Moriah Wong
Philadelphia
Summary
Relationship-driven professional with experience managing high-value client relationships, complex transactions, and strategic business initiatives across finance and commercial real estate. Skilled in communication, negotiation, and problem-solving, with a proven ability to build trust and influence stakeholders. Seeking to leverage these strengths in a healthcare sales role focused on business development, customer relationships, and driving growth
Overview
5
5
years of professional experience
1
1
Certification
Work History
Portfolio Management Associate
Wells Fargo
Philadelphia, PA
09.2025 - Current
- Support a portfolio of 18 middle-market and large corporate clients ($500MM–$2B+ revenue), building relationships and delivering financial analysis to support strategic business objectives.
- Develop financial models, underwriting materials, and credit analyses to support lending decisions, risk assessment, and portfolio management across diverse industries.
Project Finance Manager
Energix Renewables
Arlington, VA
11.2024 - 09.2025
- Supported $600M in financing for 100 MW utility-scale solar projects, including construction debt, tax equity, and permanent financing.
- Managed lender, investor, legal, and engineering relationships throughout due diligence and financial close.
- Developed financing processes and reporting frameworks to improve execution efficiency and transparency.
Investor & Loan Compliance Manager
Energix Renewables
Arlington, VA
11.2023 - 11.2024
- Managed $515M in construction and bridge loan drawdowns for 418 MW of commercial solar projects.
- Oversaw tax equity and debt compliance, including budgets, financial reporting, and tracking models.
- Managed $200M+ in letter of credit and bond facilities, coordinating credit support with utilities, municipalities, and RTOs.
Senior Associate
Capital Automotive Real Estate, Inc. (REIT)
McLean, VA
12.2022 - 11.2023
- Led underwriting and due diligence on $200M in real estate acquisitions; presented investment strategies to senior executives.
- Managed Real Estate Finance Internship program, developing an immersive curriculum and mentoring summer interns.
- Structured creative lease terms to increase revenue through CPI-linked rent, purchase options and lease extensions.
Associate
Capital Automotive Real Estate, Inc. (REIT)
McLean, VA
07.2021 - 12.2022
- Managed a $550M U.S. and Canada real estate portfolio, overseeing lease transactions and legal agreements.
- Conducted portfolio risk assessments, including covenant testing, renewal forecasting, and tenant credit analysis.
- Supported acquisitions through credit analysis, lease abstraction, and due diligence.
Education
Bachelor of Science - Business Administration – Finance
University of Central Florida
Orlando, FL05-2018
Skills
- Relationship Management
- Client Acquisition and Retention
- Financial Analysis & Portfolio Management
- Negotiation and Deal Structuring
- Executive level presentation skills
- CRM software
Certification
Pharmaceutical Sales Certification (PSC) | Healthcare Rep Academy | 2026
Timeline
Portfolio Management Associate
Wells Fargo
09.2025 - Current
Project Finance Manager
Energix Renewables
11.2024 - 09.2025
Investor & Loan Compliance Manager
Energix Renewables
11.2023 - 11.2024
Senior Associate
Capital Automotive Real Estate, Inc. (REIT)
12.2022 - 11.2023
Associate
Capital Automotive Real Estate, Inc. (REIT)
07.2021 - 12.2022
Bachelor of Science - Business Administration – Finance
University of Central Florida