INVESTING AND FINANCIAL SERVICES

Two-year implementation with a team of experienced professionals known for their record of success in providing high-quality fund accounting services to hedge funds with 50M+ in AUM.  New York, New York. 2012-2014.

Risk management and compliance oversight of communications with prospective clients for the insurance industry's most respected Fortune 100 firm. New York, New York. 2020-2022.

Leveraging the advantageous tax benefits of real estate investing in Economic Opportunity Zones and consulting investors on their long-term tax plans for those endeavors. New York, New York. 2018-2021.

Community lending done right in this capital solutions enterprise that has grown small businesses in multiple sectors and among traditionally underbanked and underserved communities. New York, New York. 2019-Present.

A pandemic story with a positive result for many. Obvious challenges faced by small business owners in 2020 and beyond has led to positive outcomes for those who sought assistance here. New York, New York 2020- Present.

Taxes are a big deal. For many, the tax that is most dreaded is the one that can result in the loss of your home, especially for elderly owners. Thankfully, local experts in the art of appeal are standing tall for homeowners in the five boroughs. New York, New York. 2022-Present.

Reduced liability across the board at the nation's largest public health organization. An incredibly varied role that called on knowledge of the 8th amendment, healthcare law, employment law, privacy law, compliance law, and the City charter. New York, New York.  2018-2020.

Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.

Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.

Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.

Successful appeals against various government agencies at all levels which consistently target your dollars for their coffers. Either by summons or violation agencies such as the DEP, Dep. of Finance, Tax Department, Dep. of Health, and IRS have tried to wrongly collect- and lost. New York, New York. 2016-Present.

If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.

Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.

Are your customers raving about you on social media? Share their great stories to help turn potential customers into loyal ones.

Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.

Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.