Charles Bevis
South Jordan,UT
Summary
Versatile professional with extensive experience in real estate and finance focused on obtaining a position within the Cannabis Industry. Demonstrated history of customer service excellence, business acumen and strategic planning. Thorough understanding of the Cannabis market and its conditions including federal and state regulations. Passionate about the medical applications of Cannabis and the importance of its application. Worked successfully as a broker, new home sales consultant, and director of sales. Applies collaborative approach to leadership, fostering team-oriented environment to drive results.
Overview
20
20
years of professional experience
Work History
Real Estate Broker / Real Estate Agent
Gobe Realty; Inland Homes; CW Associates
01.2004 - Current
- Established and developed real estate agency, driving recruitment, and operational growth.
- Experience with all aspects and steps of site evaluation, design review, and construction planning.
- Helped clients navigate transactions, complete paperwork and finalize sales or purchases on over 100 transactions.
- Create standards, agent expectations, and internal system requirements for team of 8 agents.
- Managed complex transactions involving short sales, foreclosures, or other challenging situations with tactful problem-solving skills.
- Increased property sales by developing and implementing innovative marketing strategies for residential and commercial properties.
- Negotiated favorable contract terms for clients by effectively leveraging market knowledge and strong communication skills.
- Delivered exceptional customer service by proactively addressing concerns and fostering positive experience.
- Cultivated strong relationships with industry professionals, leveraging connections to generate referrals and new business opportunities.
Financial Advisor
UBS Financial Services
01.2016 - 01.2023
- Educated 32 clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs and risk tolerance.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests and managing over 45 million in assets.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
Education
Bachelor of Science - Finance
University of Florida
Gainesville, FLMBA - Business Administration
University of Hawaii At Manoa
Honolulu, HISkills
- Lead Generation
- Business Development and Planning
- Contract Management
- Client Relations
- Property Valuation
- Market Trend Analysis
- Negotiation Expertise
- Operations Management
Timeline
Financial Advisor
UBS Financial Services
01.2016 - 01.2023
Real Estate Broker / Real Estate Agent
Gobe Realty; Inland Homes; CW Associates
01.2004 - Current
Bachelor of Science - Finance
University of Florida
MBA - Business Administration
University of Hawaii At Manoa
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