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Trust Manager Resume Example

Resume Score: 80%

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JF
TRUST MANAGER
Summary

Growth-focused and entrepreneurial sales maximizer with a career history transforming team cultures and far surpassing revenue targets. Able to redefine enterprise sales strategies to reach revenues well-beyond expectation. Owns the executive perspective – understanding the drive and language of the client. Sells with integrity – not afraid to ask for the big dollars. Quick to translate ROI and establish lucrative relationships with top accounts.

EDIT THIS

Skills
  • Executive Relationship Development
  • Business Acumen
  • Enterprise Resource Planning
  • Sales Reporting/Forecasting
  • Entrepreneurial Drive
  • Adaptable/Strategic/Focused
  • Training & Mentoring
  • Client Satisfaction & Retention
  • Territory Management & Expansion
  • Account Development & Growth
  • Strategic Business Development
  • Business/ Revenue Growth
  • Sales Strategy Planning & Development
  • Consultative Solution Selling
  • Efficient Communication
Experience
01/2018 - CurrentTrust Manager Gaby Consulting | Paradise Valley, AZ
  • Provided vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs.
  • Worked with a team of advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

Accomplishments

  • Liquidated underperforming real estate and other assets in Family Trust
  • Uncovered a multi-million dollar scam involving Trust and spent most of 2018 meeting with lawyers uncovering over $1,000,000 in damages
  • Licensed in both Arizona and California in Real Estate was able to complete with fix and flips in Arizona amidst lawsuit with an average return of 20%
  • Successfully negotiated the acquisition of a $1,810,000 Single Tenant Triple Net Commercial Real Estate Deal now valued at $2,200,000
01/2015 - 12/2017Broker Team ManagerSotheby's International Realty | Manhattan Beach, CA
  • Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Recognized by management for providing exceptional customer service.
  • Attended departmental meetings, providing feedback to enhance future performance.
  • Created agendas and communication materials for team meetings.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.

Achievements

  • Real Estate Sales Broker at the #1 Sotheby's Office on the West Coast
  • Became a top producing Agent for three consecutive months June, July & August of 2016
  • Largest Sale of Single Family home priced at $4,100,000
  • In 3 years was able to sell over $20,000,000 in single family homes while managing own brokerage team
01/2014 - 01/2015Broker AssociateTranswestern | Phoenix, AZ
  • Reconciled funds received and disbursed for propertytransactions.
  • Gave buyers physical and virtual tours of properties.
  • Appraised properties and advised clients on financing options.
  • Analyzed housing markets and identified potential buyers.
  • Reviewed final real estate transactions and accurately reconciled funds.
  • Negotiated between sellers and buyers over property prices and settlement deals.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Performed site evaluations, customer surveys and team audits.

Accomplishments

01/2010 - 01/2014Broker AssociateCushman & Wakefield | Phoenix, AZ
  • Gave buyers physical and virtual tours of properties.
  • Reconciled funds received and disbursed for property transactions.
  • Appraised properties and advised clients on financing options.
  • Reviewed final real estate transactions and accurately reconciled funds.
  • Analyzed housing markets and identified potential buyers.
  • Negotiated between sellers and buyers over property prices and settlement deals.
  • Performed site evaluations, customer surveys and team audits.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Accomplishments

  • Selected to become Broker in Training/Runner Canvassing entire Phoenix Office Market for potential new clients
  • Graduated to become Tenant Representation Team member for office and retail properties and was awarded Rookie of the year award by making over 1,000 calls a month
  • Successfully negotiated 9 commercial leases for companies such as: Rose Law Firm Dana Law Firm Arizona Federal Credit Union FreeCreditscore.com Columbia West Capital Sprouts Corporate Office, Sleep America
  • Became National Tenant Representation Broker for Sleep America managing over 40 stores leases, Sold Single Tenant Triple Net deals from their portfolio mitigating bad leases and secured top producing stores new 20 year lease
  • Became Landlord Representative through an organic relationship made with Arizona Federal Credit Union and was given a portion of Real Estate Portfolio to lease up
  • Brought 1990 West Camelback Road from 60% leased to 85% leased by securing 15,000 SF Medical Tenant.
Education and Training
01/2010Bachelor of Science: Political Science And Communication
Arizona State University | Tempe, AZ
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Gaby Consulting
  • Sotheby's International Realty
  • Transwestern
  • Cushman & Wakefield

School Attended

  • Arizona State University

Job Titles Held:

  • Trust Manager
  • Broker Team Manager
  • Broker Associate

Degrees

  • 01/2010 Bachelor of Science : Political Science And Communication

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