• Worked directly on a team that oversaw and managed over $4 Billion in assets of various types and risk levels of portfolios• Insured that the appropriate Anti-Money Laundering and Foreign Account Tax Compliance Act documentation was up to code and in compliance with company and IRS standards• Fulfilled general requests from investors for enquiries on previous transaction activities, duplicate investor statements, and performance requests while ensuring that all communication is with authorized individual• Prepared and distributed Client Reports, Capital Activity Reports, Employee Retirement Income Security Act Reports, and Authorized Share Capital Reports

• Leveraged online commercial real estate database tools such as Co-Star to tailor and obtained specific types of commercial real estate in the self-storage field around Texas and Oklahoma to achieve potential deals based on the location and company’s specific risks and reward metrics• Engineered the raw call reports generated from 3CX Management Console using python to update the database (Microsoft SQL) with clean and relevant data• Improved the potential sales, deals, and phone calls by 20% through research and outreach to over 1,000 perspective clients via commercial real estate databases like Reonomy, while also creating and utilizing the self-efficacy of Excel Models through the implementation of Pivot Tables and Data Validation