Contributed to the development and management of client relationships, assisting them with financial, accounting and investment services. Lead the development of new real estate acquisitions and portfolios, handling all cash flow analysis and asset valuation functions to mitigate operational risks. • Selected to oversee the planning and start-up of a new asset management/investment branch; identified and onboarded 10 new clients, driving $1M in assets managed within 6 months. • Serve as strategic advisor for clients, educating them on various investment solutions that align with their needs; recommend financial products, including stocks, bonds, mutual funds and EFTs.

Managed $40M commercial real estate loan portfolio, working directly with clients to increase pipeline, mitigate risks and maintain loan performance. Interacted with existing clients, recommending new investment solutions to increase portfolio and meet growth objectives. Supported the full loan/asset management life cycle from origination through closure. • Generated new commercial loans by prospecting and securing new clients/accounts; developed pipeline tracking system, which increased daily production by $6M, resulting in 15% improvement of loan close rate. • Conducted risk management on new loan originations by reviewing investment memos, financial underwriting and third party reports; identified potential issues and ensured compliance with underwriting expectations. • Led underwriting and financial analysis on $1B+ properties, resulting in $300M in loan closings over one year. Oversaw all analysis functions, including calculating gross/net income, asset value, investment ratio and cash flow. • Partnered with senior leadership on the introduction of an enhanced cash flow and NIMM process, which resulted in record $1.4B loan closings in a single year.

• Underwrote $300 million worth of commercial real estate assets• Analyzed the competitive landscape of the commercial real estate industry• Prepared detailed analysis of properties by compiling financial data into an Excel spreadsheet for investment evaluation. These include operating and financial statements, tenants, leases, taxes and insurance• Experienced in dealing with senior executives, brokers, attorneys, investment banks and private equity firms• Supported with due diligence and closing process• Presented research and analysis to management for further discussion and decision-making purposes

Extensive work with SEC reporting.Post corporate merge data consolidation and forecasting. Analyzed new investment and business opportunities through valuation models

Real estate investment firm that focuses primarily on the acquisition of industrial propertiesFinancial report preparation, review and analysis, and account reconciliationsReviewed budget and forecast variances. Prepared presentations for the senior management

Promoted from Installation Crew MemberDirected and supervised new crew members, organized work crew logistics, and monitored work site operations.