- Run client models to assess cash flow and liquidity needs, ensuring optimal allocation of assets.- Evaluate performance benchmarks to measure portfolio success and identify areas of improvement.- Utilize Caissa to perform overlap analysis of investments, ensuring diversification and minimizing risk.- Assess outliers in portfolio performance, implementing strategies to address potential issues and enhance returns.

- Managed all customer billings, receivables and accounting.- Served as the site supervisor for numerous landscape projects, including irrigation, installation and removals, and property maintenance.- Directed the crew to ensure projects were completed swiftly and met customer specifications.