Greater Chicago Area
- Host 10-30 minute conversational English classes with working professionals, helping them increase their proficiency in discussing topics such as current events, finance and banking, travel, small talk and general cultural and business etiquette -Provided a summary of grammatical errors, new vocabulary and key words and phrases introduced in class based on student preference -Tailored each class to the student’s speaking level and interest
Responsible for acquisition, leasing, financing and property management of a private real estate portfolio throughout the US and Latan America
- Managed a portfolio of ~$100M USD consisting of diversified asset allocation, core equity and fixed income, private equity, real estate, hedging and syndicate offerings - Reviewed financial statements to create a financial plan, including income, investment, and lending - Grew book and revenue from ~$120,000 to ~$435,000 during my tenure, ranking within the top 25% of advisors at the firm across several metrics - Established a large network of referral sources by engaging with partners and centers of influence across several business channels, delivering an exceptional client experience, and ensuring that referral partnerships were mutually beneficial
Created a CRM automated housekeeping and custodial company that grew to approximately 300 monthly recurring clients and 5 full time staff members. Responsibilities included creation of intellectual capital, branding, technology, financial operations, business to business marketing, sales, process and strategy oversight. Business was sold in 2018.