Jeff Lowenstein
Principal at 1031 Strategies & Services Group- Claim this Profile
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Bio
Daniel Johndrow
Prior to my recent retirement from the Insurance Industry, I had the privilege of working very closely with Jeff while providing all of the insurance and risk management needs of Outsourceit, Inc. since the firm was founded in 2001. A statistic that speaks very highly of Jeff's management and leadership skills is that his firm has been completely free of any insurance losses or even any unwarranted claims of loss during its 15 year existence. While this kind of record is very unusual in today's litigious environment, Outsourceit, Inc.'s record is no surprise given how Jeff used his skills to create a company well known for its attention to customer service, for a very high level of employee morale and for a very strong commitment to providing a safe work environment. Jeff's ethical conduct and commitment to doing things the right way ranked him right at the top of my extensive group of business clients in the Bay Area and beyond. Besides being an outstanding business person, Jeff is just a fun, enjoyable and very interesting person to be around!!!!!
Rod Linhares
Jeff has provided outstanding leadership and direction in multiple instances in which I have been involved. In both a private enterprise and a volunteer endeavor, his creativity, vision, responsiveness to customers’ needs, and attention to detail have been tremendous assets. His ability to apply these and additional skills to enhancing an organization’s growth and development is unique.
Daniel Johndrow
Prior to my recent retirement from the Insurance Industry, I had the privilege of working very closely with Jeff while providing all of the insurance and risk management needs of Outsourceit, Inc. since the firm was founded in 2001. A statistic that speaks very highly of Jeff's management and leadership skills is that his firm has been completely free of any insurance losses or even any unwarranted claims of loss during its 15 year existence. While this kind of record is very unusual in today's litigious environment, Outsourceit, Inc.'s record is no surprise given how Jeff used his skills to create a company well known for its attention to customer service, for a very high level of employee morale and for a very strong commitment to providing a safe work environment. Jeff's ethical conduct and commitment to doing things the right way ranked him right at the top of my extensive group of business clients in the Bay Area and beyond. Besides being an outstanding business person, Jeff is just a fun, enjoyable and very interesting person to be around!!!!!
Rod Linhares
Jeff has provided outstanding leadership and direction in multiple instances in which I have been involved. In both a private enterprise and a volunteer endeavor, his creativity, vision, responsiveness to customers’ needs, and attention to detail have been tremendous assets. His ability to apply these and additional skills to enhancing an organization’s growth and development is unique.
Daniel Johndrow
Prior to my recent retirement from the Insurance Industry, I had the privilege of working very closely with Jeff while providing all of the insurance and risk management needs of Outsourceit, Inc. since the firm was founded in 2001. A statistic that speaks very highly of Jeff's management and leadership skills is that his firm has been completely free of any insurance losses or even any unwarranted claims of loss during its 15 year existence. While this kind of record is very unusual in today's litigious environment, Outsourceit, Inc.'s record is no surprise given how Jeff used his skills to create a company well known for its attention to customer service, for a very high level of employee morale and for a very strong commitment to providing a safe work environment. Jeff's ethical conduct and commitment to doing things the right way ranked him right at the top of my extensive group of business clients in the Bay Area and beyond. Besides being an outstanding business person, Jeff is just a fun, enjoyable and very interesting person to be around!!!!!
Rod Linhares
Jeff has provided outstanding leadership and direction in multiple instances in which I have been involved. In both a private enterprise and a volunteer endeavor, his creativity, vision, responsiveness to customers’ needs, and attention to detail have been tremendous assets. His ability to apply these and additional skills to enhancing an organization’s growth and development is unique.
Daniel Johndrow
Prior to my recent retirement from the Insurance Industry, I had the privilege of working very closely with Jeff while providing all of the insurance and risk management needs of Outsourceit, Inc. since the firm was founded in 2001. A statistic that speaks very highly of Jeff's management and leadership skills is that his firm has been completely free of any insurance losses or even any unwarranted claims of loss during its 15 year existence. While this kind of record is very unusual in today's litigious environment, Outsourceit, Inc.'s record is no surprise given how Jeff used his skills to create a company well known for its attention to customer service, for a very high level of employee morale and for a very strong commitment to providing a safe work environment. Jeff's ethical conduct and commitment to doing things the right way ranked him right at the top of my extensive group of business clients in the Bay Area and beyond. Besides being an outstanding business person, Jeff is just a fun, enjoyable and very interesting person to be around!!!!!
Rod Linhares
Jeff has provided outstanding leadership and direction in multiple instances in which I have been involved. In both a private enterprise and a volunteer endeavor, his creativity, vision, responsiveness to customers’ needs, and attention to detail have been tremendous assets. His ability to apply these and additional skills to enhancing an organization’s growth and development is unique.
Experience
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1031 Strategies & Services Group
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United States
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Real Estate
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1 - 100 Employee
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Principal
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May 2018 - Present
1031 Strategies & Services Group is a leading 1031 Qualified Intermediary firm that works with clients nationwide to provide them a wide range of 1031 exchange advisement and expertise. As a Principal, I manage business operations, compliance and security. 1031 Strategies & Services Group is a leading 1031 Qualified Intermediary firm that works with clients nationwide to provide them a wide range of 1031 exchange advisement and expertise. As a Principal, I manage business operations, compliance and security.
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OutsourceIt, Inc.
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Information Services
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1 - 100 Employee
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Chief Executive Officer
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Jan 2001 - Present
Manage business operations, guide business strategy and new product development. • Grew company from 1 employee to 35 employees and >$7 million in annual revenue • Integrated sales and marketing strategies and individualized marketing campaigns to offer broader services for customers (reduced lost leads by 15% to <10%) • Improved process by designing an automated electronic signature capture program for contracts that was more efficient, lower cost and expedited contracts directly from the end consumer to my mobile service provider clients. (Processed >2 million transactions for AT&T Wireless) • Monitored data systems with 15+ million records that performed with >99.999% data integrity • Implemented a 20-person multi-lingual call center program to improve community and customer relations leading to increased customer retention and market share growth • Developed a customized benefit program and a flexible work environment that increased average employee retention from 3 years to 7 years Show less
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Collection Bureau of America
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United States
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Financial Services
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1 - 100 Employee
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EVP of Sales & Marketing
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Jan 1990 - Present
Collection Bureau of America, Hayward, CA 2010 to 2017 Executive Vice President of Sales and Marketing • Grew sales of net new and expansion opportunities from $50MM to $240MM • Managed several departments, contributed to business strategy and provided a unified customer service platform. Coordinated massive data integration, created a single source database. • Improved customer service by 50% (client survey) through clear direction and enhanced management of 140 employees • Developed and expanded relationship with Fortune 100 clients, that grew same client sales by 10% • Created new sales strategy that aligned and better achieved company goals Collection Bureau of America, Hayward, CA 1998 to 2010 Senior Vice President and Chief Technology Officer • Coordinated integration of three companies into one corporation with 250 employees, $60 million in annual gross revenue and reduced operating costs by over 33% • Upgraded data center from legacy platforms to current technologies to improve efficiency by 20% • Developed and managed a national credit database for AT&T Wireless and that consolidated >100 million personal customer information (PCI) records and provided a centralized search platform for over 1,000 customer services representatives, reducing customer service to single call resolution • Coordinated 30+ vendors sending thousands of disparate files on a daily basis to collaborate together to reduce error rates <1% Collection Bureau of America, San Mateo, CA 1994 to 1997 Vice President and General Manager • Implemented automated dialing technologies and self-service platforms • Created sales program for sales team that increased revenue year-over-year for four years Show less
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Strikedeck
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United States
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Internet Publishing
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1 - 100 Employee
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Enterprise Sales
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Dec 2017 - Dec 2019
Strikedeck believes in the power of Customer Success that fuels engagement, and automates data & workflow. Our platform helps organizations empower their customers, and boost the operations of the Customer Success team. Strikedeck believes in the power of Customer Success that fuels engagement, and automates data & workflow. Our platform helps organizations empower their customers, and boost the operations of the Customer Success team.
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Co-Founder
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Jan 2007 - Dec 2014
Managed housing administration programs for governmental agencies Managed housing administration programs for governmental agencies
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Disastec
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United States
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Co-Founder
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Jan 2006 - Dec 2013
Designed and developed disaster preparedness solutions through products, processes, services and systems for the corporate and government marketplaces. Designed and developed disaster preparedness solutions through products, processes, services and systems for the corporate and government marketplaces.
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Education
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1987 - 1990
Santa Clara University
BS, Economics
Community
