Anthony Rillo
Washington,NJ
Summary
I am a licensed Real Estate Salesperson with experience in residential real estate, leasing transactions, sales, and client relationship management. While working at GW Capital Asset Management, I developed a strong interest in the property management side of real estate by learning more about how properties operate behind the scenes, including financial performance, occupancy, Net Operating Income (NOI), and property-level reporting. I enjoy working in real estate and want to combine the experience I gained as an agent with my growing understanding of property operations and asset management. I am looking for an opportunity where I can use my real estate knowledge, communication skills, and attention to detail while continuing to develop within property management .
Overview
1
1
Certification
4
4
years of professional experience
Work History
Investor Relations/Client Success Associate
GW Capital
Holmdel
09.2025 - Current
- Conducted approximately 200 daily outbound calls to prospective investors, building relationships and driving engagement in capital-raising initiatives.
- Helped contribute to raising over $4 million in investment capital across multiple fundraising initiatives through investor outreach, relationship management, and follow-up.
- Monitored and tracked key property performance indicators, including Net Operating Income (NOI), occupancy, and property-level financial performance to support asset management operations.
- Utilized Microsoft Office, particularly Excel, to organize financial information, maintain reporting spreadsheets, track performance metrics, and support internal reporting.
- Assisted with investor onboarding, investment documentation, subscription agreements, and ongoing client communications.
- Developed professional communication and relationship-building skills through training in different personality types, communication styles, and investor engagement strategies.
- Collaborated with internal teams to enhance investment performance monitoring, maintain accurate records, and streamline operational processes.
Client Service Representative
SDIRA Wealth
Remote
07.2024 - 08.2025
- Conducted approximately 200 daily outbound calls to a combination of cold and warm leads, identifying prospective clients and generating new business opportunities.
- Managed sales pipelines efficiently by following structured daily prospecting, follow-up, and lead-nurturing procedures to consistently advance prospects through each stage of the sales process.
- Qualified prospective clients, identified their needs, communicated service benefits, and guided interested prospects toward account openings.
- Assisted clients with investment account applications, onboarding, documentation, and account setup procedures.
- Maintained accurate prospect and client records, tracked lead activity, and ensured consistent follow-up throughout the customer acquisition process.
- Delivered professional customer support through phone and email, resolving inquiries and educating clients on self-directed IRA services and account requirements.
Real Estate Agent
Keller Williams
Holmdel
09.2022 - 04.2024
- Completed three residential lease transactions and one residential buy-side transaction, assisting clients throughout the leasing and purchasing processes, including property showings, negotiations, and transaction coordination.
- Conducted 200+ outbound cold-call dials daily to generate prospective client leads, identify opportunities, and develop new business.
- Planned and executed door-knocking campaigns to generate property leads, establish relationships, and expand the prospect pipeline.
- Coordinated and conducted residential property showings, presenting property features and answering prospective clients' questions.
- Managed prospect pipelines through CRM software, maintaining organized lead records, tracking communications, and executing consistent follow-up procedures to move prospects toward completed transactions.
- Assisted clients with real estate documentation, scheduling, negotiations, and transaction-related procedures.
- Built and maintained professional relationships with prospective buyers, sellers, tenants, and other real estate professionals.
Education
High School Diploma -
Parisppany High School
Parsippany, NJ04-2020
Some College (No Degree) -
Rowan
NJSkills
- Client relationship management
- CRM software
- Customer support
- Excel Modeling
- Investor relations
- Sales pipeline
- Communication skills
- Problem solving
- Adaptive learning
- Time management
- Client onboarding
- Client education
- Pipeline development
- Internal teamwork
- Implementation of new SOPs
Certification
- New Jersey Real Estate Salesperson License
Timeline
Investor Relations/Client Success Associate
GW Capital
09.2025 - Current
Client Service Representative
SDIRA Wealth
07.2024 - 08.2025
Real Estate Agent
Keller Williams
09.2022 - 04.2024
High School Diploma -
Parisppany High School
Some College (No Degree) -
Rowan