• Drove $5M+ in full cycle portfolio sales by successfully growing a network of outbound accounts• Prospected and qualified 1200+ outbound net new leads, leveraging CRM tools to track and manage sales pipeline efficiently and provide value-add solutions resulting in closing sales for strategic clients• Develops strategies for driving and closing strategic, complex, and high value portfolio opportunities to provide a Total Levered Cash on Cash return of 76% for investors at year 4 • Executed marketing strategies that resulted in a 54% increase in client acquisition and retention within one year to greatly exceed sales objectives and annual quota• Conducted portfolio demonstrations and sales presentations to executives, showcasing the value and ROI of our financial solutions while negotiating and closing high-value deals with 100% client retention• Analyzed market trends and competitor activities across 4 different states to develop targeted sales approaches and optimize lead generation strategies for outbound prospects

• Served as a Fire Control Platoon Leader and Logistical Staff Officer; Responsible for the health, welfare, training, and tactical readiness of 105 soldiers and their families• Oversaw multinational operations as Logistical Support Manager for the 1-7 Air Defense Artillery Unit within Operation Inherent Resolve, ensuring seamless coordination and supply chain management across multiple countries, enhancing mission efficiency and operational readiness at Al Asad Airbase • Established strong rapport between international groups, managing large, diverse teams with varying skill sets to present strategic solutions to executive decision-makers, utilizing over $500 million worth of equipment to ensure a successful deployment and mission support for Operation Enduring Freedom

• Utilized Launch Control, Batch Leads, and Prop Stream to oversee the acquisitions and outbound deal flow of potential investments; contacted 3,000 net new clients, communicated solutions to provide value• Conducted the market analysis of $20 million worth of land and multifamily properties within Microsoft Excel to determine the risk and estimated performance of potential investor products• Managed team investor communications to maintain positive and transparent relationships with 30+ inbound participating partners and executed creative solutions for complex value add criteria

Investment Analyst Intern • Frequent use of VLOOKUP, MATCH, IF, INDEX, and other functions for data analysis within Microsoft Excel• Import/export data in Bloomberg(PORT & PRTU) to create portfolio snapshots, event summaries for internal PM• Adding prospective PM info within Salesforce; Adding PM/fund monthly returns & producing fund factsheets within AlternativeSoft; Analyze portfolio performance within Lightkeeper & Litmus Test• Analyzed hedge fund crowding, dispersion charts, calculate and graph rolling portfolio returns• Automated calculations & plotting graphs in R

Pharmaceutical Salesman • Emphasized pharmaceutical product features to private medical practices based on prior analysis of customer needs • Performed comprehensive market research on prior sales to provide future expectations• Planned and organized routes within territory to maximize efficiency and time in field• Used networking opportunities to create successful, on-going business relationships with pharmacy