Kort Potter
Corona,CA
Summary
Visionary leader with a strong track record in strategic planning and financial management. Proven ability to drive organizational growth through effective team leadership and operational efficiency. Experienced in identifying new business opportunities and enhancing profitability while maintaining strong client relationships. Committed to fostering innovation and achieving goals through hands-on involvement in all business operations.
Overview
20
20
years of professional experience
4
4
Certifications
Work History
CEO
Edgewater Platinum Investments LLC
Fountain Valley, California
02.2019 - Current
- Directed light commercial and residential construction projects, focusing on tenant improvements and zoning modifications.
- Specialized in effective navigation of CUPS requirements for mixed-use commercial tenants. Managed design-build processes from concept to completion for ground-up residential developments.
- Managed design-build processes from concept to completion for ground-up residential developments.
- Oversaw construction milestones, including architectural planning, permitting, subcontractor management, and occupancy certification.
Managing Partner
Clean Choice Solar
Corona, California
02.2011 - 12.2018
- Oversaw daily operations for sales and marketing in residential solar financing and installation.
- Managed customer pipeline from sales through financing to installation.
- Recruited and trained a sales team of an avg. 20 in-home sales professionals.
- Developed sales call process and KPIs for sales, administrative staff, and installation teams.
- Managed an average of 100-150 sales/projects monthly.
- Collaborated with finance partners to assess new and existing financing, and products for marketplace needs. Including doors, windows, roofing and hvac.
Consultant
Idearc Media
Los Alamitos, California
07.2009 - 01.2011
- Pursued and generated revenue through outside sales and marketing efforts by relentlessly identifying, developing and targeting new business partnerships.
- Analyzed client needs to develop tailored consulting strategies.
- Delivered product presentations tailored to meet client needs and expectations.
- Managed account portfolios, ensuring client satisfaction and retention efforts.
- Utilized CRM software to track interactions and manage customer relationships efficiently.
General Contractor
All About Construction
Missoula, MT
03.2006 - 05.2009
- Designed custom home plans based on client specifications and preferences.
- Oversaw construction projects from inception to completion, ensuring quality standards.
- Coordinated with subcontractors and suppliers to secure necessary materials and services.
- Conducted site inspections to monitor progress and compliance with building codes.
- Managed project budgets and timelines, adjusting as necessary for efficiency.
- Collaborated with clients throughout the entire design and build process from start-to-finish ensuring satisfaction with end results.
Education
College of The Desert
Palm Desert, CASkills
- Project management and oversight
- Contract negotiation and compliance
- Financial analysis and metrics
- Construction management
- Customer relationship management
- Sales strategy and growth
- Effective communication skills
- Team leadership and building
- Problem solving and adaptability
- Strategic planning and visioning
- Mergers and acquisitions expertise
- Operational excellence and efficiency
- Employee engagement strategies
- Inspirational leadership presence
- Training and development initiatives
- Marketing & Advertising
Accomplishments
- Various awards and recognition for individual sales and channel partner sales volume from finance partners.
- Recognition from city councils for previous development projects
Languages
English
Native/ Bilingual
Spanish
Elementary
Certification
- OSHA 30
- Forklift Cert
- HIS license CSLB
- General Contractors License (Out of State)
- Indepentand Contractors License (Out of State)
Other Skills
- Operate various heavy equipment
- Website and CRM development
- graphic design
References
References available upon request.
Timeline
CEO
Edgewater Platinum Investments LLC
02.2019 - Current
Managing Partner
Clean Choice Solar
02.2011 - 12.2018
Consultant
Idearc Media
07.2009 - 01.2011
General Contractor
All About Construction
03.2006 - 05.2009
College of The Desert
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