Carlos X. Romano

Experience

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  Lightstone Group

  Sept 2009 - Oct 2010

  Assistant Vice President of Sales (Southeast and Northwest Regions)

  • Collaborated with 2 Regional Vice Presidents (RVPs) to promote and sell a diversified non-traded Real Estate Investment Trust (REIT) and a Regulation D Private Placement program to financial advisers at independent broker dealers and their clients.• Our team drove sales to the firm through a recessionary period. • Collaborated with marketing department to help develop marketing materials by way of brainstorming with all internal wholesaler team members and re-creating, enhancing and repositioning company brand. Show less

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  Grubb & Ellis Capital Corporation

  Jul 2011 - Jan 2012

  Internal Wholesaler

  • Proactively prospected, qualified and promoted a sector-specific non-traded Real Estate Investment Trust (REIT) to financial advisers at top-tiered independent broker dealers via the telephone and e-mail campaigns.• In a team effort with my RVP, increased sales of over 25% since took over position. • Opened up the territory to Puerto Rican financial advisers by way of effectively using bilingual skills and understanding culture as well as providing excellent customer service.

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  Griffin Capital Securities Inc.

  Jan 2012 - Dec 2014

  Associate Vice President

  • Proactively promoted sector-specific and core non-traded Real Estate Investment Trusts (REITs) to financial advisers at top-tiered independent broker dealers via the telephone, e-mail campaigns, webinars and face to face meetings.• In a team effort with scheduler, delivered high and quality scheduling activity for our external wholesaling partner and efficiently managed our designated territory rotations.• Increased territory sales over 50% year over year in $100 Million territory by way of unyielding prospecting, scheduling activity and unrelenting territory penetration. Show less

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  R&R Professional Cleaning Services, LLC

  Jan 2015 - Sept 2015

  Business Owner/General Manager

  • Developed a business plan to run a cleaning services startup company in Boise, ID and surrounding areas.• Prospected, ran marketing campaigns and serviced clients with their cleaning needs. Hired personnel and cultivated relationships with business owners in the Boise area to promote the business.

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  Pacific Rim Capital

  Dec 2015 - Mar 2016

  Account Executive - US/North America/Mexico and Latin America

  Sales professional in charge of cultivating relationships with decision makers and top executives at Fortune 500 Companies in the US, Mexico and Latin America to present them with our World-Class Leasing Program. Pacific RIM Capital is the largest Independent Lessor of Material Handling Equipment in North America, capable of financing all types of material handling equipment across equipment types, manufacturers and geographic footprints. PRC currently services the US, Canada, Latin America, Mexico and Europe. Show less

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  Shopoff Realty Investments

  Mar 2016 - Jun 2017

  Internal Wholesaler

  • Proactively prospected, qualified and consistently produced high call activity to support the selling efforts of my Regional VP; serviced operational and product inquiries from financial advisers and their clients.• Participated in Due Diligence meetings and industry trade shows with the purpose to solidify our business relationships with our advisers and their broker-dealers and to generate incremental business for the firm. • Collaborated with members of other departments in the overall achievement of overall company sales goals. Together with my Regional VP, raised north of $22M in 2016-2017 in the Midwest region in private offerings. Show less

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  FinSense Financial Services & Insurance Agency

  Jun 2017 - now

  Independent Business Owner: Life & Health Agent/Investment Advisor

  FinSense Financial Services & Insurance Agency (DBA)• Independent business owner/life insurance agent, specialized in helping individuals, families and small business owners protect, preserve, grow and transfer their financial assets to future generations.• Provider of education to all clients to help them navigate through the many insurance options available to them. • Translation services to individuals and businesses (English/Spanish/Italian) through Thumbtack. • Best-in class customer service provider across all business enterprises. Show less

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  M | Stevens Wealth Advisors

  Dec 2018 - Jul 2019

  Vice President - Wealth Planning

  M Stevens is a wealth planning firm. Our focus is to help individuals, families and business owners with their financial planning needs including retirement planning, college saving, business succession, key employee protection, executive compensation, tax planning, etc. Helping our clients meet and/or exceed their goals is our only focus and we do this because this is our passion and our way of life.

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  Megatel Capital Investment

  Nov 2019 - Jun 2020

  Associate Vice President
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  Titan Mutual Lending

  Jan 2021 - Aug 2021

  Senior Loan Officer
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  Triton Pacific Securities, LLC

  Nov 2023 - Nov 2024

  Associate Vice President, Internal Wholesaler | Western/Central Markets

  Triton Pacific Securities, LLC ("TPS") was established in January 2005 as the deal manager for Triton Pacific Capital Partners' investment programs and offerings distributed through broker dealers and RIA's. TPS is registered in 50 U.S. States and 2 Territories.

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  1031 Crowdfunding, LLC

  Nov 2024 - now

  Sales Associate

  1031 Exchange facilitation, guidance and product sales.