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Greater Omaha Area CRE Investments, Acquisition & Liquidation Specialist, Licensed Commercial Real Estate Investment Analyst, and Broker Commercial Real Estate Education University of Nebraska at Omaha 1975 - 1980 Bachelor of Science Business Administration and Real Estate Land Use Economics, Real Estate Land Use Economics, Marketing & Finance Experience Berkshire Hathaway HomeServices Ambassador Real Estate February 2011 - Present PropertyBanc Real Estate & Development March 2010 - February 2011 DKC Development LLC, An affiliate of the Dial Companies July 2007 - April 2009 UPC Development January 2002 - April 2007 The Benlin Company, October 1994 - August 2003 CBS Real Estate 1994 - 2003 Commercial Federal Bank (Bank of the West) August 1980 - September 1994 Skills Real Estate Negotiation, Real Estate Transactions, Banking, Real Estate, Real Estate Development, Asset Managment, Investment Properties, Financial Analysis, Mergers, Investors, Loans, Portfolio Management, Business Strategy, Investments, Construction, Asset Management, New Business Development, Strategic Planning, Foreclosures, Mergers & Acquisitions, Finance, Contract Negotiation, Selling, Team Building, Negotiation, Commercial Real Estate, Property Management, Relocation, Sellers, Real Property, Property, Residential Homes, Short Sales, Brokerage, Condos, Single Family Homes, Buyer Representation, REO, First Time Home Buyers, Referrals, New Home Sales, Buyers, Townhomes, Real Estate Economics, Listings, Leases, Disposition, Real Estate Financing, Tenant, Market Analysis
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Genworth Wealth Management) January 2012 - Present Peak Advisor Alliance April 2008 - December 2011 Carson Wealth Management Group April 2008 - December 2011 Kaplan University 2007 - 2011 Bank of the West August 2001 - April 2008 Commercial Federal Bank 2001 - 2003 TD Ameritrade January 1999 - August 2001 Skills Succession Planning, Marketing, Retirement Planning, Training, Management Consulting, Strategic Planning, Coaching, Public Speaking, Process Improvement, Management, Leadership, Wealth Management, Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Insurance, Loans, Consulting, Finance, Business Development, Operations Management, Series 7, Human Resources, Strategic Financial., Securities, Series 63, Investments, Financial Services, Mutual Funds, Investment Advisory, Retirement, Fixed Annuities, Wealth, Financial Planning Greater Omaha Area VP, Practice Management Consultant at AssetMark Financial Services Education Bellevue University 1995 - 1997 MBA, Business and Finance Consumer Banker's Association 2003 - 2005 Retail Bank Management University of Nebraska at Omaha 1994 - 1995 Bachelor, General Administration University of Nebraska-Lincoln 1991 - 1994 Business Administration Senshu University 1993 - 1993 International Business Experience AssetMark (f.k.a.
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Insurance Education University of Nebraska at Omaha 1999 - 2004 Bachelor of Science, Public Administration Experience Lincoln Financial Group October 2012 - Present First Data January 2012 - October 2012 PayPal September 2006 - October 2011 PayPal April 2006 - September 2006 Skills Customer Service, PowerPoint, Customer Satisfaction, Customer Relations, Fraud Prevention, Outlook, Banking, Fraud Detection, Oral & Written., Electronic Payment., Credit Card Fraud, Adaptable to Changes, Multitasking Skills, Fast Paced Environment, Minimal Supervision, Problem Solving, Analytical Skills, Thinking Outside The Box, Internet, Research, Project Management, Analysis, Training, Leadership, Policy, Access, Coaching, Customer Support, Social Networking, Public Speaking, Fraud, Call Center, Microsoft Excel, Risk Management, transactional fraud, Fraud Operations, Privacy, Technical Support, Payments Omaha, Nebraska Experienced fraud prevention and customer service specialist in the Omaha area.