Brooke Olson
Trustee, Real Estate Investor, Classically trained professional artist, Gallery Art Sales Associate
Tahoe City,CA
Summary
Sales Associate role requires strong organizational and communication skills, both of which have been demonstrated through effective management of trust administration processes. Experience includes ensuring compliance with legal regulations while enhancing operational efficiency for beneficiaries, leading to improved accuracy in financial reporting. Collaboration with legal and financial professionals has resulted in optimized asset management strategies, directly benefiting client satisfaction and trust performance. Additionally, mentoring junior staff in property management best practices has fostered a collaborative environment that supports team efficiency. Dynamic individual with hands-on experience in real estate investing, disaster resiliency and talent for navigating challenges. Brings strong problem-solving skills and proactive breakdown approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Utilizes deep thinking, real time data analytics in decision-making processes. Committed to making meaningful contributions and advancing not only organizational goals but aligning all key elements to achieve Visionary objectives.
Overview
27
27
years of professional experience
38
38
years of post-secondary education
Work History
Trustee Administrator
Marilyn K and Gordan J Living Olson Trust
Santa Barbara
07.2015 - Current
- Managed trust administration processes, ensuring compliance with legal regulations and enhancing operational efficiency for beneficiaries.
- Developed and maintained detailed records of trust transactions, improving accuracy and reliability in financial reporting.
- Collaborated with legal and financial professionals to devise strategies for asset management, optimizing trust performance and beneficiary satisfaction.
- Purchased and sold property’s
- Managed and transferred 10 bank accounts to beneficiary and created trusts for them working with attorneys.
- Coordinated with healthcare professionals
- Provided care and comfort to my Grandmother, Marilyn Olson took care of all of her hospital, physical therapy, and end of life responsibilities.
- Arranged meetings with legal teams with beneficiaries,my Father and my Uncle to prepare beneficiary documents
Trustee Administrator, Property Investor Manager
David Britton Olson SNT
Santa Cruz
07.2013 - Current
- Streamlined property management processes by implementing efficient administrative systems, enhancing operational workflows and tenant satisfaction.
- Coordinated investment portfolio evaluations, resulting in informed decision-making and optimized asset performance in property management.
- Mentored junior staff in best practices for property administration, fostering a collaborative environment that improved team efficiency.
- Purchased and sold property and managed Airbnb in Hawaii.
- Rehabilitated property during an after volcano eruption while increasing value
- Attended HOA meetings, community watch meetings and testified at county council meetings to help get funding for residence to regain road access to their properties and rebuild community.
- Studied earth monitoring systems like volcanic and earthquake, entitled wave activity to maintain property and community safety.
- Developed seven properties, subcontracting with Excavator’s electricians plumbers and construction crews.
- Developed strategic investment strategies by analyzing market trends, ensuring alignment with long-term financial objectives and risk management
- Oversaw tenant relations initiatives, improving retention rates through effective conflict resolution and community engagement strategies.
- Communicated regularly with beneficiaries concerning changes in their accounts or distributions they may be entitled to receive.
- Conducted due diligence reviews of potential investments for the benefit of the trust's beneficiaries.
- Processed payments associated with trusts such as rent, taxes, insurance premiums.
- Attended meetings between trustees and advisors and beneficiaries regarding ongoing issues affecting the trust's operations.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Monitored staff performance and addressed issues.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Provided leadership during times of organizational change or crisis situations, like the volcano eruption that impacted the Airbnb business.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
- Delegated work to staff, setting priorities and goals.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Proposed or approved modifications and improvements to properties to improve value for resale.
- Worked with attorney in managing Social Security disability benefits
- Provided hospitals with legal documentation when necessary in managing care and arranging transportation and work with the housing authority on an annual basis providing financial documents.
Trustee Administrator
The Roderick Olson Trust
Santa Cruz
02.2013 - 01.2016
- Managed trust administration processes, ensuring compliance with legal regulations and enhancing operational efficiency for beneficiaries.
- Developed and maintained detailed records of trust transactions, improving accuracy and reliability in financial reporting.
- Collaborated with legal and financial professionals to devise strategies for asset management, optimizing trust performance and beneficiary satisfaction.
- Completed day-to-day duties accurately and efficiently.
- Conducted thorough property assessments and due diligence, ensuring informed investment decisions that aligned with strategic goals.
- Contributed innovative ideas and solutions to enhance team performance and outcomes on property renovations and worked alongside staff on a daily basis
- Collaborated closely with team members to achieve project objectives and meet creative and financial objectives
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Conducted comprehensive research and data analysis to make informed decisions and implement appropriate systems related to the properties regarding water and heating water, runoff landscaping terracing. Managed tree removal for the safety of the home.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Analyzed real estate market trends purchased property and land rehab developed and sold increasing property value.
- Managed crew building other structures on property worked with them every day to make sure everything was done correctly.
- Developed strong customer relationships by providing tailored art consultations, enhancing client satisfaction and loyalty.
- Managed sales transactions efficiently, ensuring maximum point of sale worked with real estate agents and researched investments keeping up with market trends, and analyze data for future investments and timing of property sales.
- Worked with father’s care team commuted between Property work and hospital and working with legal teams during his end of life, Care.
- Moved into military housing at hospital to be present with my father on a daily basis for four months and on and off for four years
- Provided radio interviews for education for veterans and families and the Fisher house foundation.
- Took responsibility for all military funeral, and burial arrangements working with local Bonny Doon Fire station personnel and local veterans in organizing military parade. Handled all aspects of end of life care with honor love and respect.
Sales Associate North Water and Granary Gallery
Morse Arts
West Tisbury
04.2009 - 09.2010
- Delivered exceptional customer service by actively engaging with clients, resulting in increased customer loyalty and repeat business.
- Maintained an organized and visually appealing sales floor, enhancing the shopping experience and driving sales growth.
- Utilized point-of-sale systems efficiently to process transactions, ensuring accuracy and timely service for customers.
- Maintained outdoor patio Gallery and landscaping
- Working Scrimshander provided art for Gallery sales
- Provided positive first impressions to welcome existing, new, and potential customers.
- Prepared merchandise for sales floor by pricing or tagging.
- Solved customer challenges by offering relevant products and services.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Engaged with customers to effectively build rapport and lasting relationships.
- Answered customer questions about sizing, accessories, and merchandise care.
- Helped customers locate products and checked store system for merchandise at other sites.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Built relationships with customers to encourage repeat business.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Managed returns, exchanges and refunds in accordance with store policy.
- Performed cash, card, and check transactions to complete customer purchases.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Packaged all artwork for shipping.
Sales Associate, Coppersmith and Scrimshander
“Copperworks Gallery” Owner Scott McDowell
Chilmark
07.2008 - 01.2009
- Developed strong customer relationships by actively engaging clients and addressing their needs, enhancing overall satisfaction.
- Collaborated with team members to ensure optimal product presentation, contributing to increased sales and customer interest.
- Implemented effective inventory management practices, resulting in streamlined stock levels and improved product availability.
- Worked as a gallery artist doing scrimshaw and as an apprentice coppersmith producing artwork making copper wall hanging fish whales and other sea life.
- Made custom artwork on commission for high-end clients.
- Developed professional relationships with all of the artists who sold their work in the gallery and increased sales.
- Performed opening and closing duties and financial transactions.
- Answered calls and scheduled Charter fishing reservations while running Gallery operations and producing artwork.
- Helped customers find specific products, answered questions, and offered product advice.
- Greeted customers and provided exceptional customer service.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Answered incoming telephone calls to provide store, products and services information.
- Assisted customers with product selection, sizing and styling.
- Provided accurate information about products, prices and services.
- Maintained cleanliness of store environment including floors, windows, displays.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Built and maintained relationships with peers and upper management to drive team success.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Maintained up-to-date knowledge of store merchandise and policies.
- Sold various products by explaining unique features and educating customers on proper application or usage.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
Wildlife kayak guide
Trustees of Reservations
West Tisbury, MA
04.1999 - 10.1999
- Managed bookings, transactions and other administrative tasks to foster excellent customer experiences.
- Assisted with adventure education trip preparation by rigging rafts, preparing food, and planning routes.
- Developed personal knowledge of [Area of expertise] to enhance quality programming on adventure education trips.
- Facilitated programs for corporate and social groups in hiking, mountain biking, court activities and team building events
- Instructed large groups of people how to kayak and took them on three hour tours
- Educatedtour groups about habitat restoration including; prescribed burning, local flora and fauna and bird life, Osprey migration and nesting and performed Piping plover nest enclosures helping to ensure the survival of the species.
- Education in brackish water pond, watershed and frost bottom habitats.
- Performed perimeter checks and maintained and cleaned all machinery, including trucks.
- Took daily observations and drawings of Osprey nests with ledges present.
- Began planning and writing curriculum for Long point natural history museum.
- Performed and completed Health Care Certification, CPR for the Professional Rescuer, gaining healthcare provider and first aid certifications.
- Completed small craft water rescue certification. Taught water safety.
- Checked Weather entitled conditions daily before tours, maintained logbook.
- Delivered effective safety debriefings to guests to promote safe environment.
- Maintain all kayak equipment and prepared it for tours and put it away
Education
Classical art training, animation, and film
01.2024 - 02.2026
- Member of [Student Organization or Club Name]
Bachelor of Fine Arts - Animation/ Illustration
08.2002 - 06.2007
- Member of the shrunken head man animation, illustration club
- Have one more year left in six year program
Associate of Arts - Fine Arts
02.1995 - 06.2001
- Photo Journalist for the “Voice” college newspaper
- Principle bass player for the Cabrillo College Orchestra 2000-2001
- Competed in the Cabrillo College Swimming, and Diving team. Won second place on low dive in allstate springboard diving Coast Conference championships in 1998 completing two years of competitive diving meets in northern California.
- Continuing education in music theory and classical performance on upright bass, fine arts and photo-journalism
- Graduated with honors
- Graduated with honors
- Focus in Arts
- Participated in track and field
- Painted sets for the theater department
- Make up artist and actor in “Wind and the Willows” 1993
- Provided Art and poetry for publication
Portfolio
FEATURED
“Giant Squid”
“Shadow Patterns”
“How I Want my Mom to Feel”
Glow O’ Jar
“Tortuga's in Petroglyphs”
Skills
- Trust administration
- Compliance management
- Asset management
- Financial reporting
landscaping, design and maintenance
Interior design
Classically trained artist
Accomplishments
Honorary mention, Boston Globe scholastic art awards 1992
Multiple publications in the Cabrillo College voice press as a photo Journalist 2001
Timeline
Sheldon’s Art School - , Classical art training, animation, and film
01.2024 - 02.2026
Trustee Administrator - Marilyn K and Gordan J Living Olson Trust
07.2015 - Current
Trustee Administrator, Property Investor Manager - David Britton Olson SNT
07.2013 - Current
Trustee Administrator - The Roderick Olson Trust
02.2013 - 01.2016
Sales Associate North Water and Granary Gallery - Morse Arts
04.2009 - 09.2010
Sales Associate, Coppersmith and Scrimshander - “Copperworks Gallery” Owner Scott McDowell
07.2008 - 01.2009
San Jose State University - Bachelor of Fine Arts, Animation/ Illustration
08.2002 - 06.2007
Wildlife kayak guide - Trustees of Reservations
04.1999 - 10.1999
Cabrillo College - Associate of Arts, Fine Arts
02.1995 - 06.2001
Martha’s Vineyard Regional High School - ,