A highly motivated, Bilingual Real Estate and Stock Market Investment Professional highly regarded for strong quantitative, statistical, analytical, finance, technical and problem-solving skills obtained from Industry Leaders such as Merrill Lynch and Wells Fargo. Excellent communicator and presenter who can build market share through successful sales strategies. Demonstrated experience in sourcing new clients and successfully retaining them. Demonstrated strengths in Account Management including managing Real Estate and Investment portfolios, negotiating deals, analyzing property data, and closing transactions. Exceptional academic qualifications including a Bachelor of Science Degree in Finance from Rutgers University.
Haus Holdings Llc
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Managing General PartnerHaus Holdings Llc May 2016 - PresentNew York City Metropolitan Area
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Account ManagerAsset Advocates 2016 - PresentAsset Advocates Account Manager / Direct Lender Developed lasting relationships with clients, increasing referral rates by 15%. Successfully prospected real estate investors seeking loans between $75K to +$4M+. Achieved 37 new refinance clients through cold and warm calling. Oversaw acquisition of new customers for SBA, and conventional loans increasing revenue 37%. Increased new lending clients 33% year over year.
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Financial AdvisorMerrill Lynch Jun 2013 - May 2016Responsibilities:• Act as initial point of contact to determine unique financial needs and goals for prospective clients with a focus on investing, retirement planning and college savings • Develop and present personalized financial advice to meet investment and banking needs of mass-affluent and high-net worth prospects. • Establish new and deepen existing client relationships -
Financial AdvisorWells Fargo Advisors Oct 2012 - Jun 2013 -
Wealth Management AssociateJohn Carris Investments Feb 2012 - Oct 2012
Ivan Correa Skills
Ivan Correa Education Details
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Finance, General
Frequently Asked Questions about Ivan Correa
What company does Ivan Correa work for?
Ivan Correa works for Haus Holdings Llc
What is Ivan Correa's role at the current company?
Ivan Correa's current role is Real Estate investor.
What schools did Ivan Correa attend?
Ivan Correa attended Rutgers Business School.
What skills is Ivan Correa known for?
Ivan Correa has skills like Wealth Management, Investments, Equities, Finance, Finra, Mutual Funds, Portfolio Management, Series 63, Series 7, Uniform Combined State Law, Financial Advisory, Real Estate Development.
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Ivan Correa, M.A.
Talent Acquisition Manager | Employee Relations, Workplace Culture, Employee EngagementOrlando, Fl -
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