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Click here or scroll down to respond to this candidateCandidate's Name
Street Address East Ray Rd. #1050Phoenix, AZ Street Address
PHONE NUMBER AVAILABLESkill Set:Credit markets including residential mortgages-construction through takeout, commercial, lines of credit, hard money/ bridge loans.Financial markets including - stock bond and options, wealth and estate management.Building and developing sales teams for local and national marketsFluent in Real Estate Multi-Family, Retail Centers, Hotels, Storage Facilities and Recreational Vehicles, Residential ConstructionJDS Consulting 2021 - PresentConsult with small businesses - $2M - $60M for Federally mandated Tax Credits, Cost segregation, and Employee retention.Day Trader 2019 - 2021Traded index Options for family and friends accounts on the CBOE.Implemented Long Term Estate and Tax PlanningSales Consultant Innogen Oxygen 2018 - 2019Consult with patients on the benefits of using Portable Oxygen concentrators.Recognized as top 10% performers.Banc of California 2016 - 2018Consulted with retired homeowners on current and future financial needs to determine the suitability of reverse mortgage loans. Cultivated business through seminar presentations and business professionals.Recognized as top 10% in loan production.Developed distribution channels through bank branches and lending offices throughout California for referral business.The team originated over 120 reverse mortgage loans.OwnerCandidate's Name Construction, Edmond, OK 2012 2016Founded and led a construction and property development firm, specializing in entry-level, single-family homes.Project manager for custom, 7000 square foot, steel, and concrete high-end residential residence.Mortgage ProfessionalThe Shaver Group/Countrywide/Residential Wholesale Mortgage 2002-2022Built and led a successful marketing group that serviced California and Hawaii.Achieved Circle of Excellence (top 10% of producers) in the first year.Self-generated over $60M of new purchase business in first 6 months. Originated over $900MM in residential mortgages, business lines of credit, and small business funding.The Shaver Group originated over $1.2BPrincipalETI Systems, Carlsbad, CA 2000 2002Co-owner of an electrical components distribution firm. Hired and managed a team of national manufacturer representative firms. Hired, trained, and supervised an internal sales engineering team.Increased gross sales by 43% in 18 months by developing a channel marketing and distribution strategy.Clients included: Lockheed Aircraft, General Electric, Evinrude MarinePrincipal & Asset ManagerWindsong Investments, Santa Barbara, CA 1992 2002Managed estates with complex assets including real estate and securities, and life insurance.Oversaw purchase, renovation, and liquidation of multi-family residential, hospitality, and commercial investments.Advised clients on wealth preservation and tax management strategies.Gatekeeper for $25M Discretionary assets.Provided consulting services for Assets totaling $250MSales Executive 1986 1992IBM/IBM Business PartnerSouthern and Central California - sales of IBM PCs, RISC and AS 400 Hardware.Data Storage specialist, Check Processing, Manufacturing, Software DevelopersClients included: NBS Studios, Spielberg Design Studios, Kinkos, Tracor Aviation, Santa Barbara Bank and TrustCommunity SupportSaint Francis Hospital advisor to financial boardEdmond Oklahoma YMCA board memberSanta Barbara FoundationRaised more than 14 million directed towards specific medical research and higher education.Member of Santa Barbara Chamber of Commerce and Santa Barbara Hispanic chamber of commerceArizona Dept. of TourismLuke Airforce BaseTucson Chamber of CommerceSports:Competitive swimmer since the age of five.played goalie for high school National traveling team and Junior Olympics. qualified for alternative player on second team for 1984 United States Olympic water polo team.Education:Graduate of University of Southern California 1984. Bachelor of Science in Urban Planning/Real Estate FinanceCertifications Series 7,65,63CFP, CBOE Certification, CA insurance License, Real Estate licensed in CA and OK, Construction License CA, OK |
