Kelly Duncan
Tampa,FL
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, negotiation, communication and interpersonal skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Real Estate Investment Advisor
EquityPro Tampa Bay, LLC
11.2018 - Current
- Built and maintained relationships with clients to provide ongoing support.
- Facilitated communication and collaboration between departments to help business function smoothly.
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Assisted in the development of training materials for new advisors, improving overall team performance.
- Trained new and existing employees on customer service best practices to improve overall customer handling skills.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Enhanced client satisfaction by providing expert real estate investing advice and personalized investment strategies.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
Externship Cooley Law School Debt Clinic
Thomas Cooley Law School
05.2018 - 08.2018
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Learned and adapted quickly to new technology and software applications.
- Paid attention to detail while completing assignments.
Education
J.D. - General Studies
WMU Thomas M. Cooley Law School
Riverview, FL08.2018
Bachelor of Arts - Dance
Point Park College
Pittsburg, PAPre-Physical Therapy
Carroll College
HelenaSkills
- Relationship Building
- Strategic Planning
- Training and mentoring
- Presentations and public speaking
- Research abilities
- Data Interpretation
- Client Engagement
- Compliance requirements
- Critical Thinking
- Attention to Detail
- Problem-Solving
- Decision-Making
- Progress Reporting
- Conflict Management
- Negotiations
Accomplishments
- EquityPro Tampa Bay Top Sales Associate of the Year 2023
- EquityPro Tampa Bay Top Sales associate of the Year 2022
- EquityPro Tampa Bay Top Acquisition Associate of the Year 2019
- WMU Cooley Law School Mock Trial Winner 2017
- WMU Cooley Law School Mock Trial Board 2018
- January 2020: Promoted from Acquisition Associate to REI Advisor (Real Estate Investment) EquityPro Tampa Bay
- April 2023: Promoted to Senior REI (Real Estate Investment) Advisor EquityPro Tampa Bay
- 2022: Founding member of "Tampa Bay Flip Chicks"- a networking event for women investors and entrepreneurs in the Tampa Bay Area
Certification
- Licensed Real Estate Associate State of Florida (2018-Current)
- Commercial Apprenticeship Program graduate through the Greater Tampa Bay Association of Realtors (2019)
- Florida Bar Association: Cleared for Character and Fitness; awaiting Bar Exam and MPRE Results
Timeline
Senior Real Estate Investment Advisor
EquityPro Tampa Bay, LLC
11.2018 - Current
Externship Cooley Law School Debt Clinic
Thomas Cooley Law School
05.2018 - 08.2018
J.D. - General Studies
WMU Thomas M. Cooley Law School
Bachelor of Arts - Dance
Point Park College
Pre-Physical Therapy
Carroll College