Commercial Real Estate Deal Manager - Underwriter

• May 2023 - Present

Real Estate Research Analyst

• May 2022 - May 2023

▪ Use financial models to assist in the valuation of the intrinsic value of the subject property with later adjusting to suit quality and economic factors; (analysis includes what-if scenarios, going concerned, feasibility analysis, etc.) based on client needs ▪ Conduct in-depth market research for clients ranging from large public companies to private clients. Such market research includes valuing the market rates to income potential and risks to our analyses ▪ Compile/organize all client financial documents to accurately record their rent roll, construction costs, and utility costs to insert in the reports to explain the valuation ▪ Conduct financial analysis and accounting-based reports (in-depth and typically over 200+ pages long); analyze a large pool of transactions and rents to support the evaluations; review hundreds of documents including lease/sales contracts, multi-year balance sheets, and competing projects to review ▪ Conduct sales, market rents, and land cost comparable analyses to obtain the value of the subject property. ▪ Analyze and research real estate transactions, by searching and verifying information through data sites such as Costar, MLS (multiple listing services), Property Shark, and public records ▪ Work alongside licensed real estate appraisers to provide detailed reports evaluating and calculating a fair market evaluation for the subject property ▪ Research and organize large data sets that affect our properties such as zoning, tax (easements, abatement, or incentives), employment changes, and comparable rates (vacancy, cap rates) Show less

Universal Banker

• Jun 2021 - May 2022

▪ Processed transactions while abiding by all cash handling policies and compliances ▪ Control and monitor the levels of cash in the teller drawers, the vaults, and the ATM ▪ Attracted new and existing customers to our different types of products such as loans, mortgages, and credit cards ▪ Attended to any and every client’s needs ranging from utilizing online tools to educating them on our financial products ▪ Processed transactions while abiding by all cash handling policies and compliances ▪ Control and monitor the levels of cash in the teller drawers, the vaults, and the ATM ▪ Attracted new and existing customers to our different types of products such as loans, mortgages, and credit cards ▪ Attended to any and every client’s needs ranging from utilizing online tools to educating them on our financial products

Property Manager

• Jun 2016 - May 2022

▪ Responsible for managing the budget for outdoor spaces, including planning for expenses such as equipment, materials, and labor ▪ Ensured that the property is well-maintained, arranging for repairs when necessary, and coordinating with contractors and vendors ▪ Planned and designed outdoor spaces to ensure that they are functional, aesthetically pleasing, and well-suited to the needs of the property ▪ Responsible for managing the budget for outdoor spaces, including planning for expenses such as equipment, materials, and labor ▪ Ensured that the property is well-maintained, arranging for repairs when necessary, and coordinating with contractors and vendors ▪ Planned and designed outdoor spaces to ensure that they are functional, aesthetically pleasing, and well-suited to the needs of the property

Founder

• Jul 2020 - Mar 2022

▪ Launched a small family office that invests largely in stocks, crypto assets, and real estate ▪ Grew Dreams Holding with vast amounts of research and leveraged connections to assist the company's growth ▪ Expand company's portfolio from $50 to $80K in 3 years ▪ Achieving a 100% return for 3 years compared to 66.99% for the S&P 500, through hybrid analysis taking advantage of undervalued companies and market trends ▪ Launched a small family office that invests largely in stocks, crypto assets, and real estate ▪ Grew Dreams Holding with vast amounts of research and leveraged connections to assist the company's growth ▪ Expand company's portfolio from $50 to $80K in 3 years ▪ Achieving a 100% return for 3 years compared to 66.99% for the S&P 500, through hybrid analysis taking advantage of undervalued companies and market trends

Asset Management Intern

• Feb 2020 - Jul 2020

▪ Prepared retirement plans and helped manage assets through multiple online platforms such as E-money, while helping with day-to-day customer interaction ▪ Oversaw and ran simulations on accounts where average asset balances were above one million dollars ▪ Handled clients during the March 2020 COVID market sell-off, responded to worried clients with empathy and professionalism ▪ Prepared retirement plans and helped manage assets through multiple online platforms such as E-money, while helping with day-to-day customer interaction ▪ Oversaw and ran simulations on accounts where average asset balances were above one million dollars ▪ Handled clients during the March 2020 COVID market sell-off, responded to worried clients with empathy and professionalism

Commission Sales Associate

• Nov 2019 - Jun 2020

▪ Crafted sales pitches that would demonstrate the product, explain its features and benefits, and close sales ▪ Provided excellent customer service to clients, including addressing any concerns or issues they may have ▪ Set up appointments with potential customers, both in-person and over the phone ▪ Marketed the product through various channels, such as social media, email marketing, and networking events ▪ Crafted sales pitches that would demonstrate the product, explain its features and benefits, and close sales ▪ Provided excellent customer service to clients, including addressing any concerns or issues they may have ▪ Set up appointments with potential customers, both in-person and over the phone ▪ Marketed the product through various channels, such as social media, email marketing, and networking events