After over a decade as a Realtor, I knew it was time to create a real estate company that reflected my vision and desire to give back. Motive Real Estate Group was created with the purpose of caring about people, relationships and community and not just the bottom line. For every home Motive helps a client buy or sell, we give a home to a family in need. Motive’s one-for-one program embodies our dedication to help fight homelessness. Motive's agents are smart and nimble and use cutting edge… Show more After over a decade as a Realtor, I knew it was time to create a real estate company that reflected my vision and desire to give back. Motive Real Estate Group was created with the purpose of caring about people, relationships and community and not just the bottom line. For every home Motive helps a client buy or sell, we give a home to a family in need. Motive’s one-for-one program embodies our dedication to help fight homelessness. Motive's agents are smart and nimble and use cutting edge technology, always have your best interests in mind, and we give back to society in a truly impactful way. In addition to knowing the Fort Worth and Dallas markets, I take pride in making the purchase and sale process seamless and simple for my clients and work incredibly hard to negotiate the best outcome possible. I focus on creating long lasting relationships with my clients, and they know I'll be around to take care of them long after closing. Show less

Lead the development and construction of a large, ultra high-end estate project. Staffed the project with highly skilled consultants and contractors and controlled the project’s budget, schedule, and overall delivery. Responsible for sourcing healthcare and commercial real estate investment and development opportunities for the partnership and develop financial models and acquisition strategies for these projects.

Represented clients in the purchase and sale of residential and light commercial property and raw land.

Managed and produced financial analysis for targeted real estate investments, and advised the President of the company of project feasibility and pro forma returns. Led site selection and land acquisition efforts. Negotiated and structured real estate purchase contracts and worked with outside legal counsel to ensure favorable terms. Managed all aspects of commercial and ultra high-end residential construction projects. - Developed and implemented a real estate investment due diligence… Show more Managed and produced financial analysis for targeted real estate investments, and advised the President of the company of project feasibility and pro forma returns. Led site selection and land acquisition efforts. Negotiated and structured real estate purchase contracts and worked with outside legal counsel to ensure favorable terms. Managed all aspects of commercial and ultra high-end residential construction projects. - Developed and implemented a real estate investment due diligence process and policies that eliminated transaction closing delays and mitigated financial risk. - Developed a multi-phase project quality control process that identified errors and issues in critical path items resulting in substantial cost savings and minimized rework time.- Created and implemented a construction change order process that reduced the time to client approval by 6 weeks, resulting in improved cash flow and payment cycle times from clients.- Managed the redesign and custom finish out of luxury suites at the new Cowboys Stadium in Arlington, Texas. Show less

Hired, trained, and led a team of Client Service Officers servicing 190 Investment Managers and underlying pension plan sponsors with assets exceeding $130 billion. Built relationships with plan sponsors and investment management firms to identify revenue growth opportunities. Played a vital role in relocating the business unit from New York, and improving the firm’s reputation as a global institutional asset custodian. • Managed emerging market trade settlements, Foreign Exchange… Show more Hired, trained, and led a team of Client Service Officers servicing 190 Investment Managers and underlying pension plan sponsors with assets exceeding $130 billion. Built relationships with plan sponsors and investment management firms to identify revenue growth opportunities. Played a vital role in relocating the business unit from New York, and improving the firm’s reputation as a global institutional asset custodian. • Managed emerging market trade settlements, Foreign Exchange, and account reconciliations for ERISA and standard investment fund accounts. Reduced dollar loss errors by 7%• Collaborated with internal partners to develop and implement a web based tutorial program utilized by clients to learn how to operate a proprietary compliance and reporting application (VIEWS).• Teamed with Foreign Exchange trading executives to increase revenue $3.2 million by cross-selling Auto-FX services to new and existing asset managers and plan sponsors.• Responsible for managing the development and implementation of a web-based program to perform annual client satisfaction reviews for 400+ Investment Managers. Results were leveraged to create operational efficiencies and tailor new services that led to a 22% increase in client satisfaction.• Worked with IT leadership to create and implement a Knowledge Management system used to share operational guidelines and standard operating procedures throughout the company. Show less

Held NASD Series 7, 63, 24, and 4 licensesHired, trained, and supervised 20 SEC-registered representatives who fielded inbound trading and client service calls. Team had zero errors in the last 18 months under my management. As a Registered Options Principal (Series 4) and General Securities Principal (Series 24), analyzed applications to determine which clients were approved for margin and option trading accounts. Researched and resolved client trading inquiries and initiated margin call… Show more Held NASD Series 7, 63, 24, and 4 licensesHired, trained, and supervised 20 SEC-registered representatives who fielded inbound trading and client service calls. Team had zero errors in the last 18 months under my management. As a Registered Options Principal (Series 4) and General Securities Principal (Series 24), analyzed applications to determine which clients were approved for margin and option trading accounts. Researched and resolved client trading inquiries and initiated margin call sell-outs in non-compliant accounts.• Co-developed and implemented an interactive on-line training program to assist new brokers in transitioning from training to live trading. Decreased error volume from new brokers by 40%.• Played instrumental role in the successful transition of a major portion of Trading and Client Service from Omaha, NE to Fort Worth, TX facility. Helped create new and vibrant culture and became a subject matter expert (SME) in various elements of the firm’s business. • Wrote proposal for and led the establishment of a “Special Products” team that processed mutual fund, bond, and foreign securities transactions. Created $1.9 million in new revenues. Show less