At Wall to Main, we help you take your retirement off Wall Street and on to Main Street. Your go to educational resource to discovering the potential your IRA or 401k already holds, we help you invest existing retirement funds in multifamily real estate.• Have raised over $5 million in capital, directly fueling the acquisition and development of 15 properties valued at $327 million, spanning 1,900 units across seven markets.• Provide hands-on support to investors, offering guidance on investment strategy, tax navigation, and intricate financial transactions to ensure successful capitalization and foster positive investor satisfaction.• Developed the real estate industry’s only UBIT Calculator, an Excel model built to transparently inform investors of tax consequences prior to making an investment.• Have studied tax code and IRS guidelines to advise investors and real estate professionals on tax-efficient opportunities as well as methods to navigate complex tax consequences.• Established corporate and property-level KPIs, enabling data-driven decision-making.• Underwrite properties and analyze for fit according to investment criteria, stress-testing the underlying metrics to ensure each opportunity provides value to our investors.• Spearhead multi-channel marketing strategies focused on finding leads from “warm” sources, requiring the lightest lift and fastest conversion through the know-like-trust principle.• Lead staff in the design, development, and fulfillment of multiple complex and concurrent campaigns, fine-tuning with data to drive campaign optimization.• Cultivate lasting connections with investors through highly personalized communication and transparent reporting, resulting in 52% of investors reinvesting multiple times.• Engineer and oversee the management of the company website and CRM, architecting robust sales funnels that captivate investors.

- Coordinate order delivery and balance customer timing requests daily to ensure account satisfaction.- Strategize using cost and performance metrics to determine most cost-effective delivery solution each day.- Research and distribute analytics to on-location operations teams to optimize route performance and track financial results vs goal.- Verified the location of over 7,500 accounts nationwide to improve navigation solutions.- Organize quarterly route performance and cost analysis reviews with on-location operation staff.

- Investigated sales behavior, segmenting salespeople by performance during individual compensation incentive programs.- Responded to ad hoc internal requests for global sales compensation analysis, and evaluated performance.- Researched and analyzed competitor financial metrics, developed key presentations, and prepared talking points for executive management.- Analyzed EMC’s sponsorship portfolio, supporting sponsorship deal evaluation process.- Spearheaded development and launch of internal eLicensing website.

- Researched, organized, and analyzed competitor metrics, assisted marketing department and product line managers with developing market positioning.- Liaised between worldwide distributors and marketing department, controlling PRM access.- Established groundwork for new PRM option; ran sandboxes with multiple vendors.- Controlled, updated, and cleaned up large-scale databases.

- Communicated with aircraft operators to acquire quotes for over 300 missions, ranging from next-hour cross-country trips to million-dollar airliner charters.- Reserved and booked aircraft, guaranteeing clients the ability to fulfill a charter request.- Dealt directly with high-profile clients, often accommodating unique and complex needs.- Pioneered electronic flight quote database to replace hand-kept notes.- Wrote company blog, expanding subscriptions more than 350%, while accumulating more than 10,000 unique hits.

- Established new LOB, generating more than $10,000 revenue in fewer than two months.- Charged with developing direct email marketing plan resulting in over 350,000 impressions.- Dealt directly with senior airline management to initiate work on three dedicated courses for Bombardier, Delta, and AMFA.- Responsible for the planning and execution of a two-day professional training course for airline ops personnel, mechanics, and top level NTSB personnel.

-Preformed administrative office work.-Summarized credit accounts.