Summary
Overview
Work History
Education
Skills
References
Timeline
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Brenna Winters

Scottsdale,AZ

Summary

Experienced finance and commercial real estate professional with a strong track record. Known for delivering excellent client service and possessing exceptional networking abilities. Quick learner with intuitive insights. Demonstrates creativity, integrity, and maintains a positive and centered outlook. Committed team player with a transparent approach and a diverse skill set.

Overview

3
3
years of professional experience

Work History

Capital Markets Associate

Caliber Companies
Scottsdale, Arizona
01.2023 - Current
  • Cultivated and developed relationships with existing and potential referral sources, identified new partners, uncovered untapped opportunities and raised brand awareness.
  • Helped internal and external business partners by providing specific expertise and tactical support.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Implemented and managed policies and procedures to ensure quality customer service and data organization
  • Documented and organized vital information and updates in SalesForce, HubSpot, AppFolio, and other CRMs.
  • Summarized and collected sales data to prepare monthly marketing reports.
  • Regularly met with heads of all departments to collect and disseminate cross-department information
  • Demonstrated leadership by making improvements to work processes and helping to train others.

Sales Specialist

Caliber Companies
Scottsdale , AZ
11.2021 - 01.2023
  • Followed up with customer to identify and resolve service, account or technical issues and maintain satisfaction.
  • Leveraged CRM system to manage sales activities and track sales performance.
  • Fostered relationships with customers to expand customer base and retain business.
  • Assessed and prioritized departmental reporting needs, functions and strategies and reported findings to management.
  • Answer phone calls, provide information and connect callers to appropriate personnel.
  • Demonstrated excellent communication skills with knowledgeable and friendly service.
  • Coordinated logistics for activities and events.
  • Stayed up to date on company products and services to support sales objectives.

Manager of Client Relations

Architectural Surfaces Group
Scottsdale, AZ
08.2021 - 11.2022
  • Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Cultivated productive relationships with existing customers through exceptional follow-up after sales.
  • Worked with other contractors for successful project completion, including fabricators and designers
  • Worked with creative personnel to establish and create designs related to brand and communications.
  • Maneuvered forklift over and around loaded pallets, boxes and other materials.

Head of Business Development

MGO Realty Advisors
Lake Oswego, OR
02.2021 - 08.2021
  • Cultivated and maintained industry relationships and partnerships to capitalize on opportunities and maximize business success.
  • Developed growth plans by identifying key clients, key targets and priority service lines.
  • Applied salesmanship to interactions with clients, analyzing client needs to help in accomplishing goals.
  • Networked with potential customers to identify business development techniques and new revenue streams.
  • Generated lists of properties for potential property buyers compatible with budgets and needs.
  • Administered legal research to aid with positive outcomes.
  • Conducted sales development with lenders, realtors, mortgage companies, buyers and sellers.
  • Liaised with high-value accounts, fostering personal relationship and awareness to capture emerging business opportunities early.

Education

Series 7

FINRA
11-2023

Series 63

FINRA
11.2022

Securites Industry Essentials (SIE)

Exam FX
08.2022

Real Estate Sales License - Arizona Real Estate License

The CE Shop
Online
04.2022

Real Estate Sales License - Oregon Real Estate License

Mbition To Learn
05.2021

Notary Public -

Oregon Secretary of State
Online
04.2020

Notary Public

Arizona Secretary of State

Skills

  • Excellent Communication skills
  • Service-oriented mindset
  • Relationship management
  • Inter-Department Collaboration
  • Skilled in Word, Excel, and other Microsoft systems
  • Multitasking and prioritization
  • Networking Expertise
  • Organizational skills
  • Process Management
  • Proficient in SalesForce, HubSpot, AppFolio, and other CRMs
  • Genuine, Reliable, and Trustworthy

References

Davina Morris

Director of Talent Development

Caliber Companies

480-295-7600

Chris Kelley

General Manager

Architectural Surfaces

480-210-3570

Mark Hefner

Principal Broker

MGO Realty Advisors

916-804-0262

Timeline

Capital Markets Associate

Caliber Companies
01.2023 - Current

Sales Specialist

Caliber Companies
11.2021 - 01.2023

Manager of Client Relations

Architectural Surfaces Group
08.2021 - 11.2022

Head of Business Development

MGO Realty Advisors
02.2021 - 08.2021

Series 7

FINRA

Series 63

FINRA

Securites Industry Essentials (SIE)

Exam FX

Real Estate Sales License - Arizona Real Estate License

The CE Shop

Real Estate Sales License - Oregon Real Estate License

Mbition To Learn

Notary Public -

Oregon Secretary of State

Notary Public

Arizona Secretary of State

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