Make decisions about asset allocation, security selection, risk management in fiduciary manner. Client communication and reporting.• Conducted comprehensive analysis and provided recommendations for equity securities, bonds, derivatives, and private company investments, helping clients grow portfolios.• Constructed and managed client portfolios with fiduciary approach, providing average of 6.5% annual income return and consistently outperforming benchmark mutual funds on annual basis.• Evaluated and developed strategies for client private business transactions, resulting in average of 17% return on private business sale / acquisitions

Researched and evaluated real estate investment opportunities. Tenant and property management. Financial reporting and budgeting.• Directed financial reporting and property management for portfolio of residential properties in Ohio and Florida, achieving 87% average occupancy rate and 12% year-over-year return.• Negotiated 2 ground lease extensions with Georgia State Properties Commission for commercial property located in downtown Atlanta GA, allowing for increase in ground lease value.• Managed portfolio of retail properties maintaining over 90% occupancy and achieving 22% total return over 3 years.

Client prospecting, assessment, goal setting and financial planning. Develop strategies for investment diversification and portfolio management.• Provided wealth management services to families, individuals, and businesses with substantial investable assets, building strategic long term growth plans.• Took part in managing over $100M in assets, as key member of the Wilkes Investment Group, specializing in managing assets for professional athletes in the NBA and NFL, resulting in investment portfolios that provide income and growth.