Drive revenue and profitability for a diverse portfolio of commercial and residential tenants.

Berko & Associates is a vertically integrated, multi-disciplinary real estate advisory firm with the ability to provide value for our clients and significant ROI to our investors using these four core platforms:o Investment Sales - Buy-Side and Sell-Side real estate investment sales of commercial and residential properties.o Capital Markets - facilitating debt placement with conventional and alternative financing. o Private Equity - placement of LP and JV investment positions in real estate development projects.o Corporate Bond Issuance - raising capital for real estate, private equity, and direct lending firms by accessing public debt abroad and taking advantage of credit rating and interest rate arbitrage.

Included investment products to the repertoire of products available to strengthen financial wellness for clients. Found leads and set appointments for managing financial advisor.

Finished 2017Q2 as highest producing branch in Metro Fairfield Area while manager. Grew book of business from 114mm in aum to 154mm in aum.

Brought financial wellness to clients by discovering individual's needs and goals and aligning them with the most advantageous product and strategy. Build rapport with professionals in related fields to produce a consistent influx of potential clients. Create synergy across platforms and branches to the betterment of the entire district to achieve the goals of my own as well as my colleagues.Nationally ranked in 1st Quartile after 1st Quarter and remained quartile 1 ranking for entire tenure.

Coordinate and monitor departments involved in production, warehousing and distribution.Liaison with top management and assist in the development and analysis of strategic plans for improving operational activity, then implement and execute new provisions. Continual analysis of production and quality control to detect and correct problems to ensure optimal productivity and profit margins. Further developed fluid leadership style to achieve the best output from every employee under management.

Expanded family’s out of home, spare time cake hobby, into a fully operational cupcake and cake shop. Created business plan for small business loan as well as property lease. Continuously review revenues and expenses to solve inefficiencies when feasible. Practice social media outreach, website creation and updates, and establishing an online presence. Accomplish front of house duties, produce and sell cupcakes, and manage custom bookingsForge and maintain customer rapport to instill and grow the Caked Up name.

Oversaw $3.4 Million in assets under management. Provided personal financial analysis and planning. Advised clients on new investment opportunities based on changing market conditions. Represented Waddell and Reed at networking events in order to enhance public relations.

Predicted entrance and exit points in common shares of companies based on fundamental valuation and technical analysis. Presented hypotheses and reasoning to my peers in large and small group settings. Demonstrated techniques to new members to facilitate group involvement. Explained complex financial instruments in easy to understand English, teaching new members about different investment options.