Provide strategic quantitative models and financial assistance to diverse client base. Built and continue to manage a client portfolio of ~$30M, managing client assets of up to $6M net worth. Identify and develop financial products, solutions and services, including customized investment management options to fully meet client needs. Interact with customers regarding their individual financial status and goals; recommend and process various financial products, including stocks, bonds, mutual funds and investment trades. Advise clients on all financial matters, creating customized strategies and plans to meet their individual goals. Conduct comprehensive asset/portfolio reviews to reevaluate objectives and project portfolio performance. Work closely with clients, building strong, sustainable relationships to ensure overall success. Selected to serve in a leadership role, providing mentoring, support and coaching for all employees.

Bought, renovated, sold and managed various properties, handling property management functions, investment strategies and real-estate transactions. Stayed abreast of real estate industry trends and projections to ensure the overall profitability and feasibility of transactions. Acquired properties and either renovated and sold or rented to tenants for investment purposes. Purchased land, designed, built and/or remodeled residences ranging in price from $210K to $800K. Handled all finance and accounting functions, including budgeting, forecasting, bookkeeping and taxation. Managed all administrative and legal responsibilities, including preparing required documentation to maintain compliance with state and federal regulations. Project managed multiple home construction projects, overseeing all activities; sourced and managed subcontractors and project crews of up to 25, delegating tasks to ensure optimal results. Provided supervision of all project teams to ensure the project completion on time, within budget and according to quality expectations.

Consulted with leadership team on the coordination and management of department budgeting and development of annual processes for the mortgage-backed security section of the investment bank. Managed financial analysis functions, including cost accounting, profit analysis, month end reporting and data analysis to determine utilization and quality of services. Accountable for analyzing and updating various reports and documentation, as well as performing statistical analysis as required. Conducted daily P&L reconciliations; oversaw month-end/quarter-end reporting for mulita-billion dollar subsidiaries. Worked closely with management team in the preparation, analysis and distribution of daily, monthly and quarterly reports and documentation. Generated various reports and documentation, including balance sheet and inventory reconciliations. Posted journal entries in the company’s general ledger, ensuring accuracy to eliminate discrepancies. Assisted in analyzing assets, financial projects and initiatives to ensure alignment with business requirements.

Coordinated and facilitated curriculum and course materials for English coursework, providing direction, coaching, leadership and ongoing support within a higher-education classroom environment. Course topics included English composition, medical English, business English and basic conversational English. Fostered a classroom environment conducive to learning and promoting excellent student/teacher interaction. Implemented various teaching strategies and assessments in order to accommodate student needs.Effectively maintained interest and provided interactive atmosphere, enabling students to acquire learning skills. Developed and implemented comprehensive lesson plans that accommodated all levels of learners. Designed differentiated teaching techniques that catered to diverse educational, cultural and linguistic backgrounds.Measured and analyzed data to monitor students’ progress and ensure academic success. Provided leadership and support for peers/faculty, instructing staff teachers in English-teaching methodology. Edited medical research papers and transcripts prior to publication for faculty members. Managed a team of ~4 student teachers, providing ongoing support and guidance; coordinated daily assignments, provided feedback and monitored performance to ensure the attainment of classroom goals. Observed student teachers in their daily activities, providing feedback and mentoring regarding the coordination and delivery of classroom content.

Collaborated and effectively analyzed internal controls, performing audits, reviews and reconciliations of all financial assets and strategies. Led the planning and management of audit engagements, risk assessments, data analysis, financial reporting and budget administration. Developed plans and conducted internal strategies and processes to analyze, document, validate and assess financial projections and controls. Recorded financial activities and prepared financial statements in compliance with GAAP. Transferred real estate lease records from one accounting program to another, ensuring complete accuracy. Located lost leases and corrected data in the company’s system, significantly increasing the company’s accounts receivable by adding ~$500K in annual residual revenue.