Experience

Seritage Growth Properties

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Property Accountant

  • Feb 2022 - Present



United States Army Reserve

• United States
• Armed Forces
• 700 & Above Employee

• Automated Logistical Specialist

  • Apr 2016 - Apr 2022

  • Joined the U.S. Army via Military Accession Vital to National Interests (MAVNI) Program and passed the government-wide Tier-5 Background Investigation for those who access Top Secret classified security information and passed military counter intelligent background investigation • Joined the U.S. Army via Military Accession Vital to National Interests (MAVNI) Program and passed the government-wide Tier-5 Background Investigation for those who access Top Secret classified security information and passed military counter intelligent background investigation



Northstar Properties

• United States
• Real Estate
• 1 - 100 Employee

• Accountant

  • Mar 2021 - Jan 2022



Berek

• United States
• Retail Apparel and Fashion
• 1 - 100 Employee

• Assistant Production Manager

  • Aug 2020 - Mar 2021



Endurance

• Bermuda
• Insurance
• 200 - 300 Employee

• Investment Analyst

  • Jun 2015 - Apr 2016

  • Worked with the Investment team at an insurance and reinsurance company to manage a $9.2 Billion portfolio • Produced portfolio performance reports weekly, monthly, and quarterly financial supplement reports on Form 10-Q, and prepare presentation materials • Assisted CIO and VPs in conducting periodically portfolio review based on macroeconomic environment, and adjusting investment strategy and asset allocations to ensure a smooth integration of newly acquired company’s portfolios • Performed due diligence of funds through fund information, meetings with fund managers, and research underlying fund investment through fundamental analysis, market news, and other public information • Evaluated the quality of the advice of recommendations submitted by assets advisors, appraised the performance of fund managers and followed up the fund manager surveillance process • Provided ad-hoc analysis and attended investment conferences and seminars to access academia and industry experts Show less



Lincoln Financial Network

• United States
• Financial Services
• 700 & Above Employee

• Wealth Planning Intern

  • May 2014 - Aug 2014

  • Developed asset allocation and insurance planning reports for high net worth clients • Assisted advisors to prepare materials and presentations for face-to-face client meetings • Attended luncheons to receive updates regarding tax strategies and financial planning ideas • Utilized Morningstar, Streetscape, and OmniSource to analyze investment recommendations • Developed asset allocation and insurance planning reports for high net worth clients • Assisted advisors to prepare materials and presentations for face-to-face client meetings • Attended luncheons to receive updates regarding tax strategies and financial planning ideas • Utilized Morningstar, Streetscape, and OmniSource to analyze investment recommendations



ING

• Netherlands
• Banking
• 700 & Above Employee

• Financial Advisor Intern

  • May 2013 - Aug 2013

  • Assisted stock brokers with research to monitor changing earnings and economic indicators • Managed mock portfolio including ETFs, mutual funds and stocks • Prepared Excel spreadsheets for Financial Advisors including data of companies in IPO markets • Analyzed reports from ING Global Perspective, Barron’s, MorningStar for Financial Advisors • Assisted stock brokers with research to monitor changing earnings and economic indicators • Managed mock portfolio including ETFs, mutual funds and stocks • Prepared Excel spreadsheets for Financial Advisors including data of companies in IPO markets • Analyzed reports from ING Global Perspective, Barron’s, MorningStar for Financial Advisors