
Active Adult Senior (55+) REALTOR® Broker Specialist (SRES) at B & A Realtors
San Francisco Bay Area

Active Adult Senior (55+) REALTOR® Broker Specialist (SRES) at B & A Realtors
San Francisco Bay Area
I spent 10 years as a Financial executive with broad experience in all aspects of accounting, auditing, and financial management with Philco Ford Microelectronics, Fairchild Semiconductors and Advanced Micro Devices (AMD).
Following the semiconductor career, I obtained a real estate license and worked directly with real estate (lending, new home sales, business opportunities, and mergers/acquisitions) and financial consulting with an emphasis on early-stage startups.
As a designated Seniors Real Estate Specialist (SRES), my advanced training helps me to help the client make wise decisions about owning real estate, obtaining a reverse mortgage, moving to a retirement community and other important financial and social issues that may arise.
My client's say that "I am very honest, friendly, extremely knowledgeable about the community, and listen to their "fears". I am the EXPERT in The Villages Golf & Country Club who understands and cares about all the concerns of our retirement-aged clients.
My goal is to educate and serve the needs to the growing population of "Baby Boomers".
*Skilled at business processes
*Contract negotiation
*Highly motivated, organized, attention to details
*Listens well for the details
(Information Services industry)
June 2005 — Present (4 years 6 months)
United Shredding Services works with private individuals, professionals, and corporations to clear out boxes of unnecessary documents and have added multi-media and electronics destruction. I represent the company as an outside sales representative at networking events and the San Jose Silicon Valley Chamber of Commerce.
(Real Estate industry)
April 2003 — Present (6 years 8 months)
I opened this company in April 2003 to service the Baby Boomers and only represent active adults (seniors) 55+ who wanted a Carefree Lifestyle living in Northern California in the premier golf and country club community. I am a Seniors Real Estate Specialist (SRES) as well as my agents.
I represent client's moving across the nation as well as downsizing locally and since I live in the community, they become my neighbors and friends.
This is my most rewarding career position as I am able to service and help people going through the downsizing transition.
(Financial Services industry)
January 1990 — January 2004 (14 years 1 month)
I worked as a Merger and Acquisition specialist. My focus was working with mid-range ($5-50M) companies specializing in the electronic connector industry world-wide.
(Real Estate industry)
February 2001 — December 2003 (2 years 11 months)
*Generated sales for new home developers.
*Assisted in 50 sales for a Standard Pacific Homes development in San Jose with an average price range of $700,000+.
*Assisted in 50 sales for a Brookfield Home development in San Jose'e Evergreen district with an average price range of $900,000+.
*Managed and sold out a 53-unit condo development in Japantown for Regis Homes. The target market was first-time home buyer's with an average price range of $350,000+.
BS , Accounting and Finance , August 1963 — May 1965
AS , Accounting , 1961 — 1963
*Problem solving *Dancing *Reading *Traveling *Fishing *Gourmet cooking *Golf *Community service... AND JUST a REAL zest for life!
*Advisory Council of George Mark Children's House
(www.georgemark.org)
*San Jose Silicon Valley Chamber of Commerce
*SJCVCC Ambassador
*eWomen Network
(www.ewnsj.com)
*Santa Clara County Association of REALTORS®
*California Association of REALTORS®
*National Association of REALTORS®
*Home Builder’s production awards – 11/02, 4/03, 5/03, 6/03, 9/03, 2ndQ/03, 3rdQ/03, and 10/03
*Producer/Fundraising Chair for Mentoring Faire for Women Entrepreneurs, 1996 and 1997
*The Rainbow Award for Achievement and Excellence in Fundraising, The Mentoring Faire for Women Entrepreneurs, Silicon Valley 1996
*Recipient of Dean's Service Award in recognition of Outstanding Service to SJSU College of Business,1996
*Honoree into the Beta Gamma Sigma chaper of SJSU,1996
*National Outstanding Achievement Award from Leads Club,1994
*Leader of the Year for Outstanding Contributions to Leads Club, 1986,1988,1989,1990,1993