Responsible for the acquisition of student housing assets including sourcing, market analysis, underwriting, due diligence and closing on behalf of two joint ventures with institutional partners totaling $225 million in equity. Involved in asset management for company owned portfolio, assisting with budget process and performing adhoc analysis projects.

• Recipient of the Waddell & Reed “SuperStarter Award” for demonstrating above-average achievement within first 3 months• Managed multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate asset allocation • Utilized Excel Spreadsheets to develop client budgets and cash flow analysis• Conducted in-depth, comprehensive, detailed financial analysis to compute the effectiveness of viable financial strategies available to client • Built strong relationships with other experienced financial advisors to broaden perspectives on strategies and solutions for clients• Formulated comprehensive financial plans using FOCUSPlan Software to address financial considerations, including retirement funding, estate planning, asset allocation, goal funding, education funding, income tax planning, survivor needs, disability income and long-term care • Provided Wealth Forecasting using Monte Carlo Analysis Software to model various uncertainties by quantifying the financial risk and simulating the probability of success based on various strategies• Developed solutions to clients’ financial situations by developing plans that forecast both their short and long-term objectives• Provided strategic quantitative illustrations to high-net worth clients to reduce fees, beta and unsystematic risk while adding alpha• Advised clients on specific investments and developed diversified portfolios based on clients’ risk tolerance, time horizon, and investment objectives • Conducted comprehensive portfolio reviews to reevaluate objectives ensuring clients’ needs aligned with projected results• Responsible for building and maintaining client bases, keeping current client plans up-to-date, and recruiting new clients on an ongoing basis • Hosted client and prospect events on financial planning topics such as retirement planning, estate planning, and education planning

• Obtained valuable hands-on business and finance experience by working directly with a Seasoned Financial Advisor• Assisted with calling Mentor’s clients to schedule portfolio performance review meetings• Attended client and internal meetings and contributed in developing strategies and solutions for complex client cases• Completed FINRA Series 7, FINRA Series 66, and Life & Health (General Lines) Insurance Licensing Exams

• Utilized and taught time management and study skills to assist college history students on how to prepare for exams• Independently led large classroom and private one-on-one study sessions for students• Organized and produced weekly session plans to maximize productivity and effectiveness of sessions • Created interactive study session activities and study guides over course material used to assist students’ comprehension of material• Built trusting relationships with students and professors through my reliability and resourcefulness