• Industry leading sales production throughout my career. • Founded one of the 1st independent wholesaling operations for sponsors of 1031 TIC exchange programs. • Development and staffing of investment wholesaling departments. • Key accounts officer • Training and education of ...more

• Industry leading sales production throughout my career. • Founded one of the 1st independent wholesaling operations for sponsors of 1031 TIC exchange programs. • Development and staffing of investment wholesaling departments. • Key accounts officer • Training and education of Registered Reps and IARs. • Top 5% of 1031 DST/TIC sales in the U.S. 2004-2007 • Principal speaker at over 300 investor seminars. • Products Include: Non-Traded REITS, Reg. D real estate and energy offerings, Asset Management, Lending, Trust, and Custodial Services, Annuities, Mutual Funds and Insurance Products. • Developed collateral and marketing materials to support sales efforts. • Structured 1031 DST investment programs. • Member of REISA and organized, member of the team that organized REISA's annual conference and regional symposiums, and acted as panel organizer/moderator at these events. • Lic: Series 7, 6, and 63.less