that company policies are being followed from a procedural standpoint. Danielle has 6 years of experience in fintech, with 2+ years of previous experience working in Quality Control at Lending Club. Danielle holds a Bachelor of Arts degree from San Francisco State University, majoring in Child Adolescent Development.