Marcela Sinnreich

• 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

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.