Chief Of Staff & Asset Manager To Ceo
Plano, Texas, United States
Chief of Staff and Asset Manager for a C-Level executive and investment fund. I grew net worth through asset oversight and new investments. Notable achievements include securing $20 million in funding, managing multimillion-dollar budgets, and optimizing a $50 million real estate portfolio. Key responsibilities include financial modeling, negotiations, mergers and acquisitions, and market research.Key Achievements:• Utilized Excel to design a three-year pro forma model, playing a crucial role in securing $20 million funding.• Managed an $8 million+ capital expenditure budget.• Facilitated successful mergers, acquisitions, and strategic sales.• Conducted market research leading to a $400K yearly net income increase.• Negotiated asset purchases totaling over $14 million.• Managed the sale of fund assets totaling over $6 million.• Acquired six multi-family investment properties in under two years.• Led Commission Planning and Sales Operations for 150+ investors with a $50M portfolio.• Orchestrated high-level sales events.Responsibilities:• Conduct market research for $400K yearly net income increase.• Analyze investment opportunities for financing viability.• Cultivate relationships with leading lending institutions.• Design three-year pro forma model for securing funding.• Manage $8 million+ capital expenditure budget.• Oversee national management teams, identifying growth areas.• Manage long-term projects, including a 2022 merger and acquisition.• Use KPIs to forecast three-year returns on investments.• Lead Commission Planning and Sales Operations for 150+ investors with a $50M portfolio.• Communicate with 10+ C-level executives to maximize investment efforts.• Prospect a database of 150+ investors, owners, and brokers.• Optimize a daily, weekly, and yearly calendar for national travel.• Manage national travel for C-level executives and their families.• Oversee company expenses, payroll, and C-level executives' personal life.