• Led the Technology and Innovations team, driving technological advancements and innovation within the organization. • Managed and maintained all Excel spreadsheets, ensuring accuracy and efficiency in data management for the brokerage. • Automated various functions across different departments, streamlining processes and improving overall productivity. • Developed and updated a Sales Dashboard using Power BI, incorporating diverse indicators to enhance the brokerage’s sales performance. • Successfully implemented a client management system. • Orchestrated automated email campaigns using Word, effectively reaching out to clients and prospects with personalized messages. • Handled CRM data entry and management, ensuring accurate and up-to-date customer information for effective sales and marketing strategies.