• Revamped CRM system and implemented new series of follow up processes resulting in a 30% annual increase in total leads contacted and 25 additional transactions• Collaborated with Porsche of Colorado Springs in planning and hosting Parade of Homes kickoff event resulting in more than 110 qualified leads touring firm’s $4M listing • Represented clients in more than $5.5M of real estate purchases, sales and listings during first year with firm• Created financial models to estimate… Show more • Revamped CRM system and implemented new series of follow up processes resulting in a 30% annual increase in total leads contacted and 25 additional transactions• Collaborated with Porsche of Colorado Springs in planning and hosting Parade of Homes kickoff event resulting in more than 110 qualified leads touring firm’s $4M listing • Represented clients in more than $5.5M of real estate purchases, sales and listings during first year with firm• Created financial models to estimate valuation of real estate ranging in value from $50K to $4M to facilitate client decision making• Analyzed financial results of investment portfolios and identified under-performing assets and future investment opportunities Show less

• Worked directly with patients and patient’s families to evaluate their hearing deficiencies and identify the most appropriate hearing instruments to help improve communication and quality of life• Created strategy for turnaround of two hearing aid clinics converting losses to profits within five months• Analyzed marketing expenses and return on investment, subsequently reducing costs and eliminating unprofitable campaigns• Managed operating budgets successively increasing average… Show more • Worked directly with patients and patient’s families to evaluate their hearing deficiencies and identify the most appropriate hearing instruments to help improve communication and quality of life• Created strategy for turnaround of two hearing aid clinics converting losses to profits within five months• Analyzed marketing expenses and return on investment, subsequently reducing costs and eliminating unprofitable campaigns• Managed operating budgets successively increasing average monthly revenues by more than 50% and reducing operating expenses by 15% • Identified large portfolio of clients and developed strategy for engagement and retention increasing revenues from repeat clients by 30%• Forecasted monthly revenues and operating expenses for strategic planning and analysis Show less

• Structured and negotiated acquisition of a startup to acquire trading system software for new education system• Managed operating budgets, financial activities and created financial models to forecast monthly Net Income and ongoing capital requirements • Built various financial models in MS Excel to evaluate market trends and manage trades • Oversaw new product development including the planning, development and distribution of all educational materials

• Prepared federal and state tax returns for high priority ex-patriots and in-patriots• Provided hypothetical tax analyses to senior managers regarding client tax returns• Researched and reported on a variety of complex tax issues including tax treaties for senior managers• Worked jointly with Deloitte staff in India to identify solutions for unique tax dilemmas