Sales Real Estate
Resume:
Frank A. McKinney IV
Charlotte, North Carolina 28226
cell: 704-***-****
work: 704-***-****
e-mail: *****@***********.***
EXPERIENCE
Regan Global Capital Charlotte, NC
Senior Vice President- Investment Banking Team Leader for Solar, Wind and
Bio fuel September 2008- Present
Provide comprehensive financial solutions to middle market developers.
Foster productive and trusting client relationships with tax credit
developers and investors
Manage group of originators who are responsible for the delivery of Solar,
Wind and Bio fuel projects
Analyze profitability models to forecast financial growth
Responsible for the development and implementation of the origination
program
Assists in negotiating various tax credit deal structures, pricing and
terms
Responsible for Structuring and negotiating contracts
Morgan- Carlisle Commercial Real Estate Charlotte, NC
Commercial Real Estate Broker July 2006 - September 2008
Examined and evaluated prospective commercial properties
Responsible for making offers, closing deals, and initiating resale
activity.
Negotiated final sale prices and purchase contracts with buyers.
Closed over $10m in commercial real estate transactions
Gem Maintenance/ Extreme Janitorial Charlotte, NC
Sales Manager July 2005 - July 2006
Responsible for selling janitorial and extreme commercial cleaning services
Supervised, trained and evaluated sales team
Produced $ 600,000 in total sales first year
Intercoastal Mortgage/National City Mortgage Charlotte, NC
Loan Originator- Manager Feb 2004- July 2005
Responsible for the sales and marketing of loan products within bank
policies
Implemented business processes during start up phase of new mortgage
branches
Executed effective mortgage marketing plans to meet and exceed production
goals
Provided mortgage clients mortgage advice based on a full understanding of
client needs
HCI Mortgage Charlotte, NC
Loan Originator April 2002- Feb 2004
Responsible for checking rates and locking in loans
Generated prospects( builders and real estate agents) to create loan
business
Ranked top loan officer Sept 2003. One million originated and top loan
office for Q4.
Wachovia Corporation Charlotte, NC
Personal Investment Counselor- Assistant Vice President July 1998- April
2002
Responsible for selling various investment products in a three- branch
territory
Managed a $ 35 million dollar portfolio and grew portfolio to $ 50 million
in assets.
Member of the Evergreen Presidents Council for one of the top Evergreen
sales teams in company.
Ranked in the top 15 % of all broker teams.
Member of the Platinum Club for Alliance mutual funds. Ranked in the top
10%.
Supervised five licensed branch employees. Reviewed all trades and
annuities.
Averaged $ 15,000 in personal production. Team average was $ 25,000.
Licensed Branch Employee Nov 1996- July 1998
Set the Direct Bank record for the highest production month.
Ranked # 1 of 42 LBE's in Evergreen sales for November and December 1997
and April 1998.
Ranked # 13 of 220 LBE's for the first quarter of 1998 for the territory of
Western NC and all of SC.
Financial Consultant Oct 1994- Nov 1996
Sold investments by establishing relationships with new clientele through
cold calling and networking.
Clientele base valued at $ 3.5 million in assets.
Averaged $ 7,000 a month in gross revenue for company.
Ranked 3rd of 18 in performance amongst peers in training class.
Computer Skills
PC Proficiency in Microsoft Office, Microsoft Suite and Bloomberg
Activities
Treasurer for the Center of Community Transitions (non profit that assist
people in transition from prison back to society)
Treasurer for the North Carolina High School Rugby Association
Head coach of Myers Park High School rugby team.
EDUCATION
University of Michigan
Master of Business Administration- Executive Program August 2006
Belmont Abbey College
Bachelor of Science in Business, Concentration in Finance May 1992
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