Bio
Experience
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Deputy Assessor - Commercial Division
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Jun 2012 - Present
Identify and Value Retail, Commercial and Industrial properties
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Business Development
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Jan 2009 - Aug 2011
CSG-ID is a regional Renewable Energy Systems Design and Installation company. I am the Managing Partner, head of Business Acquisition and co-Director of Project Management. Most recently I worked hands on, "boots on the roof", with my team to complete a large solar thermal installation for a Hotel laundry, guest room, and pool and spa hot water pre-heat. We specialize in Solar Thermal projects (water and air) because of their superior efficiency and faster pay-back qualities.
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Real Estate Appraiser
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Jan 2001 - Jan 2008
Recently acquired by Wells Fargo. In October 2006 Wachovia acquired World Savings.; Responsible for production and review of appraisals on real estate for loan decisions. Worked with both internal and external customers to resolve issues.Provided strong customer service during the real estate appraisal process. Applied real market valuations techniques to meet critical market information requirements. Researched key factors impacting real-estate trends. Wrote final summaries which kept management apprised of market information and dynamics resulting in confident decision making and reduced risk of loss.Worked closely with underwriters to make understandable value and risk. Identified risk issues and any non-property related matters. Supported decision making and action steps, creating a clear and efficient process for parties involved. Recognized by Senior Management and team members for problem solving skills, customer services and integrity in work accomplished. Consulted with loan officers, Realtors, and management on real estate trends and values, including private homes, sub-divisions, and apartment complexes. Made clear the property's value as it compared to the over-all, competing market. Maintained strong client relations and an outstanding reputation within the business sector.
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Outside Sales
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Jan 2000 - Jan 2001
specializing in Design-Build and Project Management Outside Sales: Responsible for business acquisition by farming, nurturing, and harvesting contacts.Provided management critical input on market focus and strategy creating a uniform message and vision statement. Lead 'return to fundamentals' campaign to emphasis wow! experience for clients.Worked closely with Design/Build Team to achieve client goals for building efficiencies and cost savings. Clarified client's expectations into workable plans.
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Real Estate Appraiser
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Jan 1990 - Jan 2000
Responsible for production and review of appraisals for a national client base. Managed all aspects of business from marketing to licensing and continuing education compliance. Kept up to date on trends in the real estate market, as well as technologies that would impact the market. Provided highly reliable market value estimations on diverse residential properties in diverse market areas. Critical information provider to decision makers in the lending industry. Communicating facts and opinions in clear and concise reports, both orally and written.
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Financial Planner
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Jan 1988 - Jan 1990
Responsible for research and analysis to assist Senior Planners reporting and recommendations to High Net Worth clients.Managed the largest caseload of clients for two Senior Planners, providing regular up-dates on investment portfolios, retirement scenarios, savings plans, estate planning, tax minimizations strategies, risk management with insurance and business continuation planning.Assisted transition from boutique financial planning firm to an integral asset of the Trust Management Department within the Bank. Trained Branch personnel on the mutual benefits of Financial Planning as a cross-selling and client retention tool for U S Bank clients.
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Education
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1988 - 1989College of Financial Planning
Certified Financial Planner designation -
1985 - 1987Brigham Young University
Bachelor of Arts Degree, Financial Planning
Suggested Services
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Industry Focus. “Renewable Energy”
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