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Work experience

May 2005Present

Broker Associate

Watson Realty Corp
Jul 1997May 2005

Vice President - Private Bank

Bank of America

Managed a portfolio of 250+ clients with over $300 Million in assets under management.  Developed sophisticated estate and financial plans to assist clients in realizing their financial goals.

Dec 1984Jul 1997

Executive Vice President, Corporate Banking Division


Managed the business activities of the corporate banking division and a staff of thirty-five professionals engaged in the following services:  residential mortgage origination, commerical lending, credit analysis,, credit review, cash management, government banking/financial advisory, and loan work-out.

Jun 19811984

Assistant Vice President, Commercial Real Estate


Responsible for a portfolio of over $200 Million in real estate financings and development of new business for the bank.



Property Management
Management, marketing, lease, property administration of several personally owned vacation rental properties.
Customer Service Pro
Create a FIVE STAR customer service experience by having customer centric business model as the core of value based business practices.
Lead Generation
Lead generation through the use of multi-media tools to generate qualified customers.
Proficient in microsoft office (inlcuing word, excel, publisher,powerpoint), online customer management system, website administration
Successfully created and implemented multi-modal marketing strategies using state of the art technologies to increase buyer awareness for selling real estate.
Broad range of experience in the financial services industry.  Negotiated complex commercial loan transactions; complex commercial loan workouts; financial and estate plans; real estate contracts, short sales; and lease contracts.


I am presenting to you my skills, work ethic, achievements, and no-nonsense negotiating abilities so that we can discuss my joining Reside Real Estate Company as a member of your real estate team.

Professional Licenses and Designations


MA            Real Estate Sales Associate License                 #009518149

FL            Real Estate Broker License                                  #BK3142904

FL            Community Association Manager License




NASD  Series 7, 63, 65 (Currently Inactive)

MA        Insurance Broker License (Life, Accident, Health License) (Currently Inactive)