Kirsten E. Mackie
Newport Beach - CA - ***** - 949-***-**** - **************@*****.***
Qualified marketing / events professional with 10 years experience in the
Real Estate Investment and Investment Banking industries, with an
understanding of FINRA & SEC guidelines for Real Estate offerings and
events in the Broker Dealer Community.
Summary of Qualifications
. Marketing of 1031/ REIT Real Estate programs under FINRA / SEC
guidelines
. Experience organizing events that meet FINRA 2710 guidelines
. Real Estate and Equity Research /Analysis
. Copywriting
. Management
. Sales
Technical Skills
. Expertise in Excel, Word, PowerPoint, Adobe Acrobat, MS Access, Act,
Saleslogix, Adobe CS: InDesign, Photoshop, Illustrator, Mac and PC
Professional Experience
Business Development Executive
July 09 - April 10
De Novo Financial Solutions
Foothill Ranch, CA
A forensic loan auditing service with a powerful product called STRONG
AUDIT that gives attorneys strong ammunition for either litigating or loan
modification.
. Responsible for the generation and development of new business
opportunities. Presenting Strong Audit to Real Estate and Mortgage
Professionals, Attorneys and Clients through in person presentations.
Responsible for generating leads. Set sales targets and define
strategy to achieve these targets.
Additional responsibilities:
. Provide account management to existing clients
. Present to Attorneys and Real Estate Brokers
. Make 50 outbound calls to cold leads per day
Vice President, Business Development
Jan. 09 - May 09
Exponential Growth, Inc.
San Clemente, CA
Creator of a revolutionary new platform for private investing that will
empower investors with a transparent and compliant alternative for private
investing
. Responsible for the generation and development of both inbound and
outbound new business opportunities. Presenting Exponential Growth,
Inc. to potential clients through direct communication in telephone
calls. Qualified leads generated from telemarketing and marketing
activities to identify and follow-up on the most promising prospects
for our services. Understanding the requirements of the clients and
positioning an appropriate position in the offering. Set sales
targets and define strategy to achieve these targets.
Additional responsibilities:
. Make 150-200 outbound calls to cold leads per day
. Present and follow up with existing pipeline
. Closed $50,000 in revenues for the firm
Marketing & Events Director
Aug. 04 - Dec. 08
U.S. Advisors LLC / U.S. Commercial LLC / Strategic Storage Trust, Inc.
Ladera Ranch, CA
A full service Real Estate investment management firm that provides Office,
Retail, Multi-Family and Self Storage 1031 / REIT programs to the Broker
Dealer community
. Responsible for the management and direction of the company's
marketing department. Managed the project timeline and assured
delivery of projects. Researched and developed content for marketing
collateral. Produced national monthly meetings for Financial Advisors
and staff and prepared all meeting materials for the events. Met
budgeted projections for each event.
Additional responsibilities:
. Successfully launched a fully integrated marketing collateral and
website campaign for a public non-traded REIT within budget
. Set up and oversaw the literature fulfillment program for a public non-
traded REIT
. Produced national web conference events for Financial Advisors
. Oversaw a staff of two
Kirsten E. Mackie
949-***-**** - **************@*****.*** - Pg. 2
.
Marketing / Executive Assistant
Aug. 02 - July 04
Triple Net Properties (now Grubb & Ellis Realty Investors)
Santa Ana, CA
A full service Real Estate investment management firm that provides Office,
Retail, Multi-Family and Self Storage 1031 / REIT programs to the Broker
Dealer community
. Responsible for assisting two executives in sales and marketing of
private programs
Additional responsibilities:
. Prepared content for marketing slicks
. Prepared road show travel for executives
. Assisted in monthly events
Marketing Administrator
Dec. 01 - Aug. 02
Pacificrest Mills
Irvine, CA
A vertical carpet manufacturer that provides commercial floor covering
worldwide
. Responsible for providing marketing, sales and executive support.
Prepared pricing proposals and priced out products in territories not
occupied by a Sales Representative. Coordinated and planned trade
show travel and set up.
Additional responsibilities:
. Assisted in designing and naming blue lines
. Develop leads
. Distribute marketing materials
Advertising Compliance/Registration Assistant (Temporary)
Feb. 01 - June 01
Pacific Select Distributors (a division of Pacific Life)
Newport Beach, CA
A provider of life and health insurance products, individual annuities,
mutual funds, and group employee benefits
. Assisted in maintaining compliance under FINRA regulation. Reviewed
and registered all Pacific Life marketing advertising material under
FINRA standards.
Additional responsibilities:
. Assisted in design and format of Web based compliance forms
. Assisted with Broker Dealer registration through FINRA
Research Associate
Jan. 99 - May 00
Thomas Weisel Partners
San Francisco, CA
A full service Investment Banking, Brokerage and Equity Research Firm
. Composed and published First Call notes to market investment
conditions for our primary companies. Created computer generated
graphics for detailed marketing packets for Analyst/Client
Consultations. Constructed and maintained detailed earnings and
valuations models, including pro forma consolidations.
Additional responsibilities:
. Researched prospective IPO companies
. Engaged in dialogues with Senior Management and Investor Relations to
improve earnings models
Research Assistant
Sept. 97 - Dec. 98
Hambrecht & Quist, LLC
San Francisco, CA
A full service Investment Banking, Brokerage and Equity Research Firm
. Assisted two Senior Analysts and two Research Associates. Provided
general administrative support: calendar updates, data entry, and
travel arrangements. Created computer generated graphics for detailed
marketing packets for analyst stock universe.
Additional responsibilities:
. Assisted in maintaining balance sheets and income statements for
primary companies
. Tracked historical and current data for valuation summaries
Additional Employment
Corelink Staffing Services, Temporary assignments, Irvine, CA
Aug. 00 - Nov. 01
Innovations PSI, Temporary assignments, San Francisco, CA
May 00 - July 00
Children's Hospital Of O.C., Intern and Volunteer, Neuroscience Institute,
Santa Ana, CA June 96 - July 97
The Red Herring Magazine, Intern, Corporate Communications, San Francisco,
CA May 95 - Sept. 95
Education
The University of California, Berkeley, CA
1991-1995
BA Political Science/International Relations
Institute for American Universities, Aix-en-Provence, France
1994