Manan S. Email & Phone Number

New York, Ny, Us

New York, Ny, Us

- Founded and developed a dynamic social media platform dedicated to real estate in New York City.- Strategically curated and implemented engaging content, resulting in a substantial following of 55,000+ followers across multiple social media platforms (YouTube, Instagram, TikTok).- Effectively showcase available properties, fostering strong client engagement and brand recognition.- Utilized media channels to connect with clients, understand their needs, and facilitate the process of finding ideal homes in the competitive New York City real estate market.- Actively engaged with followers, creating a sense of community and trust while positioning the brand as a reliable resource for individuals seeking to buy, rent, or sell properties in New York City.

Chicago, Il, Us

- Develop financial models based on income, market, and transaction approaches.- Conduct economic and industry research.- Create presentations and reports to submit to clients.Focus is primarily on but not limited to the following: • Debt and Equity Securities Valuations • Purchase Price Allocation and Goodwill Impairment • Employee Stock Ownership Plans • Mergers and Acquisitions • Fairness and Solvency Opinions • Financial, Tax, and Regulatory Requirements • Structured Finance Research

New York, Ny, Us

- Assisted client service associates and advisors in creating research and meeting materials.- Composed reports about recent market and political news to present in daily meetings with Senior VP.- Scheduled Financial Advisor and client appointments to review portfolio, investments, and retirement planning.- Communicated with potential clients to send wealth management and retirement planning information.

- Helped manage over $3.5MM AUM. - Researched and made recommendations on International equities to add to portfolio.- Assisted in assembling presentations and curating graphs.- Updated portfolio values, analyzed industries, and researched equities using a Bloomberg terminal.- Ensured proper portfolio allocation within US equity allocation to increase risk adjusted returns.

La Cañada Flintridge, California, Us

- Synthesized and analyzed business data and reports for the CEO, such as profitability, initial public offerings, and mergers and acquisitions history.- Composed research papers to describe the different periods of the U.S economy.- Created revenue model to forecast profitability of the company.- Utilized G Suite to schedule clients, maintain open lines of communication among senior executives and administrative staff, and accommodate unforeseen changes and last-minute appointments to ensure punctuality.

New York, New York, Us

- Communicated with insurance clients to create personalized life insurance plans.- Updated all social media platforms and tracked performance using “hearsay social” to increase traction by 8%.- Digitized and inputted the 500+ client database into excel to properly monitor and follow a clients’ lifecycle journey within the company.- Contacted and scheduled appointments at medical facilities for clients on an ongoing basis to help facilitate the process of filing a claim from beginning to end.