Benjamin Cohen
Encino
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Passionate about providing sound investment advice and helping clients reach their financial and real estate goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Advisor
Marest Capital
09.2023 - Current
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Researched companies and prepared presentations for management and prospective buyers.
- Assisted clients with budgeting and cash flow management.
- Educated clients on potential risks and rewards associated with various investments.
- Researched and evaluated potential investment products for clients.
- Monitored and updated financial plans to comply with client goals.
Realtor
Levine Realtors
05.2022 - Current
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Advised and informed prospective clients on current market activities and conditions.
- Compared recently sold area properties to determine competitive market prices.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Negotiated, facilitated, and managed real estate transactions.
Property Manager & Realtor
SBH Real Estate
01.2018 - 05.2023
- Introduced prospective tenants to types of units available and performed tours of premises.
- Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
- Maintained original leases and renewal documents in digital and hardcopy format for property management office.
- Communicated effectively with owners, residents, and on-site associates.
- Maximized rental income while minimizing expenses through effective planning and control.
Project Manager
Liv Lux Construction
08.2022 - 01.2023
- Identified plans and resources required to meet project goals and objectives.
- Met project deadlines without sacrificing build quality or workplace safety.
- Sourced, vetted and managed vendors needed to accomplish project goals.
- Reported regularly to managers on project budget, progress, and technical problems.
- Managed projects from procurement to commission.
Realtor
Coldwell Banker
01.2016 - 01.2018
Skills
- Self-motivated nature
- Persuasive negotiator
- Research and due diligence
- Problem-solving skills
- Creative Thinking
- Performance attribution
- Customer Service-Oriented
- Microsoft PowerPoint, Excel, and Word
- Excellent people skills
Affiliations
- Greater Los Angeles Realtors Association
Certification
- Series 65
- Real Estate License
Hobbies
- Active Lifestyle
- Golf
- Concerts
- Snowboarding
- Basketball
Timeline
Investment Advisor
Marest Capital
09.2023 - Current
Project Manager
Liv Lux Construction
08.2022 - 01.2023
Realtor
Levine Realtors
05.2022 - Current
Property Manager & Realtor
SBH Real Estate
01.2018 - 05.2023
Realtor
Coldwell Banker
01.2016 - 01.2018
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