Experience

Cirrus Asset Management Inc.

• United States
• Real Estate
• 100 - 200 Employee

• Financial Analyst

  • Aug 2017 - Present



SMA Builders

• United States
• Construction
• 1 - 100 Employee

• Contracts and Insurance

  • May 2016 - Aug 2016

  • Developed the budget for and helped negotiate a ~ $14 million development project between SMA Builders and CIM • Wrote and managed the contracts, scopes of work, and insurance policies for several projects, which gave me a better understanding of the processes and legal structure of the construction industry • Selected to mentor the future batch of incoming employees at the company in areas such as database management so that they could hit the ground running and match management’s expectations



Lenox Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Client Services Representative

  • Jun 2015 - Aug 2015

  • Increased office efficiency by managing prospective client referrals, client records, and policies for a group benefits program for BlackRock • Assisted the relationship managers in converting 4 clients’ term insurance policies to whole life policies, which lead to a ~5% increase in their commissions that month • Learned about asset allocation, financial analysis, and estate planning as well as their roles in the private wealth management industry from executives around the country



SMA Builders

• Van Nuys, California

• Assistant to the Project Manager

  • May 2014 - Aug 2014

  • Created a dynamic excel database using dashboards and advanced functions like lookups, pivot tables & arrays to manage all the subcontractors and business associates for the company • Researched ways to reduce development costs on several projects by over $50,000 through material & labor alternatives • Created a dynamic excel database using dashboards and advanced functions like lookups, pivot tables & arrays to manage all the subcontractors and business associates for the company • Researched ways to reduce development costs on several projects by over $50,000 through material & labor alternatives



Habitat for Humanity International

• United States
• Non-profit Organizations
• 700 & Above Employee

• Volunteer

  • Sep 2011 - May 2013

  - Learned the importance of getting what you earn. - Organized fundraisers for the builds. - Started the club from the ground up and gathered members to create a successful and lasting school function. - Learned the importance of getting what you earn. - Organized fundraisers for the builds. - Started the club from the ground up and gathered members to create a successful and lasting school function.