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Lincoln Walpole
Lincoln Walpole Chief Financial Officer at Any Hour Services - Electrical, Plumbing, Heating & Air

Lincoln Walpole is an experienced professional in the investment industry with over five years of valuable expertise in various roles such as structured bond analyst, real estate portfolio manager, and investor. They have also demonstrated proficiency as an option trader, equity investor, and forex trader. Lincoln obtained their MBA from Brigham Young University, enhancing their knowledge and skills in finance. With an impressive network of 1453 LinkedIn connections, they have established a strong presence in the industry.

Lincoln's specialty lies in negotiations, leveraging the skills and talents of others, establishing quick rapport with associates, and demonstrating charisma as a leader. They currently hold the position of Chief Financial Officer at Any Hour Services - Electrical, Plumbing, Heating & Air, where they have been successfully leading the finance department and contributing to the company's growth. Furthermore, their previous experience as a Vice President of Finance and Office Operations and a Senior Business Manager at the same company showcases their ability to drive revenue and maximize long-term profits.

In addition to their roles in investment and finance, Lincoln has also excelled in real estate management, overseeing the purchase and management of various properties. They have demonstrated skill in conducting extensive analysis to determine investment returns, successfully refinancing properties for increased cash flows, and operationalizing raw land for development. With a track record of success in multiple sectors, Lincoln is a highly accomplished professional in the investment and financial industry.

More about this expert

Full name
Lincoln Walpole
Location
Mapleton, Utah, United States
Title
Chief Financial Officer
LinkedIn Connections
1453
Summary
Over five years of experience in the investment industry as a structured bond analyst, real estate portfolio manager and investor, option trader, equity investor, and forex trader. Received MBA from Brigham Young University. Email address: [email protected]. Specialties: Negotiations, macroeconomic knowledge, leveraging others' skills and talents (leadership), ability to quickly establish rapport with associates (charisma)
Skills
Financial Investment Banking

Education

CFA Institute
Attended in 2008 - 2014
Brigham Young University
MBA
Attended in 2006 - 2008
Field of study: Finance

Positions

Any Hour Services - Electrical, Plumbing, Heating & Air
Dec 2020 - Present · 3 yrs
Chief Financial Officer
Dec 2020 - Present
Any Hour Services - Electrical, Plumbing, Heating & Air
Orem, Utah
Vice President Of Finance And Office Operations
Jan 2018 - Dec 2020

Lead finance department by growing revenue and maximizing long term profit. We have more than tripled in size in less than 6 years.

Streamlined office across customer service, fleet, inventory, warranties, call center, dispatch and other items through improved and new processes.

Manage dispatch, customer care representative, and fleet/inventory departments (60 people).
Any Hour Services - Electrical, Plumbing, Heating & Air
Orem, UT
Senior Business Manager
Apr 2014 - Jan 2018

Managed three teams of 12 total people in accounts receivable, accounts payable, truck maintenance, and inventory.
Helped increase revenue from $10.8 million in 2013 to $37.2 million in 2018.
Developed forecasts and reports to manage revenue growth, payables, and profitability.
Streamlined numerous processes including budget forecasts, inventory management, truck maintenance, bonus structures, time cards, and office-technician communication.
Mansfield Apartments, LLC
Real Estate Manager
Oct 2007 - Present

Developed extensive models to determine investment returns under various assumptions and scenarios
Financed investment through loan in Taiwan at 2.76% interest rate and no foreign exchange risk
Invested in undervalued property: increased rents 20% the first year after improving the property and strengthened existing leases.
TD Ameritrade
Investment Associate
Feb 2010 - Sep 2013

Forecasted market movements through extensive analysis of macroeconomic variables, geopolitics, market sentiment, and other related variables
Published weekly articles for more than 100,000 clients that discussed financials, ratios, and other fundamental analyses on various companies
Advised numerous clients by providing risk management techniques and market forecasts to help clients make profitable investment decisions; recommended investments using fundamental and technical analysis
Developed complex equity option strategies by looking at directional biases in the markets and market pricing
Beneficial Life
Investment Analyst
May 2008 - Aug 2009

Managed a $150 million cash management program, which involved the record keeping, analysis, recommendation, and purchase of various commercial paper issues and money market funds; borrowed low-cost funds from lines of credit and invested proceeds in higher-return assets to generate income
Saved the firm more than $200,000 through negotiations with third-party analytics providers
Analyzed asset classes, sectors, and securities to invest in $3 billion portfolio consisting of more than 1150 securities: structured fixed income, corporate bond, municipal bond, commercial paper, private placement, real estate, equity, mezzanine and private equity investments
Helped rewrite investment policies and procedures to mitigate risk, to increase returns, and to expand the investment team’s authorities
Walpole Rentals
Real Estate Management
Jan 1991 - Jan 2009

Helped analyze, purchase, and manage a storage unit facility, residential 7-plex, residential 3-plex, an office building, and 2 residential 8-plexes in family business
Assisted in developing 40 acres of raw land by getting zoning laws changed to increase density
Refinanced properties, after several years of ownership, to increase cash flows