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William Huey, MBA, CES(R)

William Huey, MBA, CES(R)

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location of William Huey, MBA, CES(R)San Jose, California, United States

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  • Timeline

  • About me

    Senior Exchange Officer at Investment Property Exchange Services, Inc (IPX1031®)

  • Education

    • Oakland High

      1980 - 1983
      H.S. Diploma General Studies Passed

      Activities and Societies: Swim Team, KEY Club, Yearbook

    • Cal State East Bay- College of Business & Economics

      2002 - 2003
      MBA Business Administration

      Globalstrat project with Textile Manufacturer in Brazil

    • Cal State East Bay- College of Business & Economics

      1983 - 1988
      B.S. Real Estate and Finance

      Activities and Societies: President, Asian Student Union Student Council Member Intramural Basketball

  • Experience

    • Grubb & Ellis

      Jul 1996 - Aug 1997
      Research

      Research local real estate markets. Produced market comparables for real estate brokers.

    • Starker Services, Inc.

      Jul 1997 - Mar 2009
      Senior Exchange Counselor

      Worked with thousands of clients to save millions of tax dollars for continued investment.

    • Carneghi Bautovich & Partners

      Sept 2002 - Dec 2003
      Researcher

      Wrote portions of appraisal report. Verified sales comparables.

    • Premier International Language Academy

      Dec 2007 - Jul 2015
      Business Manager

      Business Manager for private elementary school in San Jose. Mandarin Immersion program and a pre school.www.pilamandarin.com

    • Asset Exchange Company

      Mar 2009 - Feb 2013
      Business Development

      Help clients save taxes on 1031 tax deferred exchanges. Present complex tax issues in a simplified manner.

    • Old Republic Exchange Company

      Feb 2013 - Oct 2014
      Account Manager

      Work with clients to help save on capital gains through the 1031 tax deferred exchange.Certified Exchange Specialist

    • Starker Services, Inc.

      Feb 2015 - Jun 2017
      Senior Exchange Counselor

      Work with clients, escrow officers, tax counsel, real estate brokers to save on capital gains when selling real estate and other investment personal property.

    • Investment Property Exchange Services, Inc (IPX1031)

      Jun 2017 - now
      Senior Exchange Officer

      Work with clients, escrow officers, real estate brokers, CPA, attorneys throughout the 1031 exchange.

  • Licenses & Certifications

    • California Real Estate Broker's License

      State of Calfornia Real Estate Department
      Feb 2002
      View certificate certificate

  • Volunteer Experience

    • Pack 415 Treasurer

      Issued by Boy Scouts of America on Jun 2013
      Boy Scouts of AmericaAssociated with William Huey, MBA, CES(R)