Colleen Moss Email and Phone Number

Equity Advantage facilitates 1031 exchanges, an IRS authorized process to defer capital gains when clients buy and sell investment real estate and personal property. Reported to the CEO, developed and implemented the business development strategy to dramatically increase sales.• Recognized for strength in developing and retaining strong client relationships with real estate and personal property investors on a national level.• Consultant for high net worth investors on how to defer their overall tax exposures and build their wealth by exchanging investment property and utilizing IRS tax code 1031.• Built and managed sales team that focused increasing revenue and building superior client relationships.• Received Certified 1031 Exchange Specialist designation. The highest industry designation given by the National Federation of Exchange Accommodators.

Becker Capital is an investment management firm that manages over $2.4 Billion in assets and has earned a national reputation for serving the needs of institutional and private wealth clients. Hired to create and implement a successful regional marketing plan.• Developed new business relationships with the major endowments, foundations and pension funds in the Northwest. • Increased the exposure of Becker Capital by opening communication with over 220 new contacts.• Responsible for identifying potential clients, initiating contact, establishing credibility and trust in Becker Capital.• Connected potential clients with other key members of the investment team and managed the new client process through the contract stage. • Created Request for Proposals and effective formal boardroom presentations.• Built key new relationships through targeted cold calling, networking, and detailed follow through.

US West Paging, a subsidiary of US West Inc., operated the paging and non-cellular mobile-telephone assets of Bellevue-based US West.• Achieved the highest level of sales recognition, President’s Club, for producing in the top 15% nationwide. • Accomplished all sales goals including Pagesetter, Silver-Spur and Top Salesperson in Oregon. • Received Paschall award for Outstanding Customer Service. • Marketed six types of paging systems to a wide variety of clientele from the single user to large corporate accounts. • Managed largest accounts in Oregon. • Directed the in-depth sales and product training of the Oregon sales team: supervised and motivated the sales team, planned strategies for new business development and conducted selling skill seminars.

Ralston Purina was a consumer products company offering a diverse line of pet foods and breakfast cereals.• Managed a million dollar annual sales territory including 6 cities and 98 grocery accounts.• Supervised merchandising for superior shelf placement and new item acceptance.• Built relationships with storeowners and managers to increase sales including truckload promotions.• Coordinated and tracked inventory levels and influenced key decision makers to increase levels.• Marketed products at National and Regional Trade shows.

Initiated a self-directed sales campaign which focused on high net worth clients.