Heather Reeves
Newport Beach
Summary
Entrepreneurial and creative Professional passionate about turning innovative ideas into tangible results. Experienced formulating and executing strategic plans, relationship management, customer sales, and developing business opportunities. Track record of multiple successful business ventures and leading teams of professionals to maximize profits and deliver success.
Skills
- Talent Development
- Leadership Development
- Client Relationship and Team Building
- Business Planning
- Performance Benchmarking
- Strategic Planning
- Contract Negotiation
- Brand Management
- Transformative Leadership
- Employee Coaching
- Effective Communicator and Speaker
- Sales Growth
Overview
21
21
years of professional experience
3
3
Certification
Work History
CEO / Founder / Lead Coach
Origin Coaching & Consulting
07.2020 - Current
- Develop personalized coaching plans tailored to individual client needs to promote personal growth.
- Collaborate with multidisciplinary experts to deliver comprehensive support for clients.
- Maintain up-to-date knowledge of the latest research and best practices in coaching.
- Successfully guided clients through major life transitions.
- Conducted assessments and evaluations to monitor client progress.
- Utilize a variety of coaching tools and methodologies to address client needs.
- Built a strong client base through word-of-mouth referrals and positive testimonials.
- Create digital content for a coaching website, enhancing online presence and attracting new clients
- Mentor new coaches, offering guidance and support in developing their own coaching practices.
- Monitored and analyzed clients' progress and overall satisfaction to implement process improvement.
- Assessed client's personal and financial picture and determined action plan to support start-up, recovery and expansion of business.
- Fostered positive, proactive and professional relationships to achieve business goals.
- Facilitated group coaching sessions and provided individual coaching support.
- Developed relationships with clients to provide ongoing support and encouragement.
- Developed and maintained network of professional resources to refer clients to.
- Encouraged clients to find creative solutions to problems and maintain motivation.
- Utilized various coaching models and techniques to maximize client success.
CEO / Managing Broker / Real Estate Professional
Origin Real Estate
09.2017 - Current
- Licensed Real Estate Broker with experience in residential, multi-family, commercial sale, and lease transactions totaling over 200MM since founding.
- Lead and mentor agents and employees in real estate transactions and management oversight.
- Perform effective negotiation, utilizing key interpersonal communication skills, in order to successfully close real estate transactions.
- Commercial and residential real estate management, including financial management, project management, pro forma budgeting.
- Participation in transactions involving probate, estates, reverse mortgages, foreclosures, irrevocable and revocable trusts, evictions and working with legal professionals to professionally close transactions.
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Sold high volume of properties in short timeframes to exceed quotas and maximize business revenue.
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Maintained connections with clients to encourage repeat business and referrals.
- Conducted comprehensive market analysis to identify opportunities for investors.
- Reviewed market research data and changed sales plans accordingly.
- Developed and implemented strategic marketing plans to increase potential for selling properties and generate more leads.
President / CEO / Project Manager / Real Estate Professional / Property Manager
Blue Pacific Property formerly Pas, Co. Inc.
07.2012 - 12.2018
- Negotiated acquisition of company in 2018.
- Grew firm to 440 properties under management within six years of ownership.
- Lead and mentor employees and members of Board of Directors within residential and commercial real estate developments.
- Use in-depth knowledge of organizational behavior concepts to help each board member achieve productive communication and interaction within their Board and communities.
- Specialty training for Board members on committees to ensure cohesive team development and harmony.
- Communicate effectively with property owners and Board of Directors to address needs in an efficient and practical manner.
- Project Manager for a $500K renovation project within a 79-unit Community.
- Project Manager for a $2MM renovation project within a 211-unit Community.
- Prepare budgets, reserve analysis, and financial statements for multi-unit developments.
- Engage in contract negotiations with various outside contractors and vendors for services.
- Coordinate efforts to clean out and address hoarding and biohazardous property conditions at numerous properties.
Senior Portfolio Analyst, Separate Accounts
PIMCO
04.2008 - 06.2012
- Team Lead for a Cross Functional Team focusing on managing team members to ensure accurate and timely completion of projects as well as the cohesiveness of team members and cultural unity.
- Interaction and portfolio reporting to investment client executives at Disney, Boeing, Apple, and many other Fortune 1000 firms.
- Use organizational behavior concepts to encourage effective communication and collaboration with the Trade Floor, Portfolio Management and Account Management to achieve timely and accurate resolution of portfolio breaches on a daily basis.
- Mentor for the Women’s Leadership Network speaking on panels for high school girls and mentoring programs with Girls, Inc.
- Organize Leadership Network events with Human Resource Department that promote cross-boundary interaction and organizational development of culture and aligned principles for all employees.
- Mentor PIMCO employees both within and outside of my direct team towards meeting goals within individual teams, communicating effectively and pursuing long-term career interests.
- Project lead for the implementation of the enhanced downgrade tracking process focusing on identification and impact of downgraded securities across all portfolios within PIMCO, requiring close work with Legal, Account Management, Portfolio Management, Clients, and the Trade Floor on a daily basis.
- Active member of the Separate Accounts training team, ensuring the new team members are well prepared and incorporated into group and company culture and environment.
- Analyze and communicate monthly, quarterly, or annual compliance reports to clients and Account Management.
- Active member and contributor to the Organizational Development Diversity Leadership Network.
Senior Personal Financial Representative / Senior Teller
Washington Mutual Bank
02.2004 - 03.2008
- Senior member of the training and mentorship team for new employees.
- Outreach coordinator for community service programs.
- Emphasis on customer focused banking and performance measures within the team.
- Established a network for team members to express ideas for change, process improvements, and voice concerns across any avenue within the branch.
- Built workshops in order to meet the needs of employees at the branch and enhance the overall customer experience.
- Focus on meeting monthly sales in lending, acquisition of new accounts, and customer service survey scores.
- Produce between 1-2 million dollars in consumer loans each month, exceeding monthly sales goal of 500K.
- Specialize in small business banking and credit analysis, establishing and working with new business clients, and maintaining and growing current business relationships.
- Open consumer and business accounts, emphasizing the development of further customer relations, while meeting all customer service needs, including fraud prevention and reporting.
Education
Doctorate in Depth Psychology - Integrative Practices
Pacifica Graduate Institute
Bachelor of Arts in Economics - Finance
University of California - San Diego
MBA - Organizational Behavior and Entrepreneurship
University of California - Irvine
Irvine, CACertification
- Certified Coach, 07/2023, Specialty Coach Training
- Certified Myers-Briggs Practitioner, 08/2013, The Myers Briggs Company, Inc. (formally CPP, Inc.)
- Licensed Real Estate Broker, 06/2015, California Department of Real Estate
- COVID-19 Contact Tracing Certified, 07/2020, John Hopkins University
Volunteer Experience
- RSI PTO Boosters, Inc. – Costa Mesa, Board President / Founder, 09/2019, Present, Founded the PTO Boosters organization in support of Renascence School International, Created and incorporated the booster organization as a Non-Profit entity, Drafted and implemented Bylaws and Operating Procedures, Formed a Leadership Board and support team, Organized the budget and financial reporting for the organization, Oversee the day-to-day operations of the organization, Liaison between the school Director, Administrative Staff, and Faculty to ensure seamless communication and support between the school and the booster organization, Lead monthly Booster meetings in front of the entire parent population in person and via Zoom communication
- Renascence School International – Costa Mesa, Board Cabinet Lead / Founder, 09/2022, Present, Founded the internal Board Cabinet to establish fundraising techniques, community participation, and future growth opportunities for the Renascence School International, Identified and recruited Board Cabinet members, Consult and advise the school founder and Director on business matters, Consult and advise the school faculty and administration team on cohesiveness and growth mindset through the administration of the Myers Briggs and Enneagram Assessments
Timeline
CEO / Founder / Lead Coach
Origin Coaching & Consulting
07.2020 - Current
CEO / Managing Broker / Real Estate Professional
Origin Real Estate
09.2017 - Current
President / CEO / Project Manager / Real Estate Professional / Property Manager
Blue Pacific Property formerly Pas, Co. Inc.
07.2012 - 12.2018
Senior Portfolio Analyst, Separate Accounts
PIMCO
04.2008 - 06.2012
Senior Personal Financial Representative / Senior Teller
Washington Mutual Bank
02.2004 - 03.2008
Doctorate in Depth Psychology - Integrative Practices
Pacifica Graduate Institute
Bachelor of Arts in Economics - Finance
University of California - San Diego
MBA - Organizational Behavior and Entrepreneurship
University of California - Irvine
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