
Talented, veteran professional with expert sales. Capable of closing 1-off transactions and entire portfolios. I dig for referrals, the best deal and understand both sides of the transaction. More than the dozens of books and courses and extensive experience, I can connect with many different types of prospects to uncover what is needed in the transaction, while using multiple negotiating strategies to help close the deal. I will consistently be at or near the top of the ladder for any company in sales.
I engage, educate and then sell prospects high-ticket products related to the Pace Morby (SubTo) real estate brand through New Reach Education ranging from 9,800 to 19,800. I also maintain a substantial database of varied time-phased prospects and do follow up emails, texts and phone calls all day to facilitate new enrollments, via the Close.com CRM. I participate in intra-company communication through Slack and Zoom meetings with corporate heads and managers for KPI checks, company updates, Gong.com call analysis, etc. I was the top salesperson out of 75+ salespeople in the entire company across all brands in 2023 (which does more than 70 million gross in sales) for both units and dollar volume. I have commission runs and my 1099 as evidence.
Created and oversaw entire purchase programs of residential properties from Maryland and D.C. courthouses, online vendors, wholesaler networks and advertising campaigns. Completed all due diligence to assess the profit potential of all prospective purchases, including detailed rehab analysis. Took each property from cradle to grave in respect to loans, acquisitions, closings, contracts etc., including all interactions with lenders, attorneys, agents, sellers, buyers and 3rd parties for inspection, contractors, etc.
Negotiated purchase prices with individual sellers for maximum value for the company. Completed more than 15,000 real data property sales comps, without AI or program assistance.
Completed more than 500 acquisition and sale transactions between 2010 and 2020. Helped create and implement a purchase program for more than 110+ rental properties that were retained by the company.
Ran a hedge fund that specialized in acquiring distressed assets from banks during the crash of the housing market in the late 2000s.
Analyzed and negotiated entire portfolios of brick and mortar assets as well as notes for potential investment purchases. Raised more than 30 million in capital for purchases through existing book of investors and other outside investors. Successfully created returns for dozens of investors throughout the lifecycle of the assets purchased. Overall return was more than 22%.
Received a sign-on commission to bring my existing business to their firm in the 6-figures. Continued day to day operations of servicing clients and growing my book of business in investment related products. Managed the entire bond department for the firm.
Took positions for the firm in bond issues by analyzing existing inventory in the Bloomberg data offerings. Did 40 million in sales in the 2 years at the firm.
Obtained Series 7 and 63 and was registered with the NASD as a registered representative. Built and maintained a client book that specialized in the sale of retail investment products, with a focus on municipal bonds. Started with no existing book of sales to over 600,000 gross commission in 1 year, of which 95% was phone related sales. License was kept fully clean, without a single mark on my U-4. Completed over 35 million in sales while employed at The GMS Group, LLC.