Kaden Ismail
Chicago,IL
Summary
Dynamic professional with a proven track record at Trilogy Real Estate Group, excelling in due diligence coordination and stakeholder management. Expert in Salesforce CRM and executive reporting, I drive process improvements and enhance sales operations, consistently delivering impactful results and fostering strong advisor relationships. Recognized for my strategic execution and commitment to excellence.
Overview
4
4
years of professional experience
Work History
Chief of Staff to Chief Commercial Officer
Trilogy Real Estate Group
Chicago, IL
09.2024 - Current
- Serve as principal execution partner to the Chief Commercial Officer, translating strategic priorities into structured workstreams across capital markets, marketing, compliance, and investor communications.
- Lead end-to-end due diligence coordination for the platform's offerings (DST, Opportunity Zone Fund, Roth Conversion Fund, Growth and Development Fund), owning timelines, data-room readiness, and response workflows.
- Partner with internal stakeholders and outside counsel to govern offering documentation, including PPMs, LPAs, Subscription Agreements, and Selling Agreements; drive updates, version control, and distribution readiness.
- Own sales operations and back office coverage for the broker-dealer and RIA channel, including intake triage, advisor support, process discipline, and service-level responsiveness.
- Build Salesforce and Excel reporting, and KPI dashboards across pipeline, activity, and fundraising progress; deliver recurring executive summaries and operating cadence.
- Support key accounts and wholesaling efforts, working directly with due diligence officers and advisors; secured multiple selling agreements with broker-dealers.
Capital Markets Analyst
Trilogy Real Estate Group
Chicago, IL
07.2024 - 09.2024
- Supported the national capital markets team through advisor servicing, outreach support, and execution for broker-dealer and RIA distribution.
- Prepared and maintained due diligence and marketing materials; supported HubSpot workflows and CRM hygiene to improve responsiveness and consistency.
- Coordinated review cycles with compliance and legal to ensure external communications and collateral remained current, accurate, and aligned.
Medical Billing Associate
Hypertension Nephrology Associates
Livonia, MI
12.2022 - 07.2024
- Managed insurance verification, claims workflows, and billing issue resolution with a focus on accuracy, documentation discipline, and timely follow-through in a high-volume practice.
- Coordinated patient account follow-up and reconciliation to support timely collections and consistent service.
Mortgage Sales
Estate Financial
Southfield, MI
09.2021 - 12.2022
- Originated and managed a prospect pipeline; guided borrowers through application, documentation, and closing process while maintaining strong service standards.
- Recognized for performance, including Seller of the Month (two-time recipient).
Education
B.A. - Political Science
Michigan State University
East Lansing, MI05.2024
High school or equivalent -
Detroit Catholic Central
West Bloomfield, MI05.2020
Skills
- Salesforce CRM and pipeline tracking
- Microsoft Excel dashboards and reporting
- HubSpot campaigns and workflows
- Due diligence coordination
- Offering documents management
- Sales agreements and onboarding
- Advisor outreach and key account management
- Executive reporting and KPI tracking
- Sales operations support
- Compliance coordination and documentation governance
- Sales enablement materials development
- Cross-functional project management
- Document control and version management
- Stakeholder management strategies
- Process improvement initiatives
Awards
- Seller of the Month (Estate Financial), Two-time recipient
- Michigan State University Honor Roll, 6 semesters
- Detroit Catholic Central Honor Roll, All semesters
Timeline
Chief of Staff to Chief Commercial Officer
Trilogy Real Estate Group
09.2024 - Current
Capital Markets Analyst
Trilogy Real Estate Group
07.2024 - 09.2024
Medical Billing Associate
Hypertension Nephrology Associates
12.2022 - 07.2024
Mortgage Sales
Estate Financial
09.2021 - 12.2022
B.A. - Political Science
Michigan State University
High school or equivalent -
Detroit Catholic Central