Dynamic real estate professional with a proven track record at Compass Florida LLC, achieving over $300 million in sales. Expert in team leadership and mentoring, enhancing agent performance by 50%. Skilled in negotiations and strategic marketing, fostering strong client relationships while driving exceptional results in high-stakes environments.
Overview
21
21
years of professional experience
Work History
Principal
Compass Florida LLC, Douglass Elliman
Boca Raton, FL
05.2011 - Current
Sold over $300,000,000 in Commercial and Residential Real Estate.
Ran a team of 7 producing agents. I would mentor them and go on appointments to close deals when asked. On average over the course of 2 years, I helped increase the agent commissions by 50%
Ranked among the top 1% of Realtors nationwide 5 years in a row.
Led negotiations on behalf of clients, securing favorable terms while maintaining strong client relationships.
Oversaw operational strategy and execution for real estate transactions, enhancing client satisfaction and efficiency.
Developed training programs for new agents, fostering professional growth and improving team performance.
Implemented innovative marketing strategies to increase property visibility and attract potential buyers.
Analyzed market trends to inform pricing strategies, optimizing sales outcomes for diverse property types.
Preferred Agent to Florida Panthers Organization
Managed key relationships with lenders, title companies, inspectors, and attorneys.
Worked with several professional athletes, actors, and media personalities.
Assistant Vice President - Account Manager
Bank of New York Wealth Management
Malvern, PA
02.2011 - 08.2012
Responsible for managing 20 institutional clients with combined portfolios valued at $40 billion.
Develop strong business relationships with CEOs, CFOs, CIOs of large financial institutions and Fortune 500 companies.
Introduced Advisor Directed Solutions technology platform to clients. The project was slated to increase AUM by 20%.
Conducted training programs on Pershing services for up to 200 financial advisors and bankers.
Support sales effort by conducting presentations of Bank of New York's suite of advisory products.
Traveled across the country promoting new technology services and giving seminars.
Led strategic initiatives to enhance client engagement and retention within wealth management services.
Developed and implemented comprehensive investment strategies tailored to high-net-worth clients' needs.
Mentored junior staff, fostering professional growth and enhancing team performance in client service delivery.
Streamlined operational processes, improving efficiency and reducing turnaround times for client onboarding.
Product Manager
Bank of New York Wealth Management
Malvern, PA
11.2009 - 02.2011
Responsible for managing two product lines with combined asset value under management of $28 billion.
Launched Unified Managed Accounts product line with initial assets under management of $10 billion
Served as initial Relationship Manager for largest client prior to transferring responsibility to sales.
Managed rollout of Model-Based product for firm’s top three institutional clients in 2010
Based in New York on weekdays to assist different departments within largest clients firm.
Mentored junior product managers, enhancing team capabilities and knowledge sharing.
Communicated effectively with team members to deliver updates on project milestones and deadlines.
Led cross-functional teams to develop and launch innovative wealth management products.
Designed and implemented product roadmaps aligned with client needs and market trends.
Analyzed market data to drive strategic decision-making for new service offerings.
Collaborated with stakeholders to define product requirements and ensure alignment with business goals.
Senior Money Manager Support Analyst
Bank of New York Wealth Management
Malvern, PA
04.2008 - 11.2009
Added, as a team member, 70 Money Managers to Managed Account Platform.
Drafted teams policies and procedures for Support team and Money Managers
Served as Project Manager for major account acquisition prior to being promoted to project manager.
Serviced over 250 Money Managers and assisted in their daily technology and trading activities.
Obtained my Series 7, 24, and 66 licenses.
Streamlined reporting processes, improving accuracy and efficiency of financial statements.
Led strategic initiatives to enhance service delivery and client satisfaction across wealth management services.
Realtor
Resolutions Real Estate Group
Miami And Palm Beach FL
08.2004 - 12.2007
Responsible for sales of luxury hotels and condominiums throughout Southern Florida.
Generated annual sales of up to $20 million while employed by firm.
Ranked #1 of 60 sales executives each quarter employed by company
Negotiated contract with developer to be exclusive sales representative for 340-unit condominium that generated total sales of $60 million.
Developed comprehensive market analyses to guide clients in pricing and purchasing decisions.
Facilitated seamless property showings, enhancing client satisfaction and engagement.
Negotiated contracts effectively, ensuring favorable terms for clients while adhering to legal standards.
Implemented strategic marketing plans utilizing digital platforms to increase property visibility and attract buyers.