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Dynamic finance executive with over 13 years of experience in handling seven-figure deals, real estate brokerage, and strategic financial management. Specializes in complex financial landscapes, driving revenue growth, and leading operational strategies.
Q1 Financial, Inc.
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Broker (Mlo) | Chief Financial OfficerQ1 Financial, Inc. May 2020 - PresentRancho Santa Fe, California, United StatesA pivotal leader in setting the company's strategic direction and ensuring its financial success. Expert licensed Mortgage Broker specializing in a diverse range of mortgage transactions. Special approach combines meticulous financial oversight with innovative lending solutions, catering to various client needs.1. Established Q1 Financial, steering the company's growth and financial strategy.2. Licensed expert in residential and commercial mortgage transactions nationwide.3. Proficient in unconventional and hard money loans, providing customized financial solutions.4. Dedicated to offering comprehensive support to buyers, enhancing client satisfaction.5. Champion of innovative mortgage lending practices and client-centric services.
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Real Estate BrokerQ1 Real Estate Oct 2023 - PresentRancho Santa Fe, California, United StatesInstrumental in leading a team of five agents, focusing on high-value transactions in both residential and commercial real estate. His tenure is marked by:1. Steering the office towards significant growth in the competitive Rancho Santa Fe market.2. Pioneering innovative market analysis strategies to maintain a competitive edge.3. Cultivating and sustaining strong client relationships, enhancing business referrals and overall office performance.4. Guiding his team to consistently surpass sales targets through expert training and leadership.
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Chief Financial OfficerThe Greco Group Dec 2020 - Nov 2023San Diego County, California, United StatesAs the Chief Financial Officer (CFO) at TGG, a small but dynamic company committed to empowering nonprofits, I led the financial strategy to maximize our impact. With a focus on sustainability and growth, I managed all financial aspects, including budgeting, forecasting, and financial reporting. My role was pivotal in developing financial frameworks for coaching, mentorship, grant writing, and fundraising programs that helped nonprofit clients achieve their missions. My expertise in financial management and strategic planning ensured the optimal use of resources, enabling us to support our clients effectively and enhance their contributions to the community. -
Real Estate BrokerTalbert Brokerage Inc. Jan 2015 - Oct 2023San Diego, California, United StatesLed the firm with a focus on commercial real estate, consistently navigating and closing multiple high-value, seven-figure deals. Specialized approach combined strategic planning with in-depth market analysis to identify and leverage opportunities in the commercial real estate sector.1. Established and grew Talbert Brokerage, specializing in commercial real estate.2. Expertise in managing and closing complex, seven-figure transactions.3. Proficient in strategic planning and market analysis to maximize investment opportunities.4. Skilled in creating tailored strategies for clients, enhancing deal success and client satisfaction.
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Real Estate BrokerPacific Coast Commercial 2012 - Jan 2015San Diego, California, United StatesFocused on facilitating a variety of commercial real estate transactions. Leveraged market insights and strategic planning to drive successful property deals.1. Managed a diverse portfolio of commercial real estate transactions.2. Employed strategic market analysis to identify lucrative opportunities.3. Skilled in negotiating and structuring complex deals to meet client needs.4. Fostered strong relationships with clients, enhancing business development and transaction success. -
InternGabhart Investments Aug 2010 - May 2011San Diego, California, United StatesStudied the world of real estate investment and development. Provided a foundational understanding of investment strategies and market dynamics.1. Gained hands-on experience in real estate investment and development.2. Assisted in market analysis and investment strategy formulation.3. Collaborated with the team on various investment projects.4. Developed a solid foundation in understanding real estate market trends and investment opportunities.
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Regional Sales Manager | Tasting Room ManagerVeris Cellars Winery May 2008 - Jun 2009Served as the Regional Sales Manager and Tasting Room Manager. Significantly contributed to the growth and expansion of the winery's market presence.1. Increased wholesale accounts by 20% and boosted wholesale sales by 35%.2. Developed and executed a successful marketing plan, resulting in over 30% increase in in-store traffic.3. Oversaw hiring, training, and management of tasting room staff, including payroll and sales commission structuring.4. Played a key role in enhancing the winery's regional and national market footprint.
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Project ManagerInternational Trade Finance Company Jan 2004 - Jun 20091. Led the privatization initiative for rest stops in California, creating proposals for major corporations like Starbucks, Quizno's, and Subway.2. Integral in the Panama Real Estate Development Project (2005-2006), assisting in the largest land development project in Panama, involving homes, high-rises, and a luxury resort.3. Collaborated with the President of Belize (2005) to develop a food processing plant, including residential areas and an airport.4. Contributed to the Israel Project (2004), working with high-ranking officials on import strategies and government projects.
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Student InternUnited States Congress Office Jan 2007 - Jun 2007Washington Dc-Baltimore Area1. Conducted meetings and communicated with clients and constituents on critical issues like terrorism and global warming, providing detailed reports to the Congressman.2. Attended key congressional hearings in Foreign Relations and Space & Technology, relaying insights and updates to the Congressman.3. Played a significant role in hosting and escorting foreign dignitaries, enhancing international relations.4. Collaborated on several important projects, including advocating for the release of wrongfully imprisoned border patrol agents.
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Sales And Leasing ConsultantReneau Chrysler Dodge Aug 2004 - Sep 20051. Achieved a remarkable increase in sales by over 20%, with a notable customer growth of 45% in the 18-35 age group.2. Successfully built and nurtured long-term customer relationships, resulting in 18% of sales coming from return or referral customers.3. Recognized with awards for exceptional sales performance and in-depth product knowledge, established through product promotions, training events, and mystery shopper feedback.
Brad Talbert Skills
Brad Talbert Education Details
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Real Estate -
International Business
Frequently Asked Questions about Brad Talbert
What company does Brad Talbert work for?
Brad Talbert works for Q1 Financial, Inc.
What is Brad Talbert's role at the current company?
Brad Talbert's current role is CFO & Real Estate Broker | Expert in High-Value Transactions | Owner of Q1 Financial.
What is Brad Talbert's email address?
Brad Talbert's email address is br****@****ail.com
What is Brad Talbert's direct phone number?
Brad Talbert's direct phone number is +180539*****
What schools did Brad Talbert attend?
Brad Talbert attended University Of San Diego, Pepperdine University.
What are some of Brad Talbert's interests?
Brad Talbert has interest in Nfl, International Business, Movie And Creative Franchise, Cars, Harry Potter, Dallas Cowboys, Nba, 24 (Tv Series), Auto Racing, Star Wars.
What skills is Brad Talbert known for?
Brad Talbert has skills like Real Estate Development, Real Estate, Real Estate Financing, Real Estate Investor, Real Estate Negotiating, Real Estate Transactions, Business Networking, Business Development, Negotiation, Negotiating Leases, Travel, Purchase And Sale Of Real Estate.
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Brad Talbert
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Brad Talbert
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