We found the following information about Sandra Reese at Ira Services Trust Company, where this expert has worked as a Business Consultant since 2017. Sandra's total work experience is over 30 years, during which time the professional had at least 14 jobs at different places to develop professional skills. Sandra studied at the University of Illinois at Chicago from 1977. This person received the following certifications: Certified Financial Education Instructor, Senior Real Estate Specialist, and Certified Staging Consultant. Sandra Reese is experienced in English. Sandra currently is located in Sioux Falls, South Dakota. You can contact with Sandra by looking for phone number or email or find further information by requesting access to their additional details from Connexy.
Name variants:
Sandy Reese
Contact Information
Last Update
Jul 13, 2022
Email
sr**@mtrustcompany.com
Location
Sioux Falls, SD
Company
Workplace
Colleagues
Work History
Business Consultant
1160 Industrial Rd SUITE 1, San Carlos, CA 94070
Business consultant focused on strategic planning, marketing and business development initiatives for this specialized trust company offering custody services for alternative assets held in ...
from Aug 2017
Real Estate Broker, Seniors Real Estate Specialist, Mid Century Modern Focus
175 Park Ave, Madison, NJ 07940
Residential real estate broker focused on mid century modern homes and housing options for seniors. Certified Staging Specialist; Seniors Real Estate Specialist.
Jun 2017 — Aug 2018
Founder
I am partnering with another credentialed industry professional to develop and deliver personal financial education, in "digestible portions", with a focus on the individual, small business ...
from May 2017
Business Consultant
I provided consulting services to specialized trust companies providing custody services to self-directed investors. Engagements included: strategic business planning, internal training, bus...
from Apr 2013
Senior Vice President - Self-Directed Iras, Private Fund and Alternative Asset Custody Services
2001 Spring Rd SUITE 700, Oak Brook, IL 60523
Mar 2007 — Apr 2013
Business Development Officer, Commercial Banking
Responsible for identifying and acquiring new deposit accounts for a medium sized commercial bank. Developed campaigns to focus on state and local government lock box banking opportunities. ...
Apr 2006 — Dec 2006
Business Development Call Center Manager and Regional Business Development Officer
17901 Von Karman Ave SUITE 1200, Irvine, CA 92614
Hired to establish and manage a new inbound business development call center. Developed first comprehensive training program on self-directed investing in IRAs. Acted as escalation point for...
Jan 2005 — Apr 2006
Financial Services Sales Representative, Retail Brokerage Division
245 Summer St, Boston, MA 02210
Transitioned in to the financial services industry by joining Fidelity's Merrimack facility in the retail brokerage division. I benefited from Fidelity's extensive training program and clien...
Jan 2004 — Nov 2004
Director Business Development and Marketing - Ivr and Crm Technical Services
Technical services start-up opportunity. Responsible for sales and marketing for a technical services company focused on developing and deploying custom IVR and CRM solutions. Identified opp...
Oct 2001 — Dec 2003
Director of Marketing - Enterprise Solutions
I ventured into the technical side of voice processing by joining a company that developed enabling technology. Responsibilities included maintaining a presence in the enterprise market, man...
Dec 1999 — Oct 2001
Oem Sales Director - Ivr Systems
5 Technology Park Dr Suite #9, Westford, MA
Hired to rebuild the faltering relationship with Nortel Networks and grew it from a 'custom engineering' to an OEM relationship. Negotiated OEM contract, acted as product manager for the dev...
Feb 1994 — Aug 1998
Senior Vice President Real Estate Investments
2001 Spg Rd SUITE 700, Oak Brook, IL 60523
Education
Occupations
Executive
Founder
Real Estate Broker
Licensed Real Estate Broker
Accountant
Finance and Accounting Specialist
Business Consultant
Founding Member
Chief Executive
Property Manager
Real Estate Manager
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Strategy
Business Development
Strategic Partnerships
Finance
Marketing
Investments
Product Management
Management
Iras
Business Strategy
Entrepreneurship
Sales Management
Product Marketing
Financial Services
Sales
Alternative Investments
Start Ups
Business Planning
Leadership
New Business Development
Product Development
Presentation Development
Self Directed Ira
Financial Planning
Business Relationship Management
Series 63
Series 7
Sales Rep Training
Newsletters
Collateral Writing
Sales Compensation
White Papers
Composing Press Releases
Webinar Development
Professional Development Seminars
Real Estate License
Rias
Holistic Financial Planning
Educational Consulting
Subject matter expert on alternative asset investing in self directed IRAs.
FAQs about Sandra Reese
What's the main profession of Sandra Reese?
This professional's job is Business Consultant
What are the main profession of Sandra?
These person's professions are Executive and Founder
Where does Sandra Reese currently live?
Sioux Falls, South Dakota is the place where Sandra Reese lives
Does Sandra have the email address?
sr**@mtrustcompany.com is The professional's email address.
Where did Sandra Reese work?
This expert worked at Ira Services Trust Company, Coldwell Banker Residential Brokerage.
Where has Sandra Reese studied?
Sandra studied at the University of Illinois at Chicago from 1977.
Are there any certifications, that Sandra Reese has?
The professional received the following certifications: Certified Financial Education Instructor, Senior Real Estate Specialist, and Certified Staging Consultant.
What languages does Sandra Reese speak?
Sandra Reese speaks English.