Brett Barkley Email & Phone Number

Westwood, Ca

Liaison between Property Owners, Business Owners and the Westwood Village Community.

Greater Los Angeles Area

6 Month Contract - Involved in all aspects of transition to full electronic archiving from paper files, including file preparation, important document identification, scanning, and organizing departmental archives and database quality assurance via iManage and Elite systems. Assisted with office relocation, cabled all partner, paralegal and office staff workstations in new Century City office.

Greater Los Angeles Area

WILSHIRE ASSOCIATES – Analytics, Consulting, Funds Management, Private EquityPRODUCT MANAGER/CLIENT SERVICINGStrategic Advisory & Client Servicing:• Handled client relationships for 15 years for 30+ large to small financial institutions, including the largest custodial banks, consulting firms, non-profits, and small- to mid-size investment managers.• Proposed and instituted new client servicing initiatives to improve response time and depth of knowledge internally, growing retention level to 95%; on-boarded five new clients in 2 years growing the business.Product Management & System/Software Implementation:• Managed Wilshire Trust Universe Comparison Service (TUCS) product encompassing over $3.7 trillion in assets under management. Responsible for databases, client servicing, software, software development, database integrity, quality and completeness. Published monthly and quarterly results, enhancing company visibility.• Increased profit margins by an average of 15% for six consecutive years and was responsible for defining strategy and future direction of product.Technology & Operations• Helped lead cross-departmental team in complete revamp of client-facing platform. Created greater flexibility, ease of use, report output options, thus improving client utility and boosting sales team confidence resulting in increased sales for four consecutive years.• Implemented entire system database transition from Unix to SQL, increasing operational efficiencies 60% by virtue of improved database speed and structural changes, decreasing costs by 30%.• Drafted and published daily factoids for U.S. stock market performance demonstrating in-depth equity market knowledge, increasing media exposure and Twitter following.• Evaluated stocks based on market capitalization/industry sector for potential inclusion in indexes and underlying ETFs in connection with quarterly index rebalances. Request full resume for more detail.

Greater Los Angeles Area

Evaluated, authorized or recommended approval of commercial, real estate and credit loans. Advised borrowers on financial status and methods of payment, worked with collection analysts, loan servicing officers, and loan underwriters to guide borrowers through the complete loan process.

Greater Los Angeles Area

Prepared market analysis statistics, researched listings, set up title searches and home inspections. Promoted sales through advertising, worked with more than 40 websites to promote seller's home, and participated in the multiple listing services. Negotiated contracts with agents representing buyers and sellers. Educated sellers and buyers concerning legal disclosures. Facilitated the closing process on behalf of the clients and insured that all parts of the contracts were met prior to closing.