Provided advisory services to small investor syndicates for purchasing, renovating, disposing, or holding multifamily apartment complexes up to $2m. Project management responsibilities included analyzing market and property feasibility studies, negotiating prices, hiring service providers for legal, finance, skilled labor, and property management. Performed granular analysis with external market data and APIs for downloads into custom excel models to assess property values, cap rates, rents, & build proforma P&L’s.Functioned as a broker, marketer, & relationship manager for investor syndicates.Created marketing material with PowerPoint presentations, summary reports, visuals, & ad hoc letters as tools for prospective clients and investor participant reviews. (employment gap 6/15 to 8/15 due to caregiving for ill parent)

Developed, built, and rapidly expanded a book of customers from zero to 20 using solution based selling techniques and applying technical programs for customized wealth retirement plans.Built comprehensive investment plans by utilizing in-house tools to determine product selection for equities, debt, alternative investments, trusts, mortgages, insurance related products.Designed customer PowerPoint presentations, excel models, and used third-party market data for quarterly client reviews. (employment gap 1/13 to 7/14 due to caregiving to ill parent)

Conveyed in-house research opinions, investment recommendations, and projected future enterprise valuation versus market consensus and projected market performance against industry peers and appropriate global benchmark.Western regional relationship manager serving institutional shareholders with aggregated assets of >$50bn in region. Collaborated & traveled with company executives to meet shareholders to discuss company operating performance against industry peers. Prepared summary reports for internal stakeholders by utilizing in-house data to demonstrate quarterly and annual KPI progress. (sales forecast and regional profitability)  (employment gap 11/10 to 5/11 due to financial crisis)

Conveyed in-house research opinions, investment recommendations, and projected future enterprise valuation versus market consensus and projected market performance against industry peers and appropriate global benchmark. North American Russian Equity Research Sales, Trading & Investment Banking – generated $5m/yr. in revenue. Raised national market share by 2.5% annually.Managed all stages of corporate marketing to North American stakeholders - resulting in the acquisition of 40 accounts in the specific product niche. Fifteen national marketing roadshows conducted/year.Generated multiple customized daily investment reports and newsletters to propose investment ideas for a client’s specific needs. 50+ daily phone calls or customized emails to stakeholders. Calls or emails to public company management to relay client feedback.Excel, PowerPoint, Bloomberg, internal CRM program utilized for positional responsibilities.

Conveyed in-house research opinions, investment recommendations, and projected future enterprise valuation versus market consensus and projected market performance against industry peers and appropriate global benchmark.

Conveyed in-house research opinions, investment recommendations, and projected future enterprise valuation versus market consensus and projected market performance against industry peers and appropriate global benchmark.

Conveyed in-house research opinions, investment recommendations, and projected future enterprise valuation versus market consensus and projected market performance against industry peers and appropriate global benchmark.