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Real Estate Asset Management

Location:
Delray Beach, FL, 33484
Posted:
January 11, 2024

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Resume:

Qualifications Summary

A Sales and Asset management professional that is adept at matching client needs with the right products and services. Actively involved in the post sale implementation to make sure that all customer expectations during the sale are met or exceeded after the sale. Skilled in positioning a variety of real estate products and services to meet the growing demands from clients for a single point of contact and implementation. Currently licensed in NY and Florida.

Career Highlights

AFFILIATED 1031, LLC, Ft Lauderdale, FLA

1031 Exchange Specialist 2023-Present

Facilitate 1031 exchanges for the real estate investment community

Conduct Seminars to include Developers, CPA’s, Attorneys, Financial Advisors, RE Agents & Brokers

Consult with clients on all short- & long-term asset / portfolio management planning

KROLL COMMERCIAL REAL ESTATE, Ft Lauderdale, FLA

Investment Advisor / Asset Manager 2021-Present

Work with Investment groups, REITS, Syndicates & Individuals to Sell, Buy & Develop Commercial &

Luxury residential properties with an emphasis on 1031 exchanges

Specialize in Off Market Properties in both the commercial and residential markets due to my ability to

network and find deals before they become available

Highly skilled in providing additional real estate services including Title services, Asset management

services, Estate Management, Property management and Project management for a client’s

post sale needs

HIGHCAP GROUP, New York, NY

Director 2020-Present

Worked directly with the CRE investment community (Developers, REITS, Retail Chains, Investment

Groups, Syndicates)

Planned and implemented investment sales & leasing strategies for individual, commercial and

portfolio transactions

1031 / NNN specialist with an emphasis on Off Market properties

Transact in all asset classes, Multi-Family, Industrial, Office, Mixed Use & Retail

Performed a variety of roles including Asset Manager, Sales, Leasing, Property, Estate & Project

Management.

VANDERBILT REALTY, Glenwood Landing, NY

Director of Sales, Website Services and Acquisition Project Management 2016-2019

Responsible for all aspects of sales organization including the hiring and training of new sales agents

Oversaw & negotiated all sales, leasing and 1031 contracts for company achieving 50% YOY growth

each year

Managed all post acquisition projects including but not limited RFP’s, negotiating all post acquisition

details to hire the best firm to perform all necessary renovations. Responsible for pulling permits,

addressing any zoning issues, verifying licenses an developing a work & payment schedule for each

job.

Implemented all aspects of marketing & advertising for 8 websites resulting in a 100% year over year

increase in traffic and inventory views

Provided BPO Quotes for Major Financial Institutions

Served as Assistant Commercial Property Manager handling all tenant inquiries and resolved any

issues in a timely and cost effective fashion.

KINGSIII EMERGENCY COMMUNICATIONS, Coppell, TX

Business Development Manager 2014-2015

Responsible for selling KingsIII Emergency Communications solutions in the Northeast Region

Initiated and developed relationships with Commercial & Residential Real Estate related entities

Scheduled & Conducted presentations to C level executives of various boards, Asset Managers and

Property Management companies

Surveyed properties to ensure proper engineering & infrastructure specs for installations

Worked with Elevator companies & Property Management firms to secure installations

Secured JV Partnership Agreements with RE Developers/Construction, Elevator,

Architectural, Engineering & Real Estate firms

CAPSTONE FINANCIAL, Woodbury, NY

Broker 2012-2014

Advised clients and prospects on Estate and Financial Planning affairs

Prepared and presented presentations to clients and prospects

Marketed and promoted firm’s financial services platform consistently

Worked closely with a network of CPA’s and Attorneys to cultivate clientele

Education

Bachelor of Science in Business Management, Minor in Economics

State University of New York, Old Westbury, NY

Florida Real Estate License

NYS Real Estate License

NYS Life, Accident & Health



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