Courtney Pate has been a part of the ROI Financial team since September 2018 as a Client Services Specialist. Prior to joining ROI, Courtney was a full time housekeeper, chef, tutor and chauffeur to her two children and husband who live in Tigard. Courtney has over 10 years experience in underwriting and analyzing tax credits and complex financing for commercial real estate development. Having these skills allows Courtney to support Lance and his analysts as well as his clients. Courtney has a Bachelor Degree in Finance from Oregon State University with a minor in Macro Economics.
Courtney enjoys reading, refinishing furniture and following the real estate market. Her kids and husband keep her busy on her off days with sports and travel.