Bobbi Beehler Email and Phone Number
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Bobbi Beehler personal email
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Bobbi K. Beehler, CPA, CFA is a licensed REALTOR® at Coldwell Banker serving Sonoma, Marin and Napa Counties. Ms. Beehler has earned several awards and designations and is in the top 1% of all NRT agents nationwide. In 2022 she was listed as one of the Best Real Estate Agents in America by RealTrends.com. In 2004, Ms. Beehler was nominated for Santa Rosa REALTOR® of the year and she received an award for "Outstanding Internet Marketing" from Realtor.com in 2009. In addition, she earned an award as one of the top Forty Under 40 business professionals in the North Bay in 2008. In 2010 she was nominated for Santa Rosa Business Woman of the Year. She has earned a Global Luxury Property Specialist Certification, is a Certified Luxury Home Marketing Specialist, an accredited staging professional and has an EcoGreen Real Estate Agent certification. Prior to joining Coldwell Banker, Ms. Beehler was the Executive Director of RCU Services Group at Redwood Credit Union where she oversaw all aspects of RCU Insurance Services, RCU Auto Services and Government Relations. She was previously a Manager with Pisenti & Brinker LLP where she worked on audit, corporate and personal tax, business development and business valuations. She has held positions as the Director of Investor Relations for a publicly traded Internet company and was an Associate Research Analyst at Dain Rauscher and a Manager at Deloitte LLP. Ms. Beehler is a long-time resident of Santa Rosa. She earned her BA degree in Business Economics with an emphasis in Accounting and BA degree in Sociology from the University of California at Santa Barbara. Ms. Beehler is a licensed Certified Public Accountant, Chartered Financial Analyst, Certified Global Management Accountant and is a member of the North Bay Association of Realtors, California Association of Realtors and National Association of Realtors and a GUILD member of the Institute for Luxury Home Marketing. She is involved in many community activities and serves as Chairwoman of the Board of Heritage Community Credit Union, a Regional Advisory Board Member of the Make-a-Wish Foundation, member of the Santa Rosa Chamber of Commerce Political Action Committee and has served as the Chair of the City of Santa Rosa Measure O Oversight Commission, Board of Directors of the North Bay iHub, Board of Directors of Sonoma County BEST, Board of Directors of the Santa Rosa Chamber of Commerce, Board Member of Habitat for Humanity, member of United Way's Women United and Treasurer of the Executive Board of the Redwood Empire Chapter of the Boy Scouts of America.
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Licensed RealtorColdwell Banker Realty Nov 2018 - PresentSanta Rosa, Ca -
RealtorPacific Union/Compass Nov 2015 - Nov 20183333 Mendocino Avenue, Suite 210, Santa Rosa, Ca 95403As a REALTOR, I specialize in helping clients buy and sell homes in Sonoma and Marin Counties. I have an EcoGreen Certification and am an Accredited Staging Professional. I have extensive knowledge of the area, financing options as well as housing trends which can benefit you when buying or selling.
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Executive Director, Rcu Services GroupRedwood Credit Union Oct 2010 - Nov 2015I am the Executive Director of RCU Services Group which includes RCU Auto Services and RCU Insurance Services. I also head government relations on behalf of Redwood Credit Union. -
RealtorColdwell Banker Oct 2002 - Nov 2015As a REALTOR, I specialize in helping clients buy and sell homes in Sonoma, Marin, Lake and Mendocino Counties. I have an EcoGreen Certification and am an Accredited Staging Professional. I have extensive knowledge of the area, financing options as well as housing trends which can benefit you when buying or selling. -
Manager, Cpa, CgmaPisenti & Brinker Llp Jan 2008 - Oct 2010While at Pisenti & Brinker LLP Ms. Beehler concentrated on business valuations, management advisory services, corporate taxation and assurance services with industry concentrations in real estate development, investment management and financial services. In 2008 she co-launched the Sustainable Business Practice Group at Pisenti & Brinker where she advised companies on adopting sustainable practices including operational reviews and efficiency analysis, rate of return and payback period analysis for green initiatives, assistance with green business certifications and examinations of tax incentives and rebates opportunities for adopting sustainable practices.Ms. Beehler is a member of the Association for Investment Management and Research, Institute of Chartered Financial Analysts, American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. -
President And CeoG Text, Inc. Aug 2007 - Sep 2008Served as President and CEO of this technology start up which created video games for cell phones.
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Director Of Investor RelationsOnhealth Network Company/Web Md Jul 1998 - Sep 2000Established and maintained all communications between company and investment community including press releases, fact sheets, Q&A materials, investor packets, investor presentations, and responses for media and investor inquiries. Successfully had company listing moved from the Nasdaq SmallCap market to the Nasdaq National Market. Increased analyst base from one to seven analysts. Managed and supervised transfer agent and proxy solicitor activities. Handled all organizational aspects of the shareholder meetings. Interviewed and hired investment bankers to assist company with corporate finance objectives. Completed three private security placements and two secondary public offerings raising approximately $90 million. Prepared SEC form S-3 and prospectus. Involved in two acquisitions of privately held companies. Facilitated the preparation of SEC form S-4, proxy statement and prospectus, with corporate counsel for the sale of OnHealth to WebMD.
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Associate Branded Consumer And Specialty Retailing Research AnalystDain Rauscher Wessels Sep 1996 - Jun 1998Prepared financial models, researched high growth branded consumer, specialty retailing and telecommunication companies, and made investment recommendations. Assisted in writing reports detailing research performed, company and industry information, and investment opinion on approximately 21 companies. Determined valuations for companies followed. Wrote research wires to notify investors of current company developments. Communicated with buy-side clients, retail clients, institutional salespeople and traders to provide information and opinions on companies followed. Performed due diligence and analysis for public offerings.
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Audit ManagerDeloitte & Touche Llp Sep 1991 - Sep 1996Managed numerous audit engagements for companies with revenues of $2 million to $20 billion. Supervised a staff of 20 on up to five simultaneous projects. Responsible for over $2 million of recurring professional fees. Client base included public and private companies in the securities, manufacturing, and technology industries. Selected to manage the tabulation processes for the Grammy Awards and Day Time Emmy Awards. Coordinated recruiting efforts on major college campuses, interviewed potential candidates and made hiring recommendations. Mentored professional staff, providing candid and constructive feedback while encouraging personal development. Prepared financial projections, performed due diligence audits, and analyzed financial statements for companies contemplating public stock offerings. Assisted management, legal counsel and underwriters in the preparation of registration statements for initial and secondary public offerings with the Securities and Exchange Commission. -
Special Projects CoordinatorDatacon Management, Inc. 1984 - 1990Created financial forecast models to assess growth strategies and arrange financing. Designed and maintained a marketing database of over 18,000 potential customers. Performed conversions of client information during software system installations. Supervised the shipping department.
Bobbi Beehler Skills
Bobbi Beehler Education Details
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Business Economics/Accounting, Sociology -
Santa Rosa High School
Frequently Asked Questions about Bobbi Beehler
What company does Bobbi Beehler work for?
Bobbi Beehler works for Coldwell Banker Realty
What is Bobbi Beehler's role at the current company?
Bobbi Beehler's current role is Licensed Realtor at Coldwell Banker Real Estate.
What is Bobbi Beehler's email address?
Bobbi Beehler's email address is bo****@****cal.com
What is Bobbi Beehler's direct phone number?
Bobbi Beehler's direct phone number is +170754*****
What schools did Bobbi Beehler attend?
Bobbi Beehler attended University Of California, Santa Barbara, Santa Rosa High School.
What skills is Bobbi Beehler known for?
Bobbi Beehler has skills like Investments, Real Estate, Due Diligence, Finance, Strategic Planning, Management, Financial Modeling, Sales, Valuation, Investment Properties, Financial Analysis, Budgets.
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