Ross R Curtis Ii, Cima® Email & Phone Number

Texas, United States

Dallas, Texas, US

Bridgeview Real Estate is vertically integrated, focuses on both development and acquisition and is based in Dallas, TX. Established in 2011, Bridgeview has owned over 1500 multifamily units, developed 1075 of those units, and has another 2100+ multifamily units in the development pipeline. The combined value of all assets owned in all property types and.

Dallas, Texas, US

• Oversee the capital raising efforts in private placements and DSTs from independent broker-dealers and RIAs to fund land purchase and vertical construction of single-family homes for sale primarily in North Texas.
• Manage the day-to-day workflow of 10-member sales team, measuring activity and process, sales pipeline reporting, training, industry updates, sales messaging, and all investor requests
• Host monthly due diligence events & property tours for advisor guests
• Lead all operational support for 4000+ investors and 400+ advisors with custodians and transfer agents.

Capview Partners built a unique 1031 Exchange solution for single tenant net lease retail properties and single-family rental homes. Capview makes your exchange experience safer, easier, and more certain. Designed to reduce volatility in both income and overall returns, provide passive management benefits, and offer greater capital preservation. Developed.

Dallas, Texas, US

* Served as liaison between portfolio managers sales teams - relaying timely market/product information for Priority Income, Pathway Energy Infrastructure, Vertical Capital Income, Insignia Macro, Quaker Event Arbitrage* Created sales ideas for all client facing sales team members.* Trained all new sales team members on Provasi platform products and.

Addison, TX, US

* Hired, trained, instructed, coached internal wholesalers in outbound sales calls and 3D sales process.* Administered CRM salesforce.com and led customization to the internal sales process.* Reviewed and approved all sales team members weekly expense reports and ensured within company standards and budgets.* Implemented internal sales process & CRM.

Atlanta, GA, US

* Managed 25 internal wholesalers and their supervisors for wirehouse/financial dealer/bank division.* Increased outbound call volume and advisor talk time by 20%.* Achieved 125% of channel sales goal in 2009 with focus, training, exposure to key portfolio solutions.* Founded first training videos for core equity fund sales ideas & overcoming objections.

Atlanta, GA, US

* Wholesaled open-end mutual funds and Powershares ETFs in Alaska, Washington, Oregon to Independent Financial Advisors* Exceeded activity goals with over 900 meetings per year to develop new relationships and expand advisor base* 2nd highest delta/sales increase in 2007 (out of 26 territories) of 170%* Achieved 2nd place finish in sales idea contest (out.

* Junior Wholesaler and Assistant to the Regional Sales Manager in Independent Financial Advisor Division of AIM funds.* Placed in top 10% of the team in call activity* Travelled extensively for conference circuit and booth time* Responsible for regional coverage of Centers of Influence (COI's) at various firms with regional manager structures* Created.

Managed team of 12 retirement plan operations specialists for AIM funds.

Answered inbound phone queue and moved up two levels to assistant supervisor.

Cold calling investment banker prospecting in Texas.