Kevin Bell

Kevin Bell Email and Phone Number

Results focused, high impact professional with a passion for sales, client acquisition and strategic relationship building. Thrives on solving complex problems. Life long learner. @ Fathom Realty
dallas, texas, united states
Kevin Bell's Location
San Francisco Bay Area, United States
Kevin Bell's Contact Details

Kevin Bell personal email

n/a

Kevin Bell phone numbers

About Kevin Bell

My career has traversed industries and interests. At the heart of it all is my passion for sales, finance, and strategic relationship building. I thrive in energetic, complex environments where I can leverage my sales experience to improve the lives of my customers through right-sized solutions. Over the years, my experiences have converged in interesting ways. I have consistently found opportunities to utilize my core values and sales experience to advance the goals of organizations and my entrepreneurial endeavors.

Kevin Bell's Current Company Details
Fathom Realty

Fathom Realty

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Results focused, high impact professional with a passion for sales, client acquisition and strategic relationship building. Thrives on solving complex problems. Life long learner.
dallas, texas, united states
Website:
fathomrealty.com
Employees:
2314
Kevin Bell Work Experience Details
  • Fathom Realty
    Real Estate Sales And Development
    Fathom Realty Jan 2017 - Present
    San Francisco Bay Area
    𝑹𝒆𝒂𝒍 𝑬𝒔𝒕𝒂𝒕𝒆 𝑨𝒅𝒗𝒊𝒔𝒐𝒓 𝒇𝒐𝒓 𝒄𝒐𝒎𝒎𝒆𝒓𝒄𝒊𝒂𝒍 𝒂𝒏𝒅 𝒓𝒆𝒔𝒊𝒅𝒆𝒏𝒕𝒊𝒂𝒍 𝒑𝒓𝒐𝒑𝒆𝒓𝒕𝒊𝒆𝒔 𝒊𝒏 𝒕𝒉𝒆 𝒈𝒓𝒆𝒂𝒕𝒆𝒓 𝑩𝒂𝒚 𝑨𝒓𝒆𝒂 𝒂𝒏𝒅 𝑰𝒅𝒂𝒉𝒐•Completed 80+ sale transactions often above asking price•Relocation Sales and Services Specialist•Created sales and marketing presentations that generated a 15% return on new opportunities•Sold 15+ multi-family units •Led 80+ negotiations in properties with 20+ listings closing above asking price by… Show more 𝑹𝒆𝒂𝒍 𝑬𝒔𝒕𝒂𝒕𝒆 𝑨𝒅𝒗𝒊𝒔𝒐𝒓 𝒇𝒐𝒓 𝒄𝒐𝒎𝒎𝒆𝒓𝒄𝒊𝒂𝒍 𝒂𝒏𝒅 𝒓𝒆𝒔𝒊𝒅𝒆𝒏𝒕𝒊𝒂𝒍 𝒑𝒓𝒐𝒑𝒆𝒓𝒕𝒊𝒆𝒔 𝒊𝒏 𝒕𝒉𝒆 𝒈𝒓𝒆𝒂𝒕𝒆𝒓 𝑩𝒂𝒚 𝑨𝒓𝒆𝒂 𝒂𝒏𝒅 𝑰𝒅𝒂𝒉𝒐•Completed 80+ sale transactions often above asking price•Relocation Sales and Services Specialist•Created sales and marketing presentations that generated a 15% return on new opportunities•Sold 15+ multi-family units •Led 80+ negotiations in properties with 20+ listings closing above asking price by 10% •Created a prospecting and lead generation committee which led to a 20%+ increase in referrals•Managed portfolio of 15+ Real Estate holdings for investors increasing ROI by 25% Show less
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  • Santa Clara University
    Director Of Planned Giving
    Santa Clara University May 2023 - Mar 2024
    Santa Clara, California, United States
    𝑫𝒆𝒗𝒆𝒍𝒐𝒑𝒆𝒅, 𝒍𝒆𝒅 𝒂𝒏𝒅 𝒎𝒂𝒏𝒂𝒈𝒆𝒅 𝒂 𝒑𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝒐𝒇 𝒄𝒖𝒓𝒓𝒆𝒏𝒕 𝒂𝒏𝒅 𝒑𝒐𝒕𝒆𝒏𝒕𝒊𝒂𝒍 𝒑𝒍𝒂𝒏𝒏𝒆𝒅 𝒈𝒊𝒗𝒊𝒏𝒈 𝒅𝒐𝒏𝒐𝒓𝒔•Implemented strategies that led to planned gifts adding $900k in donations•Managed a portfolio of 100+ prospective donors and increased existing donor retention by 25% •Developed 10 new donor relationships for the University and added $900k in donations•Created educational seminars on charitable giving strategies with 70+… Show more 𝑫𝒆𝒗𝒆𝒍𝒐𝒑𝒆𝒅, 𝒍𝒆𝒅 𝒂𝒏𝒅 𝒎𝒂𝒏𝒂𝒈𝒆𝒅 𝒂 𝒑𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝒐𝒇 𝒄𝒖𝒓𝒓𝒆𝒏𝒕 𝒂𝒏𝒅 𝒑𝒐𝒕𝒆𝒏𝒕𝒊𝒂𝒍 𝒑𝒍𝒂𝒏𝒏𝒆𝒅 𝒈𝒊𝒗𝒊𝒏𝒈 𝒅𝒐𝒏𝒐𝒓𝒔•Implemented strategies that led to planned gifts adding $900k in donations•Managed a portfolio of 100+ prospective donors and increased existing donor retention by 25% •Developed 10 new donor relationships for the University and added $900k in donations•Created educational seminars on charitable giving strategies with 70+ attendees Show less
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  • The Catholic Community Foundation
    Complex Gifts Advisor
    The Catholic Community Foundation Dec 2021 - Apr 2023
    San Jose, California, United States
    𝑷𝒓𝒐𝒈𝒓𝒂𝒎 𝒎𝒂𝒏𝒂𝒈𝒆𝒓 𝒇𝒐𝒓 𝒕𝒂𝒙, 𝒘𝒆𝒂𝒍𝒕𝒉 𝒂𝒏𝒅 𝒆𝒔𝒕𝒂𝒕𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒄𝒐𝒎𝒎𝒊𝒕𝒕𝒆𝒆. 𝑪𝒓𝒆𝒂𝒕𝒆𝒅 𝒑𝒐𝒍𝒊𝒄𝒊𝒆𝒔 𝒂𝒏𝒅 𝒑𝒓𝒐𝒄𝒆𝒅𝒖𝒓𝒆𝒔 𝒇𝒐𝒓 𝒕𝒉𝒆 𝒂𝒄𝒄𝒆𝒑𝒕𝒂𝒏𝒄𝒆 𝒐𝒇 𝒑𝒓𝒊𝒗𝒂𝒕𝒆 𝒔𝒕𝒐𝒄𝒌•Managed a committee of 30+ advisors and grew new relationships for the foundation by 25% •Proposed charitable strategies with creative tax, estate, and wealth management planning•Created policies and procedures for the acceptance of Private Stock… Show more 𝑷𝒓𝒐𝒈𝒓𝒂𝒎 𝒎𝒂𝒏𝒂𝒈𝒆𝒓 𝒇𝒐𝒓 𝒕𝒂𝒙, 𝒘𝒆𝒂𝒍𝒕𝒉 𝒂𝒏𝒅 𝒆𝒔𝒕𝒂𝒕𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒄𝒐𝒎𝒎𝒊𝒕𝒕𝒆𝒆. 𝑪𝒓𝒆𝒂𝒕𝒆𝒅 𝒑𝒐𝒍𝒊𝒄𝒊𝒆𝒔 𝒂𝒏𝒅 𝒑𝒓𝒐𝒄𝒆𝒅𝒖𝒓𝒆𝒔 𝒇𝒐𝒓 𝒕𝒉𝒆 𝒂𝒄𝒄𝒆𝒑𝒕𝒂𝒏𝒄𝒆 𝒐𝒇 𝒑𝒓𝒊𝒗𝒂𝒕𝒆 𝒔𝒕𝒐𝒄𝒌•Managed a committee of 30+ advisors and grew new relationships for the foundation by 25% •Proposed charitable strategies with creative tax, estate, and wealth management planning•Created policies and procedures for the acceptance of Private Stock increasing opportunities for donations Show less
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  • Bell Management
    Financial Planner/Wealth Advisor
    Bell Management Oct 2016 - Mar 2020
    San Francisco Bay Area
    𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒄𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒏𝒕 𝒂𝒏𝒅 𝑾𝒆𝒂𝒍𝒕𝒉 𝑨𝒅𝒗𝒊𝒔𝒐𝒓 𝒇𝒐𝒓 𝑰𝒏𝒅𝒆𝒑𝒆𝒏𝒅𝒆𝒏𝒕 𝑨𝒅𝒗𝒊𝒔𝒐𝒓𝒔 𝒖𝒏𝒅𝒆𝒓 𝒍𝒂𝒓𝒈𝒆 𝒊𝒏𝒔𝒕𝒊𝒕𝒖𝒕𝒊𝒐𝒏𝒔; 𝒊𝒏𝒄𝒍𝒖𝒅𝒊𝒏𝒈 𝑹𝒂𝒚𝒎𝒐𝒏𝒅 𝑱𝒂𝒎𝒆𝒔, 𝑳𝑷𝑳 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒂𝒏𝒅 𝑪𝒆𝒕𝒆𝒓𝒂 𝑨𝒅𝒗𝒊𝒔𝒐𝒓𝒔•Created 70+ financial planning and investment seminars for existing clients and prospects•Increased client satisfaction by 50%•Grew client base by 20% •Executed trades and provided… Show more 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒄𝒐𝒏𝒔𝒖𝒍𝒕𝒂𝒏𝒕 𝒂𝒏𝒅 𝑾𝒆𝒂𝒍𝒕𝒉 𝑨𝒅𝒗𝒊𝒔𝒐𝒓 𝒇𝒐𝒓 𝑰𝒏𝒅𝒆𝒑𝒆𝒏𝒅𝒆𝒏𝒕 𝑨𝒅𝒗𝒊𝒔𝒐𝒓𝒔 𝒖𝒏𝒅𝒆𝒓 𝒍𝒂𝒓𝒈𝒆 𝒊𝒏𝒔𝒕𝒊𝒕𝒖𝒕𝒊𝒐𝒏𝒔; 𝒊𝒏𝒄𝒍𝒖𝒅𝒊𝒏𝒈 𝑹𝒂𝒚𝒎𝒐𝒏𝒅 𝑱𝒂𝒎𝒆𝒔, 𝑳𝑷𝑳 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒂𝒏𝒅 𝑪𝒆𝒕𝒆𝒓𝒂 𝑨𝒅𝒗𝒊𝒔𝒐𝒓𝒔•Created 70+ financial planning and investment seminars for existing clients and prospects•Increased client satisfaction by 50%•Grew client base by 20% •Executed trades and provided services for500+ clients with over $450M AUM/increased AUM by 22%•Streamlined procedures allowing firms to focus on portfolio management and increased returns by 27% Show less
  • Td Ameritrade
    Financial Services Advisor
    Td Ameritrade Oct 2010 - Nov 2014
    Draper, Utah, United States
    𝑨𝒎𝒆𝒓𝒊𝒗𝒆𝒔𝒕 𝑷𝒐𝒓𝒕𝒇𝒐𝒍𝒊𝒐 𝑺𝒑𝒆𝒄𝒊𝒂𝒍𝒊𝒔𝒕•Conducted reviews of investment portfolios ($12B AUM) to 50+ clients •Increased Amerivest portfolios by $20M •Supported Senior Advisors, high volume traders, and HNW clients ($5 Billion AUM). •Actively utilized problem solving skills to address time sensitive trades, adding $25M of new assets
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Kevin Bell Skills

Leadership Sales Training Analysis Strategy Management Public Speaking Risk Management Finance Fx Trading Microsoft Office Portfolio Management Trading Strategies Coaching Team Building Financial Services Investment Strategies Wealth Management Investment Advisory Retirement Planning Asset Allocation Options

Kevin Bell Education Details

Frequently Asked Questions about Kevin Bell

What company does Kevin Bell work for?

Kevin Bell works for Fathom Realty

What is Kevin Bell's role at the current company?

Kevin Bell's current role is Results focused, high impact professional with a passion for sales, client acquisition and strategic relationship building. Thrives on solving complex problems. Life long learner..

What is Kevin Bell's email address?

Kevin Bell's email address is be****@****scc.org

What is Kevin Bell's direct phone number?

Kevin Bell's direct phone number is +120840*****

What schools did Kevin Bell attend?

Kevin Bell attended The American College Of Financial Services, Legnica University Of Management, Boise State University.

What are some of Kevin Bell's interests?

Kevin Bell has interest in Social Services, Children, Economic Empowerment, Environment, Education, Disaster And Humanitarian Relief, Animal Welfare.

What skills is Kevin Bell known for?

Kevin Bell has skills like Leadership, Sales, Training, Analysis, Strategy, Management, Public Speaking, Risk Management, Finance, Fx Trading, Microsoft Office, Portfolio Management.

Who are Kevin Bell's colleagues?

Kevin Bell's colleagues are Samantha Evans, Lisa White, Abr, Mrp, Yanely Leyva, Terrell Debnam, Christine Geldon (Kwitek), Nabil Saidy, Buddy Blackman.

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