-Supported execution for seniors housing and skilled nursing divestitures-Underwrote income statements and census of seniors housing and skilled nursing assets to present accurate valuations in the context of market conditions-Reviewed offering memorandums to ensure accuracy of financials and property-level information before sending externally to client-Lead daily pipeline meetings to identify priorities across active mandates-Developed buyer lists from acquisitions news to strategically market assets-Built database of ownership records for skilled nursing and seniors housing assets in target markets to support sourcing of future deals-Updated marketing activity reports to present feedback on deals to ownership-Wrote deal summaries to highlight transaction processes and team’s capabilities-Managed a central relational database with power query to retain updated records of government data and deal fundamentals to support team execution-Developed program in python to automate data room creation from diligence list-Organized data rooms on a weekly basis to support acquirer’s diligence-Analyzed external investment opportunities for relationship clients-Promoted firm and exclusive offerings at regional healthcare conferences-Built out personal website for managing director to drive online engagement

-Conveyed specialized knowledge of strategy to over 500 clients to maximize individual performance and create memorable positive experiences

- Produced photo and video content to market instruments strategically- Operated a multi-channel e-commerce store for vintage musical instruments- Sourced and researched products at an attractive basis for over $25,000 of sales- Maintained financial statements to track historical performance

- Overhauled organizational process to reduce search time for recent cases- Represented boutique firm at local networking functions to create meaningful professional connections and drive new business- Searched local land records to determine status of relevant properties

- Licensed real estate professional in the state of Connecticut