Jared Sanchez Email & Phone Number

Bronxville, NY, US

Toronto, Ontario, CA

Stamford, Connecticut, US

Stamford, Connecticut, US

Hawthrone, New York, US

• Prepare client portfolio review reports
• Responsible for creating and maintaining financial models for clients
• Expense and revenue management of advertising
• Analyze performance of real estate market and give insight on investments

New York, NY, US

• Assisted senior municipal advisors in day to day tasks in connection with debt issuances for local New York State jurisdictions
• Compiled economic and demographic data for municipalities for disclosure documents and compliance with continuing disclosure obligations
• Prepared debt service schedules and financial modeling for clients
• Maintained Internal Database with pertinent client financial information
• Utilized Munex and excel to provide quantitative support to senior municipal advisors for prospective and current clients
• Participated in sale of new money and refunding bond issues via competitive offering process

• Connected with over 100 Mount Kisco residents to hear their concerns, and explained how voting for Kitley Covil would address those concerns
• Responsible for taking a tally of the residents that would vote for Kitley Covill
• Data Collection and Entry to analyze efficacy of the campaign and strategize according to data analysis
• Collaborated with other campaign workers on marketing efforts

• Trusted with personal and confidential client information
• Worked with Gerald Pisanelli, Esq. and collaborated with our paralegal Sue on Domestic Violence cases
• Prepared 30-day Eviction Notices, Bill of Particulars as well as E-File for a civil case motion
• Closed case files, billed clients for new or old payments and prepared notices of appearance
• Responsible for creation and maintenance of internal case and client files
• Sent emails and faxes to courts regarding client cases, rescheduled court dates and attended court sessions