Angela Clakley
Houston,TX
Summary
Energetic and results driven sales professional with more than 20 years of financial sales experience. Established track record of success in building territories and reaching sales goals for multiple product lines, including alternative investments, variable annuities and mutual funds. Excellent communication, leadership and prospecting skills have significantly increased revenue, market share and profit growth.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Associate Vice President
Prep Property Group
Park City, UT
10.2024 - 03.2026
- Marketed the Prep Net Lease Income Fund to Independent Financial Planners and RIA firms.
- Developed and managed advisor relationships.
- Made proactive sales calls daily to prospects and existing advisors to find new opportunities and build relationships.
- Scheduled quality appointments, conference calls, and webinars.
Regional Vice President
Lateral Investment Management -Private Equity Firm
01.2023 - 10.2024
- Marketed Panther Plus Income Fund and Panther Plus Growth Fund to Independent Broker/Dealers and RIA channels.
- Worked extensively prospecting for new leads, scheduling appointments and building relationships.
Regional Vice President
Legendary Capital
09.2017 - 01.2023
- Marketed Real Estate Investment Trusts, Qualified Opportunity Funds, and bond offering to Independent Broker/Dealers and RIA channels. Legendary Capital products: Lodging Opportunity Fund, Lodging Fund REIT III, VAB Qualified Opportunity Fund, ACCEL2 Qualified Opportunity Fund and A-1 Bond offering.
- Planned and implemented comprehensive territory driven sales strategies focusing on raising capital by identifying new customers and increasing business with existing customers.
- Made proactive sales calls daily with existing and new advisors to strengthen relationships and find selling opportunities. This included sales campaigns, new business follow up calls, and others.
- Cross sold various offerings throughout the syndicate.
- Scheduled quality appointments, conference calls and/or webinars for Regional Director each week.
Internal Sales Consultant
Hartman Income REIT
09.2011 - 09.2017
- Responsibilities included marketing Hartman Short Term Income Properties XX to Independent Financial Planners, RIA’s, and Due Diligence Officers.
- Worked extensively prospecting, cold calling and referral networking, generating new business.
- Developed and implemented business plan to increase revenue and exceed territory sales goals; Created territory specific campaigns and educational sessions at the local level for registered advisors to attract new and retain existing customers.
- Obtained several National Account Selling Agreements for the offering.
Retail Broker
Hartman Income REIT
05.2010 - 09.2011
- Provided financial advice and the Hartman Solution to individual investors throughout the United States by telephone and one on one meetings.
- Increased overall sales of Hartman Income Properties, by calling on current book of business, referrals, and leads.
- Played significant role in closing the offering of Hartman Income Properties XIX.
- Built strong relationships in a brief period and shortened the sales cycle, resulting in overall efficiency and sales.
Internal Sales Consultant
Hines Real Estate Investments
05.2005 - 02.2010
- Responsibilities included marketing the Hines REIT to Independent Financial Advisors and RIA’s.
- Worked extensively in the development of new leads, centers of influence, and general prospecting for advisors that had the propensity to invest in non-traded REITs.
- Developed and implemented business plans to increase revenue and exceed territory goals.
- Developed and managed relationships in the territories by investment education, business development, sales, and service.
Education
B.S - Advertising
University of Texas
Austin, TXSkills
- Decision-Making
- Flexible and Adaptable
- Active Listening
- Excellent Communication
- Initiative-taking
- Problem-Solving
- Mindfulness
- Teamwork and Collaboration
Certification
Securities Licenses 7&63
Timeline
Associate Vice President
Prep Property Group
10.2024 - 03.2026
Regional Vice President
Lateral Investment Management -Private Equity Firm
01.2023 - 10.2024
Regional Vice President
Legendary Capital
09.2017 - 01.2023
Internal Sales Consultant
Hartman Income REIT
09.2011 - 09.2017
Retail Broker
Hartman Income REIT
05.2010 - 09.2011
Internal Sales Consultant
Hines Real Estate Investments
05.2005 - 02.2010
B.S - Advertising
University of Texas