Buy/Sell investment properties and self-manage rentals• Self-manage up to 30 lease agreements• Grew average CAP-rates from 5.4% to 8.5%

Provide contract services to HOA's.

Senior equity/fixed-income trader for HNW investors within Fidelity's Private Client Group.• Multiple award recipient: Excellence-In-Action• Multi-year recipient of performance awarded stock shares• Engaged multiple departments to resolve client issues• Designated mentor to new brokers and team leader• Trade equities, mutual funds, options & fixed income products• Conducted weekly information/motivation team meetings

Sought out and cultivated new account leads and provided ongoing communications and support to firm’s high-net-worth clients.• Conceived “Client 360” contact management system designed to forge closer ties with the fluid needs and objectives of the firm’s clients; resulting in greater client satisfaction and improved client retention• Recognized for developing a highly successful model to track, analyze and compare portfolio manager performance which could then be deployed to firm’s managed account clients• Played integral role in growth of Assets Under Management from $9 million to $128 million within 3 years

Managed critically acclaimed investment newsletter: The Ruff Times• Led day-to-day business operations and team of 10 associates• Developed and coordinated direct-mail marketing and renewal campaigns• Conceived, marketed and co-produced ancillary investment publications