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Skills

  • Market monitoring
  • Client-driven solution development
  • Credit score understanding
  • Contract negotiation
  • Compliance adherence
  • Markets research
  • Rental management
  • Researching
  • Capital raising strategies
  • Microsoft Excel aptitude

Work Experiences

  • Arranged for title searches on properties that were being sold, as well as virtual and physical tours of the properties for potential buyers.
  • Assessed client portfolios regularly, optimizing their structures which resulted in an President's Club for exceptional portfolio management in 2024.
  • Advised clients on currency exchange strategies.
  • Advised clients during periods of economic uncertainty, implementing risk management strategies leading to $12 in preserved capital.
  • Assisted clients with retirement planning, contributing to a total retirement fund growth of $4 over 16 years.
  • Used multiple systems and resources to conduct research in order to answer questions and resolve issues.
  • Achieved a retention rate of 44%.
  • Advised clients during economic uncertainty.
  • Provided mortgage and housing advice to clients in order to identify successful properties and increase customer satisfaction.
  • Assessed client portfolios regularly.

Summaries

  • Strengths in project management and vendor management backed up by Real Estate training.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Worker who is dependable and meticulous.
  • Within Real Estate, senior Broker and outstanding performer in stakeholder engagement and workflow optimization.
  • To increase clientele, a strong focus on sales marketing is required.
  • Worker who is both detail-oriented and profit-oriented.
  • Effective at creating marketing plans to promote properties and increase sales.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Real estate broker with a passion for trend spotting, market analysis, and contract negotiating.
  • Experienced in new and existing home sales, with a focus on REO and short sales.

Accomplishments

  • Documented and resolved program which led to procedure.
  • Developed
  • Business Development: Initiated two key partnerships which resulted in system revenue growth.
  • Founding Member and Real Estate Pro at category.
  • Created
  • Assisted private equity clients in structuring their commercial real estate portfolios, successfully closing deals worth $7 across Atlanta.
  • Advised
  • Solved
  • Consulted
  • Researched

Affiliations

  • Certified Financial Planner Board of Standards (CFP Board)
  • Financial Planning Association (FPA) - Atlanta Chapter
  • Urban Land Institute (ULI)
  • American Real Estate Society (ARES)
  • Society of Financial Service Professionals
  • Investment Management Consultants Association (IMCA)
  • Mortgage Industry Standards Maintenance Organization (MISMO)
  • National Association of Mortgage Brokers (NAMB)
  • Association for Computing Machinery
  • Rotary International

Certifications

  • Cisco Certified Network Associate (CCNA)
  • ServSafe
  • Certified Trade Finance Specialist (CTFS) - Summit Group
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Financial Planner (CFP)
  • Series 63 - Uniform Securities Agent State Law Examination
  • Certified Business Analysis Professional (CBAP)
  • Accredited Asset Management Specialist (AAMS)
  • Certified Advisor in Philanthropy (CAP)
  • Chartered Market Technician (CMT)

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