Matias Ichaso
Registered Representative at JRW Investments- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Credentials
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Real Estate Salesperson License
California Department of Real EstateFeb, 2019- Nov, 2024 -
Series 66: Uniform Combined State Law
Financial Industry Regulatory Authority (FINRA) -
Series 7: General Securities License
Financial Industry Regulatory Authority (FINRA)
Experience
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JRW Investments
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United States
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Investment Management
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1 - 100 Employee
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Registered Representative
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Jan 2016 - Present
Securities offered through Lighthouse Capital Group, LLC, Member FINRA/SIPC. Securities offered through Lighthouse Capital Group, LLC, Member FINRA/SIPC.
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ExchangeRight Real Estate
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United States
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Real Estate
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1 - 100 Employee
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Director of Operations
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Jun 2015 - Dec 2015
ExchangeRight Real Estate provides accredited investors with 1031 exchangeable DST portfolios of long-term net-leased properties backed by investment grade corporations that operate in the necessity retail space. • Maintain and improve operations • Overseeing acquisitions processing • Overseeing closing coordination • Offering syndication • Overseeing marketing and dissemination • Manage Investor Relations, Acquisitions, and Asset Management departments • Oversee sales and key sales relationship development • Oversee Human Resources • Coordinate investor/partner reporting • Plan, assign and direct work • Appraise and document performance • Reward and coach employees Show less
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Enterprise
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United States
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Travel Arrangements
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700 & Above Employee
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Branch Rental Manager
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Oct 2008 - Jun 2015
• Plan, assign and direct work; appraise and document performance; reward and coach employees; address complaints and partner with personnel to resolve problems • Create and conduct area training sessions to improve sales, retention, morale and areas of opportunity • Responsible for the overall management and strategic direction of the branch and satellite office and the related field territory with emphasis in the areas of Management of Customer Service and Operations, Human Resource Management, Sales and Marketing/Financial Performance, and Fleet Management and Maintenance. • Prepare and implement fleet, marketing, employee and sales plans • Identify and develop positive working relationships with internal and external clients that are built on trust and integrity. Solicit feedback and incorporate an accurate client perspective in all decisions and actions. Respond to the changing needs of the client while maintaining a high standard of quality. • Resolve various common to complex problems with latitude for initiative, independent judgment and decision making Show less
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Education
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Biola University
Bachelor of Science (B.S.), Emphasis: Marketing. Minor: Bible -
Colegio San Ignacio de Loyola
High School