
Finance and Real Estate graduate with experience in financial analysis, client service, and investment planning. Founder of Maxim Investments LLC, where I analyze real estate and investment opportunities and provide financial consulting insights. Highly organized and client-focused professional with strong communication skills and interest in long-term growth within wealth management and financial planning.
• Conduct financial analysis and investment evaluation for real estate and private investment opportunities
• Build financial models including cash flow projections, IRR, and return scenarios
• Provide consulting insights on budgeting, investment strategy, and financial planning concepts
• Manage financial documentation, investment tracking, and reporting
• Communicate financial analysis and investment recommendations to stakeholders
• Delivered high-quality client service in fast-paced environments requiring organization and multitasking
• Managed customer relationships and communications while maintaining professionalism and attention to detail
• Handled financial transactions and reconciliations with accuracy
• Coordinated scheduling, service logistics, and operational workflows