Exeter 1031 Exchange Services, LLC
Address: 404 Camino del Rio S Suite 600, San Diego, CA 92108 Hours: Open 24 hours SaturdayOpen 24 hoursSundayOpen 24 hoursMondayOpen 24 hoursTuesdayOpen 24 hoursWednesdayOpen 24 hoursThursdayOpen 24 hoursFridayOpen 24 hoursSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (619) 239-3091Website: : : : : : : Place name: Category: Website: http://www.exeter1031.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1)
Exeter 1031 Exchange Services, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Exeter 1031 Exchange Services, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Exeter 1031 Exchange Services, LLC Employees
Wells Fargo Advisors July 2013 - Present
Wells Fargo April 2011 - July 2013
Southern Community Bank and Trust (Now Capital Bank) September 2008 - April 2011
EnergyUnited EMC 2007 - 2008
Exeter 1031 Exchange Services, LLC 2006 - 2007
Wells Fargo (formerly Wachovia Bank, N.A.) May 2001 - February 2006
Wells Fargo (formerly Wachovia Bank, N.A.) April 1998 - May 2001
Piedmont Hawthorne Aviation 1993 - 1998
Skills
Investments, Finance, Business Development, Sales, Wealth Management, Retirement, Portfolio Management, Customer Service, Financial Analysis, Asset Allocation, Team Building
Education
Gardner-Webb University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Winston-Salem State University 1996 — 1998
Bachelor of Applied Science (BASc), Business Administration and Management, General
North American Institute of Aviation 1991 — 1992
Aviation Maintenance Technology - A & P License
Surry Community College 1989 — 1991
Associate of Science (A.S.)
Exeter 1031 Exchange Services, LLC August 2015 - Present
Smart Motion Robotics September 2011 - Present
Proceedings International Food Business August 2009 - July 2011
PFS REALTY 2010 - 2010
Costa 1031 Exchange Services August 2007 - July 2009
WaMu 1031 Exchange September 2002 - August 2007
Iberica LTDA 1994 - 2000
Pizano 1987 - 1994
Skills
Spanish, Accounting, Strategic Planning, Negotiation, Budgeting, Process Improvement, Sales Management, Business Planning, Financial Analysis, Financial Planning, Microsoft Office, English, Forecasting, Customer Relations, Problem Solving, Planning, Excel, New Business Development, Account Management, International Business, Marketing Strategy, Team Management, Analysis, Banking, Investments, Team Leadership, Manufacturing, Business Management, International Sales, PowerPoint, Word, Teamwork, Business Strategy, Cash Management, Management, Budgets, Customer Service, Entrepreneurship, Coaching, Project Planning, Product Development, Strategy, Marketing, Finance, Microsoft Excel
Education
Universidad de Los Andes 1998 — 2000
M.A. Graduate Program in Corporate Management, . Top Management
Universidad Militar Nueva Granada 1985 — 1991
B.A. in Economics., - Finance, Economics, Cash Flow, Budgets, Administration, Statistics, Accounting
Exeter 1031 Exchange Services, LLC October 2005 - Present
Exeter IRA Services, LLC October 2005 - Present
Exeter Fiduciary Services, LLC October 2005 - Present
Diversified Exchange Corporation May 2002 - February 2006
Chicago Deferred Exchange Corporation August 1989 - January 2002
The Chicago Trust Company of California (formerly Security Trust Company) August 1989 - January 2002
Central Exchange Corporation 1986 - 1988
OneCentral Bank 1981 - 1986
Skills
1031 Exchanges, Reverse 1031 Exchanges, Delayed 1031 Exchanges, 1031 Exchange, Tax Deferred Exchange, Like Kind Exchange, Section 1031 Exchange, Improvement 1031 Exhange, Build-To-Suit 1031..., Tax, Build-to-suit, Section, Brokerage, Real Estate, Real Estate Transactions, Investment Properties, Investments, Leases, Commercial Real Estate, Estate Planning, Title Insurance, Escrow, Trusts, CCIM, Apartments, Real Estate Economics, Property, Disposition, Investors, Real Property, Residential Homes, Sellers, Investment Management, Real Estate Financing, Acquisitions, Self-Directed IRA, Cash Holding Escrow, Condos, Asset Management, Location Intelligence, Mortgage Lending, REO, Tenant, Real Estate Development, Finance, Referrals, Due Diligence, Land Acquisition, Real Estate Private..., Commercial Mortgages
Education
California State University-Los Angeles 1985 — 1989
Bachelors of Science, Accounting
Pasadena City College 1980 — 1984
Arcadia High School 1978 — 1980
RevCult February 2014 - Present
Exeter 1031 Exchange Services, LLC September 2012 - March 2014
Sales Leadership Alliance 2011 - 2014
Sales Insights August 2010 - August 2012
ProGrowth June 2010 - July 2012
Outreach, Inc. July 2009 - July 2010
Center for Creative Leadership October 2006 - February 2009
Buffini & Company November 2002 - October 2006
McBride Electric May 1994 - October 2002
Daou Systems, Inc. April 1989 - May 1994
Skills
Forecasting, Strategic Leadership, Sales Management, Consultative Selling, Selling, Product Development, Strategic Planning, New Business Development, Leadership, Team Building, Management, Program Management, Sales Process, Training, Strategy, Marketing Strategy, Direct Sales, Coaching, Negotiation, Business Development, Sales, Start-ups, Marketing, Organizational..., Business Strategy, Management Consulting, Executive Management, Enterprise Software, Team Leadership, Leadership Development, Business Planning
Education
San Diego State University-California State University 1979 — 1983
Bachelors of Arts
Helix High School 1974 — 1978
Xchange Solutions, Inc September 2014 - Present
Exeter 1031 Exchange Services, LLC July 2013 - September 2014
Par Escrow Corporation August 2008 - April 2013
Commerce Title Company July 2005 - August 2008
Commerce Title Company September 2003 - July 2005
Commerce Title Company November 2001 - August 2003
Commerce Title Company May 2001 - November 2001
Comet Cleaners August 1999 - May 2001
Skills
Corporate Vision &..., Affiliated Business..., Cost..., Reorganization &..., Re-engineering..., Regional Market..., Forecasting & Budgeting..., Outside Sales Management, Recruiting, Budgets, Investment Properties, Management, Sales Management, Title Insurance, Strategic Partnerships, Strategic Planning, Business Development, Forecasting, Escrow, Lead Generation, Banking, CRM, Sales, Selling, Closings, Real Estate, P, Real Estate Financing, Investors, Marketing Strategy, Loans, Finance, Real Estate Economics, Investments, Small Business, Commercial Real Estate, Marketing, New Business Development, Refinance, Process Improvement
Education
Tarleton State University 1999 — 1999
Bachelor's degree
Tarrant County College 1996 — 1999
Associate's degree
The University of Texas at Arlington 1995 — 1996
Martin High School
OrthoSon Surgical Inc. March 2010 - Present
Arthrex July 2008 - October 2008
Exeter 1031 Exchange Services, LLC April 2006 - April 2008
Skills
New Business Development, Marketing Strategy, Sales Management, Entrepreneurship, B2B, Small Business, Sales, Business Strategy, Strategic Planning, Team Building, Start-ups, Negotiation, Account Management, Coaching, SEO, Business Development, Medical Devices, Marketing, Leadership, Cold Calling, Surgeons, Orthopedics, Surgery, Healthcare, Sales Process, Sales Operations, Direct Sales, Contract Negotiation, Operating Room, Customer Service, Sales Presentations, Management
Education
University of Central Florida 2001 — 2003
Bachelor of Arts (B.A.), Communication and Social Behavioral Science
Valencia College 2000 — 2001
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Exeter 1031 Exchange Services LLC Exchange AssistantDiversified Exchange CorporationMay 2004 - June 2006
The Leukemia & Lymphoma Society 2000 - 2003
Education
Eastern Washington University 1995 — 1998
Bachelors Science, Community Health Education
Exeter 1031 Exchange Services, LLC September 2014 - Present
E I Harris Consulting June 2011 - Present
Convaid April 2014 - September 2014
Convaid February 2013 - September 2014
Astrophysics Inc July 2012 - February 2013
VNU Retail Group June 2010 - May 2011
Jobar International, Inc March 2009 - March 2010
Barclays Capital February 2008 - December 2008
WaMu 1031 Exchange (Formerly TIMCOR Exchange) July 2004 - December 2007
Skills
1031 Exchanges, Email Marketing, Marketing Strategy, Marketing Communications, Marketing, Marketing Management, Product Marketing, SEO, Online Advertising, Market Research, Product Development, Strategic Planning, Event Management, Advertising, Budgets, Product Management, Online Marketing, Collateral, Event Planning, Budget Management, Collateral Design, Event Marketing, Product Launch, Real Estate Marketing, Real Estate, Commerical Transactions, Investment Properties, Investment Strategies, Management, Operations Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
University of San Diego 2000 — 2004
Bachelors, Business Administration; Finance and Management
Wells Fargo April 2011 - Present
Southern Community Bank and Trust September 2008 - April 2011
Exeter 1031 Exchange Services, LLC March 2006 - February 2007
Wachovia Bank May 2001 - February 2006
Wachovia Bank, N.A. April 1998 - May 2001
Piedmont Aviation Services, Inc. June 1993 - March 1998
Education
Gardner-Webb University 2001 — 2003
MBA, Business Administration
Office of the Chapter 13 Trustee January 2009 - Present
Exeter 1031 Exchange Services, LLC July 2006 - August 2008
TransUnion Exchange June 2005 - June 2006
California Coast Credit Union March 2002 - May 2005
The Chicago Trust Company of California December 1999 - March 2002
Resources Trust Company October 1994 - June 1999
San Diego Trust & Savings Bank 1985 - 1994
Skills
Microsoft Office, Salesforce.com, Courts, ECF, 10 Key, 1031 Exchanges, Customer Service, Compliance, Bankruptcy, Legal Assistance, PowerPoint, Legal Research
Education
University of San Diego 2012 — 2012
Certificate, Paralegal Studies, Honors
San Diego Miramar College 2010 — 2011
Paralegal Studies, 4.0
San Diego Community College 1986 — 1989
n/a, Liberal Arts and Sciences, General Studies and Humanities, 4.0
Otero Junior College 1982 — 1984
Exeter 1031 Exchange Services, LLC September 2015 - Present
RM Grupo Empresarial January 2011 - Present
Colegio Americano de Mexicali February 1985 - Present
Mexicana Logistics S.A. de C.V. October 2014 - July 2015
V International January 2014 - October 2014
Law Ofiices of Jose C. Rojo September 2012 - January 2014
Partido Accion Nacional January 2009 - July 2009
Great Place to Work® January 2008 - January 2009
Skills
Legal Research, Litigation, Legal Writing, Corporate Law, Business Strategy, Legal Advice, Contract Negotiation, International Law, Mediation, Legal Assistance, Intellectual Property, New Business Development, Commercial Litigation, Spanish, Commercial Contracts, Corporate Finance, Business Planning, Administrative Law, Competition Law, English, Civil Litigation, Comparative Law, International Business, Elementary Education
Education
California Western School of Law 2009 — 2010
LLM, Law
CETYS Universidad 2005 — 2009
Derecho, Law
ITESM 2003 — 2004
Derecho, Law