Brian Cowles Email & Phone Number

Greater Seattle Area

• Black Creek Group is a real estate investment management company that distributes real estate investment solutions for institutions and higher net worth investors.
• Current territory is PacNW: WA, OR, ID and AK.
• Existing relationships in National, Regional, Bank and Wirehouse Broker-Dealer channels.

• As a 1031 specialist I help facilitate like kind property exchanges. I work with the financial advisory community to educate them on the 1031 process and Reg. D product structure.
• Worked directly with investors, attorneys, CPAs, and financial advisor throughout the “team’ planning process.
• Walked the team through all details of the Reg D structure, identification of like-kind asset and closing process.
• Successfully built business covering 20 states servicing regional, bank, and independent channel advisors to raise capital for our non-traded REIT portfolio, 1031 program and service past public securities portfolios.
• Average ticket size of $750,000, raised over $60mm in 24 months.
• Help to develop and drive the market initiative for the 1031 department (Marketing materials and product positioning).

• Responsible for the partnership of two 5 state territories; involved with management, training and hiring of the internal sales desk.
• Understand in detail territory rotation and management by working closely with two of the top producing wholesalers driving one territory to the number 1 in production.
• Having the most first-time tickets/producers by prospecting new and old broker-dealer relationships to introduce multiple product lines and identifying high level producers.
• Continually work with executive management to improve inter-department lines of communication to help train and increase production levels of the desk while building the broker-dealer.
• Experience in solely covering broker dealer conferences with responsibilities including: booth time, breakouts sessions, dine-a-rounds, and roundtable presentations.

Greater Denver Area

• Responsible for the partnership of a $120mm territory.
• I utilized my extensive expertise in the financial industry to educate high level producers and promote a diverse menu of financial products.
• This involved organizing and managing a five state territory through focus lists analysis in multiple channels and exceed both long and short-term territory goals.
• Positined myself as a value added strategic resource to help investment professionals; delivering investment solutions aligning client objectives and product positioning.
• My territory management focused on zone rotation, geographic restrictions and developing a business plan that is customized to target top producers.

Greater Denver Area

• Maintained an existing book of business while consistently increasing the client base and monthly production.
• Streamlined referral program to generate qualified leads in five bank branch locations to advance production and develop book of business.
• Enhanced ability to interpret advanced financial information in a manner that is easy to understand by clients and prospects.
• Maintained and developed relationships with co-workers within the bank creating opportunities to deliver group seminars to bank executive board members to leverage the brokerage division in Denver

Greater Denver Area

• Responsible for establishing, developing and maintaining client book of business to sell and cross sell all lines of financial products with emphasis on client relationships.
• My business plan focused on identifying a target market, analyzing multiple investment products, and customizing sales presentations to that market.
• My sucess was driven by relentless prospecting through telemarketing, e-mail, and mail to advance production and develop book of business.
• I designed and delivered seminars, one on one sales presentations to promote multiple financial products.

Bachelor Of Science, Finance, Banking And Economics

• Majors: Finance and Banking • Minor: Economics • Academic scholarship

High School Deploma, Business, Management, Marketing, And Related Support Services