Research & Data Analyst

• Jun 2022 - Present

Small Business Owner

• May 2018 - Present

Manage due diligence, analysis and execution of single-family home construction and rehabilitation projects. Perform all administration, marketing, and book-keeping of the company. Learned to take responsibility over my work, to problem solve proactively, and how to manage a complex work environment. Manage due diligence, analysis and execution of single-family home construction and rehabilitation projects. Perform all administration, marketing, and book-keeping of the company. Learned to take responsibility over my work, to problem solve proactively, and how to manage a complex work environment.

Planning Analyst

• Jan 2020 - Jun 2020

Participated in all steps of the Financial Planning process. Attended client meetings, gathered and analyzed client financial information, learned planning software, conducted client communications and participated in strategic planning with Wealth Manager. Supported the Planning, Investments, Insurance and Marketing departments fluidly and helped with business development. Learned a high level of professionalism and the importance of attention to detail, effective communication and relationship building. Show less

Real Estate Assistant

• Jun 2017 - Jan 2018

Performed commercial property analysis by completing rent rolls, pro-formas, and lease analyses accurately and efficiently. Prepared legal and sales marketing documents and performed market research of potential clients and properties. Proved to be intuitive and detail oriented by working well with minimal direction. Performed commercial property analysis by completing rent rolls, pro-formas, and lease analyses accurately and efficiently. Prepared legal and sales marketing documents and performed market research of potential clients and properties. Proved to be intuitive and detail oriented by working well with minimal direction.