Jorge Fernandez, Cpa, Mba Email & Phone Number

United States

Treasure Coast, Florida

Looking to capitalize on opportunities in the competitive Treasure Coast, FL real estate market, I joined forces with two associates to build Vero REI from the ground up and assemble a top-notch team. We strive to make the path to property ownership stress-free and profitable by providing turnkey solutions for local and international investors. Utilizing a holistic perspective, I consult 1:1 with clients on everything from understanding local ordinances to operating a business in the United… Show more Looking to capitalize on opportunities in the competitive Treasure Coast, FL real estate market, I joined forces with two associates to build Vero REI from the ground up and assemble a top-notch team. We strive to make the path to property ownership stress-free and profitable by providing turnkey solutions for local and international investors. Utilizing a holistic perspective, I consult 1:1 with clients on everything from understanding local ordinances to operating a business in the United States. My role is multifaceted and I wear many hats as an analyst, accountant, people manager, and liaison to enable the success of this firm. ➤ Boosted portfolio by $1.5M and expansion by over 60% in second year of operation. Realized estimated 19% ROI on new property acquisitions. ➤ Secured financing for five property acquisitions in first year. Negotiated 2.5% reduction on loan interest rates and saved approximately $37K YOY in financing costs to maximize profitability of property investments. ➤ Lowered expenses by $20K and renovation timelines by 15% resulting in 10% higher property values with implementation of streamlined and cost effective renovation management system.➤Designed comprehensive strategy that elevated resale prices by 15% and shortened property disposition schedules by 10% to accelerate cash flow. Closed 10 property sales and outperformed targets by $17K per transaction. Show less

Cleveland/Akron, Ohio Area

Based on my track record of “making things happen”, I was brought onboard to catalyze business development, fast-track growth, and promote and uphold REI Management’s reputation as a preferred partner. From day one, I took ownership of designing tools to enable customers in making smart investment decisions. With an eye on efficiency, I streamlined property management processes and modernized current offerings. In collaboration with legal counsel, I drove the launch of LLC formation and… Show more Based on my track record of “making things happen”, I was brought onboard to catalyze business development, fast-track growth, and promote and uphold REI Management’s reputation as a preferred partner. From day one, I took ownership of designing tools to enable customers in making smart investment decisions. With an eye on efficiency, I streamlined property management processes and modernized current offerings. In collaboration with legal counsel, I drove the launch of LLC formation and property dispute resolution services and modernization of current offerings.➤ Improved client retention by 25% and lowered property management expenses by 20% as visionary and architect of comprehensive approach for real estate ownership lifecycle. ➤ Obtained average 15% annual appreciation in property values for investor portfolios and increased rental income by 12% with roll out of successful development and renovation plan and tenant retention solutions.➤ Played integral role in minimizing disputes by 30% and creating 23 Limited Liability Corporations (LLCs) to ensure legal compliance and tax benefits for customers. Show less

Leveraging deep expertise and a “customer first” mindset, I head a company that takes on tax problems and gets them resolved. Drawing on my analytical and communication skills, I assist customers with understanding financing options and navigating loan application process. ➤ Achieved 90% success rate and 25% gain in referrals for The Tax Solution Agency by devising specialized solutions to resolve issues promptly and decreasing liabilities for clients. ➤ Secured $12M in loans and… Show more Leveraging deep expertise and a “customer first” mindset, I head a company that takes on tax problems and gets them resolved. Drawing on my analytical and communication skills, I assist customers with understanding financing options and navigating loan application process. ➤ Achieved 90% success rate and 25% gain in referrals for The Tax Solution Agency by devising specialized solutions to resolve issues promptly and decreasing liabilities for clients. ➤ Secured $12M in loans and supported clients in achieving 10% revenue growth and 22% increase in financial portfolio. ➤ Promote financial stability by formulating business plans, completing tax forms, performing detailed analysis, developing forecasts, and providing IRS representation. Show less

Chagrin Falls, Ohio

Looking to make an impact on the community, I started this full-service design, print, and marketing center serving 500+ local area businesses non-profits, professional sports teams, entrepreneurs, and consumers. Utilizing a hands-on approach, I oversaw the day-to-day operations and helped customers market, advertise, and promote products to reach target audiences and increase sales. ➤ Reached break-even point in first year and viability within 24 months. Generated revenue during… Show more Looking to make an impact on the community, I started this full-service design, print, and marketing center serving 500+ local area businesses non-profits, professional sports teams, entrepreneurs, and consumers. Utilizing a hands-on approach, I oversaw the day-to-day operations and helped customers market, advertise, and promote products to reach target audiences and increase sales. ➤ Reached break-even point in first year and viability within 24 months. Generated revenue during pandemic by supplying essential printed materials to local organizations.➤ Facilitated smooth transition due to corporate takeover by preserving client relationships and completing existing jobs on time. Show less

Cleveland/Akron, Ohio Area

As a provider of world-class practical business and management education, the 10KSB Program is an accelerator for businesses with $150K to $4M in YOY revenues. My role was pivotal in the advancement of this program from its inception to serving 650+ small businesses. In one year, I was promoted to oversee a team of Business Advisors to support entrepreneurs in an interactive learning environment. ➤ Advocated for chosen candidates to receive scholarships for educational expenses and ongoing… Show more As a provider of world-class practical business and management education, the 10KSB Program is an accelerator for businesses with $150K to $4M in YOY revenues. My role was pivotal in the advancement of this program from its inception to serving 650+ small businesses. In one year, I was promoted to oversee a team of Business Advisors to support entrepreneurs in an interactive learning environment. ➤ Advocated for chosen candidates to receive scholarships for educational expenses and ongoing support services. ➤ Expertly managed relationships with multiple partners and business support organizations to facilitate seamless collaboration. ➤ Supplied thought leadership and guidance on formulating practical business and management education curriculum and aligning coursework with real-world experiences. Show less

Cleveland/Akron, Ohio Area

➤ Consulted one-on-one with business owners to determine growth potential and draft actionable business plans during intensive three-month program.

Master Of Business Administration (Mba), Business Administration And Management, General, 4.0

Bachelor Of Applied Science (Basc), Accounting And Business/Management

Activities and Societies: Commuter Club; Hockey Club