Heidi Lulloff Email & Phone Number

Madison, Wisconsin, United States

-Assisted in the seamless onboarding of new clients by managing documentation and ensuring the accurate consolidation of multiple accounts, streamlining the account setup process for efficient client integration.-Contributed to the preparation and analysis of quarterly financial reports for 175 clients and appropriate carbon copies, providing insights into client portfolio performance and assisting in the presentation of investment strategies and outcomes.-Supported investment management activities by conducting market research, analyzing investment options, and assisting in the implementation of tailored investment strategies to align with clients’ financial goals

Door County, Wisconsin, United States

Remote

-Participated in a 7-week virtual Fellowship program to explore the various facets of Affordable Housing transactions in multifamily real estate.-Focused on state and federal policy considerations for Affordable Housing development and ownership, including in-depth discussions about Low Income Housing Tax Credits and the impact to create/preserve Affordable Housing.-Discussed complex capital stacks and available financing vehicles for purchasing Affordable Housing assets.-Completed a final case study to review various marketing and asset exit strategies to sell or finance Affordable Housing.

Madison, Wisconsin, United States

Manage 13 commercial properties while improving tenant satisfaction, increasing property value, and maximizing revenue with 10 other team members. Curate budgets for upcoming calendar year. Review Rent Rolls, hold record of and update tenant information, and and analyze lease agreements. Photograph and edit photos of properties using adobe lightroom and photoshop for leasing purposes.

United States

Efficiently multitask while serving up to six tables simultaneously ensuring server station is organized, stocked, and cleaned. Practice strong communication amongst 15 to 20 employees per shift. Advantageously upsell menu items and increase revenue per table by 10%. Maintain a customer satisfaction rate of over 90% by providing attentive and seamless service to all tables.

Executed eight full projects with bids, coordination of meetings with homeowners and designers; priced out selections, confirmed stock and shipments of tile/hardwood, worked on sales valued up to $325,000. Organized each project into separate files and confirm adequate information is available for subcontractor use.

United States

Assisted Endodontist with five other team members during root canal procedures by keeping workstation organized and preparing Endodontist's materials and instruments. Sterilized tools in an efficient manner throughout three rotating rooms and aided patient billing.

Bachelor Of Science - Bs, Economics And Personal Finance, Junior

Activities and Societies: Real Estate Club Ski and Snowboard Hoofers Delta Sigma Pi

Economics

Semester Abroad in Lisboa, Portugal

High School Diploma, General Studies

Activities and Societies: ASTRA club (service club), Mandarin Club, Triton Troup leader, Varsity Track, Varsity Cross Country, Full IB.