Proven Asset Manager with a track record of maximizing ROI through strategic asset allocation and property management for A.V.L., LP/Titus Development. Excelled in real estate analysis, value investment securities analysts, and fostering strong relationships, enhancing portfolio growth . Skilled in Microsoft Excel and effective communication, consistently delivering above-market performance.
Overview
10
10
years of professional experience
Work History
Asset Manager
A.V.L., LP/Titus Development
08.2022 - Current
Maximized return on investment by implementing effective asset allocation strategies.
Streamlined operations, optimizing the use of technology for tracking and reporting performance metrics.
Reviewed contract reports, bid proposals and requirements with senior management for accuracy and processing.
Participated in asset analysis, appraisals, rehabilitations and sales of foreclosed properties.
Led negotiations for property acquisitions, securing favorable terms that contributed to portfolio growth.
Coordinated with local municipalities to obtain necessary permits, facilitating smooth project execution.
Optimized property management systems to enhance tenant satisfaction and retention rates.
Procured financing from conventional and public sources by preparing and submitting financing applications.
Performed accounting functions by tracking revenue and expenses for ongoing properties.
Coordinated bid and qualifications processes to select architects, professional consultants and contractors for projects.
Investment Analyst
LCJ Enterprises
06.2020 - 08.2023
Boosted investment returns by identifying undervalued assets through rigorous valuation analyses.
Conducted detailed investment analysis, calculations and reports.
Guided clients through complex financial scenarios using clear explanations and actionable guidance, increasing their confidence in our services.
Enhanced portfolio performance by conducting thorough investment research and analysis.
Provided timely recommendations on buy, hold, or sell actions based on extensive company evaluations and industry research.
Developed comprehensive financial models to support investment decisions for diverse clientele.
Raised money to complete business development projects such as mergers and company purchases.
Gathered data and built financial models around key metrics.
General Manager
Futuro Clinical Trials
01.2017 - 02.2019
Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
Developed and implemented strategies to increase sales and profitability.
Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
Managed budget implementations, employee evaluations, and contract details.
Increased overall company efficiency by streamlining operations and implementing innovative managerial strategies.
Bank Teller
Lone Star National Bank
01.2015 - 01.2016
Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.