Jake Guglielmo Email and Phone Number

Responsible for new business development leveraging a sophisticated LinkedIn, Cold Call and Internal/External Networking Plan to drive new clients to the firm. Partnered with a senior advisor to design financial plans for generated clients that reflect optimal asset growth and income protection for different markets. Analyzed client’s goals and risk parameters and created asset allocation models for diverse investments in equity and fixed income. Consulted with advisors on best practices for estate planning, retirement strategies, tax efficiency and insurance protections of our clients.

- Worked alongside Senior Investment Team to research and present due diligence on overseas investment opportunities.- Produced written materials for internal stakeholders on market trends related to Investment Data and Compliance insights into overseas markets.- Completed a Data Analytics project for DDCues Due Diligence firm that specializes in Government Risk Management providing budget and forecasting models and presented to the Senior Investment Team.

- Evaluated multi-family investment properties suitable for redevelopment and repositioning.- Created construction schedules and budgets and monitored subcontractors during redevelopment.- Assisted in the management of over 300 apartment units owned by president of company.- Analyzed commercial development opportunities in the Greater Boston Area to pitch to investors.- Examined and analyzed rent rolls and operating statements to support the asset management of the firm's investment portfolio.

• Assisted the CFO to build forecasting & cash flow models for growing consulting business leveraging excel, graphs, and charts.• Identified an opportunity that successfully reduced line of credit borrowing cost for the firm.