Susie is responsible for analyzing potential debt and equity investments through building investment models, analyzing financial trends, and comparing geographic comp sets. Susie then performs due diligence and assists with executing on the acquisition and financing of new investments. Prior to joining the Ohana Investment team, Susie worked as a Financial Analyst on the Ohana Finance team. Susie passed the Level III CFA exam and is a Certified Public Accountant. Susie graduated with a Bachelor’s degree in Business Administration with honors from California Polytechnic State University, San Luis Obispo, and obtained her Master’s degree in Finance from EDHEC Business School in Nice, France.