Hallie A Packard

Business Development At Glen Oaks Escrow

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Location:

20401 southwest Cypress St, Newport Beach, CA 92660

Industry:

Real Estate

Work:

UBS Financial Services, Inc., Kottmeier Wealth Managament Group - Orange County and San Diego Area since Apr 2012
Financial Advisor
Orange County Race Craft since Jun 2009
Owner

Skills:

Sales
Short Sales
Real Estate
Negotiation
Finance
Marketing
Refinance
Investment Properties
Investments
Marketing Strategy
Customer Service
Strategic Planning
Foreclosures
Mortgage Lending
Social Media Marketing
Financial Modeling
Wealth Management
First Time Home Buyers
Business Development
Social Media
Financial Analysis
Loans
Series 7
Sales Management
Credit
Residential Mortgages
Management
Corporate Finance
Microsoft Office
Portfolio Management
Credit Analysis
Microsoft Excel
Asset Allocation
Financial Reporting
Uniform Combined State Law
New Business Development
Budgets
Loan Origination
Banking
Risk Management
Powerpoint
Asset Managment
Financial Accounting
Retirement Planning
Insurance
Strategic Financial Planning
Accounting
Relationship Management
Project Management
Wealth Management Services

Languages:

English

Financial Advisor At Ubs Financial Services, Inc.

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Position:

Financial Advisor at UBS Financial Services, Inc., Kottmeier Wealth Managament Group, Owner at Orange County Race Craft

Location:

San Diego, California

Industry:

Financial Services

Work:

UBS Financial Services, Inc., Kottmeier Wealth Managament Group - Orange County and San Diego Area since Apr 2012
Financial Advisor
Orange County Race Craft since Jun 2009
Owner