Results-driven investment professional offering 24+ years of experience in business management, financial analysis, process improvement, and building relationships. An expert in delivering innovative, high-quality, cost-effective solutions, and strategies that streamline processes and improve data accuracy in a fast-paced environment. Organized, articulate, and hands-on with a proven progressive career reflecting strong leadership qualities that build and lead highly motivated teams. A strong background in real estate fundamentals, analysis, property optimization, and asset management.
Overview
32
32
years of professional experience
1
1
Certification
Work History
PRINCIPAL/BROKER OF RECORD
Delta Investment Group, Inc.
01.2001 - Current
Oversee Delta Investment Group’s day-to-day operations and provide leadership to brokers, associates, and independent contractors to ensure optimal team performance on sales strategies, ethical practices, and escrow activities.
Provide creative acquisition and disposition of distressed assets, and value-add strategies. Strategic analysis with the “Delta Working the Numbers and Price Point Calculator” to achieve accurate acquisitions and ROI returns, measured to the Dollar/SqFt expectations and returns.
Develop the Strike Point Calculator and Monthly IRR for profit and risk analysis.
Published author of “6 Steps to Real Estate Success” released in September, 2022, ISBN 978-1-64669-893-6 and “How to Cash In on Distressed Real Estate in a Down Market” released in July, 2011, ISBN 978-0-615-49918-5.
Manage a certified CCIM portfolio of over $40M combined closed transactions, including commercial, 1031 exchanges, and residential fix and flips. Documented CCIM portfolio and client references of closed transactions available on request.
Review market, economic, and capital trends impacting the performance of the assets and implement marketing follow-up processes producing a consistent flow of sales opportunities to market directly to the client base.
Design and implement workflows, processes and system improvements to appropriately monitor and mitigate risks on a portfolio basis, increasing the team’s efficiency.
Licensed by the CA Department of Real Estate (DRE) in good standing, specializing in residential value-add, commercial, 1031 exchange strategies, and tenants-in-common (TIC) with placements of over $50M+.
Implement a strategic change-of-focus to optimize leadership, helping to achieve target revenue goals and foster long-term client relationships.
MANAGING MEMBER/BROKER OF RECORD
The Home Solution, LLC
01.2011 - 01.2014
Developed residential short sale and mortgage alternative programs for individual owners.
Provide high density, affordable housing solutions utilizing local, State, and federal incentives.
Created specialized programs for homeowners who desired to trade down with private loan programs or restructure home mortgages from short-sale or deed in lieu alternatives.
Implemented strategic business plan designs including project management check-points to ensure management of performance and financial forecasts were timely and on-budget.
Analyzed property financials and performance metrics in pursuit of maximizing revenue and minimizing expenses.
EXECUTIVE ACCOUNT MANAGER
Clarus, Corp
01.2000 - 01.2001
Duties included opening and managing new accounts for E-Commerce and Internet collaboration.
Typical accounts would desire to expand their retail or distribution business over the internet.
SENIOR ACCOUNT MANAGER
GERS
01.1993 - 01.2000
Provide industry leading Oracle Applications to big ticket retail with state-of-the-art enterprise business operation systems.
Required specialty in all aspects of best of business practices including; accounting, warehouse/distribution, POS, merchandising, SKU performance, department reporting, and turn and price analysis.
Authored the “Best of Industry” toolset with detailed ROI analysis.
Top producer in both new and add-on sales 1995-2000 with annual sales in excess of $2 million per year revenues.
Education
BACHELOR OF ARTS - Liberal Arts
University of Wisconsin – Milwaukee
LAW STUDIES (1) - undefined
Southland University
Skills
Real Estate Development & Private Equity
Account Management & Communication Skills
Project Management & Partnership Agreements
Business Operations & Asset Optimization
1031 Strategist with specialty on cash flow return
Valuation & Investment Analysis
Investor Relations & ROI Maximization
Process Improvement & Strategic Direction
Client Relationships & Contract Management
Syndication Specialist; TIC, Reg D 506 (b)(c)
Certification
Broker, CA DRE #01330721
Certified Commercial Investment Member (CCIM) Designation
FINRA Securities Industry Essentials (SIE)-Aug ‘24
Registered Representative (inactive) Series 63/22 (Renewal in progress)
California Association of Realtors - Property Management Certification
Affiliations
San Diego Board of Realtors (SDAR)
CCIM San Diego Chapter Member-ID 94189710
Orange Co. Board of Realtors (OCAR)
National Board of Realtors (NAR)
California Association of Realtors (CAR)
Commercial Real Estate Distressed Asset Association (CREDAA) – Past Co-chair
Lead QA/SDET Consultant at Global Savings Group Ltd(The Saudi Investment Bank, Apparel Group)Lead QA/SDET Consultant at Global Savings Group Ltd(The Saudi Investment Bank, Apparel Group)