Rishi Patel Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

Us

Coordinated communication between a team of managers and the Corporate Office to ensure appropriate control of property issues and operations across 15 multi-unit residential properties. Trained and supervised property managers and other on-site staff such as maintenance and porters. Inspected properties weekly to evaluate effectiveness and efficiency of maintenance, grounds, and housekeeping operations. Prepared monthly operating budgets and reviewed occupancy status to both monitor performance and identify sources of lost revenue. Reviewed and approved expenditures within budgetary guidelines to improve property operations. Negotiated and evaluated third party contracts for upper management approval.

Developed and executed sales strategy to generate new business along the eastern United States from New York to Florida. Generated new business through cold calling, business canvasing, and attending jewelry trade shows. Built and maintained relationships with over 10 separate accounts.

Learned the various aspects of the diamond industry such as grading, polishing, cutting, and pricing. Participated in client acquisition through various methods and worked with existing clients to ensure overall satisfaction. Identified and executed value add propositions adding $400,000 in revenue in FY 2015 by traveling to and obtaining business at international jewelry shows. Managed financial records including reconciling monthly receivable, inventory, payable, and cash ledgers.

Irvine, California, Us

Learned of various financial products and investment vehicles such as Annuities, Mutual Funds, ETF's, and learned of alternate investments such as REITs. Identified how to allocate specific investments to specific portfolios based on the individual's IPS. Actively participated in client acquisition both in person and over the phone using Lord Abbett databases. Observed experienced advisors during organized meetings with potential clients. Met all goals as defined by the program specifics during my time with the company.

Restarted a branch of Brilliant Gems, Inc. that was shutdown in late 2005. Began as the retail sale of jewelry through B2C platforms such as eBay. Converted to wholesaling the jewelry to established industry retailers. Inventoried and priced over 1,000 individual pieces. Managed the sale of all remaining inventory achieving sales of over $150,000.

Bs In Business Administration Finance; Ba In Economics

Political Science And Government