Ellen Patterson, Realtor® Email & Phone Number

Del Mar, CA, US

Del Mar, California, United States

Recognized among the top 10% of REALTORS® in San Diego for 2023 and recipient of the prestigious Real Estate Achievement and Leadership (R.E.A.L.) Award from the North San Diego County Association of REALTORS®, Ellen brings a wealth of expertise and dedication to the San Diego residential real estate market.Ellen’s clients include investors, VA buyers.

• 1995-2024: Proven track record in real estate investment, spanning over two decades. Successfully acquired, managed, and sold a diverse portfolio of properties, including multi-unit residential buildings, vacation.
• Early Career: Established a foundation in real estate investment with the purchase and sale of multi-unit properties in Los Angeles County. Leveraged 1031 exchanges to reinvest proceeds into apartment-to-condo.
• Diversification: Expanded investment horizons by acquiring luxury vacation rentals in Florida. Demonstrated ability to identify and capitalize on market trends, resulting in profitable sales and reinvestments.
• Strategic Acquisitions: Continued to build a diversified portfolio through targeted acquisitions, including a multi-unit property in Los Angeles and single-family residential properties in Tennessee, South Carolina.
• Value-Added Investments: Actively sought opportunities to enhance property value through renovations, additions, and strategic partnerships. Successfully implemented 1031 exchanges to optimize tax benefits and reinvest.
• Current Focus: Currently focused on medium and long-term rental investments, including syndication opportunities and the addition of accessory dwelling units (ADUs) to maximize rental income, along with advising.

Greater San Diego Area

• Represented buyers and sellers in 5 closings of almost $6M YTD in 2022.
• Represented buyers and sellers in 8 closings of over $10M in 2021.
• Represented buyers in 6 closings of almost $5M in first calendar year.
• Clients include sellers, investors, first time home buyers, veterans, second homeowners and primary home buyers.
• Lead generation methods include open house hosting, networking, social media, door knocking and cold calling.

Charleston, South Carolina Area

• Organizes CXO level conferences, meetings, receptions and special events designed to expand the firm’s presence in the local business community.
• Maintains client relationship management database for client services programs and business development campaigns.
• Manages and coordinates marketing communications materials, proposal response teams, press releases, etc.
• Creates and executes social media marketing campaigns and associated internal training programs.
• Coordinates and implements annual B2B marketing and business development plan.
• Develops and organizes B2B marketing incentive programs to foster and train staff in business development and networking skills.

Charleston, South Carolina Area

• Bank account maintenance.
• Financial transaction oversight.
• Develop annual budget.
• Oversee organization's financial policies.
• Create and monitor monthly and annual financial reports.
• File financial statements and IRS tax files.

Charleston, South Carolina Area

* Prepared individual, corporate and partnership income and property tax returns, both original and amended, with varying degrees of complexity.

*Developed competitive intelligence and positioning tools for national sales force.*Coached account executives on competitive positioning strategies.*Conducted/maintained competitive research database.

• Primary liaison between the client and SunGard management, product managers, and support services.
• Assumed primary responsibility for understanding client requirements, delivering services, and resolving issues, while managing clients’ expectations accordingly.
• Ensured that clients received resources and staff to meet project goals and milestones. Conducted monthly review sessions to ensure that the project is on schedule, on budget, and that issues were resolved in a timely.
• Sold implementation services and additional software products to both prospective and existing higher education clients.

Irvine, California

*Hired, trained and managed Financial and Human Resource product consultants.*Coordinated and lead all pre-sales efforts from proposal to final demonstrations, and post-sale follow up efforts.*Lead and coordinated in-depth quarterly training meetings.*Worked in conjunction with other Sales Support Directors/Managers to ensure teamwork amongst all product.

Statutory Course Completion Certificates (Ca)

Mba

Bachelor Of Science