Stephany Pimentel Alquicira

Experience including bank reconciliations, journal entries, payroll, and tax compliance (941, W-2, W-4, 1099). Strong focus on detail and process improvement through actionable plans. Proficient in SAGE. Engage with clients professionally, build strong relationships, and deliver exceptional service.

Conducted market research and financial analysis on luxury and investment properties, assessing pricing trends, ROI potential, and client investment strategies. Prepared financial reports, valuation summaries, and market comparisons. Collaborated with international clients and senior brokers.

Collaborated to enhance business operations and commercial partnerships, supporting financial planning, and driving data-informed decisions. Built and maintained multi-level stakeholder relationships, strengthening customer experience through clear communication, trust, and long-term engagement.

Represented university in international meetings across 5+ countries. Strengthened trust while promoting a positive brand image, enhancing global visibility, outreach, and engagement with students, parents, and community leaders.

Collaborated to integrate financial considerations into legal strategies. Provided personalized, simplified financial planning advice to clients in areas such as wealth management, retirement planning, estate planning, and tax optimization.

Learned about estate planning, trust administration, and business succession matters. Assisted in drafting contracts and business formation documents. Coordinated with clients, maintain confidentiality, and provide reliable administrative support in legal transactions.

Advised clients on market trends and property options, negotiating agreements to secure optimal outcomes, and build lasting trust.