Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacob Berger

Spring Valley,NY

Summary

Well-qualified [Job Title] with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

17
17
years of professional experience

Work History

Real Estate Professional

JM Tower
01.2020 - Current
  • Facilitated portfolio performance review and implemented new strategies.
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Developed rebalancing strategies to minimize risk exposures.
  • Provided strategy advice to high-net-worth clients.
  • Managed investment funds to maximize return on client investments.
  • Developed and presented proposals for new investments.
  • Recommended investment strategies to meet client financial objectives.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.
  • Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
  • Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.

Event Hostess

Lchaim Catering
06.2006 - 03.2021
  • Coordinated schedules and timelines for events.
  • Liaised with marketing and PR colleagues to promote special events in social calendars.
  • Solicited feedback from clients to assess event success and uncover opportunities for improvement.
  • Worked closely with couples to meet wedding goals, maintain deadlines and resolve complaints or service issues.
  • Coordinated florists, photographers, and musicians for events.
  • Managed event logistics and operations.
  • Led vendor negotiations to obtain cost-effective services and products.
  • Managed administrative logistics of events planning, event booking, and event promotions.
  • Selected and ordered décor and event materials.
  • Interviewed clients to understand event scopes of work and establish budgets.

Education

High School Diploma -

Yeshiva Avir Yakov
Spring Valley, NY
06.2002

Skills

  • Report Generation
  • Property Maintenance
  • Market Research
  • Appraisals
  • Business Consultant
  • Escrow Management
  • Partnership Development
  • Buyer Contracts
  • Negotiation

Timeline

Real Estate Professional

JM Tower
01.2020 - Current

Event Hostess

Lchaim Catering
06.2006 - 03.2021

High School Diploma -

Yeshiva Avir Yakov
Jacob Berger