Director of Operations & Portfolio Management

• Aug 2016 - Present

Property Manager

• Jan 2000 - Present

Work with the family to implement and manage a multi-million dollar real-estate portfolio. Purchased residential and commercial real-estate, budgeted and analyzed income, developed remodel/construction project plans to prepare property for long-term leasing. Oversee the day-to-day operations of the properties including hiring staff, managing contractors, and overseeing the budgets to ensure maximum profitability from the properties. Work with the family to implement and manage a multi-million dollar real-estate portfolio. Purchased residential and commercial real-estate, budgeted and analyzed income, developed remodel/construction project plans to prepare property for long-term leasing. Oversee the day-to-day operations of the properties including hiring staff, managing contractors, and overseeing the budgets to ensure maximum profitability from the properties.

Registered Investment Advisor

• 2003 - 2012

Worked full time in the CA office from 2003 – 2007, then remotely from an office in Florida. Spearheaded the integration to a paperless virtual office transitioning 300 clients into a CRM system (Junxure) over the course of one year. In 2005 worked with a software developer to launch a proprietary quarterly reporting system; trimming 50+ hrs per quarter from the original manual process. Managed all back-office operations including daily downloads, trades, money movement, and tracking/reporting on internal company growth. Developed and implemented a new organizational structure and assisted in the training and managing of new employees. Developed 25+ retirement plans per year using a proprietary software and Morningstar. Was the single point of contact for new client onboarding; interfacing with Charles Schwab, TD Ameritrade and Fidelity.