Leslie Pappas Email & Phone Number

California, United States

St Petersburg, Fl, Working Nationwide

Provide Investment Advisory in Securities, Real Estate, Alternative Investments, Retirement plans (401K, 403B, 457C, IRAs, ROTH IRAs, etc.), and charitable giving.Advise Accredited Investors regarding Alternative Investments, which can provide a hedge against the markets, potentially higher returns than traditional investments, and available tax shelters. Some examples include: Real estate, REITs, Oil & Gas, Tax Credits, Self Storage Funds, Energy Funds, Opportunistic Funds, Retail… Show more Provide Investment Advisory in Securities, Real Estate, Alternative Investments, Retirement plans (401K, 403B, 457C, IRAs, ROTH IRAs, etc.), and charitable giving.Advise Accredited Investors regarding Alternative Investments, which can provide a hedge against the markets, potentially higher returns than traditional investments, and available tax shelters. Some examples include: Real estate, REITs, Oil & Gas, Tax Credits, Self Storage Funds, Energy Funds, Opportunistic Funds, Retail Investment Funds, Note Programs, Debentures, Equipment Leasing Funds, Business Development Companies, Delaware Statutory Trusts, Preferred Income Funds, and Multifamily Apartment Funds. Advise real estate investors who buy and sell investment properties of any scale. For those accredited investors performing a tax deferred 1031 exchange out of relinquished property, we move these clients' proceeds into large scale, institutional grade commercial properties, which provide a truly "hands off" management experience and the potential for higher cash flow. Diversification from one relinquished property into several commercial properties is a key benefit to this investment strategy. Show less

San Francisco Bay Area, Working Nationwide

Securities offered through LightPath Capital, Inc., (Member FIRNA/SIPC) Leslie Pappas is an independent registered representative of LightPath Capital, Inc. Go to http://www.ArcherInvestors.com for full disclosure.

Silicon Valley

Real Estate Salesperson, then Broker. Entire real estate business focus was (and is) on the investor. Assisted hundreds of real estate investors in the sale of their rental properties, performing tax deferred 1031 exchanges, and reinvestment into often more diversified and profitable real estate holdings. Advised real estate investors regarding formalizing their investment goals, strategy and time frames. Advised real estate investors regarding the management of investment property with a… Show more Real Estate Salesperson, then Broker. Entire real estate business focus was (and is) on the investor. Assisted hundreds of real estate investors in the sale of their rental properties, performing tax deferred 1031 exchanges, and reinvestment into often more diversified and profitable real estate holdings. Advised real estate investors regarding formalizing their investment goals, strategy and time frames. Advised real estate investors regarding the management of investment property with a goal toward maximizing annual cash flow returns after taxes and optimizing appreciation potential. Show less

San Francisco Bay Area

Independent Marketing Consultant specializing in the optimization of the financial efficiency and profitability of various product groups and their marketing programs. Utilized scoring systems, profiling, extensive testing and entrepreneurial good business sense to maximize returns. Provided advisory support in new product development, database marketing and direct marketing. Clients included various Technology and Financial Services firms and several Startups and Non-Profit Organizations.

Manhattan

Internal Consultant helping Marketing teams from various Product Management groups optimize the financial efficiency and profitability of their marketing programs. Truly studying the direct relationship between marketing expense and financial results on the product and division level. Utilizing scoring systems, profiling, extensive testing and entrepreneurial good business sense to cut costs and maximize returns.

Manhattan

Grew through the ranks from Management Trainee to a VP level position in 5 years in the BankCard Division. Involved in new account acquisitions, predominately from a database marketing perspective. Managed direct mail solicitation programs totaling over 100,000,000 pieces per year. Responsible for target marketing, database design and maintenance, data mining, and response and profitability new account targeting. Developed a credit card new account acquisition targeting strategy that saved… Show more Grew through the ranks from Management Trainee to a VP level position in 5 years in the BankCard Division. Involved in new account acquisitions, predominately from a database marketing perspective. Managed direct mail solicitation programs totaling over 100,000,000 pieces per year. Responsible for target marketing, database design and maintenance, data mining, and response and profitability new account targeting. Developed a credit card new account acquisition targeting strategy that saved the division roughly $10,000,000 in the first year it was implemented. Brought the idea of a College MasterCard and Visa to the firm and the Financial Services industry. Spearheaded the testing, development and rollout of the product. Wish I had the brains at that tender age to ask for 1% of revenue in return!Citibank in the mid 80's was the best company I ever worked for. Fresh out of NYU with my MBA, I had terrific management and the opportunity to work with brilliant people. I was just a kid in my 20's, and they gave me so much rope and opportunity to create. I will be forever grateful to Aviad Broshi, Jessica Sheinman, John Post, Howard Stein, Larry Sussman, Naomi Levin, Darcy Walker, Jim Bailey and many, many others. I credit these people for much of what I accomplished years and decades later. Show less

Leed Accredited Professional, Green Building And Remodeling

USGBC Certified

Ccim, Commercial Real Estate Analysis

One of fewer than 10,000 real estate brokers worldwide to achieve this distinction.

Mba, Marketing And Computer Applications

Ba, Psychology, History