Zakry Lawler

Work History

Lone Star PM Firm, LLC Dba Lone Star Realty Group

Plano, TX

04.2021 - 05.2023

Communicated market developments, portfolio changes and annual performance information to clients.
Developed rebalancing strategies to minimize risk exposures.
Recommended investment strategies to meet client financial objectives.
Provided strategy advice to high net worth clients.
Facilitated portfolio performance review and implemented new strategies.
Complied with established internal controls and policies.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Evaluated and negotiated contracts to procure favorable financial terms.
Managed approx. 12 storage facilities, 4 commercial buildings, 76 single family homes.
Performed and implemented market studies to determine rental rates, street rates, and renewal rates.
Analyzed business processes to identify cost savings and operational efficiencies.

Carroll Family Holdings, LLC

McKinney, TX

06.2019 - 03.2020

Leveraged finance knowledge to strengthen controls and improve transparency.
Reviewed business operations and obligations to help organization function at acceptable level.
Assisted with preparation of monthly financial statements.
Prepared journal entries and entered into system using Quickbooks Online.
Reconciled month-end totals for timely and accurate reporting of financial information.
Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Maintained high level of client satisfaction through outstanding customer service and support.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.

Richardson Glass

McKinney, TX

01.2018 - 04.2019

Engaged customers on phone by greeting them, answering questions on products or services and asking questions to identify needs.
Recommended items to customers based on specific needs and explained features and benefits.
Processed purchases and handled payment transactions using POS system.
Assisted with price verifications and implemented adjustments for discounts or promotions.
Issued credit or full refund for customer returns and reported on product defects or damages resulting from shipping/install process.

Unites States Army

10.2013 - 10.2017

Proved successful working within tight deadlines and fast-paced environments.
Created and executed successful battle plans to support troops, capture points and defend supply lines.
Worked closely with civilian agencies to coordinate military operations and carry out orders.
Protected and guided personnel under command, maintaining safety, well-being, and mission readiness.
Coordinated with personnel to develop strategic plans for unit actions.
Oversaw intelligence collection and produced reports for senior command.
Trained personnel to improve performance and attain mission-ready status.
Developed and maintained positive relationships with staff in unit and in other units.
Adhered to strict protocols and followed orders while conducting operational missions.
Coordinated activities of subordinate personnel to support mission success.