Richard Zimmerman
Verified
• Industry leading sales production throughout my career.
• Founded one of the 1st independent wholesaling operations for sponsors of 1031 TIC exchange programs.
• Development and staffing of investment wholesaling departments.
• Key accounts officer
• Training and education of Registered Reps and IARs.
• Top 5% of 1031 DST/TIC sales in the U.S. 2004-2007
• Principal speaker at over 300 investor seminars.
• Products Include: Non-Traded REITS, Reg. D real estate and energy offerings, Asset Management, Lending, Trust, and Custodial Services, Annuities, Mutual Funds and Insurance Products.
• Developed collateral and marketing materials to support sales efforts.
• Structured 1031 DST investment programs.
• Member of REISA and organized, member of the team that organized REISA's annual conference and regional symposiums, and acted as panel organizer/moderator at these events.
• Lic: Series 7, 6, and 63.