• Evaluated market data on changes in 400+ multi-family asset prices across 4 zip-codes; used analysis to inform competitive and profitable bid prices when sourcing investments• Developed financial model to forecast short- and long-term cash flows, expenses, and break-even year• Managed property operations including tenant marketing campaigns, maintenance, and renovations

• Verified sensitive financial data of high-net-worth clientele to ensure operational excellence and maintain compliance with federal laws• Created client relationships based on trust and product portfolio knowledgeability; steered clients toward value-creating TD services to grow their assets based on personal goals and risk tolerance

• Exceeded monthly and quarterly sales target on recurring basis without warm leads• Attended internal sales workshops to develop persuasion and product knowledge for customer conversion• Analyzed customer purchase history and feedback to recommend solutions and upsell opportunities