WILLIAM C. COSTELLO

• Built and cultivated partnerships with Family offices, institutional investors, and individual investors.
• Led the successful capital raise for a 100 unit multifamily complex in Indiana.
• Created comprehensive company booklet for potential investors and launched Focused Capital's LinkedIn page.

• Advised clients on personalized real estate investment strategies and current market trends.
• Conducted comprehensive evaluations for client deliverables including Broker Opinions of Value, Offering Memoranda, property reports, and market research reports.
• Managed operations of the Indianapolis office for MMG.

• Successfully completed four syndication deals, securing $30 million in investments from passive investors
• Launched a $100 million dollar equity fund
• Built and nurtured relationships with individual and institutional investors to drive business growth.

• Assisted clients in identifying lucrative passive income opportunities, specializing in multifamily properties
• Cultivated client relationships to maintain and grow an established book of business.
• Strategized and constructed marketing campaigns, utilizing financial data to analyze and forecast future property trends.

• Analyze and database future property value and return on investment.
• Calculate rent roll with financial data and formulas for commercial projects.
• Strategized and build marketing and lead marketing campaigns for Fortune 500 properties (i.e.: Google).

• Developed and managed relationships with high-net-worth clients.
• Consistently achieved and surpassed monthly performance targets at my local branch.

• Streamlined the handling of client money movement requests.
• Achieved a 94% score on client surveys, reflecting high satisfaction with delivered service.
• Offered support in answering tax and cost basis questions, empowering clients with improved knowledge about their accounts.

• Collaborated with clients to develop strategies for achieving financial objectives during individual sessions.
• Successfully developed a robust client portfolio through the application of strong interpersonal skills.
• Analyzed and managed the accounts of Chicago sports franchises.