Summary

Overview

Work History

Education

Skills

Timeline

Mariann Finegold

Millbrae,CA

Summary

An ethical and reliable professional with extensive experience in

real estate and business management. Adaptable and skilled at building and maintaining relationships with others across all levels. Demonstrate exceptional communication skills and am able to make critical decisions during challenges

Overview

24

24

years of professional experience

Work History

Certified Residential Real Estate Appraiser

Mariann Finegold Appraisals

09.2000 - Current

Maintained strong understanding of local housing market trends by regularly reviewing sales data and attending open houses.
Identified opportunities for additional revenue streams by expanding into specialized niche markets such as luxury homes or historic properties.
Achieved high rate of repeat business and referrals by consistently delivering accurate, timely, and professionally presented appraisal reports.
Developed comprehensive valuation reports, effectively communicating results to clients and lenders.
Ensured compliance with industry standards and regulations by maintaining up-to-date certifications and licenses.
Enhanced appraisal accuracy by conducting thorough property inspections and market research.
Established trust with clients by maintaining strict confidentiality regarding personal information obtained during appraisals.
Handled multiple assignments simultaneously while maintaining exceptional attention to detail throughout each project''s duration.
Performed retrospective valuations for tax appeal purposes or divorce settlements with precision and objectivity.
Collaborated with real estate agents, mortgage lenders, and attorneys on complex appraisals for optimal outcomes.

Education

No Degree - Business

College of San Mateo

San Mateo, CA

Skills

Managed and maintained income properties for over 30 years: Including selecting investment properties for purchase; Selecting and obtaining for mortgage financing and refinancing; Advertising, Interviewing and selecting tenants,
Managing Income and expenses; Managing all upkeep of properties
Twice, been appointed, by Grantor, to be Trustee of Special Needs Trusts: It was my general fiduciary duty to act in the best interests of the trust's beneficiary It was my obligation to carry out Grantor's intentions in creating and funding Special Needs Trust Responsibilities included Power of Attorney for disabled beneficiary; abiding by all legal obligations to follow terms of trust document to use the property for the benefit of the disabled beneficiary ;I was responsible for handling all administrative work associated with the trust’s assets, managing investments, enforcing terms set by the founder and making distributions to the beneficiaries payment of all, any debt or taxes, final distribution to the beneficiaries and dissolving the Special Needs Trust

I considered one of my most important duties was taking great care to assure the beneficiary received the highest level of care and quality of life afforded to them by the trust
Twice, I have been appointed, by Grantor, to be Trustee of irrevocable trusts; It was my general fiduciary duty to act in the best interests of the trust's beneficiary
I was responsible for handling all administrative work associated with the trust’s assets, managing investments, enforcing terms set by the founder and making distributions to the beneficiaries I was responsible for obtaining credible valuation for the assents in the Trust; Maintaining the real property and personal property; Arranging for the sale, distribution or disposal of personal property; Arranging for the sale of all real property, payment of all, any debt or taxes, final distribution to the beneficiaries and dissolving the trust

Timeline

Certified Residential Real Estate Appraiser

Mariann Finegold Appraisals

09.2000 - Current

No Degree - Business

College of San Mateo