SmartValue Property Management

• Founder of a Patent-Pending PropTech platform aiming to revolutionize the residential investment industry for retail investors.

Morgan Stanley

• Collaborated with third-party asset managers on Unified Managed Account (UMA) and Dual Contract Separately Managed Accounts (SMA) to optimize portfolio operation.
• Generated comprehensive reports analyzing ACAT transfers, cash holdings, and trade-away activities to inform strategic decision-making on the $240bn portfolio of Manager Implemented strategies.
• Conducted ad hoc oversight reporting on the $720bn portfolio of Manager Implemented and Model Delivery strategies.

Auxilior Capital Partners

• Controlled operation expense budget of $10MM; monitored performance against department targets.
• Awarded Service and Solutions award for initiating implementation of Power Bi to streamline reporting process.
• Constructed over 34 program, credit and risk analyst reports on portfolio and sales trends that were used internally and externally by vendor program partners, investors, and board of directors.
• Developed Excel template for detailed roll-forward reconciliation of 16 major accounts totaling over $600MM, optimizing audit process.

• Aided construction finance team by processing applications, loan documents, and executing deals for funding, up to $1MM.
• Led team in number of deals processed within the first month. Worked with team that originated eight to nine figures worth of loans and leases per month.
• Reduced total document preparation time by 50% by adopting customized DocuSign templates.
• Trained new sales support members on proper work procedures and policies.

Northern Tier

• Led groups of 5 to 8 people on week-long trips traveling upwards of 100 miles.