Resume

Supported senior Financial Advisors and branch management in providing top-tier client service, streamlining operational activities, and driving process improvements across the firm’s workflows.

Client Engagement: Facilitated client interactions through telephone, written correspondence, and direct meetings, preparing for appointments and managing account-related inquiries. Leveraged communication skills to anticipate and resolve issues, enhancing client satisfaction. Led and supported medium-scale projects spanning the organization. Recommended process improvements and implemented solutions based on a thorough understanding of workflows and business needs.

Operational Support: Assisted in client service activities, including account management, scheduling appointments, preparing documentation, and entering security orders. Proactively managed service requests, ensuring accuracy and regulatory compliance.

Marketing & Growth: Coordinated marketing campaigns and tracked referral sources, helping grow client relationships. Maintained detailed filing systems to meet regulatory standards and support the firm’s objectives. In addition, shadowed and curated a relationship with Branch Manager Jehangir Varzi. 

Liaison & Expertise: Acted as a key liaison for referrals, ensuring completeness of paperwork and regulatory adherence. Provided training and knowledge support to entry-level associates and branch personnel, recognized as a subject matter expert by peers. 

Research Skills: Conducted legal research, organized case documents, and assisted in drafting legal correspondence.

Legal Support: Collaborated with attorneys to prepare for client meetings, depositions, and court proceedings.

Case Management: Managed client files, handled court filings, and communicated with clients regarding case progress.

Detail Orientation: Developed strong attention to detail and advanced legal-research abilities in a fast-paced environment.

Competed as a member of the Skidmore College men’s basketball program, driven by a commitment to high-level competition, discipline, and team success while balancing the demands of a rigorous academic schedule.

Athletic Commitment: Trained and competed in an NCAA Division III program, participating in daily practices, strength and conditioning sessions, film study, and extensive travel throughout the season. Maintained focus and performance in a fast-paced, high-pressure environment.

Teamwork & Leadership: Collaborated closely with coaches and teammates to execute game plans, communicate effectively on and off the court, and support team objectives. Contributed to a culture built on accountability, trust, and resilience.

Time Management & Performance: Balanced a demanding athletic schedule with full-time coursework, developing strong time management, adaptability, and mental toughness. Gained experience performing under pressure, responding to feedback, and staying disciplined in pursuit of long-term goals.

Real Estate Support: Supported legal and transactional activities for a nationally recognized real estate team ranked among the top large teams in New Jersey by sales volume.
Regulatory Research: Conducted research on local and national real estate regulations, drafted legal correspondence, and organized closing and contract documentation.
Transaction Preparation: Collaborated with in-house counsel and senior development staff to prepare for client meetings, property closings, zoning filings, and deed review.
File Management: Managed legal files, monitored transaction milestones, and communicated with external counsel and internal teams to track case status and risks.
Analytical Skills: Developed strong analytical, regulatory, and detail-oriented abilities in a fast-paced real estate development environment.
Brand Design: Handled marketing and graphic design for social media, assisting with brand presentation and client outreach across digital platforms.