Jason Heard San Diego, CA. 214-***-**** actm99@r.postjobfree.com
PROFESSIONAL PROFILE
Performance driven sales professional with 9+ years of continuous advancement and expertise in investment underwriting, business development and client advisory
Experience in high volume sales environment with high net worth individuals, investment funds, and small to medium sized companies
Excellent oral and written communication, ability to work well under pressure with minimal supervision, and proven ability to positively impact business.
Entrepreneurial with strong understanding of the financial/lending markets and a passion to work in banking/finance AREAS OF EXPERTISE
Commercial real estate investment sales
Financial modeling and analysis
Business development, consultative sales, negotiations and advisory
Investment underwriting, valuation and return projections PROFESSIONAL EXPERIENCE
Legacy Commercial Clean
Vice President – Business Development
Addison, TX. March 2015 - Present
Providing commercial janitorial services to financial institutions, office & medical buildings, retail and industrial facilities
In charge of sourcing new leads, creating new business and proposal/bid packages
Create business plans to strategically improve revenue opportunities through new accounts and cross selling
Directly responsible for increasing sales revenue 30% in trailing 10 months Newpark Drilling Fluids
Consultant / Mud Engineer
Houston, TX. April 2011 – March 2015
Evaluate performance of drilling operations and write procedures to resolve any drilling related problems
Reported directly and worked alongside the top representative of the oil company at the rig site to ensure proper drilling results
Prepare and submit daily cost report to the oil company/operator
Single point of contact during the execution phase of projects for drilling fluid decisions and treatments
Successfully drilled approx. forty oil & gas wells, resulting in tens of millions of dollars of profit for the client Marcus & Millichap, Real Estate Investment Services, Inc. Associate - Investment Sales, Advisory, Finance & Relationship Management Fort Worth, TX. April 2007 - Oct 2010
Discounted cash flow analysis, financial modeling, underwriting, investment sales and consultative services
Providing brokerage and advisory for commercial real estate clients in diverse industries, such as multi-family, hospitality, retail, office, industrial, and self-storage
Grow an accurate and complete database of commercial real estate inventory, conducting up to 50+ calls daily to owners, developers, investors, and other real estate professionals
Project & relationship management; oversee and review all aspects of the transaction and sales cycles
Strategize disposition and acquisition of investment assets, negotiate terms within purchase and sale agreements between multiple parties
Analyze economic and capital markets, shape long-term hold and exit strategies, and optimize returns during the holding period of investment assets
United Dominion Realty Trust (UDR)
Acquisition Analyst (Internship)
Dallas, TX. Sept 2006 –Jan 2007
Complete initial analysis of investment opportunities and prepare documentation conclusions to present recommendations to the Director of Acquisitions
Prepare and conduct comprehensive multi-year financial models for new investment opportunities
Research demographic and economic conditions in support of investments assumptions
Conduct thorough due diligence efforts in acquisition process including review of historical operating statements, analysis of revenue and expense assumptions, current leases and third party reports on physical conditions and environmental matters EDUCATION
University of North Texas – Denton, TX
Bachelor of Business Administration
Major – Real Estate
Texas Real Estate Commission
Licensed Real Estate Broker, TX