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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000




Financial Advisor ~ Wealth Advisor ~ Financial Planner


Qualifications Profile


Ø  Several years of experience as a Real Estate Investor/Realtor and Loan Officer; with strategic alliances and networks throughout the region instrumental to generating new business and competitive market leveraging

Ö         Consistently ranked in Top 3 in Monthly Sales out of 21 direct peers, 2005-2006

Ö         Achieved Top 70 out of 500 in Monthly Sales out of company-wide sales force, 2005-2006

Ö         Earned numerous Listing and Sales Awards; 2001-2005

Ø  Strong background in consulting with and advising high-net worth/executive-level clients; excel in assessing needs, developing/delivering client-specific presentations and providing optimal finance/investment solutions

Ø  Dynamic communication, consultative selling, negotiation, and relationship management skills

Ø  NTI Real Estate License Certification-Madison Heights; 2001

Ø  State of Michigan Real Estate License; 2001

Ø  Driven leader with sharp business acumen who has successfully built and led top-performing teams


Career Track


Invasive Cardiovascular Technician, Harper Catheterization Lab (Cardio Team One)                  2008-Present

Demonstrate advanced communication and team collaboration skills in effectively working with physicians and executives as well as patients within an acute environment


Loan Officer, Rock Financial-Troy, MI                                                                                                    2005-2006

Rapidly became a top-producer amongst seasoned professionals with leading mortgage lender through consultative selling, proactive advising, ongoing client servicing, and key relationship management

Strategically developed new internal and external referral sources to expand market penetration

Offered world-class customer service from approval through closing, including advising clients on completion of loan applications and partnering with loan origination alliances to secure and verify information vital to compliant, profitable, risk-controlled underwriting


Real Estate Investor/Realtor, Century 21 Travis and Associates-Troy, MI                                           2001-2005

Proficiently analyzed and negotiated real estate purchases, sales transactions and capital improvement programs, with focus on optimizing return on investment through expert investment due diligence

Resourcefully steered initiatives to improve bottom-line performance of underperforming properties

Ensured maximum operational and financial outcomes by closely monitoring budgets and monthly operating and financial statements as well as conducting contract reviews and facilitating periodic site inspections.

Demonstrated sharp leadership skills in coordinating and overseeing third-party management and subcontracting teams, consultants and related stakeholders

Launched and maintained real estate data base instrumental to boosting efficiency of operations

Applied strong organization and project management skills toward productively managing high volume of complex real estate department reporting


Academic Credentials


Business/Finance/Undergrad Studies, Wayne State University/Oakland Community College; 2001-present

Certification, Carnegie Institute of Allied Health; 2008


Community Leadership


Facilitator, Holiday Foodbank Program benefiting Detroit s homeless population

Coordinator, Holiday Gift Giveway supporting Detroit s disadvantaged populations

Fundraiser, Grace Center of Hope


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