Real Estate Management
Resume:
James I. Winder ***** SE ***st Place
Maple Valley, WA 98038
Home: 425-***-****
Email:ablv22@r.postjobfree.com
Objective
To obtain a position in the services industry; utilizing my out going
personality and relationship building skills to the fullest extent.
Wachovia Securities/Wells Fargo Advisors March 2008-April 2010
o Worked along side branch manager to manage day to day office activities
o Worked for five financial advisors to maintain client retention and
administer clients daily activities and processing of investments.
o Extensive use of internet to gather new and updated information on
investment performance and track changes thru company buyouts and
leverages.
o Used Microsoft office products as a means of communication and effective
time management
o Worked closely with support staff and marketing department to develop new
and interactive presentations for our clients.
o Developed databases to cross reference with the five financial advisors
and maintain updated information regarding the merger with Wells Fargo
o Handled day to day operations in the office which include, check
deposits, office supplies, client orders, vendor management, tech support
and overall function of the office environment.
Guidant Financial group August 2007- February
2008
o Business development officer responsible for relationship development in
creating partnerships with real estate professionals and investors across
the country.
o Used Microsoft office products as a means of communication and effective
time management
o Provided on going education thru sales and marketing presentations via
the internet along with small and large group presentations.
o Established a core referral network working with CPAs, Financial
planners, Attorneys, and real estate professionals.
Viking Bank, Seattle WA December 2006 - May 2007
o Established a self-directed IRA program called Viking Retirement Assets
Custodian focusing on Non-standard investing into commercial buildings,
real estate, joint ventures, business, and partnerships.
o Established relationships with local businesses to provide a local
contact regarding investments in the Northwest.
o Provided on-going education and training on retirement plans discussing
options for rollovers, retirement investment options and goals before and
after retirement. Continued to provide updated non-standard investment
research and retirement plan information through seminars and speaking
engagements.
o Established networks in Washington and Oregon regarding benefits of
retirement saving and to make sure that you are getting the most of your
employer matches along with investment opportunities across the Pacific
Northwest.
o Used the Sungard System to process IRA investments and daily activities
o Created new marketing and presentation materials with BISYS focusing on
local investments and opportunities for investors.
o Used Microsoft applications as a means of communication and effective
time management.
o Continued to network with local Attorneys and CPA's to provide investors
with local contacts who are familiar with the non-standard investment
procedures.
The Commerce Bank of WA/Equity Trust Company, June 1999-August 2006
o Managed over 975 Self-Directed IRA accounts with over 220 million
under asset management.
o Worked closely with investment department to establish new MPD system
to update client databases while processing clients request in a
timely and effective matter.
o Used AS/400 in the IRA department to maintain daily activities and
investments for our current and new investors.
o Used ITI system to input daily cash transactions, which had to balance
each morning thru the two different banking websites.
o Enhanced IRA department databases making them user friendly and
effective to cross-reference client's investments and activities in a
timely and effective matter.
o Used Microsoft programs as the means of communication and effective
time management
o Established new marketing campaign to attract new IRA clients thru our
existing relationships along with growing the Commerce Bank IRA
department in the largest growth of new money each year.
o Worked with several local real estate companies and hard money lenders
to maintain IRA investments and attract new clients along with
providing key contacts for investors looking for opportunities.
o Provided on-going education on retirement plans discussing options for
rollovers, retirement investment options and goals before and after
retirement. Continued to provide updated non-standard investment
research and retirement plan information through seminars and speaking
engagements.
Education
University of Washington, Seattle, WA
Bachelor of Arts in Business and Global Studies 2001
Concentration: Business and Global International studies
Economics and Finance
Education Services Training Seminar PNC Bank Pittsburgh, PA
July 1998: "MBS" Educational Services & Training
Washington Bankers Association, Seattle WA
Analyzing Financial Statements May 2002
IRA Training 2000-2001-2002-2003-2004-2005-2006
Dale Carnegie Course April 2006
References
Helen Fanuichi 206-***-**** Vice President Middle Markets Microsoft
Zinnie Fraizer 253-***-**** Merchant Card Services
Dan Farber 206-***-**** Private Home Builder
Contact this candidate