With over six years of experience in the financial and real estate sectors, I am a passionate and dedicated professional who strives to help my clients achieve their goals and dreams. I have a strong background in sales, customer relationship management, and financial advising, and I use my skills and knowledge to provide tailored solutions for each client's needs. I am currently a real estate professional at J. Lindsey Properties, a boutique firm that specializes in luxury and residential properties in Houston and surrounding areas.As a real estate professional, I guide and assist buyers and sellers in marketing and purchasing property for the right price under the best terms. I analyze and determine clients' needs and abilities to help them find the best solution for their individual situations. I advise clients on market conditions, mortgage rates, prices, legal requirements, and other relevant matters. I coordinate appointments and meetings for showings, open houses, inspections, lenders, and closings. I also leverage my credentials as a Series 7 and 63 licensed financial advisor to offer holistic and comprehensive advice to my clients on their investment and banking needs. I work with a team of professionals from Merrill Lynch and U.S. Trust to best meet the needs of high-net-worth clients. I enjoy building long-lasting relationships with my clients and delivering exceptional service and results.
J. Lindsey Properties, Llc
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Real Estate ProfessionalJ. Lindsey Properties, Llc Jul 2020 - PresentHouston, Texas, United States• Guide and assist buyers and sellers in marketing and purchasing property for the right price under the best terms• Analyze and determine clients needs and abilities to help them find the best solution for their individual needs• Advise clients on market conditions, mortgage rates, prices, legal requirements, and other relative matters• Coordinate appointments and meetings for showings, open houses, inspections, lenders, and closings
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Assistant Vice-President, Financial Solutions AdvisorMerrill Lynch Mar 2016 - Oct 2016Houston, Texas, United States• Advised clients using a holistic approach by matching their investment needs along side their banking needs• Worked with Merrill Lynch and U.S. Trust Financial Advisors to best meet the needs of high-net-worth clients• Monitored market conditions and made adjustments to client’s portfolios as necessary• Employed a one team approach with financial center employees in order to achieve personal goals and the goals of the center -
Financial AdvisorEquitable Advisors Jan 2015 - Mar 2016Houston, Texas, United States• Analyzed client’s financial information to determine strategies, products and services that will help them meet their financialobjectives• Educated non-profits and public school system on their pensions and supplemental retirement options• Reviewed with clients and responded to their changing needs and financial goals• Assisted small businesses in setting up retirement benefits for their employees -
Gallagher Summer InternArthur J. Gallagher & Co. May 2011 - Aug 2011Houston Galleria• Met with insurance underwriters to discuss policy changes• Discovered and identified leads and potential opportunities for producers to pursue• Prepared policy comparison forms for producers• Engaged in team sales scenarios and role plays to help prepare for major meetings
Kevin James Education Details
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Marketing, Sales, Entrepreneurship
Frequently Asked Questions about Kevin James
What company does Kevin James work for?
Kevin James works for J. Lindsey Properties, Llc
What is Kevin James's role at the current company?
Kevin James's current role is Experienced Real Estate Professional @ J. Lindsey Properties, llc | Expertise in Sales and Marketing.
What schools did Kevin James attend?
Kevin James attended University Of Houston, C.t. Bauer College Of Business.
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