Sunny Advani, CPM®
President | CEO at Synergy Real Estate & Property Management- Claim this Profile
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Hindi -
Topline Score
Bio
Credentials
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Vacation Rental Management
CALIFORNIA ASSOCIATION OF REALTORS®Mar, 2022- Nov, 2024 -
Pricing Strategies: Mastering the CMA
National Association of REALTORS®Nov, 2016- Nov, 2024 -
Real Estate Broker/Sales Agent
National Association of REALTORS®Sep, 2010- Nov, 2024
Experience
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Synergy Real Estate & Property Management
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United States
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Real Estate
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1 - 100 Employee
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President | CEO
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Jul 2016 - Present
Responsible for generating leads, creating a database of contacts, following up with contacts, and working with investors to increase their property portfolios. Skills included: designing research plans for data gathering and analysis, investment and commercial property analysis, building presentations to present to clients, designing processes to address problems with client porfolios, determine key business issues, diagnosing challenges with investment properties and creatively finding solutions, analyzing data, developing action plans, developing training programs for new employees. Key Results: • Self taught investment analysis • Custom built lead generation system • Negotiation skills and tenacity
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Home Service Professionals
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Bakersfield, California Area
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Owner
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Dec 2014 - Nov 2015
Bakersfield's Premier Handyman Service! Bakersfield's Premier Handyman Service!
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Oct 2012 - Dec 2014
Responsible for acquiring clients, and building relationships. Duties were to service all client accounts in the best way possible for each individual client. All accounts were based in insurance and investments, and would require natural client acquisition, as opposed to, lead based client acquisition. Decided on the best possible strategic direction of projects. Interpreted quantitative and qualitative aspects of client portfolios. Made formal presentations to various senior level audiences. Key Results: • Achieved power of 10 award (Top 10% of Company Wide Interns) • Northwestern Mutual is Fortune 100 company • Northwestern Mutual has one of the top internship programs in the United States
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Pearls of Hope Medical
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300 17th Street
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Office Manager
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2006 - 2013
Responsible for keeping track of minor finances. Tasks mainly consisted of inputting files into patient charts, and customer service. Also controlled the front desk which was used to make appointments, talk to patients, and complete transactions for customers. Developed project management and consulting skills, in all forms (i.e. verbal, written and electronic). Exercised judgement within defined procedures and practices to determine the best possible actions for each scenario. With front desk duty came, scheduling and phone etiquette as well. Key Results: • Multi-tasking used on a daily basis • Consistently maintained accuracy in calculating figures and amounts such as discounts, proportions and percentages. • Organization of chart of accounts, tax and money management.
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Education
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2020 - 2022
IREM - Institute Real Estate Management
CPM, CPM Candidate -
2011 - 2013
California State University - Bakersfield
Bachelor of Business Administration (B.B.A.), Finance, General
Community
