Executing trades efficiently for individual stocks, ETFs, mutual funds, individual corporate bonds, individual municipal bonds, treasuries, and money market funds.Prepare and produce reports, sector allocations, global overviews, and performance reports.Research using Morningstar, ThinkPipes, StreetSmart Edge, FRED, EMMA, and other analyst reports.Get up-to-date insights on markets, sectors, and mutual funds through external/internal wholesalers & portfolio managers.Analyze monthly & quarterly financial data in order to identify problems in cash flows, liquidity, and allocation of funds & client portfolios.Implemented a centralized database for team members to collaborate, store, and share information.

Planning, organizing, and managing a $450,000 custom-built vacation rental home project and 2 other properties.Facilitated the sale of 1 property using opportunity cost analysis and consideration of risk adjusted returns.Constantly monitor and analyze local and regional market data to adjust prices.Proactively prevent and resolve maintenance and financial problems. Serve late notices and evictions to tenants.Manage and control cash flows, billing, expenses, and necessary taxes paid. Invest cash flows to protect capital or receive an investment return.

Greet customers, and inform them of the services we provide. Cross-sell other products we offer.Create invoices, manage scheduling for customers, and collect payments by cash or electronically.Implemented electronic payment processing for credit cards, which increased revenues by 20% year over year.Budgeted daily revenue and expenses, implemented a customer database, and composed graphs and charts.Reached the company’s highest customer review ratings on Facebook and Google.Oversaw daily operations and ensure all vital supplies are available for efficient operation.