Work History

Work History
Jun 2007 - Present

Broker Associate

Berkshire Property Agents

Work directly with clients to lease, list and sell real estate including commercial, residential properties and vacant land. Actively research the real estate markets to provide my clients with the most current information available. Use my experience and expertise to advise my clients so that they can make an informed and intelligent decision on any real estate transaction. Assist my clients through the entire transaction from contract negotiations to closing.

Nov 2006 - Jun 2007

Financial Consultant

A.G. Edwards

Developed new business via cold-call prospecting, direct-mail marketing and networking. Advised clients on financial planning utilizing knowledge of the full spectrum of investment opportunities, retirement plans, and insurance and tax strategies. worked with clients to assist them in achieving their financial objectives by assessing their total financial situation, formulating and implementing a sound financial plan. Top 5 percent score for FINRA Series 7, 66.

Jun 1998 - Jun 2005

Owner/Manager

islandmountain

Founded and operated a new retail business selling men’s and women’s casual/outdoor apparel and accessories. Managed all aspects of the stores operation including outstanding customer service, sales, inventory control, staffing and payroll, merchandise selection and presentation. Created a unique profile for an upscale clientele in a high profile resort town.

Sep 1989 - Dec 2000

Broker

Prudential Terry Horrocks Real Estate

Worked directly with clients to lease, list and sell real estate including commercial, residential properties and vacant land. Actively researched the real estate markets to provide my clients with the most current information available. Used my experience and expertise to advise my clients so that they could make an informed and intelligent decision on any real estate transaction. Assisted my clients through the entire transaction from contract negotiations to closing. Consistently near the top in production. Directed rental management program with more than 50 properties.

Education

Education

BS

Lehigh University

Skills

Skills

MYOB Accounting

Microsoft Excel, Word, Outlook

Summary

A seriously motivated, multi-talented professional with a proven ability to deliver superior customer service. A gifted communicator, able to form strong relationships with colleagues and clients. A well-organized, analytical and insightful individual, constantly seeking self-improvement both personally and professionally.

Interest

Fly Fishing

Tennis

Skiing

Sailing

Certifications

Certifications

Real Estate Broker License

State of Massachusetts