

Licensed real estate agent and advisor with a background in accounting, specializing in investment opportunities and diverse tax strategies in commercial and residential real estate. Successfully sold new and preexisting homes. Exceptional prospecting, building high-value client base through aggressive marketing and personal referrals from satisfied buyers and sellers.
• Guided buyers and sellers through the full marketing and purchasing process, consistently helping clients gain equity before closing. Educated first-time buyers and investors on tax strategies to maximize long-term returns.
Led negotiations and advised clients on market conditions, pricing, mortgages, and legal requirements to ensure fair and transparent transactions.
• Built a reliable network of mortgage lenders, contractors, and attorneys to support clients and streamline every stage of the buying and selling process
• Prepared and filed quarterly tax returns for a 12,000-client firm, maintaining 100% compliance with federal and state regulations
• Conducted detailed tax audits that successfully reduced client tax liabilities
• Built strong client relationships through clear, consistent communication, contributing to a 90% client retention rate
• Streamlined the tax return review process, reducing turnaround time and creating more capacity for advisory services
• Leveraged data analytics tools to identify tax optimization opportunities and improve overall client outcomes
• Assisted physicians during medical procedures and provided basic life support in emergency situations
• Collected and monitored patient vital signs with accuracy and attention to detail
• Collaborated with a multidisciplinary team of physicians, PAs, and other clinical staff in a fast-paced, high-pressure environment
• Educated patients on medications, treatment plans, and discharge instructions
• Responded to patient questions and maintained thorough, confidential medical records