Financial education and coaching. Students have been winners of the Wharton Global Investment Competition, first place in the Diamond Challenge entrepreneurship competition, finalists in the John Locke essay competition, and runner up in the Berkeley Economic Review Essay Competition.

Underwrote buy/hold/sell decisions using DCF valuation models.Analyzed business operations, identified strengths and weaknesses, implemented solutions.Recapitalized balance sheet by negotiating 24% discounted payoff of securitized mortgage.Refinanced multi-million dollar lodging and hospitality properties utilizing SBA 7(a) program. Improved and corrected financial reporting and accounting procedures including revenue recognition, capital expenditures, inventory management, and period-end adjustments. Analyzed IRR of capital projects and profitability of various departments' operations.Increased revenue more than 25% through expansion of digital distribution channels, implementation of revenue management program, and digital marketing campaign.Planned and managed technology upgrade projects, including installation of new servers, software updates, interface integration, and peripheral networking. Challenged property tax assessments, resulting in a 47% expense reduction.Reduced utility expense by over 27% through energy efficiency capital investment program.Financed major infrastructure upgrades through long-term capital leases.

Managed mutual fund family as senior member of portfolio management team.Lead Portfolio Manager of the Spirit of America Real Estate Income and Growth Fund since December 31, 2008, and the Spirit of America Energy Fund since it's inception on July 9, 2014, Co-Manager of Large Cap Value Fund.Achieved greater than 15% compound annual total return (REIT Fund), outperforming relevant benchmark indices, earning a "Four Stars" Morningstar rating.Structured, launched, and managed MLP infrastructure focused Energy Fund.Increased assets under management fourfold, and expanded fund family product offerings threefold in conjunction with senior management, legal, compliance, and marketing teams.Analyzed equity and fixed income securities using fundamental and quantitative methods.Allocated assets across sectors and industries through top-down analysis, taking into consideration macroeconomic data, financial conditions, industry trends, and forecasts.Optimized portfolios to maximize returns while minimizing risk using quantitative risk management techniques.Provided investment analysis and recommendations for fixed income for fixed income funds.Executed trades electronically utilizing various strategies and algorithms. Hedged positions through equity derivative strategies.Named one of The Wall Street Journal's "Category Kings" in the Stock Fund, Sector Fund, and Real Estate categories on numerous occasions.Awarded "Best Performing Real Estate Fund" by Zack's Equity Research.Cited as one of the "Leading Portfolio Managers" by NAREITs REIT Magazine.Marketed funds through development of FINRA compliant marketing collateral, company-wide videoconferences, presentation, and continual engagement with external sales force.Presented performance attribution analysis, discussed current issues and future strategy considerations with President and Board of Directors quarterly.Authored annual and semi-annual shareholder reports.

Analyzed securities in the Financial, Real Estate, Consumer Staples, and Consumer Cyclical sectors.Spearheaded initiation of Real Estate Investment Trust (REIT) analytical coverage.Assembled, trained, and managed initial REIT analyst team.Authored equity research reports and published deep dive industry analysis.Achieved over 30% compound annual return in capital appreciation on "Strong Buy" recommendations, earning the Wall Street Journal's "Best on the Street" award.Participated in panel discussions and delivered presentations at industry conferences.Built financial models and generated company specific forecasts for revenue, earnings, and cash flow.Calculated intrinsic value of equities utilizing discounted cash flow, dividend discount, net asset value, and sum-of-the-parts methods.Estimated relative value based upon peer P/E, P/FFO, and EV/EBITDA, and historical industry multiples.Analyzed liquidity risk and solvency through credit ratios, and debt maturity schedules.Conducted due diligence: meetings with company management, site visits, and channel checks.