Jonathan Randall Email & Phone Number

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 privatelending. Open and fund accounts.Role Highlights:● (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 Sales Manager, and Vice President of Sales. Business casescheduled for review by Chief Business Development Officer, then presentation to Chief ExecutiveOfficer.● (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.

Cleveland, Ohio, United States

Currently: Bookkeeping and monitoring retail installment contract payments. Strategizing next steps to branch into management of residential rental properties.Role Highlights:● (2021-2024) Bookkeeping: tracked transactions and prepared all data for CPA team● (2022-2023) Budgeting, Project Managing, and Payroll: community reinvestment home rehab● (2022) Winning Bid Presentation: Village of Newburgh Heights community reinvestment project -single family home acquisition to rehab and sell● (2021 & 2022) Sales & County Registration: Negotiated Mobile Home sale terms via retailinstallment contracts and led the County Office recording process● (2021) Hiring, Project Managing, and Payroll: Searched, interviewed, hired, and managed paymentfor subcontractors to rehab mobile homes● (2021) Acquisitions: Acquired first two mobile homes after driving 30+ parks, talking to parkmanagers, and reaching out to owners of mobile homes for sale.● (2021) Marketing & Copywriting: Website design. Designing and mailing postcards and drivingneighborhoods. Facebook Marketplace, open houses & individual showings● (2021) Business Launch: Collaborating to develop vision, strategy, and standards of practice.

Currently: Bookkeeper.Role Highlights:● (2020) Strategy: Refine mission and vision, how to present design services● (2020) Product: Create design packages, processes for execution, and standards of practice● (2020) Marketing: Website redesign, copywriting, and editing● (2020) Finance / Legal: Crafting contract terms and conditions● Bookkeeping: Tracking and preparing financials for monthly sales and annual income tax filing

Cleveland, Ohio

Role Highlights:● Marketing & Copywriting: Full website revision and content management.● Travel Team Lead: Coordinating itinerant speaking with hosts, organizing and overseeing travelteams.● Merchandise Management: Overseeing merchandise table during speaking engagements.● Bookkeeping: Tracking financials for sales and income tax filing

Downtown Cleveland, Oh

Role Highlights:● (2014-2015) Executive Service: Private executive airport, Dec 2014 to Apr 2015.● (2013) Branch Award: Best in Class for North Central Zone, Nov 2013.● (2013) Branch Award: Top service revenue in North Central Zone, Jun to Sep 2013.● (Multiple) Hertz Entertainment Exclusive Provider: Three motion picture productions.● (All) Logistics: Creatively resourcing customer needs. Coordinating the acquisition, service, cleaningand delivery of fleet through connections with other branches, body shops, businesses and individuals.● (All) Administration: Scheduling. Billing. Back office tasks and reports. Answering phones.● (All) Sales: Contracts, upgrades and coverage. Business, body shop and insurance relationships.● (All) Customer Service: Matching customer needs and desires to available fleet. Fosteringtransparency with contract terms. Attention to detail in preparing fleet. Resolving issues via empathyand action.

Role Highlights:● Problem Solving: Collaborating to generate design solutions and conquer challenges. Arranging dataacquisition, field evaluation, analysis, designs, permitting, reports and inspections.● Research: Acquiring site histories, data, public planning requirements and product details.● Innovation: Efficiency driven. Improving analysis processes.● Team Coordinator: Reconciling needs of clients, property owners, and planning offices servingpopulations up to 400,000. Managing subcontractors and design team.● Financial Responsibility: Overseeing projects and segments from $100,000 to $250,000 gross sales.● Customer Service: Connecting with clients, subcontractors, planners and intermediaries. Coordinatingproject milestones with permitting requirements and construction progress.● Public Hearing Presentation: Representing client before Town Council.● Writing and Editing: Refining client letters. Corporate newsletter cover story, charity golf article.

Bachelor Of Science (B.S.), Civil Engineering

Certificate, International Transformation

Intern: Second year program. Team Leading and Networking: Coordinating and leading student trips to outside organizations. Team Building.

Certificate Program, International Transformation

Activities and Societies: * CO-LEADER, YMCA ACCELERATE youth leadership program. * CO-LEADER, ONE KOREA project promoting vision.

Bachelor Of Science - Bs, Civil Engineering

Bachelor Of Science - Bs, Civil Engineering