• Designed, created, and integrated the company’s first comprehensive DCF model utilizing real-time Bloomberg data in excel for senior analyst use, as well as a second interface for client presentations; resulted in increased research efficiency by analysts and streamlined client understanding of complex information.• Researched investment opportunities and composed succinct yet detailed reports for analyst review; utilized during analyst meetings with clients regarding their future… Show more • Designed, created, and integrated the company’s first comprehensive DCF model utilizing real-time Bloomberg data in excel for senior analyst use, as well as a second interface for client presentations; resulted in increased research efficiency by analysts and streamlined client understanding of complex information.• Researched investment opportunities and composed succinct yet detailed reports for analyst review; utilized during analyst meetings with clients regarding their future finances• Composed reports detailing the content of company earnings calls, sending them to senior analysts and the company research database; these reports are essential when making investment decisions on current and future holdings. Show less

In my role, I have the wonderful opportunity to impact people's lives by assisting them in their real estate needs. I aid clients in 17 different states with a wide range of goals, from families dreaming of owning a first home to improving on the financial situation of an existing homeowner. Utilizing the problem solving skills and lateral thinking that my prior experiences taught me, I analyze a client's full financial profile and work with him/her to put together a program that is both… Show more In my role, I have the wonderful opportunity to impact people's lives by assisting them in their real estate needs. I aid clients in 17 different states with a wide range of goals, from families dreaming of owning a first home to improving on the financial situation of an existing homeowner. Utilizing the problem solving skills and lateral thinking that my prior experiences taught me, I analyze a client's full financial profile and work with him/her to put together a program that is both comfortable and financially sound. • Manage an active pipeline that holds an average of 60 clients. This includes building and maintaining a relationship with each client and 3rd parties such as realtors and listing agents, consistent follow-up, presentations of beneficial programs and ideas, and collecting and reviewing required documentation per state and federal law.• Apply a solution-focused perspective with every client by actively listening and understanding their goals while discovering a creative solution to achieve those goals based on the current housing market, market trends, and available programs. • Coordinate with a large team of processors, underwriters, and others to guide the client from an initial idea to a tangible solution that reaches the closing table. • Currently licensed in: CA, CT, DE, DC, FL, GA, KS, MI, NE, NM, NC, ND, OH, OK, PA, SC, and TX, with a pending NY license.NMLS ID: 1626971 Show less

• Analyzed 50+ client portfolios to provide recommendations on buying and/or selling equities, resulting in a positive net gain for the company.• Coordinated with senior analysts collecting data and analyzing potential investment opportunities to add to client portfolios. Responsibilities included creating spreadsheets, writing and presenting daily reports on the data.• Reconciled and compared client portfolios with bank and broker statements for accuracy and eliminating… Show more • Analyzed 50+ client portfolios to provide recommendations on buying and/or selling equities, resulting in a positive net gain for the company.• Coordinated with senior analysts collecting data and analyzing potential investment opportunities to add to client portfolios. Responsibilities included creating spreadsheets, writing and presenting daily reports on the data.• Reconciled and compared client portfolios with bank and broker statements for accuracy and eliminating discrepancies, resulting in a reduced potential loss. • Increased client satisfaction and decreased administrative mistakes by updating client portfolios to reflect changes in investments and billing. Show less

• Researched metastatic and malignant cancers using simulated models and mice models to detect modes of metastasis and early detection of cancers.• Designed experiments to test possible drug treatments for halting or slowing the rate of metastasis; experiments needed extreme attention to detail as many were measurement sensitive or time sensitive.• Conducted relevant literature reviews, presented data and findings, and encoded data into spreadsheets that were integrated with… Show more • Researched metastatic and malignant cancers using simulated models and mice models to detect modes of metastasis and early detection of cancers.• Designed experiments to test possible drug treatments for halting or slowing the rate of metastasis; experiments needed extreme attention to detail as many were measurement sensitive or time sensitive.• Conducted relevant literature reviews, presented data and findings, and encoded data into spreadsheets that were integrated with senior researchers’ data as part of a diverse team of undergraduate and graduate students. Show less

• Reached full capacity leasing utilizing live marketing techniques, including social media and personally communicating with 200+ potential lessees.• Planned budgets with team members for company events and marketing events that were used to bring in new residents.• On call nightly to assist residents and enforce building rules using problem-solving techniques, increasing resident satisfaction and positive reviews.

• Tutored first, second, and third grade children in basic math and science, improving their academic performance in those areas.• Tutored under-performing high school freshmen and sophomores in algebra, calculus, physics, and chemistry enabling them to develop proper study habits while facilitating academic success in those areas