James Liddy
Sarasota,Florida
Summary
Seasoned business professional with 20+ years of experience in real estate sales. Experienced in all aspects of real estate buying and selling. Skilled in using latest online tools throughout sales process. Possesses excellent presentation and communication skills. Fully committed to customer satisfaction.
Overview
28
28
years of professional experience
Work History
Realtor
Dalton Wade
Sarasota, Florida
02.2026 - Current
- Negotiated contracts and terms between buyers and sellers effectively.
- Conducted market analysis to determine property values and trends.
- Built relationships with clients to understand their real estate needs.
- Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
- Managed real estate transactions from initiation to closing.
Realtor
Waterside Realty LLC
Sarasota, Florida
09.2005 - Current
- Facilitated closing processes between lender, mortgage companies, buyers and sellers.
- Maintained database of prospective customers.
- Managed real estate transactions from initiation to closing.
- Scheduled home viewings with potential buyers.
- Worked with clients to ensure understanding of Sales and Closing processes.
- Promoted sales through advertising, open houses and Multiple Listing Services.
- Conferred with escrow companies, lenders and home inspectors to expedite transactions and home buying process.
- Prepared and delivered sales presentations.
- Facilitated closing process on behalf of clients and reviewed all parts of contracts to resolve issues prior to closing.
- Accompanied buyers during property inspections.
- Leveraged industry trends to shape value-added solutions and approaches.
Real Estate Wholesale
Self
Sarasota, Florida
01.2025 - 01.2026
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Identified needs of customers promptly and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Utilized various software and tools to streamline processes and optimize performance.
- Updated and maintained databases with current information.
Financial Planner
Prudential Financial
Sarasota, Florida
02.1998 - 07.2005
- Articulated value of various financial products, including stocks, bonds and mutual fund and educated clients on benefits of each.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans.
- Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
Education
Bachelor of Science - Business Management
Lakeland Community College
Mentor, OH04.1981
CFP Candidate - Certified Financial Planner
Certified Financial Board
Washington DC05.2003
Skills
- Purchase agreements
- Contract negotiation
- Property closing
- Client relations
- Market research
- Client relationship management
- Recordkeeping
- Sales strategies
- Sales development
- Escrow processes
Additional Information
Civic Involvement
Treasurer Pop Warner Football Sarasota "Sarasota Sun Devils 2011-2017
Volunteer Boys & Girls Club Sarasota 2006-2010
Volunteer Mote Marine 1992-1997
Timeline
Realtor
Dalton Wade
02.2026 - Current
Real Estate Wholesale
Self
01.2025 - 01.2026
Realtor
Waterside Realty LLC
09.2005 - Current
Financial Planner
Prudential Financial
02.1998 - 07.2005
Bachelor of Science - Business Management
Lakeland Community College
CFP Candidate - Certified Financial Planner
Certified Financial Board