Nathan Bashir

• Conducted client meetings, presented customized financial strategies, and ensured frequent follow-up to maintain strong engagement.
• Delivered tailored financial advice aligned with client goals across buying financial products, helping clients achieve short- and long-term financial plans.
• Managed a robust sales pipeline with proactive outreach to new and existing clients, resulting in increased product adoption and stronger portfolio growth.
• Made informed decisions on client requests; identified opportunities for deeper support and referred clients to appropriate internal specialists.
• Collaborated closely with financial center leaders and performance managers to coach associates and enhance overall client experience delivery.

Key Achievements:

• Consistently met or exceeded sales and growth goals.
• Strengthened client retention through effective advisory conversations and follow-up routines.
• Recognized for delivering a superior client experience and building strong long-term client partnerships.

• Directed large-scale construction projects from initiation through completion, ensuring on-time delivery and alignment with budget, quality, and safety standards.
• Provided financial oversight by preparing forecasts, conducting variance analysis, and recommending adjustments to maintain project profitability.
• Oversaw contract management processes, including negotiation, compliance monitoring, and vendor relations, reducing risks and ensuring favorable terms.
• Maintained detailed project documentation and ensured all recommendations met risk and compliance standards.

• Applied strategic project management methodologies to coordinate cross-functional teams, subcontractors, and stakeholders on complex construction initiatives.
• Developed and monitored comprehensive project plans, including schedules, resource allocation, and performance milestones, to track progress and mitigate delays.
• Collaborated with architects, engineers, and contractors to align project planning with client goals, contractual obligations, and regulatory standards.

• Coordinated project schedules and resources to ensure timely completion of deliverables.
• Facilitated communication between cross-functional teams to enhance collaboration and efficiency.
• Developed and maintained project documentation, ensuring accuracy and compliance with standards.
• Assisted in budget tracking and expense reporting for multiple projects to maintain financial oversight.