Zakry Lawler
Portfolio/Project Manager
Allen,TX
Summary
Goal-oriented Portfolio/Asset Manager well-versed in motivating and overseeing personnel to enhance fund performance, increase client satisfaction and enable sustained growth. Proficient in leading sales and marketing strategy development with results-driven and dedicated mentality. Seek to bring expertise to new role with room for advancement.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
Work History
Senior Portfolio Manager
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.
Jr. Accountant/Junior Bookkeeper
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.
Customer Associate
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.
Army Sergeant
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.
Education
Bachelor of Science - Business Administration And Management
2020 - 2023
Skills
Relationship building and management
Cost control and reduction
Analytical and Critical Thinking
Teamwork and Collaboration
Dependable and Responsible
Timeline
Senior Portfolio Manager - Lone Star PM Firm, LLC Dba Lone Star Realty Group
04.2021 - 05.2023
University of Phoenix - Bachelor of Science, Business Administration And Management
03.2021 - Current
Jr. Accountant/Junior Bookkeeper - Carroll Family Holdings, LLC
06.2019 - 03.2020
Customer Associate - Richardson Glass
01.2018 - 04.2019
Army Sergeant - Unites States Army
10.2013 - 10.2017