Craig Cooper

Experience

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  Landmark Land

  Feb 1989 - Jan 1993

  Golf Professional

  Class A PGA Golf Professional, PGA West.

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  Capital Growth Inc.; Lawrence, Edwards and Cooper

  Jan 1993 - Jan 2005

  Financial, Tax, Wealth and Estate Planning

  -Comprehensive financial planning and wealth management, including publicly andprivately traded investments, insurance, real estate, and ongoing portfolio diversification.-Tax planning and preparation of personal, corporate, partnership, estate and fiduciaryincome tax.-Audit representation of individuals and businesses before the Internal Revenue Service,Franchise Tax Board, and State Board of Equalization.-Estate settlement and mediation within families.

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  Real Estate Securities Wholesaler

  Feb 2005 - Jan 2014

  Regional Vice President

  -Wholesale of real estate securities, with focus on 1031 exchange related securities-Consistently ranked #1 in geography assigned.-Represented new offerings and raised capital for both private and publicsecuritized investments including real estate.-Developed sales and marketing plans to achieve desired results. Strategicnetworking was created to build and grow client relationships.-Created and developed marketing materials, conducted presentations andseminars to educate and offer products. Conducted educational workshops.-Continued creation and development cost effective methods to gain brand exposure andvisibility. Show less

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  Residential Home Lending Consultant

  Jul 2014 - Nov 2017

  Home Mortgage Consultant, NMLS 1170411

  Provide full range of residential lending solutions with focus on high net worth.-Created and maintained referral relationships with CPA's, Attorneys, Realtors, CFP,s, industry partners in business and commercial banking.-Delivered high quality and comprehensive advice in areas of real estate, tax, and investment advice.-Served as advisory on lending team and recognized for stellar loan service and client satisfaction.

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  CM Pacific Capital Group

  Oct 2017 - Mar 2024

  • COO

    Aug 2018 - Mar 2024

  • Executive Vice-President

    Oct 2017 - Jul 2018
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  CORE Pacific Advisors

  Oct 2017 - now

  Executive VP, Capital Markets & Closing Agent