• Preformed Commercial Property Valuations (Income, Cost, & Substitution Approach)• Assisted the Investment Advisors with the sales procedures of both Acquisitions and Dispositions. • Reviewed yearly sales & trend reports of retail chains, establishing new leads in developing markets. • Participated in company meetings, discussing objectives and market trends.

• Performed assessments of balance sheets and of income statements in preparation of over 40 corporate and personal tax returns for clients with an average net worth of 35 million dollars. • Completed accounting work for over 40 clients, including bank reconciliations and journal entries (adjusting books for depreciation)• Booked the entries for cash receipts (cash basis accounting method)• Participated in portfolio review meetings in which the client, the stockbroker, and the business manager would assess past performance, and consider the broker’s future recommendations. • Answered phones, arranged appointments, attended meetings, and resolved client issues.• Utilized Microsoft Excel and Microsoft Word to adjust budgeting reports.