* Private Placements: Drive client acquisition and revenue growth by engaging high-net-worth individuals and institutional clients with investment solutions tailored to micro and mid-cap markets.* Sales of Early-Stage Venture Products: Excel in the challenging space of early-stage venture sales, specializing in private equity products like PIPES, registered direct offerings, and private placements within biotech and tech sectors.* Relationship Management & Influence Building: Build deep, trust-based relationships with clients and referral sources, leveraging Center of Influence marketing to expand reach and drive long-term partnerships.* Transaction Execution & Compliance: Ensure smooth transaction processes from pitch to close, managing investor onboarding, verifying compliance, and coordinating across teams to support every stage of the sales pipeline.

Deal Execution: Closed high-profile private equity deals involving shares of major companies such as SpaceX, Databricks, xAI and Klarna; $12.25M in completed transactions.

Contributed to the firm's ambitious goal of reaching $10T in AUM by leading strategic account management efforts, focusing on the consolidation of clients' external assets. My role, pivotal in enhancing client engagement and retention through targeted communication and innovative strategies, involves rigorous data analysis for actionable market insights.* Strategic Account Management: Spearheaded consolidation and communication strategies for Financial Advisor (FA) Groups managing over $1B in assets under management (AUM), enhancing client engagement and retention. Implemented innovative strategies to optimize asset allocation and streamline communications, directly contributing to the firm's strategic objectives.* Data Analysis & Market Insights: Conducted in-depth market research and performed detailed analysis of client portfolios. Utilized tools like Modern Wealth Desk, Aladdin, NBA, MSO, Salesforce CRM, Excel, PowerPoint and 3D to analyze financial data, providing actionable insights to 14 FA teams and aiding in the identification of market trends and client opportunities.* Revenue Growth & Asset Acquisition: Drove significant business growth through effective consolidation strategies for Tier 1 - Tier 3 clients. Demonstrated exceptional ability in identifying and capturing external asset consolidation opportunities, showcasing prowess in sales and strategic account management.* Cross-Selling & Digital Tool Integration: Led initiatives for cross-selling MS financial planning and digital tools across FA's Book, enhancing the technological capability and service offering of financial advisors. Pioneered the use of digital platforms to improve client service delivery and operational efficiency, resulting in improved client satisfaction and engagement.

Collaborated on a high-performing team to develop and implement sales strategies that drove business growth, utilizing data analytics to uncover insights and optimize sales processes within a leading tech environment.* Sales Strategy Development: Collaborated closely with sales leadership to develop and refine sales strategies, contributing to the formulation of actionable plans aimed at driving business growth.* Market Research & Data Analysis: Conducted comprehensive market research and analyzed sales data, identifying key opportunities and trends that informed strategic decisions and sales initiatives.* Operational Efficiency: Played a pivotal role in enhancing sales processes and operations, focusing on streamlining activities for maximum efficiency and effectiveness. Assisted in the evaluation and improvement of sales operational frameworks.* Sales Support Materials: Assisted in the creation and optimization of sales presentations and proposals, ensuring clear communication of value propositions and alignment with strategic sales goals.

Managed a significant portfolio and strategic retail spaces, optimizing asset performance and maximizing revenue through expert asset allocation and market analysis.* Asset Management & Revenue Optimization: Led asset management for a 389-unit residential portfolio, achieving a 76% occupancy rate and raising lease values to an average of $4,550. Enhanced operations across three properties, improving asset allocation. Additionally managed two commercial spaces, negotiating leases at premium rates of $82/sqft and $125.5/sqft, representing a significant 10% increase to previously leased terms.

Launched and grew a boutique real estate brokerage located in SoHo Manhattan by leading sales strategies, business development, and portfolio management.* Business Launch & Revenue Impact: Successfully transformed KVNY SoHo's business model to prioritize long-term leases and sales, achieving a 4X year-over-year increase in gross commissions. This strategic transformation not only accelerated revenue growth but also supported our expansion into a new premise at 114 West Houston Street. Year-end, totaling $1.1M+ in commissions. * Portfolio Oversight & Management: Effectively managed approximately $1.35M in monthly rental inflows for 160 Bleecker street, boosting portfolio profitability by executing over 200 transactions, leveraging expanded digital advertising and co-broking initiatives.* Team Building & Leadership: Built and led a diverse team of 12 sales professionals and a 5-person accounting, listing, and administrative support team, fostering a collaborative environment that emphasized skill development and high performance.* Strategic Project Leadership: Managed multiple high-priority projects with a focus on operational excellence and client satisfaction, showcasing adeptness in balancing strategic initiatives with day-to-day operations.

Drove sales success and enhanced client relationships through strategic property showings and expert sales training.* Sales Team Leadership: Directed the activities of four salespeople, enhancing property visibility and driving sales through strategic property showings to potential buyers and brokers. Generated $315K in gross commissions through effective team management.* Sales Training & Mentorship: Mentored agents in consultative sales techniques and client needs assessment, significantly improving sales effectiveness and customer satisfaction.

Brokered high-value transactions, leveraging exceptional negotiation skills and a deep understanding of the New York real estate market to achieve outstanding results.* Revenue Growth: Negotiated and brokered a significant $6.5M commercial transaction with Parking Lot Properties AAA Services, LaGuardia, underscoring expertise in complex negotiations and sales execution. Generated $180K in total gross commissions.* Comprehensive Client Representation: Acted as the key representative for both buyers and sellers in transactions involving a wide range of property types, demonstrating exceptional client service and market knowledge.

Strategic Marketing & Negotiations: Led successful leasing and sales efforts for 50+ properties, generating over $120K in commissions. Implemented strategic marketing campaigns and negotiation tactics, significantly improving property visibility and investment returns.

Stakeholder Engagement: Built and nurtured relationships with New York developers and investors, effectively communicating investment opportunities and market insights to win investor confidence and boost portfolio value.

Distinguished as a key strategist in acquiring and managing major nonprofit accounts, driving significant customer growth and leading a top-performing sales team.* Key Account Acquisition & Management: Successfully recruited major accounts including Save the Children and Childfund International, leveraging relationship management skills to maintain and grow these partnerships, directly contributing to the organization’s strategic sales objectives. * Sales Leadership & Development: Led a 20-person sales team to national top performance through intensive training in sales techniques and product knowledge, driving the sponsorship of 300+ children for Save the Children & Childfund International and signing 250+ members for Childfund International reoccurring advocacy membership, generating over $125K in gross donations by year-end.

National Top Performer & Non-Profit Advocate: Ranked #1 nationally for Save the Children with unmatched door-to-door sales prowess, representing leading non-profits and mastering direct engagement techniques, demonstrating exceptional ability to persuade and secure commitments in challenging environments.