Focused on the installation and beautification of hardwood floors. Building and fostering lasting business relationships that will leave a footprint of pride and sustainability.

Oversee and grow asset management, leasing operations and proactive risk management related to commercial and residential real estate portfolio throughout South Central Pennsylvania. Responsible for deal structuring, negotiation, acquisition, renovation or sale/lease. Develop and execute property management strategy. Conduct financial analysis of properties acquired and potential acquisitions: cash flow analysis, expense analysis, cap rate, future equity appreciation.

Collaborated with PMs, analysts and traders to recommend the purchase/sale of securities in assigned municipal bond market coverage universe. Recommendations incorporated both views on credit fundamentals and relative value as appropriate. Extracted and analyzed data from corporate, govt and private sector financial statements. Extensive financial modeling including bond pay downs utilizing waterfall payment structures to determine IRR and NPV scenarios.

Extracted and analyzed data from corporate, govt and private sector financial statements. Created quantitative models to analyze municipal bond pay down, IRR, NPV, duration and weighted average life.

Daily pricing and analysis of NAV impacts to mutual funds. Monthly calculation and analysis of SEC yields, fund turnover, fund income and withholding, daily cash forecasts, cash/asset reconciliation, fund Trial Balance analysis. Communication with fund advisers regarding available cash and anticipated fund activities. VUE (Vanguard Unmatchable Excellence-- Vanguard version of six sigma/lean) Ambassador for over a year, responsibilities included coordinating and integrating continuous improvement methods into daily work environment.

Coordination of all dividend updates for Institutional clients. Transferred incoming wires into client accounts. Conducted audits of manual check refunds. Traded external mutual funds for plan conversion updates.