Casey R. Email & Phone Number

United States

We are an organization that prides itself on being personable to our clients. We treat every person with equal respect.We are consultants in the Investment Real Estate field and have yet to have an non-Profitable transaction (knock-knock). Let us know your wants and we will cater to your needs.

- Specialize in Listing and Selling homes in San Diego County, but primarily on the peninsula of Point Loma and Ocean Beach. - I specialize in Listing Properties for my clients because I know where the seller is coming from since I have worked with high-end clients to REO/Short Sales. I make the home selling experience easy on my clients since I set the expectations upfront.

Frisco, Texas, Us

- Work with New York, New Jersey, Georgia, Rhode Island and Washington State Government entities on projects from $1MM to $14MM to modernize their existing protocols and business processes to be more efficient, easier to use, self-managed and increase their profitability year over year.- Work monthly directly with the RFPs on PreSales process defining the road map of the RFP so we can internally execute on delivery of the SOW once under contract.- Help launch, manage, build and design healthcare licensing and regulation systems for nearly 500,000 healthcare practitioners, 2,500 educational and training programs, and 12,000 facilities. We modernized the software that supports the existing business processes and provided a number of benefits that will improve use and access, as well as, controlling cost for the client. In addition the client was self-sufficient in managing their entire new system custom built for their licensing and regulatory needs.

Mumbai, Maharashtra, In

Companies Include JP Morgan Chase, Intuit and Humana.• Lead teams on end to end delivery on impactful product solutions to leadership and cross-functional stakeholder groups.• Launched 5 different B2B products for Sales team across 4 different countries (USA, UK, CA and AU)• Identify and evaluate potential commerce platform features with a focus to optimize the backend processes of the commerce engine while also enhancing the customer transaction experience.• Managed budgets of Global teams over $2M • Create and own a long-term road map and product strategy to communicate with all stakeholders of who are in the Top 500 Finance Companies in the World.• Primary work in the B2B Ecommerce sector usng cloud computing, team colloraborations and business analysis to manage the end product to the end users. • Prioritize tasks with rapid development cycles, remain flexible, drive team and partners to deliver excellent results to ensure technical requirements are met with global teams in 4 different global time zones in 3 continents.• Ensure technical requirements are met by managing teams of 7 to 15 SA’s, BA’s and Developers in 4 different global time zones.• Collaborate with dependent departments to assure timelines are being met by understanding each teams requirements • Deliver functional business/product requirements with detailed technical specifications to meet annual and quarterly goals.• Lead buid out implementation of Salesforce from older existing systems in Sales Cloud, Finance Cloud and Health Cloud for Enterprise Companies

Sold our business to our friends and Sushi Chef's to have them progress in the new Chapter of the Sushi Catering business.- We serve all WILD fish from the OCEAN that is sustainable. Meaning all the fish we use in our sushi came directly from the ocean and not farmed raised. It is sustainable because we use fish that is not over fished, meaning their population can still thrive and we are not depleting the fish population by eating it. - All of our chef's have over 5 to 15 years experience and work in working in sushi restaurants and combined we have over 50 years of catering and restaurant experience from the front and the back of the house. - We like to have fun when we work but in a professional environment so all of our clients always leave with a high class sushi experience along with a smile on their face.

Escondido, California, Us

• Launched 3 B2B products for our sales and operations teams. - Financing Tool to Easily send out proposals to clients - New Project Management Product, Task Ray, incorporating all aspects of the sale, installation and customer service maintenance. - HVAC Product to have a new revenue line of business for the sales and operation teams.• Project Managed multiple technical projects working together with Developement, Marketing, Sales, Operations & Executive Management Team for on time delivery• Identifying bottlenecks in business processes and explaining time-based solutions. Designing project management software tools to help improve business analysis, increase sales, improve time effiencies and enhance customer service experience.• Work together to find solutions and pain points with Executive team meetings. • Forecast, monitor, and report on impact of products from business requirments to break them out into annual and quarterly folios to ensure successful agile deployment.

Tucson, Arizona, Us

• Managed projects & 7 dealer teams all over California to finish projects on time & managed client facing requests.• Created new operations for the California division & Co-Created CRM sales and operational platform on Zoho.• Increase sales growth in residential division 400%, by increasing capacity and streamlining installations.• Worked directly with the CEO to start the San Diego Office and establish a full time installation crew for Commercial and Residential.• Project Managed the entire residential organization in California ensuring timely installations.

- Help launch the Southern California Branch (San Diego, Orange, Los Angeles, Riverside, San Bernandino and Imperial Counties) with the VP of Southern CA and the VP of Operations. Co-created and designed SFDC workflows, reports for the entire company as well as specializing to our Southern California needs.- We are a solar company which specializes in residential solar on all types of roofs and ground mounds. We can customize the clients system to their specifications on panels and inverters as well as battery storage for backup power, micro grid and off grid systems. We also are doing commercial projects as they come our way.- Lead training and documentation of analytics functions through SFDC to all of our sales staff. , mentor and work collaboratively with other team members on data integrity and data acquisition - Liaison for training sales team and how to properly use their IT tools for successful day to day sales- Design and build quality dashboards that give insight into SFDC adoption and give insight into developing strategies- Wrote entire sales training manual for Sunfinity Solar to make training of existing and new associates clear of expectations for Sunfinity and within the solar industry.- Served as a main point of contact between business and operation teams in order to maintain and improve efficiency Our focus is customer service to make sure our clients and our team are proud of our company on a daily basis. We want everyone walking away with a smile and happy to have clean energy powering their property!We laid off since Sunfinity Solar went with a Dealer business model. Was asked to be a Dealer for them in Southern CA at the time of being laid off.

Salinas, California, Us

- Launched the San Luis Obispo Branch of Bright Future with starting the operations and sales divisions at the branch. - We specialized in commercial and residential projects which other companies could not do as well as did the standard designs as well. We completed work on government projects, canopy structures on gas stations and car washes, installed off grid systems with battery storage at wineries, completed new construction projects on commercial and residential developments to highlight a portion of our work.- We ensured timely execution along with great customer service making sure the expectations were set from the beginning as well as keeping the clients informed as the project moved forward to completion. - Designed the Insightly CRM to ensure all aspects from sales, operations and client facing were integrated. This cross functionality helped the business grow smoothly with having several office locations. Additionally implementing the process with all sectors of the company was a successful transition.- Left the position to implement similar projects in a larger market place.

San Mateo, Ca, Us

- Participated in the successful launch of a new Small & Medium Business Division at SolarCity. I joined the team in the Division's conceptual phase, and was an integral part of developing operations and reporting through SFDC. In addition, helped the legal team iron out the existing flaws in the contract to make sure the client and the company were in a safe position with all commercial solar projects.• Top Account Executive in the Division• Sales of 1.4 MW in 2016; equates to roughly $4.2 million in new revenue• Managed full-cycle sales process from prospecting through installation• Identified gaps between business commercial needs and standards SFDC CRM application functionality. • Controlled sales cycle by identifying decision-makers and learning internal buying process• Configuring SFDC and customization of reports and workflows to help the team consistency see all aspects of the business.

San Mateo, Ca, Us

- Top performing Energy Consultant in California (consistently closed high level contracts)- Trained new consultants and managers on SFDC as well as sales activities - Managed up to 60 simultaneous solar projects lasting 1-12 months and took on ongoing projects from team members who left the company. - Creating customized SFDC reports to enable my project management with operations team and my clients to flow seamlessly to allow more time to acquire more clients to consistently exceed company expectations- Maintained and built up my referral-based business through excellent communications with my clients - Only Southern California Consultant promoted to Commercial Team

San Diego, California, Us

- Specialize in Listing and Selling homes in San Diego County, but primarily on the peninsula of Point Loma and Ocean Beach. - I work well Listing properties but also working with First Time Home Buyers, Move Up Buyers and Investors. - Having bought, flipped and sold properties all over San Diego and Riverside counties I am familiar with just about every market and zip code within these counties

We are a Commercial and Residential Real Estate Company that specializes in real estate and loans transactions. We are Brokers with educational degrees in the economics, finance and management consulting. We cater to customer service but we pride ourselves on honesty to our clients.

We are creating a platform for new Real Estate transactions in which my co-associates have created over the last 4 years. We are an experienced small group with the background of Lawyers, Brokers, Lenders, Appraisers and Real Estate Agents. We have better closing percentages than Fannie and Freddie as well as other banks. This is partially why we are successful. We handle all real estate transactions and at the moment our focus on making real estate a easier process for every person in the United States. We are creating a new style of how real estate transactions are conducted.

Realtor/REO Specialist with San Diego REO Specialist (SDREOS) which was the #1 REO Broker in San Diego County . We work with a number of different Banks and Asset Management Companies such as Wilshire, GMAC, IndyMac, Fannie Mae, Freddie Mac, EMC, Accredited, Downey, Countrywide, Keystone (KAM), Assetlink, PMH, New Vista, American Home Mortgage, Wells Fargo, National Default Servicing, Old Republic, Integrated Asset Services, and many more. At San Diego REO Specialist we have a construction division, offers division, experienced Transaction Coordinators (TC's), Accounting Department as well as Virtual Assistants to handle the small important tasks to verify utilities are on and keys continue to stay in the lockboxes. I am experiences in the full scope REO sales from getting occupied to vacant and finishing the close of escrow. Helped train new REO Agents and Construction Managers to make San Diego Realty, Inc. keep its top REO Broker rating in San Diego County.

Helped homes owners get into better loans to save their house during tough loan crisis of stricter changing guidelines. Helped start the loan modification department. Promoted to Team Manager within 9 months.

Us

Promoted within 8 months to Assistant Store Manager and helped turned around overall Sales Volume, Credit, Team Morale, Logistical Operations and Appearance of two different stores. As Operation Manager helped in main the roll out of the new POS computer system in Mervyns stores with Corporate Mervyns Team.

Bs, Business Management Consulting And Econmics

Product Leadership Course, Product Management

Bachelor Of Business Administration - Bba, Management Consulting & Economics