Develop Dynamic Property Management company in the Santa Barbara area.

Establish sales force to adapt to the ever changing real estate market with a technology focus that encompasses good old fashioned customer service while making the most of all the latest social communication tools available in an effort to making buying and selling a home a much more smooth and user friendly experience.

Successfully identify, purchase investment properties to improve and market for resale, or hold to obtain other investment objectives. Competently guide homebuyers and sellers through the sale and purchase of properties. Market homes in the local community by utilizing a proven successful marketing plan. Provide virtual tours on web site of homes listed providing them with additional exposure. Create sales brochures for each listing to profitably market the home. Promote sales of properties through advertisements, open houses, and participation in multiple listing services. Negotiate the best possible contract for clients. Work with home inspectors and appraisers to determine any and all actions that need to be taken prior to closing. Ensure that all terms of the contract are met prior to closing.

Responsible for managing client relationships, new business development and helping clients achieve their investment goals using asset allocation techniques. Worked with 50 different representatives through several broker/dealers promoting the IMS family of funds. Initiated an institutional relationship with Bidwell & Company; providing expert advice to select investors that have a minimum balance of $500 thousand in investable assets.

Responsible for attracting over $100 million in new assets a year. Focused on asset allocation using a wide variety of products, including: annuities, managed money, mutual funds, and laddered fixed income products. Also worked as Insurance Coordinator for the branch, with duties including: training, motivation, and maintaining sales material. Specialized in income planning for high net worth investors, conducted portfolio reviews, matched clients with outside money mangers, and also provided estate and college planning.

Implemented and achieved personal financial goals for individual investors and businesses. Managed over 150 accounts. Daily activities consisted of prospecting: new accounts, syndicate, financial planning, college planning, retirement planning, 401k rollovers, mortgage products, mutual funds, and annuities. Set up 401k plans, asset allocation portfolios, and laddered fixed income products.

Responsible for managing a multi-million dollar store consisting of: a support staff of two sales managers, an operations manager, a customer service manager, and sixty associates. Responsible for inventory levels, product management, contests and sales promotions, shipping and receiving, write-offs, profit and loss management, implementing critical operating procedures, and security. Also responsible for manager development through: training, monthly budget planning meetings, scheduling, and performance management. Daily activities included: Ensuring proper opening and closing procedures, sales analysis, daily training, resolving customer service issues, floor management, developing floor merchandising, sales strategies, and promotions.