•Engage with interested EB-5 investors and assist them with their entire application and immigration process•Identify and sign new referral sources from around the world•Manage all client and vendor facing web portals for compliance and general marketing purposes•Coordinate online marketing efforts, including SEO for CTP and their partner EB-5 entity, the Florida Equity & Growth Fund Regional Center•Prepare and deliver general presentations to EB-5 applicants via webinar or face-to-face in overseas markets

•Coordinate wealth transfer strategies and estate planning needs for national and international HNWI•Developing multiple forms of marketing outreach campaigns to attract new clients and apprise current clients of market trends•Created company platform for attracting and retaining foreign national investors and HNW non-resident aliens•Grow referral opportunities in EB-5 market space and local centers of influence

•Facilitate yearly budget projections using ProfitStar as described by the Controller and CFO•Build ODBC queries and SQL reports for accounting, collections, and financial analyst departments to assist with branch membership effectiveness, fee reversal reduction, and deposit to loan ratios, and branch profitability among others•Develop and manage peer to peer reporting using Callahan's online software platform•Track and book fixed assets for all branches and departments•Oversee several reports for the Federal Reserve and other government agencies, including but not limited to the FR2900 and the quarterly 5300 Call Report•Prepare daily income statement and balance sheet•Manage form inventory accounts with third party vendor•Singlehandedly create and manage monthly financials for the newly formed Achieva Foundation

•Provided direct oversight for entire accounting function including payroll, tax, accounts receivable, accounts payable, and general ledger administration•Managed vendor relationships including interactions with wholesale suppliers and general support representatives (e.g. public utilities, advertising agencies, commercial real-estate providers, etc.) •Conducted critical interactions with state government agencies, regarding sales and use tax, unemployment, child support, worker’s compensation, and county and city adjusters•Lead all fraudulent and delinquent account cases independently and in conjunction with various law enforcement agencies•Singlehandedly launched Google advertising campaign that increased internet traffic by 157% in the first 90 days•Saved over $60,000 in unwarranted expenses in first year of employment•Reconciled all corporate bank accounts at month’s end