Account Executive
Current- Currently: Consulting private client prospects and referral sources (CPAs, investment advisors, and real estatesyndication general partners) to evaluate IRA investing opportunities in real estate, private equity, and.
- (2024) Independent Research Project with Chief Product & Strategy Officer to seek new streamof revenue. Business case presentation meetings with 1031 Exchange President and BusinessDevelopment Manager, Institutional.
- (2024) CARE Team Senior Partner (current client account saves). Creation and management of teamtracking spreadsheet for client outreach. Top saves and revenue among account executives.
- (2023) Sales 154% to revenue goal and team leader in premium upgrade sales.