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Qualifications Summary

Multi-disciplinary real estate professional, accomplished in multi-family investments and experienced in site acquisition, market analysis, development research, commercial construction and rehabilitation, tax-exempt exchange strategies, cross-collateralized financing solutions, and property management.  Visionary and strategist with strong logical and analytical problem-solving abilities at the property, portfolio and company levels.  Proven track record of increasing sales, market share, and profitability.  Maintains current investor database and well established relationships within the real estate community. Proficient in Microsoft Office, CRM software, and SEO tools.  Tendency to thrive in entrepreneurial-minded role within dynamic and fluid environments.


Commercial Brokerage ►Market Analysis and Forecasting ►Long-term Asset Management

Construction Project Management ►Planning, Zoning, and Land Use ►REAP/ B&S Code Compliance 

 Strategic Planning & Marketing ►Technical and Professional Writing ►Advanced Computer Systems

2008 Sales Transactions

Work experience

Jan 2006Jan 2009

Associate Broker and Business Development Consultant

Healstone Investment Property and Management

Brokered multi-family real estate transactions throughout Southern California; specifically targeted in urban markets with value-add and REAP properties.  Consulted IRC 1031/1033 exchange clients for improved equity positioning and long-term portfolio management, using comprehensive financial feasibility analysis, trend forecasting, and long-term income projections.  Spearheaded portfolio management branding through execution of strategic operations and marketing plans in existing and new line of business.  Reported to CEO.

  • Achieved sales volume exceeding $12.5M, representing 5 sides in 2008: Served a multi-disciplinary asset management model for immediate buyer profitability and successful seller tax-exempt 1031/1033 exchanges.
  • Spearheaded vision, strategy, and execution of marketing plans and branding for Healstone Construction Development.  Designed website content at, created marketing database and standardized operating procedures, established marketing and sales objectives and prepared sales forecasts, participated in research and development of niche REAP mediation service, responsible for contract negotiations and document management: Resulted in increased market share, >$1.7M in construction contracts, and a personal, scheduled corporate profit exceeding $500,000 in 12 months(2007-08).
  • Consistently maintained 100 percent or better of established sales objectives 2006-08; achieved 127 percent of business development goals in 2008; surpassed client retention forecast and built client base to more than 600 investors by 2007, and mentored for over-achieving junior agent performance in 2008. 

Intelligence Specialist (IS-3), Air Division; Reserve Unit 815

Department of Defense, United States Navy

·Supported classified efforts in response to domestic terrorism on September 11, 2001, at varied service levels.

·Ascended division leadership to highest female in command (AROC) in 2002.


Benefits Administrator

Employer's Depot, Inc. dba RNLI

Collaborated with executive management, human resource, payroll, and accounting departments for monthly enrollment, billing, and compliance audits.  Responsible for reconciliation of reoccurring benefit statements:  Accuracy in provider billing, employee payroll deductions, client accounting, and enrollment eligibility (monthly premiums >$400,000/ 500+ eligible employees).  Facilitated annual provider contract renewal and document management for nationwide health and life insurance, pre-tax savings accounts, and 401k/IRA programs.  Implemented best practices for annual Open Enrollment; resulted in satisfactory compliance score in 2003-04 and optimized multi-site operations.  Supported business to business sales through independent initiatives in:  site assessment, employee/ client training, and multi-media sales and benefit presentations.  Reported to President.

  • Reversed department's profitability from a $33,000 loss to a $27,000 profit within the first year.
  • Substantially improved productivity while reduced staffing and operational costs by 28%.
  • Successfully led executive, client, and employee presentations with concise definition of complex concepts.
  • Accountable for corporate policy standardization and benchmarking practices to support franchise marketing.
  • Monitored corporate interests and exceeded client retention projections while serving in consultant capacity:   Oversaw public relations and risk management of principal-sponsored, self-funded benefit plan with >$55M annual liabilities; under federal investigation from 2002 to 2004.


Steve Habecker

Formerly, Principal of Healstone Construction Development.  Steve can best be reached by email for reference to compentencies in Construction Project Management; Planning, Zoning, and Land Use; as well as, my experience working with City of Los Angeles Depts of: Housing, Building and Safety, The District Attorney's Office, LA Task Force, and Tenant Outreach Programs.  He can also asses my leadership and brokerage aptitude through a specific REAP construction and sales transaction

Charlie Kennedy

Formerly, Co-Founder of Healstone Investment Real Estate.  Please email or call Charlie directly for a candid summary of my contributions to Healstone's brokerage division and leadership roles through periods of corporate reorganization.

Linda Ortiz

Andrea Brown

Junior Agent, Healstone Investment Real Estate 2007-2008

Professional Affiliations

Virtual Biography

Awards and Recognitions


PC Applications: SEO Tools
Search-engine optimization, Website coding for page titles, key words, and meta tags
PC Applications: Business Software
MIcrosoft Office:  Outlook, Word, with expertise in Excel and Power Point charts, including macros, pivot tables, copmlex formulas, and the ability to create clear, concise reports and presentations.  Adept at learning specialized software for analysis of information and internal database systems:  Access and other SQL software.   
PC Applications: Graphic Design / Data Management Software
Adobe Acrobat, PhotoShop, PrimoPDF, Foxit PDF, CaptureWiz, Serif Page Plus
PC Applications: CRM & Accounting Software
Sage Mas 90 & 200, Crystal Reports, REmanage, QuickBooks, REA 8, ACT! Premium, Argus

Download/ Print as Word (.doc)


Real Estate Brokers License

California Brokers Institute

Coursework completed May 30, 2007:  Property Management, Mortgage Loan Brokering, Escrow, Real Estate Appraisal, Real Estate Practice, Legal Aspects of Real Estate, Real Estate Finance, Real Estate Economics

Feb 2006Present

Real Estate Salesperson License

California Brokers Institute

License initiated in 2006 and obtained following Department of Defense records restriction.