- Responsible for the product vision, leading outreach, product management, market research, business development, lead generation, deal sourcing, and financial reporting. - Built relationships with key stakeholders in industry associations to promote brand visibility. - Organized events such as webinars, conferences, trade shows or other promotional activities. - Oversaw all aspects of operations including product development, marketing, sales, customer service and finance.

- Created financial models, investor presentations, and reporting dashboards while advising company leadership and investors. - Maintained relationships with existing customers while seeking new ones. - Identified opportunities for new business through networking activities at industry events.

- Launched 2 new centers in the most successful region in the company, with 8 straight quarters of sales growth. - Created processes to ensure accurate tracking and reporting of all commercial real estate assets. - Developed financial models for potential investments and presented them to senior management. - Managed relationships with various vendors providing services such as maintenance and repairs. - Completed a full system migration in Accounting and Operations from MRI to Yardi and integrated a new Ecommerce platform. - Created and updated quarterly investor reports & managed questions from the investor group

Monitoring and evaluating the performance of our investment consultant.Performing research and generating reports to better the managment and distribution of endowment funds to meet objectives while operating within constraints.

Managed over $800,000 of the McCoy College Foundation. Utilized fundamental and quantitative methods to evaluate equity securities and Fixed Income instruments. Analyst in the Fixed Income, International, Health Care, and Financials sectors. Also served on the investment committee and presented on several occasions to our client, and thier investment committee.

Helped successfully transition to a new client management system, as well as develop and maintain relationships with new and existing clients.Aided in the speeding up of the onboarding process while also attending and vetting new external products from external providers.

Helped develop strategies for reaching out to new customers and successfully spearheaded a project with the City of Austin, being published in the local news and developed a new connection with the city school district