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Work Background
Four Bridges Group-CompassDirector of Operations
Apr. 2016San Francisco Bay AreaSupport a team of full time agents to develop their business, provide marketing strategies and implementation, review key metrics and make adjustments based on those metrics.
Work closely with Principles on key projects and deliverables
Create and execute marketing strategies Process improvement and optimization
Developing and executing operational strategies
Aligning operations with overall organizational goals
Market and industry analysis
Planning, organizing, and overseeing projects
Independent tracking and reporting on project progress
Effective written and verbal communication
Analyzing performance metrics
Responding effectively to unexpected events
WorkSmartBeSmart / Smart Agent (CRM)COO and Content Creation
Oct. 2009 - Jun. 2023San Francisco Bay AreaCo-Founder
Created engaging content and automated processes that allowed Realtors to better stay top of mind with their client and lead databases. Increasing sales production and lead generation multifold.
Analyze and drive increased email engagement through creative content and analysis. Create a financial model based on current data and projected trends. Develop and govern P & L to maximize profit and project income and expenses. Pair with external partners in content, development of web and system design. Examine open rates, key metrics, and forecasting impact on end users sales.
Conceptualized and designed content system for cloud based CRM software product. Create and manage email calendar, design and execution of email strategies.
Formed a social media lead generation system with key elements of social media woven into a demand generation tool that provided direct and organic traffic.
RTA Real Estate and Loan ServicesBroker-Owner
Jul. 2007California, United StatesResidential Real Estate Broker and Negotiator
Managed all functions of brokerage, P&L, accounting and operations.
Manage residential income properties, perform rent collection, site maintenance, evictions.
Secure and negotiate construction bids of sitework, re-modeling, and maintenance. Schedule/Coordinate renovation and other projects on property.
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