Residential CPG Team 3 (Mar 2022 - Present)-Serve as the single point of contact to address client's day-to-day needs as well as any projects they would like to undertake in YardiOne, Core/Residential Voyager and Core/Residential ancillaries on the Elevate platform. NY Residential/Condo Implementation (Aug 2021 - Mar 2022)-Led and supported implementation projects for Voyager, Yardi's flagship property management software. Coordinated between multiple account managers for ancillary modules and products to ensure overall client success in setting up and configuring Voyager. Breeze CSD (Nov 2020 - Aug 2021)- Provided support and guidance to a rapidly growing user base for Breeze, a web-based property management application tailored to meet the needs of clients with small to mid-sized residential and commercial portfolios

Attend weekly intern classes that cover a different financial concept each weekObserve office training classes, taught by management, for new Representatives in which participants collaborate to provide solutions for upcoming client cases and learn about advanced topicsCreate and present a mock client project to put together recommendations and illustrations for hypothetical clients

Entered data into ATX software to aide in preparing individual and corporate income tax returns, as well as creating Profit & Loss reports for corporations in Excel and Quickbooks.