Real Estate Broker CV

Real Estate Broker Samples CV

• Real Estate Broker Sample I
• Licensed Associate Real Estate Broker
• Real Estate Broker Sample II
• Real Estate Broker Sample III
• Real Estate Broker Sample IV
• Real Estate Broker - Sales
• Independent Real Estate Broker CV
• Estate Broker
• Broker Resume

Real Estate Broker CV

Work Experience

Real Estate Broker

Cantu Real Estate Inc

Seattle, WA

September 201 to Present

Successfully negotiated 7 purchases, totaling ~3 million dollars, of properties for clients in King County.

o High Quality Concierge level service for all real-estate related services.

o Assess financial and real-estate priorities and capabilities.

o Structure and negotiate contract terms.

o Track and service all contractual requirements through and post-closing.

o Utilize advanced CRM program and techniques to manage tasks, outreach, communication and marketing.

o Extensive marketing including: email drip campaigns (informational/call to action), direct mail and social media.

Founder/Executive Director

Pro-Use Produce

Seattle, WA

June 2009 to September 2011

Founded Pro-Use Produce, a non-profit food support dehydration company.

• Director of Operations, Funding, Business, Strategic Planning and Partner Relations

o Liaison to Executive Director, Board and Accountant of Fiscal Sponsor (St. Andrews Episcopal Church)

o Recruited and Managed ~180 volunteers including 5 volunteer board members (12,000+hours)

o Principal author for Rainier Valley Eats (United Way of King County) $12K Grant. (Awarded)

o Principal author and presenter for Social Innovation Fast Pitch grant-Semi Finalist.( Awarded $5K)

o Established and maintained 17 retail accounts to sell products.

Design Team Lead

St. George

Seattle, WA

September 2018 to December 2010

Led a design process for transitioning a non-operating church into a thriving resource for Lake City residents.

• Team conducted interviews throughout the area including: businesses, residents, public service providers and homeless.

• As a product of the community's needs and the church's mission to serve, the church was transformed into a shared facility serving: rent-paying non-profit/for-profit businesses, diverse communities of faith and local residents.

AmeriCorps "Students in Service" Intern

Saint Andrews Episcopal Church

Seattle, WA

August 2008 to April 2010

Designed, implemented and evaluated carbon reduction efforts of St. Andrews Episcopal Church facilities.

• Reduced facility landfill waste stream by 80% within three months of implementation through multi-pronged design including: on-site food waste composting, on-site yard waste composting, multi-bin waste stations and parish education.

• Generated reports proving positive returns (financial, social and environmental) on sustainability efforts.

• Momentum and succession for the church community's efforts to be a leader for houses of worship to operate more sustainably continue today with projects for expanding edible landscape and adopting solar power.

Graduate Assistant for Institutional Advancement and Marketing

Antioch University Seattle

Seattle, WA

April 2005 to August 2008

Designed and implemented a social media platform for Antioch University Seattle.

• Social Media Coordinator

o Collaborated with education departments to craft meaningful content and share across social media platform.

o Researched and utilized SEO and Google/Facebook Analytics to assess content impact and design.

o Generated 700+ fans for Facebook page and increased YouTube Channel traffic by 50% in less than 1 year.

Residential Loan Officer

CFA Northwest Mortgage Professionals

Bainbridge Island, WA

August 2001 to December 2004

Account Representative

JP Morgan Chase

Deerfield Beach, FL

May 1998 to June 2001

Awarded the "Rising Star" for excellent first year performance.

• Coordinated team of fifteen people, five people in three departments.

• Coached mortgage brokers to develop their business, increase industry knowledge and skills.

Founding Father

Sigma Pi Fraternity International

Gainesville, FL

March 1995 to May 1998

Re-established Sigma Pi Fraternity International at the University of Florida.

Education

Masters of Science in Management and Leadership

Antioch University Seattle - Seattle, WA

June 2010

Certificate in Business Leadership and Change Management

Antioch University Seattle - Seattle, WA

June 2009

Certificate in Sustainable Change

Antioch University Seattle - Seattle, WA

December 2008

Bachelor of Arts in Political Science

University of Florida - Gainesville, FL

September 2007

Champlain Avenue in Laval, Quebec. Photo by Elena

Licensed Associate Real Estate Broker

Work Experience

Licensed Associate Real Estate Broker

Douglas Elliman Real Estate

Sayville, NY

May 2003 to Present

Real Estate Broker:

    Grant proposal for New York State - 500 unit residential housing sale (Pending-Estimated value $250 Million)

    Recognized within the local community as a credible professional with a track record of closing 98% of listings.

    Established strategic business relationships with brokers & agents for early access to new development sites.

    Created relationships with lenders in order to facilitate lending for customers.

Captain Hose Company

1981 to Present

• Department Trustee
• Department Treasurer
• Comedy show head cook

    Assistant Scout Master

• Troop Bayport

Senior Project Manager

ProSource Technologies LLC

Farmingdale, NY

August 2012 to August 2013

Diverse role:

o Senior Project Manager - Direct management of the acquisition of $600 million dollars' worth of residential real estate (1400 homes).

    Helped to establish internal working structure of the program:

    Instituted procedures for case managers, document preparation and dealing with participants.

    Set up guidelines for compliance with HUD and NY State regulations.

    HUD & NYS Grant management

    Created the Loan Mediation Group.

    Established relationships with major lending institutions.

    Negotiated short sales on the homeowners behalf

    Expedited internal closing process.

    Property management group.

Experience

Manager

Judson Cutlery Co., Inc

Holbrook, NY

November 1993 to December 2006

Diverse role:

o Direct management of daily operations.

    Organically grew sales from 4 million annually in 1992 to 10.5 million in 1999.

    Improved customer relations.

    Fulfillment rate of 99% (On time delivery)

    Implementation of EDI systems.

    Sales & Customer support training

    On site agreements.

Education

Bachelor of Science in Economics

Dowling College - Oakdale, NY

Real Estate Broker CV

CATALYST FOR PROFITABLE BUSINESS GROWTH: A highly respected and recognized industry veteran with a long history of delivering aggressive business goals in highly competitive markets. A proven commercial real estate broker, business development director, portfolio manager and national board member. Successfully built 2 full service real estate companies from the ground up, and developed profitable brokerage, property management and property accounting, appraisal and investment sales operations in 7 cities. A sought after keynote speaker at national and international conferences. An effective communicator, coach and mentor; excels in creating strategies and roadmaps for success.

SUMMARY OF KEY STRENGTHS

Business Development Strategies Planning & Execution New Market Research / Analysis / Launch

Organizational Restructuring & Turnaround Contract & Lease Negotiation / Deals Closing

Business Planning / Forecasting / Budgeting Investor Relations / Strategic Alliances

Revenue Generation / Profit & Performance Improvement Sales Teams Recruitment & Training

Work Experience

Real Estate Broker

Henry S. Miller Commercial

2005 to 2006

Business Development/ Commercial Division

North American Title

2002 to 2004

Partner

Westland Management Company

2000 to 2003

Real Estate Broker

Grubb & Ellis

1996 to 1998

Partner

Wilcox Realty Group

1991 to 1994

Partner

Chubb Realty Corporation

1989 to 1990

Executive Vice President, Regional Director

Cushman & Wakefield, Inc

1975 to 1989

Education

MBA in Business Management

Pepperdine University - Malibu, CA

MBA in Business Administration

Southern Methodist University - Dallas, TX

BS in Business

Trinity University - San Antonio, TX

Real Estate Broker

Work Experience

Real Estate Broker

Windermere Real Estate

Seattle, WA

2005 to Present

Responsibilities

Dedicated financial services/real estate professional assisting clients with their financial, brokerage, lending and real estate needs.

Accomplishments

Consistently outstanding production results by leveraging network relationships and referrals.

Skills Used

Marketing/branding expert. Detailed oriented regarding statistics, market analysis and reporting. Thorough knowledge of complex financial principles including loan origination and legal documentation. Excellent writing and public speaking skills. Solution oriented as an effective motivator, problem solver and team player.

Vice President, Private Banking

Banner Bank

Seattle, WA

2002 to 2005

Responsibilities

Managed a loan and deposit portfolio for the firms high net-worth client base.

Accomplishments

Builder of expanding relationships through referrals, aggressive and successful calling efforts, centers of influence and community involvement.

Skills Used

Skilled consultant to delineate and analyze financial situations, developing strategic solutions to meet their financial objectives.

Vice President, Private Banking

Key Bank National Association

Seattle, WA

1996 to 2002

Responsibilities

Managed the sales and operations of three bank facilities as a Private Banker, ensuring to diction of revenue levels and territory profitability.

Accomplishments

Consistently maintained 100% established production goals.

Skills Used

Keen knowledge of investments, insurance, income tax planning, retirement solutions and trusts.

AVP Private Banker/Loan Officer

West One Bank

Seattle, WA

1994 to 1996

Responsibilities

Team leader in the brokerage services of fiduciary, investment management and Private Banking services to new and existing high net-worth clientele.

Accomplishments

Developed a multi-million dollar niche lending market to the Seattle Floating Home Community.

Skills Used

Expert at using action plans, negotiation techniques, cross selling opportunities leading to a successful book of lifelong clients.

Education

Certified Financial Planner in Financial Planning

University Denver College Financial Planning - Denver, CO

1984 to 2013

Bachelor Arts in Social Science

Washington State University - Pullman, WA

1978 to 1984

Real Estate Broker CV Sample

To secure a career where my leadership, results orientation, and organizational skills will contribute to the overall success of the team and provide me the opportunity for an accomplished career.

Work Experience

Real Estate Broker

Coldwell Banker

Arlington Heights, IL

April 2012 to Present

Responsible for facilitating, negotiating and managing various tasks geared towards the purchase, sale or rental of a property. Advised based on needs and requirements identified by the client to warrant a successful transaction and guarantee client satisfaction. Accountable for every aspect of the transaction from negotiating price, paperwork, legal issues, marketing, and communication with all parties involved.

Key Accomplishments

    Most volume of a 1st year broker in 1st of 2013.

    Part of a team that has closed $100 million in sales and 410 transaction sides since 2013.

    Voted best marketing campaign for 1st year broker in 2013.

Benefits Administrator

Mercer

Deerfield, IL

November 2011 to April 2012

Responsible for receiving and managing various client inquiries about personalized defined benefits retirement programs and advising based on the specifications and requirements put forth by the administration team to ensure customer satisfaction. Accountable for suitably and efficiently handling customer requests that require research and rapid organization along with a heavily influenced teamwork and collaboration mentality to successfully meet the needs of our international clientele.

Key Accomplishments

    Scored an average of 75% on monthly procedural assessments, greatly surpassing minimum required

    Recognized by supervisor for having a perfect attendance record and outstanding time management skills

Market Researcher

Kelch-USA

Buffalo Grove, IL

May 2009 to October 2011

Responsible for leading a team that researches numerous variations of drilling/cutting equipment for industrial components including price, quality, and availability. Accountable for identifying and prioritizing processes and products that optimize efficiency and customer satisfaction. Steps include significant research, collaboration, and team work along with strong organizational skills to meet the needs of our national client base.

Key Accomplishments

    Identified opportunities and enhancements that helped increase sales 15% in first quarter of 2010

    Recognized by management as a high potential performer

    Implemented improved cataloging system for cross-referencing inventory prices against competitors'

Management Trainee/Press Operator

Desert Diecutting

Las Vegas, NV

January 2006 to April 2009

Responsible for reviewing and translating customer orders and insuring that the products to be produced are consistent with the specifications and expectations of the sales organization and the client. Additional accountabilities included insuring production ran smoothly by monitoring equipment, performance, and inventory. Managed two direct reports. Participated in management trainee program.

Key Accomplishments

    Drove down cost by 10% by improving production efficiency

    Implemented breakthrough shipping/receiving system on warehouse floor that drove production up 10%

    Recognized by management for superior leadership performance resulting in quick advancement opportunities

Extreme Green

Las Vegas, NV

July 2004 to December 2005

Responsible for efficiently and effectively producing environmentally friendly mopeds and ATVs. Led a team of three mechanics accountable for everything from inventorying materials to assembly to quality control and vehicle safety testing.

Key accomplishments

    Increased vehicle production by 60%

    Implemented safety testing procedures that increased production by 55%

Education

Bachelor of Arts in Sociology

The University of Iowa -

Iowa City, IA

May 2009

Real Estate Broker - Sales

Service-oriented Real Estate Broker, Sales, and Customer Service Representative with 20 year background. Core competencies include Customer Service, Contract Writing, Negotiation as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.

Work Experience

Real Estate Broker

Coldwell Banker Residential Brokerage

Wheaton, IL

March 1996 to Present

Sell, for a fee, real estate owned by others.

Obtain agreements from property owners to place properties for sale with real estate firms.

Monitor fulfillment of purchase contract terms to ensure that they are handled in a timely manner.

Compare a property with similar properties that have recently sold to determine its competitive market price.

Act as an intermediary in negotiations between buyers and sellers over property prices and settlement details andduring the closing of sales.

Maintain knowledge of real estate law, local economies, fair housing laws, types of available mortgages, financing options, and government programs.

Generate lists of properties for sale, their locations, descriptions, and available financing options, using computers.

Sales Manager

Lakewood Homes

Hoffman Estates, IL

June 1989 to June 1996

Represented company as associate, and sales representative the first 1.5 years. Then promoted to Sales Manager.

Sales of new construction homes.

Assist buyers in obtaining financing for homes.

Consult with construction department superintendents and Vice President of

Construction regarding buyers ability to close on homes. Coordinate changes and delivery dates of homes.

Oversee and manage work of Associates and Sales Representatives

Resolve customer complaints regarding sales and service.

I was hired as an associate then promoted to sales representative and sales manager within 2 years.

Dates of employment are believed to be accurate.

Inside Sales and Customer Service

Tube Sales

Carol Stream, IL

January 1989 to March 1992

Determine goods and services to be sold, and quote.

Expedite Shipping of goods sold (steel tubing and pipe).

Trace shipments for customers.

Coordinate sales strategies with outside sales representative.

Expeditor

Elgin Sweeper Elgin, IL

Coordinate parts arrival with production schedules.

Expedite parts that were not delivered on schedule.

Meet with buyers to review delivery of needed parts.

I do not know exactly what dates my dates of employment were.

Education

High School Diploma

Conant High School -

Hoffman Estates, IL

June 1979

Associate of Arts in Humanities

Wm. Rainey Harper College -

Palatine, IL

Skills

Customer and Personal Service, Negotiation, Active Listening, Time Management Coordination, Computers and Electronics,Judgment and Decision Making, Administration and Management, Persuasion, Design, Sales and Marketing, Building and Construction, Active Learning

Independent Real Estate Broker CV

    Selling and leasing commercial and residential Real Estate

    Conducting e-business seminars and sales presentations

    Negotiating with a diverse client base & assessing customer needs.

    Designing and implementing Internet marketing strategies

    Background as a writer and editor, writing features, news articles, reviews, and literary pieces

    Multilingual with high levels of proficiency in Spanish and French

    Experience working with faculty and students from various cultures and backgrounds

    Experience teaching English and composition in a community college setting and at private secondary schools

Business and Academic Highlights

    Consistently received positive feedback and repeat business by developing long-term relationships with Real Estate clients

    Pioneered the marketing of digital advertising to the clients of the Grand Haven Tribune, a Michigan regional daily serving a metro area with a population of 55,000, in the early days of internet advertising

    Collaborated on design and content of client websites

    Instructed English Composition at Truman College, a diverse educational institution in Chicago

    Tutored non-native English Speakers in English composition to prep them for entry into four-year college programs

    Taught at a wide range of K-12 institutions as a substitute teacher and literacy specialist in the Chicago area

Work Experience

Independent Real Estate Broker

Chicago, IL

2000 to Present

English Instructor

IIE

Elgin, IL

2007 to 2009

English Composition Instructor

Roosevelt College

Chicago, IL

2003 to 2006

Teacher

Evanston Public Schools

Chicago, IL

1998 to 2001

Substitute Teacher

Evanston Public Schools

Evanston, IL

1995 to 1998

Substitute Teacher

Evanston Public Schools

Evanston, IL

1994 to 1995

Web Marketing Specialist

Grand Haven Tribune

Grand Haven, MI

1989 to 1993

Education

MFA

School of the Art Institute of Chicago -

Chicago, IL

1990

BA in Literary Arts/ Theater

Hope College

Holland, MI

1988

Estate Broker

Work Experience

Estate Broker

Residential Real

October 2012 to Present

Coldwell Banker Hinsdale, IL

    Works with buyers and sellers

    Specialize in down-sizing, relocations, new construction, and investment property

    Directs and coordinates all activities related to the marketing and advertising all listings

    Negotiates with the customer on offers, counter-offers and listing agreements

    Reviews sales activity, mortgage rates, and inventories to recommend selling prices

Director, Regulatory Projects

ComEd

Chicago, IL

April 2010 to October 2012

Illinois Commerce Commission Responsibilities

    Works with Commissioners, Policy Assistants and Staff Directors, Executive

    Director, General Counsel's Office, and key management staffers on all issues impacting the electric industry Review ICC Filings, edit testimony in rule-makings and docketed proceeding, analyze ICC orders

    Educate and brief Commissioners, assistants, and staff on upcoming company filings, industry issues, and company initiatives

    Develop regulatory strategies and positions; coordinate with other utilities on key issues, filings and dockets

    Inform internal departments on ICC procedures, rule-makings, and recent ICC decisions and on impact to company procedures and policies; coordinate internal implementation of ICC mandates

    Review all Illinois legislation impacting the industry and the company

    Supervise 3 Senior Regulatory Associates responsible for transmission dockets, annual reports, and customer complaints

    Brief key management on ICC issues and policies

Director Legislative & Governmental Affairs

ComEd

Chicago, IL

November 2006 to April 2010

Legislative & Governmental Responsibilities

    Represent the company at all levels of state government including at the Illinois

    General Assembly, Governor's Office, Illinois State Agencies, and Offices of State Constitutional Officers

    Review all legislation introduced to determine potential impact on the company;

    Analyze all legislation impacting the company and develop a detailed position as to why the company should oppose or support ; monitor, track and lobby legislators and their staff on impact legislation; introduce legislation favorable to the industry and to the company; coordinate all activity and briefings on legislation with external stakeholders; coordinate with other utilities; develop legislative strategies to advance the company's position and initiatives.

    Build coalitions to either support or oppose legislation; educate external stakeholders on the weaknesses or merits of a particular bill.

    Passing key legislation such as Restructuring of Rate-Making and Formula Rates and Deregulation of the Electric Industry.

Brief internal management on Springfield legislation and activity

Manager City

ComEd

Chicago, IL

January 1999 to July 2005

City of Chicago External Affairs Responsibilities

Supervise three External Managers and three Large Customers Account Supervisors responsible for the day-to-day operations in the city and large customers located within the City of Chicago

    Attend and prepare all documents for the monthly Chicago Compliance meetings and the Annual Summer Preparedness Committee Meeting; oversee the preparation of the Annual Ward Reports detailing the reliability performance in each ward and attend the briefings with the aldermen; work with and coordinate the company's activities and communications with various city departments including the 311 Center, the Departments of Transportation, Emergency Management Service, Aviation, and Family and Support Services.

    Brief City of Chicago Officials on key company initiatives, legislation and issues.

    Attend all City Council Meetings

    Provide written and verbal reports to executive management

Manager

Regulatory Affairs

Chicago, IL

September 1995 to January 1999

Illinois Commerce Commission (ICC) Responsibilities

    Attend all ICC meetings including all pre-bench and bench sessions, committee meetings, and special briefings and provide written notes

    Respond to and coordinate all ICC data requests

    Coordinate with other internal departments on annual compliance filings involving reliability, cyber-security, winter moratorium report, quarterly meter testing reports, and the customer call center report

    Assist and coordinate activity and briefings on all transmission line citing cases and manage all Enforcement cases

    Represent the President at Executive Meetings and External Meetings and Events

    Manage strategic initiatives and implementation of new policies across internal departments

    Draft correspondence and responses to external parties on behalf of the President

    Participate in negotiations and briefings with external stakeholders on regulatory issues, filings, legislation and rule-makings

    Coordinate external events and activities involving the President

Manager

Federal Governmental Affairs

Naperville, IL

October 1990 to May 1995

Manager of Federal Governmental Affairs responsibilities

Representing and advocating for the company's initiatives in the U.S. House and Senate

    Working with Members of the House Ways and Means Committee to promote passage of a bill protecting shipping interests

    Developing a coalition supportive of shipping interests to promote the passage of a key piece of legislation

    Drafting and introducing legislation and amendments to the shipping legislation

    Briefing key staffers on the merits of the legislation

    Preparing weekly summaries for key company executives on the progress and status of the legislation

    Managing outside consultants and lobbyists

    Introducing legislation that provides open access to HMO products

    Educating aldermen, city and county officials, and state legislators on the benefits of HMO products

Associate Counsel -Legal Department

ComEd

Chicago, IL

October 1977 to June 1989

Chicago, IL

Education

Bachelor of Science

John Carroll University -

University Heights, OH

May 1974

Broker

As an influential and versatile sales leader in the real estate industry, I have a proven track record of anticipating and identifying major challenges and opportunities, while providing effective, efficient, and practical solutions for my clients. My diverse professional background which includes commercial real estate brokerage, mortgage brokerage, property development and construction management gives me the knowledge and expertise to approach commercial real estate deals with a comprehensive perspective. I am truly passionate about, and focus my energy on, building relationships with clients and creating a business partnership. I pride myself on being detail oriented, with a strong motivation to contribute ideas and create solutions to complex business challenges.

Work Experience

V.P Broker

Walter Wayne Realty LLC

Chicago, IL

2010 to Present

Commercial Real estate broker and head of new business development. Attract national retailers and healthcare clients to successfully expand the real estate portfolio.

    Actualize new lease agreements with national retailers.

    Formulated and executed the firm's approach to healthcare, shopping center leasing and property development.

    Qualify sites and prepare pro forma for new developments.

Manager

Level Contracting Group

Chicago, IL

2009 to Present

Started a construction contracting company to fulfill life long passion for building and design.

    Partner with clients to plan and design home remodels.

    Hire, coordinate and manage sub contractors, anticipate delays and challenges, to keep construction timeline intact.

Senior Mortgage Banker

Chicago Bancorp

Chicago, IL

2008 to 2014

Generated mortgage loans in several markets across the country through cold calling and establishing referral sources. Manage client expectations, while coordinating support teams to meet deadlines.

    Succeeded as first in new hire group to achieve and maintain production goal.

    Assisted in decision making of lead campaigns that increased revenue for the Consumer

Direct Sales Division.

Real estate agent

S.V. Sir Martin

2006 to 2008

Responsible for the management of a 90ft luxury sailing yacht. Budgeted and scheduled daily maintenance, hired and trained crew members, and ensured guest safety.

    Created a budget that reduced operating cost by 35 percent in the first season.

    Developed/organized an inventory of all items aboard yacht for operational and insurance purposes.

    Created a revenue source by marketing and selling guest charters.

Senior Mortgage Broker

Gold Coast Funding

Chicago, IL

2004 to 2006

Responsible for generating new mortgage business by initiating relationships with developers, realtors, and other qualified referral sources. Recruited and trained new loan officers.

    Gained preferred lender status in large-scale condo developments through effective presentations and negotiations that resulted in a sales increase of 18 percent.

    Implemented tracking process for condo developments to manage more than 100 loan closings in a three-day period.

    Developed a loan officer training program to increase product knowledge for new hires.

    Created a sales plan for new hires to track daily activity and meet business goals.

Loan Originator

Draper and Kramer

Miami, FL

2001 to 2004

Originated loans as a preferred lender in large-scale condo conversion projects. Established a close relationship with Developers and Sales Agents to maximize business revenue. Solicited prospective buyers for new mortgage business.

    Assisted in the loan submission process by organizing files for underwriting.

    Developed a standardized sales presentation that helped increase sales by 27 percent.

Producing Sales Manager

Janan Mortgage

Chicago, IL

1997 to 2001

Responsible for meeting personal production goals and supporting sales team to meet required production.

    Achieved highest level of production in company on a consistent basis.

    Increased company revenue through management and training of new loan officers.

    Proved instrumental in developing relationships with Realtors and Developers.

    Streamlined mortgage process for customers by developing a standardized communication process.

Financial Planner

Ameriprise Financial

Rockford, IL

1991 to 1996

Responsible for creating a new client base through personal contacts and cold calling. Met with new clients and assessed their individual needs by providing comprehensive financial planning solutions. Advised clients on mutual funds, stocks, bonds, and insurance.

    Ranked first in production for the market group, which included Illinois, Wisconsin and Michigan.

    Acquired over 100 financial planning clients in less than two years to surpass sales goal by 105 percent.

    Exceeded market group Assets Under Management goal by 48 percent.

    Promoted to "Advisor Coach" in first twelve months of employment to lead and advise other planners.

    Trained and managed new advisors and achieved significant improvements in their revenue.