John Daley
Kansas City,MO
Summary
An experienced professional looking to transition into wealth management and financial planning. Extensive experience in navigating complex transactions and consistently achieving desired outcomes with high levels of client satisfaction. Known for collaborative approach and adaptability, with strengths in negotiation and market analysis. Experienced with providing professional advice and in depth analysis to investors and clients. Specializing in helping others clarify their goals and execute actionable plans to achieve them, with a track record of building strong client relationships.
Overview
21
21
years of professional experience
Work History
Broker Associate
Keller Williams Southland Partners LLC
08.2011 - Current
- Obtained professional real estate license in 2011 to streamline my own real estate investing and enhance property analysis resources. This position has never been a primary occupation, but supplemental and supportive of my other real estate focused businesses.
- Successfully closed challenging deals by employing creative problem-solving skills during negotiations.
- Kept current on industry trends, participating in professional development opportunities to better serve clients.
- Advised clients on risk management and investment strategies, helping them to make informed decisions about their transactions.
- Managed client relationships via email, text and telephone to stay in frequent contact and maintain trust throughout sales process.
- Collaborated with legal teams to ensure compliance with all regulatory requirements during transactions.
- Implemented effective negotiation tactics to secure favorable terms in contracts for clients.
- Coordinated seamless transaction processes by working closely with mortgage lenders, title companies, and inspectors throughout the sale process.
- >$13M in total transaction volume
Franchise Owner
HomeVestors of America
08.2014 - 12.2024
- Owned and operated a local franchise for the number one home buyer in America since 1996.
- Creatively structured deals and performed in depth property analysis.
- Oversaw deal flow from marketing, lead management, property acquisition, project management, and property disposition.
- Determined optimal exit strategies on a deal by deal basis.
- Strategized optimal means to create wealth by degree of property improvement based on multiple factors.
- Built relationships with lenders and utilized multiple types of loans (portfolio loans, rehab loans, commercial loans).
- Managed cash flow for business and complex projects.
- Recruited and trained operational staff and contract workers.
- Developed business practices and ensured adherence to industry specific rules and regulations.
- Continual problem solving for employees, customers, vendors, etc.
- Resulted in 195 property purchase and sale contracts.
Founder & President
Main Street Residential, Inc.
06.2017 - 06.2020
- Founded residential property management company to manage my own long term rental properties as well as other investors in need of competent and cost effective property management services.
- Approached management from an investor friendly mentality and cost structure while maintaining good relationship with tenants through competent and responsive service.
- Employed full time maintenance and office staff.
- Oversaw financial management activities such as budgeting, forecasting, cash flow monitoring and reporting.
- Developed and trained employees in proprietary business practices and procedures.
- Created a culture of integrity and transparency, with a desire to educate and facilitate positive interactions with investor clients and tenant customers alike.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance industry standards and regulations.
- Started business with $6M in assets under management, grew to $20M in management in 3 years.
- Sold business to fellow investor at Keller Williams.
Lead Project Manager
Spectrum Home Services
01.2009 - 04.2010
- Lead the property preservation division of the company contracted to manage local REO properties for multiple national companies (United Field Services, NFR, First American).
- Interacted with regional representatives and coordinate various activities involved in processing local REO properties.
- Managed and trained contractors and employees in the field, operated online interface programs.
- Ensured compliance to respective proprietary company procedures.
Supervisor
Admiral Home Concepts
06.2008 - 12.2009
- Started with the company as a general remodeling technician.
- Promoted to supervisor after 8 months, coordinating and overseeing a small team of skilled laborers in all aspects of residential remodeling, specializing in full kitchen and bath renovations.
- Specialized in customer relations and satisfaction upon job completion.
Remodeling Specialist
Leonard & Associates
03.2007 - 05.2008
- Apprenticed under journeyman carpenter in various trades and aspects of residential remodeling.
Small Business Owner
College Works Painting
01.2004 - 08.2004
- Internship and personal mentoring program designed to help young student entrepreneurs start and run their own small business.
- Learned how to establish and run a small residential home painting business, including marketing, estimating jobs, securing job contracts, employing laborers, acquiring needed tools and equipment, training project managers, ensuring quality control, customer satisfaction, collecting payment and managing cash flow.
Education
Bachelor of Arts - Management & Society
University of North Carolina At Chapel Hill
Chapel Hill, NCSkills
- Interpersonal and task management skills
- Teamwork and collaboration
- Detail oriented
- Investment & risk assessment
- Client relationship management
- Regulatory compliance
- Comprehensive asset management
- Service excellence
- Analytical problem-solving
- Effective communication
Languages
English
Native or Bilingual
Spanish
Elementary
Interests
- Weight lifting
- Rucking & hiking
- Obstacle course running
- Automotive racing (autocross, HPDE)
- Motorcycle riding
- Pickleball
Timeline
Founder & President
Main Street Residential, Inc.
06.2017 - 06.2020
Franchise Owner
HomeVestors of America
08.2014 - 12.2024
Broker Associate
Keller Williams Southland Partners LLC
08.2011 - Current
Lead Project Manager
Spectrum Home Services
01.2009 - 04.2010
Supervisor
Admiral Home Concepts
06.2008 - 12.2009
Remodeling Specialist
Leonard & Associates
03.2007 - 05.2008
Small Business Owner
College Works Painting
01.2004 - 08.2004
Bachelor of Arts - Management & Society
University of North Carolina At Chapel Hill
Similar Profiles
Marielis AlmanzarMarielis Almanzar
Realtor at Keller Williams Atlanta Partners - South ForsythRealtor at Keller Williams Atlanta Partners - South Forsyth
Sara KingSara King
Licensed Executive Assistant/Transaction Coordinator at Deb Taylor Real Estate - Keller Williams Realty PartnersLicensed Executive Assistant/Transaction Coordinator at Deb Taylor Real Estate - Keller Williams Realty Partners
Simonne CorriveauSimonne Corriveau
CT Licensed Realtor at Keller Williams Legacy PartnersCT Licensed Realtor at Keller Williams Legacy Partners
Jarah McmillerJarah Mcmiller
Sales Associate at Designer Shoe WarehouseSales Associate at Designer Shoe Warehouse
Elizabath RodriguezElizabath Rodriguez
Student Services Specialist at Metropolitan Community CollegeStudent Services Specialist at Metropolitan Community College