JEANNINE CARTER

PO Box 29277 Los Angeles, California 90029 562-290-2111 Jeannine.Chia@gmail.com

SUMMARY: OBJECTIVE:

Over ten years experience in real estate investments, 1031 exchange, and financing. Real Estate Escrow Officer in the greater Los Angeles, CA area. PROFESSIONAL EXPERIENCE

301 Atlantic LLC, Santa Monica, CA Investor, Commercial Real Estate, July 2002-Present Invest 1031 tax deferred exchange funds to acquire, rehabilitate, and manage single family, multifamily, commercial, industrial, and agricultural real estate in California. General contractor and Project Manager on conversion of a printing plant to retail shopping center in Long Beach, CA. Interview architects, design building layout, supervise construction, manage permit process, ensure compliance with building code regulations, and negotiate new tenant leases. As Estate Advisor, formed several family partnerships, limited liability corporations, and trusts to maximize tax advantages and minimize liability exposure. Underwrite SBA and conventional mortgage financing. Direct sales, escrow, title, and insurance.

Charles Schwab & Co, Inc., Newport Beach, CA Investment Specialist, July 1999-July 2002 Used a consultative sales approach to understand client financial goals and objectives. Educate clients on investment philosophy and strategies. Cover topics such as planning for: accumulation, investments, retirement, trust, estate, and college. Assess suitability and tolerance for market risk. Built relationships, gathered assets, and generated referrals. Average quarterly New Assets between $15M-$20M. Worked with multiple strategic partners (external investment managers, legal and estate counsel, tax planning, and trade departments) to design client specific financial solutions. Implemented portfolio reviews, asset allocation strategies, and retirement distribution forecasts. Fund and distribute trust assets according to estate plans. Newport Beach Advisor Source leader. Independent professional investment advisory services for high net worth clients. Minimum account levels $250,000 - $1,000,000. Conducted group presentations on Retirement Planning, On-Line Trading, and Women in Investing at UC Irvine. Fidelity Investments- Fidelity Brokerage Services, Glendale, CA Financial Representative, April 1997-December 1998 Developed long-term client relationships using financial planning skills and client centered advice. Customized solutions implementing portfolio reviews, asset allocation strategies, and retirement planning processes. Researched and traded various investment vehicles including mutual funds, fixed income investments, and equities. Conducted Retirement Planning seminars to attract new clients to the firm.

EDUCATION & PROFESSIONAL DEVELOPMENT

Professional Licenses: Certified Financial Planner, 2003-2011 Real Estate Salesperson, Los Angeles, CA Education: California State University, Los Angeles, CA B.A. in Accounting Social Media: Jeannine Carter at Linked in Jeannine Carter on Twitter