- Selected and accepted to a rigorous CRE skill development program led by top industry professionals, focusing on hands-on, interactive learning.- Conducted in-depth analyses of financial leverage and loan sizing, developed sophisticated joint venture waterfall models, negotiated a mock joint venture agreement, and numerous property valuation assignments.- Learned best practices regarding negotiating and comprehending key documents such as leases, loan agreements, LOI's, and PSA's.- Spent 10-15 hours weekly performing exercises, case studies, and attending weekly classes filled with lecture, industry leading guest speakers, and group assignments.- Recognized as one of the top performing analysts in the program of over 100 CRE professionals, demonstrating the knowledge and skills learned throughout the 8 week intensive cohort.

• Participated in numerous client review meetings • Shadowed advisors during client portfolio rebalancing, tax-loss harvesting, trading, and tax analysis• Assisted Senior Investment Advisors with preparation for client comprehensive financial planning reviews• Researched fallacies of different investment philosophies• Utilized Envestnet Money Guide Pro, HolistiPlan tax planning, Tamarac, and Wealth Box CRM