RESUME

HIGHLIGHTS OF QUALIFICATIONS

  • Experienced in many avenues of real estate: Residential; Investment; Estate/Trust/Probate.
  • Strong ability to manage intricate situations and dealings.
  • Investment Property Owner & Manager.
  • Excellent oral and written communication.

EXPERIENCE

REALTOR/Broker/Property Manager

805 Real Estate, Owner – Dec 2013 to Present

Peterson Team Realty - May 2010 to Dec 2013

  • Provide real estate sale and purchase services.
  • Provide property management services.
  • Assist other Agents and staff with listings and clients.

Rabobank Trust & Investment Management Division, San Luis Obispo, CA
(formally Mid-State Bank & Trust)

June 2002 to April 2011

Trust Real Estate Manager & Investment Officer

  • Fully manage client real estate properties, including but not limited to: purchase/sale, taxes, insurance, improvements/repairs, bills, etc.
  • Initial/annual inspections and reviews to ensure acceptability and maintenance of real estate properties.
  • Discuss and present items and issues to the Trust Real Estate Committee.
  • Manage client investment portfolios with fixed income securities, equities, real estate, and other investment securities.
  • Thoroughly research investments to ensure growth and stability.
  • Work closely with trust clients, real estate service providers, investment sub advisors and brokers, and co-workers in various departments to maintain cohesive relationships and increase productivity.

EDUCATION

  • Real Estate Broker’s License, CA Bureau of Real Estate, License #01838269
  • Bachelors of Science Degree, Business Administration, Columbia College
  • CAR Property Management Certification

HONORS AND ACTIVITIES

  • Realtor Associations Member: NAR, CAR, & PCAOR
  • YPNG Professional Development Committee Member, 2011 to 2013.
  • Woods Humane Society Volunteer, July 2009 to Present.
  • YPNG Community Involvement Committee Member, 2008 to 2009.
  • Relay for Life, American Cancer Society, 2006 to 2008, 2007 team captain.
  • Safe & Sober Grad Night chaperone for San Luis Obispo High, 2005 to 2006
  • March of Dimes for premature babies, 2003 to 2006.
  • Voluntary boxing instructor at SLO Kickboxing gym, 2003 to 2006.

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