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Skills

  • Contract negotiation
  • Extremely organized
  • Business operations
  • Project management
  • Data analysis
  • Product testing
  • Project organization
  • Operational improvement
  • Problem resolution
  • Program equipment

Work Experiences

  • Kept the indoor and outdoor dining areas clean by removing trash, wiping down tables, and restocking napkin dispensers.
  • Completed the work outlined on the repair order with efficiency and accuracy.
  • Raised the stakes.
  • Improved locomotive material expense tracking by 18%.
  • Got better.
  • Provided management with system updates on renewal progress, at-risk renewals, and renewal forecasts.
  • Established
  • Worked with the parts department to get the parts I needed.
  • Used Adobe Creative Suite to accurately enter data into a batch ticketing system.
  • Started it.

Summaries

  • Service-driven
  • Asset Manager with 15 years of successful project management and data analysis experience.
  • Seasoned
  • Deadline-driven
  • Investigates emerging market trends, monitors regulatory changes, and assesses economic indicators.
  • Demonstrated ability to cultivate relationships with key retail clients in order to expand client accounts and maintain business growth.
  • Ambitious
  • A committed, tactical team builder and strategic planner seeking a position in account management or sales with a forward-thinking elevator service and construction firm.
  • Articulate
  • Adaptable, tenacious, and capable project manager with over 16 years of experience leading teams, resolving conflicts, networking with prospects, and managing budgets to maximize profits.

Accomplishments

  • Successfully completed M&A transactions valued at over $11, contributing to the growth and diversification of the company’s asset pool.
  • Created comprehensive asset performance reports for stakeholders, simplifying complex financial data into actionable insights.
  • Worked with tax and legal teams to reduce transaction delays, cutting acquisition time by 68% and optimizing regulatory filings.
  • Piloted a sustainable investment strategy that resulted in CPA compliance and facilitated access to green finance opportunities.
  • Led a cross-functional team to assess and acquire high-value assets across the Pacific Northwest, overseeing more than $10 in successful transactions.
  • Successfully advised on over 3 large investment projects resulting in 21% growth in managed revenues across the Northeast.
  • Initiated a client outreach program that grew client portfolio value by 60%, strengthening client relationships and expanding business opportunities.
  • Devised and executed a market trend analysis that improved portfolio diversification, yielding 20% higher returns within 2022.
  • Negotiated and executed contracts for acquisitions totaling $2, resulting in a 44% increase in the asset book value.
  • Selected and managed external vendors, reducing asset maintenance costs by 79% and ensuring a positive impact on operational efficiency.

Affiliations

  • International Association of Administrative Professionals
  • Investment Management Consultants Association (IMCA)
  • Jaycees
  • Professional Association for Investment Communication Executives (PAICE)
  • Financial Planning Association (FPA)
  • Building Owners and Managers Association (BOMA) International
  • Alternative Investment Management Association (AIMA)
  • Global Association of Risk Professionals (GARP)
  • Certified Merger & Acquisition Advisor (CM&AA) accreditation
  • Business Owners and Managers Association (BOMA)

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • ServSafe
  • SHRM Certified Professional (SHRM-CP)
  • Chartered Alternative Investment Analyst (CAIA)
  • Certified Financial Planner (CFP)
  • Certified Business Analysis Professional (CBAP)
  • Argus Software Certification in Real Estate Financial Modeling
  • Certified Public Accountant (CPA) with Expertise in Real Estate Finance
  • Microsoft Certified Systems Engineer (MCSE)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)

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