Jasmine Assi Email & Phone Number

Santa Clarita, California, United States

San Diego, California, United States

• Achieved 1st place recognition amongst fellow interns for driving substantial business growth • Implemented targeted financial education initiative to engage young professionals, expanding client base by 80%• Adeptly translated client research findings into custom comprehensive financial plans, delivering compelling presentations of personalized financial strategies and forecasts• Conducted thorough analysis of client financial statements and profiles, addressing unique financial needs, goals, budget considerations, and risk to inform strategic financial planning decisions• Streamlined client onboarding process, reducing processing time by 24% and enhancing operational efficiency• Cultivated trusting relationships through effective interpersonal communication, resulting in 100% client retention

San Diego, California, United States

• Conducted meticulous financial underwriting of office and industrial properties. Established pricing guidelines and financing options in the disposition and acquisition properties• Prepared Broker’s Opinion of Value and Offering Memorandum for 6 properties, totaling over $92 million, that were to be marketed nationally using InDesign and other proprietary programs• Assisted in performing pro forma and sensitivity analyses using Argus’s 10-year DCF modeling software• Utilized Costar, LoopNet, Cresi, and Landvision to locate comparables in sales and leasing across the country• Collaborated on the Tashakorian Team of Marcus & Millichap’s Institutional Property Advisors group. A top 5 national office and industrial team for the past 10 years having analyzed over $4 billion dollars of real estate

Del Mar, California, United States

• Assisted customers and fairgoers with questions to clarify any confusion• Rang up orders and processed payments efficiently to avoid a line build-up• Organized and cleaned the workspace to ensure cleanliness and display a spotless appearance

San Diego, California, United States

• Assisted the team in underwriting numerous commercial real estate properties for potential acquisition. Extracted and compiled pertinent documentation in preparation for meetings, streamlining the decision-making processes• Utilized Excel to diligently record, organize, and track both revenues and expenses. Conducted internal audits by identifying and analyzing deviations between forecasted and actual results• Managed the calendars of two executives, efficiently planning and scheduling meetings, conferences, and travel arrangements