Trowbridge Realty / Richmond & Associates, Inc. Southfield, MI 2005 –Current
Vice President/Real Estate Consultant
I have experience and have been involved with all aspects of commercial and residential real estate since 2002. In addition to representing buyers, sellers and tenants, I have a background in mortgage lending and property development and management. I also manage a variety of financial and real estate related websites on a local and national level.
Selected Accomplishments:
♦ Involved in all aspects of commercial and residential real estate.
♦ Maintained a real estate investor and retail client base for eight years.
♦ Created public awareness about property tax assessments through the use of press releases and editorials in several publications.
♦ Maintained a real estate and financial planning clientele mainly through referrals.
Creative Wealth Management Royal Oak, MI 2004 –2007
Financial Advisor / Mortgage Branch Manager
Hold full responsibility for sales and operations of independent financial planning organization and mortgage branch. Supervise performance of team members, resolve problems, and deliver training on improving efficiencies and customer service. Maintain personal rapport and win-win relationships with vendors and clients. Selected Accomplishments:
♦ Drive business to mortgage center by cross selling financial planning clients. Work with other financial planners to integrate mortgage planning as part of a well balanced, comprehensive financial plan.
♦ Developed and update company website, to expand operations, create name recognition and reach a national client base.
♦ Prepare comprehensive financial plans for individual and small business clients.
♦ Real estate investment sales, approximately 50 real estate investment clients providing counseling and feasability on projects.
Creative Wealth Strategies Birmingham, MI 2003-2004
Financial Advisor/ Mortgage Broker
Built a client base offering financial products to individuals and organizations. Worked in tandem with an advanced planner preparing mainly estate plans for wealthy clients. Selected Accomplishments:
♦ Coordinated with estate planning attorney’s, CPA’s and other advisors on case design.
♦ Prospected and presented to affluent individuals, in addition helped to address the needs of all lesser clients within a 30 year planning practice.
♦ Cross-sold an existing clientele mortgages in response to the current interest rate environment and as part of a well balanced financial plan.
New England Financial Southfield, MI 2003-2004
Financial Advisor/ Mortgage Broker
Built a client base offering financial products to individuals and organizations. Worked as a team member in a high net worth practice, focusing on plan design and implementation for affluent clients.
Selected Accomplishments:
♦ Worked in a high performance, large net worth group practice. Prospected new clients, set meetings, prepared and presented case designs for an affluent clientele.
♦ Established contacts with New England Financial clients to offer updated plan reviews, identify weaknesses and provide new products to better their current situation.
♦ Solicited 401k and group benefits accounts throughout southeast Michigan and was part of plan design and implementation for small to mid sized groups.
Hantz Financial Services Southfield, MI 2001-2003
Financial Advisor/ Mortgage Broker
Trained in a high-performance, results driven environment to provide comprehensive financial planning to a self generated client base. Selected Accomplishments:
♦ Built personal client base by various prospecting methods including; Cold calling, natural market prospecting, seminar selling and corporate planning programs.
♦ Built a commercial base of clients by referrals and cold calling. Offered corporate health plans, retirement plans and group benefits to local business’s ranging from 10 to 1000 employee groups.
♦ Met all revenue quotas for fee based planning and product sales. Generated commission from investment, mortgage and life products.
U.S. Air Force / MI National Guard 1995-2001
Logistics Specialist / Military Police
♦ Ensured proper logistical support for base operations. Responsible for warehousing, receiving and distribution of supplies throughout the entire military post.
♦ Received numerous awards for dedication, work ethic and continuing education initiatives. Recognized by senior officers for my efforts and was rapidly promoted.
♦ Responsible for base and flight line security as a military police officer. Received training in security and first response procedures. Worked in a high pressure position utilizing training and judgment to react quickly to urgent situations.
EDUCATION BACKGROUND
Central Michigan University, Mt. Pleasant, MI
B.S. in Business Administration, Finance Major with a concentration in investments.
Professional Development:
Series 6/ 63 licensing – State of Michigan Life / Health License / Michigan Real Estate Salesperson License, Michigan secondary mortgage license. Speaker for Real Estate Investment Seminars.
