Core Goal is position as Managing Director of Major Comercial Real Estate Sales and Finance firm where I can use my 25+ years experience and expertise to leverage and build up the Firm in the $20B+ sector. My particular specialty is start-up and expansion of a Real Estate Sales and/or Finance Company that does not have a footprint in UHNW geographical locations in Beverly Hills, Manhattan Beach, and Newport Beach. I offer a "Turn-Key" Operation. Basically a "Branch, District or Region "In a Box..'"

COMPANY	POSITION HELD	DATES WORKED
CA DRE Broker NMLS MLO	President and CEO	11/2006 - 2/2020
CA DRE Broker NMLS MLO	President and CEO	11/2006 - 2/2020
The Estates Group of Beverly Hills & Manhattan Beach	President and CEO	11/2006 - 2/2020

SCHOOL	MAJOR	YEAR	DEGREE
University of West Los Angeles Law School	Real Estate Contract Law and Trust/Probate	1994	Bachelor Degree
UCLA Anderson School of Business	Business Economics/Theory of Organization	1992	Bachelor Degree
University of California at Los Angeles	Political Science & Business Management	1980	Bachelor Degree

TYPE	TITLE	URL	DESCRIPTION
Book	Pyramid of Success	media url	John Wooden Life and Coaching Skillset and Philosophy.
Book	The Art of Selling Anything	media url	Sales Marketing and Objection Handling. Tom Hopkins
Book	Huthwaite S.P.I.N.	media url	Sale Executive Continuing Sales Executive Training: Situation, Problem, Implied Need (S.P.I.N.)

Highlights:

Opened up Private Mortgage Bank Startup Branch from scratch. Developed Regional Presence in the Beverly Hills/West Los Angeles area where the Branch was doing in excess of $500 Million per year. The company was eventually sold to Countrywide/Bank of America. Expanded the Private Bank in the Downtown Los Angeles Branch of The Boston Company with Private Asset Management and Private Mortgage Banking. Opened the new office in Beverly Hills. Eventually, the company was sold to Mellon Bank/BNY in the Banks' West Coast Expansion.

Companies I like:

Cushman Wakefield, CBRE, Collins International, Sperry Van Ness, Caruso Affiliated Holdings, Wells Fargo Private Bank, JP Morgan Chase, UBS, CNB, Chase Finance Middle Markets.

• Adobe
• Adobe Acrobat
• Adobe Illustrator
• Adobe Photoshop
• Coreldraw
• Customer Relationship Management
• Database
• Lotus 123
• Management
• Expert Negotiater Complex 10MM+ Real Estate and Finance
• Business Development
• Recruitment
• Training
• Coaching
• Objection Handling
• Strategic CRM Marketing
• Middle Market
• Complex Credit Underwriter
• SalesForce

Profit and Loss/Balance Sheet Responsibility. Open up new Region as Director of Real Estate Sales and Finance on the Operations and well as Business Development sides. Startup and/or expansion into new Horizontal and Vertical Sectors. Negotiate Sales and Leases, Tenant Improvements, Computer Hardware and Software, (ie CRM's like Salesforce, ACT!, Goldmine) and so on. Strategically Market to the UHNW Sector and Recruit, Train, Motivate, Manage, Grow Staff and Private Client Sales Executives on a 5 Year Marketing Plan reviewed quarterly.