Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Hobbies and Interests
Technical Proficiencies
Timeline
Generic
TONY URRESTI

TONY URRESTI

Costa Mesa

Summary

Results-driven Business and Finance Professional with career-long record of corporate finance, real estate, sales, accounting and marketing success for leading organizations. Dedicated leader with a proven history of building and motivating high-performing sales and marketing teams that exceed quotas and surpass all expectations. Increases client retention rates by rapidly identifying unique customer needs and establishing rapport. Organized and a keen eye for detail, with demonstrated ability to prioritize and manage multiple projects simultaneously. Leverages strong communication skills to foster long-lasting relationships with colleagues, clients, and stakeholders. Thrive in fast-paced, collaborative, and diverse environments.

Result-driven business leader with proven track record in strategic planning, operational excellence, and financial management. Skilled in fostering team collaboration, driving growth initiatives, and adapting to evolving business needs. Known for strong leadership, effective communication, and focus on achieving measurable results. Proficient in decision-making, conflict resolution, and leveraging market opportunities to maximize profitability.

Overview

32
32
years of professional experience
1
1
Certification

Work History

Managing Partner

Elias Partners
09.2019 - Current
  • Orchestrated Business Broker of a small boutique firm specializing in helping doctors to transition in and out of private practices, and Mergers and Acquisitions of Healthcare related practices including Financing and Commercial Real Estate
  • Leaded the team, as well as optimize the inception, brand, and focus of company to achieve company objectives.
  • Achieved organizational profitability in the first 3 months of establishment through driving amplified marketing objectives.
  • Enhanced and drove grew revenues including through the challenges of the Covid Pandemic; grew revenues 15% each month through COVID by closing SBA loans focused on M&A.
  • Established systems, processes, CRM, Web, API, and other technologies for integration, to enhance business management.

Practice Consultant/ Business Broker

ProMed Financial
04.2006 - 09.2019
  • Operated as a Business Broker and M&A engaged in negotiation and close of business, commercial real estate negotiations, business loans – SBA and conventional, business valuations, cashflows and market values.
  • Acted as company representative at public Speaking events including Trade shows / Seminars.
  • Advanced the completion of over 100+ Small Business mergers and acquisitions.
  • Attained over $650 Million in Loan Closings with SBA and Conventional products.
  • Recognized as Second Top Producer company-wide while shouldering significant additional responsibilities.
  • Engaged in amplifying lending and creation of Dental Service Organizations.

Managing Project Director

VPC Interactive
01.2004 - 04.2006
  • Served as Business Consultant on online technology-oriented platforms: CRM, Intranet, Online Marketing, SEO, SEM, Video Commercials, Instructional Video Production and Tradeshow Booth Design.
  • Headed a large group of team members and conducted sales and client communications.
  • Produced instructional layered DVDs with multi language selection.
  • Creative Development of Tag Lines for large companies, including Mustek, DocuSource, Intex.
  • Advanced growth in medium-sized companies, resulting in large buyouts.
  • Conceptualized and developed method with XML and other technology to facilitate driver downloads for Mustek.

VP of Marketing

Seven Crown Resorts
01.2001 - 12.2003
  • Navigated negotiations with respect to marketing, TV, radio, and magazine advertising.
  • Analyzed and budgeted development for seven resorts including trade shows; analyzed sales data, web traffic and make recommendations to increase sales.
  • Achieved a 38% decrease in expenses saving $150K a year with respect to trade shows.
  • Identified an alternate method to process brochure request saving $252,000 per year.
  • Created web promotions and sent out email blasts to repeat customers. $11 Million in direct sales.
  • Devised an optimization (SEO) web search, which resulted in a 120% increase in hits, in 2002, achieving $6M in increased sales.

Account Mgmt., Corporate Accounting

Seven Crown Resorts
01.1997 - 12.2000

General Manager

Pacific Eyes & T's
04.1993 - 12.1996

Education

Bachelor of Business Administration (B.B.A.) - Finance Concentration

Cal State Fullerton
Fullerton, CA
01.2017

Associate Degree in General Ed - Business Admin

Orange Coast College
Costa Mesa, CA
01.2013

Skills

  • Sales and marketing strategy
  • Mergers expertise
  • Transformational Leadership
  • Technology Expertise
  • Business Valuations
  • Team Leadership
  • Operations Management
  • Credit Training

Certification

California RE Brokers License, Kaplan University, 2011, DRE #01765085

Languages

English (native)
Spanish (spoken proficiency)

Hobbies and Interests

Cooking, Travelling, Classic Cars, Technology

Technical Proficiencies

  • Microsoft Office
  • Accounting Systems
  • CRM Systems /Web CMS
  • HR Systems
  • G Suite
  • Networking
  • Adobe Creative Suite
  • Email Marketing Systems

Timeline

Managing Partner

Elias Partners
09.2019 - Current

Practice Consultant/ Business Broker

ProMed Financial
04.2006 - 09.2019

Managing Project Director

VPC Interactive
01.2004 - 04.2006

VP of Marketing

Seven Crown Resorts
01.2001 - 12.2003

Account Mgmt., Corporate Accounting

Seven Crown Resorts
01.1997 - 12.2000

General Manager

Pacific Eyes & T's
04.1993 - 12.1996

Associate Degree in General Ed - Business Admin

Orange Coast College

Bachelor of Business Administration (B.B.A.) - Finance Concentration

Cal State Fullerton
TONY URRESTI