Proven success in sales, finance, business ownership, and client service. Able to work independently with little supervision. Ability to quickly build rapport, assess clients needs and develop a strategic plan. Strong attention to detail with good personal and written communication skills.
Overview
27
27
years of professional experience
6
6
years of post-secondary education
Work History
Residential Real Estate Sales
Real Brokerage Technologies
San Diego, CA
02.2004 - Current
2022 Gross Sales of $9,800,000. Average Sales price of $1,001,563 and up 7% from 2021.
Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
Communicated with clients to understand property needs and preferences.
Developed and implemented strategic marketing plans to increase potential for selling properties and generate more leads.
Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Marketed and sold property for clients by hosting open houses and advertising online and direct mail.
Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
Maintained connections with clients to encourage repeat business and referrals.
Client Service, Voyager Group
The Vanguard Group Inc.
Scottsdale, AZ
05.1996 - 06.1999
Serviced high net worth Vanguard clients with assets of at least $250,000 to $500,000; including qualified and non-qualified mutual fund and brokerage accounts.
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
Performed duties and provided service in accordance with established operating procedures and company policies.
Delivered outstanding service to clients to maintain and extend relationships for future business opportunities
Held Series 6 and 63 securities licenses 9/1996 to 7/1999
Education
Bachelor of Science - Economics And Finance
University of Arizona
Tucson, AZ
09.1985 - 05.1991
Skills
Relationship Sales
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Client Reviews
See my past client reviews at https://www.zillow.com/myzillow/Profile.htm
Timeline
Residential Real Estate Sales
Real Brokerage Technologies
02.2004 - Current
Client Service, Voyager Group
The Vanguard Group Inc.
05.1996 - 06.1999
Bachelor of Science - Economics And Finance
University of Arizona
09.1985 - 05.1991
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