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Conduct acquisitions, asset management, financial reporting, and budgeting for local investment company with portfolio of over 500,000 square feet of office and retail property. Establish forecasted property revenue, expense, NOI, and capex targets according to prevailing market factors. Assemble all financial performance reports necessary to analyze properties at an individual and portfolio level. Identify, underwrite, conduct due diligence, and create operating budgets for potential asset acquisitions. Responsible for property management and capital expenditures including oversight of vendor and tenant relationships. Negotiate lease agreements with new/existing tenants and service agreements with vendors.

Worked as Senior Analyst under COO for Multi-family investment company with up to 7,000 units under management specializing in value-added strategy. Compiled and analyze financial statistics and monthly trends at property and portfolio level. Performed due diligence and created operating budgets for asset acquisitions. Analyzed portfolio-wide utilities costs and implement utilities reimbursement plans accordingly. Managed and negotiated non-rental income contracts in video, internet, telephone, and laundry segments. Led assembly and manufacture of disposition books for +$200mm Southern California portfolio.

Served as analyst for hedge fund with several hundred million dollars in assets under management. Performed financial analysis on broad universe of equities with specialization on retail industry. Provided buy, hold, and sell recommendations directly to portfolio manager based on various criteria including valuation, revenue and EPS growth potential, cash flow, margin analysis, upcoming catalysts, and Wall Street opinions. Evaluated and composed written summaries of company earnings reports and conference calls. Interfaced with Wall Street analysts and corporate executives to assess opinions and sentiment.

· Performed analysis for hedge fund with several million dollars in assets under management.· Utilized fundamental and technical equity analysis to recommend stocks and options for purchase and short sale.· Managed $50,000 portfolio allocation and executed trades at own discretion on a daily basis.· Generated stock and sector strategies for short-term and long-term holding periods.· Attended IPO and secondary offering road shows to assess business, management, and investment community interest.

· Developed and maintained client relationships with third party intermediaries ($32.4 billion in assets under management) such as banks, insurance companies, and broker/dealers. · Delivered on-site presentations to clients to increase cash flows into T. Rowe Price products. · Used consultative selling and coaching to build client loyalty and increase third party assets. · Served as primary marketing contact for the internal sales desk and wholesalers of established client base. · Met with prospective and current walk-in investors and shareholders to review investment objectives and suitability. · Responded to prospective investor and shareholder inquiries on all T. Rowe Price products and services.