Charles Primm
Richmond Heights
Summary
Expert Business Professional and Advisor who consistently exceeds standards, both personal and client goals, and client expectations in challenging environments and ever changing market climates.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Western & Southern Financial Group
Cleveland, Ohio
08.2024 - Current
- Adequately prepare for all appointments through established processes.
- Proactively develop community relationships to cultivate and strengthen presence in target market(s).
- Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
- Effectively sell insurance and investment solutions.
Owner/Operator
Rome Real Estate Group
Cleveland, OH
02.2014 - Current
- Directed real estate transactions from initiation to closing, ensuring compliance with regulations.
- Developed and implemented strategic marketing plans to enhance property visibility and attract buyers.
- Managed investor relationships, providing exceptional service to foster loyalty and repeat business.
- Enhanced out of state investors and limited partners real estate portfolios by optimizing rental income with exceptional property management.
- Oversaw financial operations, including budgeting, forecasting, and expense management for optimal resource allocation.
Real Estate Agent
Keller Williams Greater Metropolitan
Cleveland, Ohio
05.2019 - 12.2025
- Prepare necessary real estate documents for clients to buy or sell real estate such as representation documents, purchase agreements, closing statements, leases, and deeds.
- Represent clients with the utmost integrity and confidentiality.
- Negotiate contracts and agreements to place my clients in the best possible outcome in transactions.
- Accompany Buyers during visits and inspections to property advising them on the suitability and value of the homes based off current market conditions.
- Help Clients sell their desired properties quickly by utilizing my past marketing experience in google adwords, social media, direct mail, targeted display ads, and multiple listing service.
Financial Advisor
Capital Planners
Cleveland, Ohio
10.2019 - 08.2024
- Help create strategic financial and investment plans for individuals, families and businesses.
- Embedding wealth accumulation principles of wealth protection, world class saving, Adequate life events funding and debt elimination.
- Providing expertise on obtaining and growing clients asset portfolios in Real Estate, Individual Retirement Vehicles like 401k, Stocks, Bond, Life Insurance, College Funds, Annuities and alternative investments.
- Develop and manage budgets and saving forecasts to pecure generational wealth and overall net worth growth.
- Create and Maintain Zoom Seminars teaching best practices and steps to building wealth.
Co-Owner / CEO
Real Revenue Signature Events
Cleveland, Ohio
11.2011 - 12.2019
- Develop event plans and orchestrate meetings with planning team and venue owners.
- Facilitate the creation of digital signage and marketing materials.
- Develop and manage budgets and event forecasts.
- Lead the negotiation of agreements for contracts between venues, talents and sponsorship and Real Revenue.
Digital Account Executive
YP Marketing Solutions
Cleveland, Ohio
11.2015 - 01.2017
- Responsible for pursuing and securing new business of small/medium business owners for YP digital and print advertising/marketing solutions including; Search Engine Optimization/Marketing(SEO/SEM), social media and mobile marketing and other technologies, products and services within the assigned geographic territory.
- Conducted high-volume outbound cold-calling (phone, email, etc.) to identify the decision-maker, and then secure the appropriate number of in-person meetings (10-12/week) to surpass target revenue goals.
- Exceeded Revenue Goals and Achieved Top Sales Executive on my team by utilizing the sales process to conduct and close in-person presentations with customers at their place of business or desired location.
- Consulted and advised clients on how to optimize their revenue through combining various marketing solutions to create a tailored marketing solution based on the clients industry, budget and desired growth goal and was held accountable for analysis, planning and achievement of target outcomes.
Account Manager
Radio One
Cleveland, Ohio
07.2013 - 07.2015
- Competently and professionally achieved budgeted revenue goals by establishing and fostering client and companion subsidiary relationships.
- Counsel clients, represent and sell Radio One and Interactive One local inventories such as radio air time, live events, sponsorships and various digital inventories with the intent to advance client objectives.
- Build sales by prospecting for new clients and nurture existing customer relationships.
- Utilize ideation skills to develop, present and execute integrated marketing campaigns across platforms to accomplish client return on investment.
Education
Bachelor of Science -
Cleveland State University
Cleveland, Ohioundefined
Hondros Business College
Cleveland, Ohioundefined
Exam FX
Cleveland, OhioSkills
- Investment advice
- Relationship building and management
- Analytical thinking
- Expert Negotiator
- Active Networker
- Local Market Knowledge
- Digital and Event Marketing Connoisseur
- Problem- Solving
- Communication
Timeline
Financial Advisor
Western & Southern Financial Group
08.2024 - Current
Financial Advisor
Capital Planners
10.2019 - 08.2024
Real Estate Agent
Keller Williams Greater Metropolitan
05.2019 - 12.2025
Digital Account Executive
YP Marketing Solutions
11.2015 - 01.2017
Owner/Operator
Rome Real Estate Group
02.2014 - Current
Account Manager
Radio One
07.2013 - 07.2015
Co-Owner / CEO
Real Revenue Signature Events
11.2011 - 12.2019
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Hondros Business College
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Exam FX
Bachelor of Science -
Cleveland State University