Financial Advisor Resume

SUMMARY:

Extensive Industry Knowledge
Budget & Credit Counseling
Leasing & Sales
Subdivisions
Ten years finance and budgeting for Commercial and Residential projects
Two years as a Financial Advisor/Accredited Financial Counselor.
Ten years in commercial and residential escrow and title industry
Three years in Corporate Real Estate for a Confidential Five Hundred Company; Leasing - Commercial and Residential Development
Excellent interpersonal, management, and communication skills.

CAREER ACHIEVEMENT:

Financial Advisor

Confidential

Responsibilities:

Review all aspects of Client financial information; counsel on budgeting and credit concerns; make appropriate recommendations of investments complementing existing or new portfolios to meet client needs and goals
Exceeded all established goals for branch.

President/Owner

Confidential

Responsibilities:

Counsel clients in remedial, preventive and productive financial aspects to meet client specific challenges
Specializing in budgeting and credit use.
Developing and implementing annual business budgets/plans and associated functions including tax filings and accounting
Responsible for all aspects of business including scheduling, leasing, sales, subdivision filings, training, etc.
Successfully counseled Clients in achieving, short term, intermediate and long terms goals to meet their individual circumstances; Successfully leased over 15 locations for fast food restaurant use
Trained hundreds of people in Rule 310, 310.01 and Appendix C rules and regulations on behalf of Confidential
Successfully filed subdivisions with the Confidential .

Vice President

Confidential

Responsibilities:

Subdivision filings; Development of proformas for residential and commercial properties
Management during construction phase of residential townhouse project
HOA related documents; All accounting aspects, including bi-monthly construction draws
Responsible for Developer held HOA including landscaping/maintenance, accounting and administration duties.
Successfully completed all aspects of a 49 unit townhouse project
Successfully acquired numerous properties for residential and commercial development, including mixed use projects
Successfully closed over 70 transactions including A&D loans and refinance/restructuring loans.
Successfully prepared and implemented annual business budgets and plans which continuously met or exceeded financial expectations.

Sales Associate

Confidential

Responsibilities:

Sales and Leasing of Commercial Properties.
Successfully leased hundreds of thousands of feet of retail and office properties in the Albuquerque area.

Auditor/Coordinator

Confidential, Phoenix, Arizona

Responsibilities:

Responsible for auditing real estate files for lease information; writing lease summaries; purchase contract review and written recommendations; remediation claims overview and evaluation; Direct report to the Vice President of Real Estate.
Successfully coordinated nearly 200 million dollars in sales of excess properties through Chapter 11 Bankruptcy.