Christopher Rayon Romero Email & Phone Number

● This virtual, asynchronous 8-week program required approximately 20 hours per week.● Acquired hands-on experience in cash-flow, investment, retirement, college and student loan, insurance, estate, and tax planning.● Observed real client meetings, conducted financial analyses, and created client deliverables using eMoney Advisor; completed eMoney Advisor certification.● Gained experience with Asset-Map, Redtail CRM, and MorningStar Advisor Workstation through live sessions with company representatives.● Learned best practices from over 50 industry experts and engaged with guest experts and fellow externs on live calls.● Earned 500 CFP Board Standard Pathway experience hours towards CFP certification upon successful completion.

The program is administered by Project Destined, a leading education platform that has deep experience in training young real estate professionals. As part of the program, interns will work weekly and build a range of technical, financial, and leadership skills. The program will feature training in real estate, digital marketing and provide an opportunity to collaborate with real estate professionals to prepare presentations as part of weekly team-based competition. Placed with team JLL in San Francisco Bay Area, CA. ● Participated in the evaluation of a live real estate deal involving a value-add acquisition of a multifamily property in the San Francisco Bay Area, CA ● Prepared and presented investment memos to real estate professionals from JLL and other real estate firms ● Received 60+hours of training on real estate fundamentals, property valuation, deal financing, financial modeling, and market research