- Collaborate with clients to build custom investment portfolios, strategically diversifying across traditional and alternative assets to achieve risk-adjusted returns surpassing the index.- Design financial models highlighting Key Performance Indicators (KPIs) to project firm expansion and identify potential opportunities within emerging market segments.- Develop strategic business planning objectives with colleagues, prioritizing cost reduction initiatives and the optimal allocation of resources.- Company representative in community engagement initiatives, actively participating in the Rotary Club and serving as an Ambassador for the Greater Bentonville Area Chamber of Commerce.- Translate complex investment strategies and concepts into easily understandable terms for clients, fostering clear communication and comprehension.

- Led the sales team to achieve a consistent 12% monthly growth in revenue by implementing effective sales strategies and fostering a collaborative team environment, directly contributing to company growth targets and the enhancement of client engagement and retention.Expanded business outreach and market penetration through strategic business-to-business networking.- Developed and executed training programs for new hires that underscored alignment with organizational culture and performance standards.- Produced a company record for new business production during the successful launch of two new locations in the NWA area.

- Collected and organized all requisite permit documentation for submission to city officials and homeowners associations (HOAs), ensuring compliance with local and state building code regulations.- Reduced operating costs by optimizing procurement, improving labor efficiency, and analyzing inventory sales for top materials, resulting in cost savings and reduced carryover expenses.- Drove strategic financial cost analysis to guide project resource allocation and enhance profitability.