Real Estate Finance and Investment Broker / Consultant

Currently manages and provides oversight of business operations. Advises and consults with clients on matters of financial, taxation, budgetary and investment concern for residential and commercial real estate projects. Provides analysis and market research to determine which investments will produce the desired return on investment (ROI) and internal rate of return (IRR). Analyze investment opportunities to calculate Net Present Value (NPV) to determine if the potential investment is a GO or NO GO.

Proficient in the use of Microsoft Office, Google suite of applications and real estate specific software such as Calyx Point and ZIPforms to produce various transaction related documents.

Extensive research and data mining experience through sources including the internet and proprietary information services.

Manages a team of real estate professionals in a project and task oriented environment.

Effectively communicates with agents, lenders, associates, vendors and clients to successfully close transactions in a timely manner.

Specialties: Professional

National Association of Realtors
Building Industry Consulting Service International (BICSI)
ABA - Real Property, Trust and Estate
Seniors Real Estate Specialist Council (NAR)
National Association of Tax Professionals
California Tax Education Council (CTEC)
National Notary Association
Urban Land Institute
California Society of Tax Consultants