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Work Background
SAGA Realty & ConstructionRealtor
May. 2023Outer Banks, NCNegotiate contracts and terms of sales between buyers and sellers.
Assist investors in identifying profitable real estate opportunities.
Walk new-build clients through all steps to build their dream home.
Coldwell Banker Seaside RealtyReal Estate Broker
Apr. 2021 - May. 2023Kill Devil Hills, North Carolina, United StatesSelling real estate throughout the Outer Banks. Helping buyers search and negotiate buying vacation and primary homes. Helping sellers understand the current market and their home's value. Understanding and communication NC real estate laws. NC licensed at Coldwell Banker and VA licensed at Sotheby’s.
Sotheby's International Realty Affiliates LLCThe Steele Group Sotheby's International Realty
Oct. 2019 - Jan. 2024Richmond, Virginia AreaI’m thrilled to announce the new chapter in my career! I have joined The Steele Group Sotheby’s International Realty. Our firm carries a sterling reputation with state-of-the art technology, producing more than $112B in sales in 2018. It is an international powerhouse so we can meet our clients’ residential needs anywhere. The Steele Group, founded in 1949, is a Richmond institution with well-deserved respectability for its professionalism, integrity, and excellence.
No matter where you are located, from Richmond to Rome or anywhere in between, if you wish to be represented by the Sotheby’s International Realty brand, please contact me. I look forward to catching up and working with you!
Northcoast ResearchSalesperson, Institutional Equity Sales - Director
Mar. 2015 - Jan. 2019Facilitated business growth through the sale and distribution of proprietary and actionable equity research. Built and expanded relationships with leading hedge fund and mutual fund portfolio management teams. Worked with CEOs & CFOs of publicly traded companies to build and share their corporate growth strategy with institutional clients. Coordinated annual conference that enabled the expansion of firm brand with target audience. Recognized as an All-Star Stock Picker by Citadel’s Alpha Capture program.
BB&T Capital MarketsSalesperson, Institutional Equity Sales - Senior Vice-President
Oct. 2001 - Sep. 2014Represented and marketed industry research analysis for more than 300 public stocks. Responsible for all aspects of client relationship management, including prospect development, new client acquisition, and creation of NDR and syndicate roadshows. Primary emphasis on marketing to hedge fund and mutual fund managers in NYC/CT. Voted I.I. Best Sales Force, Small and Midcap Equities by Marshall Wace, 2007.
Kaufman Bros.Salesperson, Institutional Equity Sales
Sep. 2000 - Oct. 2001New York, NYTop producing salesperson. Responsible for the marketing and sale of specialized research in telecommunications. Represented KBRO with clients domestically and abroad. Covered New York, Mid-Atlantic and the U.K.
WR Hambrecht + CoSalesperson, Institutional Equity Sales
Oct. 1999 - May. 2000San Francisco, CAAs a founding member of the firm, lead sales initiatives to market the use of Disruption Theory. Marketed lead-managed syndicate deals using the Open IPO system. Covered New York/New Jersey, Mid-Atlantic and the U.K.
Wheat First UnionSalesperson, Institutional Equity Sales
Sep. 1995 - Oct. 1999Richmond, Virginia Area and San Francisco, CAWorked on five-person team covering west coast accounts for First Union. Conveyed equity research for over 400 small, mid, and large cap stocks to clients in New York and the U.K. Marketed analysts, industry-specific conferences and syndicate roadshows. Helped establish the first annual Wheat First European Conference in London and Zurich.
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