Malcolm Pena Jr
Littleton,CO
Summary
Accomplished Financial Services Consultant and Real Estate Broker Associate with a proven track record at TIAA and HomeSmart Realty Group. Expert in strategic thinking and market research, adept at building client relationships and identifying investment opportunities. Excel in client confidentiality and customer needs assessment, ensuring successful outcomes and client satisfaction.
Overview
3
3
years of professional experience
Work History
Financial Services Consultant
TIAA
10.2023 - Current
- Establish rapid rapport with participants, ensuring their comfort and guiding them through financial transactions and long-term asset planning.
- Direct participants to relevant business partners when necessary to facilitate the achievement of their goals.
- Perform transactions and handle service requests on behalf of participants.
- Identify participant needs and presents suitable solutions by utilizing TIAA products and services, articulating viable options with clarity and simplicity.
Real Estate Broker Associate
HomeSmart Realty Group
01.2021 - Current
- Build lasting relationships with clients through trustworthiness, professionalism, and genuine interest in their success.
- Negotiate favorable contract terms on behalf of clients for successful transactions and positive outcomes.
- Analyze local real estate market conditions and trends to identify profitable investment opportunities.
Education
Bachelor of Science - Business Administration
University of Denver
Denver, CO08.2024
Skills
Strategic Thinking
Microsoft Office
Client Confidentiality
Customer Needs Assessment
Real estate
Market Research
Timeline
Financial Services Consultant
TIAA
10.2023 - Current
Real Estate Broker Associate
HomeSmart Realty Group
01.2021 - Current
Bachelor of Science - Business Administration
University of Denver