Marcela Sinnreich
Miami,FL
Summary
Always enjoyed working. Would like to spent retirement days in a useful way. Well-organized, reliable and diligent.
Aiming to work part time, from home.
Thank you for consideration. Marcela Sinnreich
Overview
43
43
years of professional experience
Work History
Personal Assistant / RE Property Manager
Topaz Assets, Inc & Topaz Aero LLC
Miami, Florida
11.2016 - 12.2023
- Assisted client in achieving financial goals through analysis of assets, liabilities, business opportunities and risk tolerance. Developed tailored investment strategies.
- Responsible for Accounts Payable and Account Receivable timely payments
- Bookkeeping
- Collaborated with attorneys and tax professionals to maximize tax efficiency for client's investment portfolio
- Managed client's multimillion Dollar residential real estate property
Senior Personal Banker / Assistant Vice President
Bank Of America
Miami, FL
11.1980 - 04.2002
Retail banking. Built customers portfolios to expand business relationship.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Collaborated with mortgage lenders to facilitate timely loan approvals for homebuyers seeking financing options.
- Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
Education
BBA - Accounting And Finance
Business Management School of Prague
Prague, Czech Republic, EUSkills
- Expense Management
- Calendar Management
- Project Coordination
Timeline
Personal Assistant / RE Property Manager
Topaz Assets, Inc & Topaz Aero LLC
11.2016 - 12.2023
Senior Personal Banker / Assistant Vice President
Bank Of America
11.1980 - 04.2002
BBA - Accounting And Finance
Business Management School of Prague