Craig Cooper

Craig Cooper

Golf Professional

Followers of Craig Cooper1000 followers
location of Craig CooperSan Diego, California, United States

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  • Timeline

  • About me

    Executive VP, Capital Markets & Closing Agent

  • Education

    • University of North Texas

      -
      Bachelor of Business Administration (BBA) w Real Estate concentration
  • Experience

    • Landmark Land

      Feb 1989 - Jan 1993
      Golf Professional

      Class A PGA Golf Professional, PGA West.

    • 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.

    • 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

    • 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.

    • CM Pacific Capital Group

      Oct 2017 - Mar 2024
      • COO

        Aug 2018 - Mar 2024
      • Executive Vice-President

        Oct 2017 - Jul 2018
    • CORE Pacific Advisors

      Oct 2017 - now
      Executive VP, Capital Markets & Closing Agent
  • Licenses & Certifications

    • CA BRE# 01939552

    • FINRA Series 7, 63

    • NMLS# 1170411

  • Volunteer Experience

    • Search & Rescue Volunteer Team Member (RETIRED)

      Issued by San Diego County Sheriff on Jun 2015
      San Diego County SheriffAssociated with Craig Cooper