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Skills

  • Networking to source off-market deals
  • Business operations
  • Compliance documentation for property deals
  • GAAP and statutory reporting
  • Client education on property financing
  • Relationship development
  • Developing investment proposals
  • Customer referral program development
  • First Aid/CPR
  • Project organization

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Achieved a 51% higher client retention rate by introducing regular ROI reviews and adjusting investment strategies.
  • Coached junior consultants on client engagement practices.
  • Boosted revenue by $6.
  • Attracted international investors.
  • Transported Tableau to one year customer locations.
  • Aligned strategic goals during planning stages.
  • Achieved savings over two years.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Adjusted investment strategies.

Summaries

  • Achieved annual returns exceeding $5.
  • Attracted more than 2 new investors.
  • Expert in a variety of statistical methods, as well as trend modeling and forecasting.
  • Uses spreadsheets, accounting, and financial management software with ease.
  • Accelerated pre-sales to over 60% before project launch.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • To achieve organizational goals and objectives, builds cross-departmental relationships.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Collaborated with cross-functional teams.
  • Financial expert with 11 years' experience developing metrics, tracking projects, and collaborating on the development of optimal budget requirements.

Accomplishments

  • Negotiated vendor agreements on behalf of clients, achieving cost savings of 52% on development and operational expenses.
  • Implemented regular financial reviews for clients’ portfolios, helping them achieve a 82% increase in long-term returns.
  • Documented and resolved framework which led to method.
  • Directed investor workshops that educated clients on multifamily property investments, leading to a 17% participation increase and new acquisitions.
  • Advised clients on regional real estate market dynamics, contributing to a 84% rise in successful closed sales in the Southwest.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Trained junior team members in investment analysis, improving team forecasting accuracy by 53%.
  • Implemented a new CRM platform that reduced client follow-up time and improved lead conversion rates by 64% over a several months period.
  • Achieved Employee of the Year for exceptional performance in closing 2 multi-million dollar property deals in 2024.
  • Managed multi-million-dollar real estate portfolios, boosting overall portfolio performance by 58% through strategic acquisitions.

Affiliations

  • Urban Land Institute (ULI)
  • Real Estate Roundtable
  • Real Estate Investment Society (REIS)
  • Global PERE (Private Equity Real Estate) Association
  • Toastmasters
  • National Council of Real Estate Investment Fiduciaries (NCREIF)
  • International Property Investment Network (IPIN)
  • Certified Commercial Investment Member (CCIM) Institute
  • Freemason
  • International Council of Nurses

Certifications

  • CompTIA Security+
  • Certified Multi-Family Housing Specialist
  • First Aid/CPR Certified
  • Accredited Land Consultant (ALC)
  • Investment Property Management Certification
  • Certified Rental Investment Professional (CRIP)
  • Professional Certificate in Real Estate Finance & Development
  • Project Management Professional (PMP) for Real Estate Initiatives
  • Certified Business Analysis Professional (CBAP)
  • Fundamentals of Investing in Commercial Real Estate Northwind

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