Ms. Stone serves National’s clients by supporting real estate portfolio management activities, investment valuation and fund performance analysis and reporting, and attending to investor reporting requests.
Jade supports verifying historical and projected financial and investment performance to assess compliance with investment restrictions contained in asset management agreements. She consolidates and summarizes monthly cash flow models, calculates union labor hours and each investment’s compliance requirements while supporting National’s sustainability initiatives and GRESB reporting.
Prior to joining National in 2011, Jade was an Audit Senior Associate at CohnReznick, PC and primarily served the affordable housing industry. During her five years at CohnReznick, she provided financial statement audit and tax return services, breakeven calculations, certifications for carryover allocations, and cost certifications.
Ms. Stone earned a Bachelor of Science in both Accounting and Finance from the University of Tennessee at Chattanooga and a Master of Professional Studies in Real Estate from Georgetown University.