REALOGY 1031 SERVICES - Key Persons
Job Titles:
- Client Service Coordinator II
Job Titles:
- Senior 1031 Exchange Advisor
Brad is a licensed REALTOR ® with over 10 years' experience in the real estate industry. Most recently, as a Lead National Agent Development Trainer at Anywhere Integrated Services, Brad developed and instructed industry leading, Continued Education (CE) courses to thousands of agents nationwide, including topics such as 1031 exchanges. Brad's background in education, in combination with his sales expertise as a REALTOR®, provides him a solid foundation in the 1031 exchange industry.
Job Titles:
- Vice President of Operations
Brent pioneered the development of the industry's only online workflow solutions for 1031s in 2000. As a prior past president of the Federation of Exchange Accommodators (FEA), Brent currently sits on the Government Affairs Committee. Brent is an active advocate for ensuring like-kind exchanges continue to be supported in legislative initiatives.
Job Titles:
- Senior 1031 Exchange Advisor
Chassidy is a seasoned Senior 1031 Exchange Advisor with a background as a licensed Realtor for more than five years, she possesses a deep understanding of the intricacies of the market.
Job Titles:
- Client Service Coordinator II
Job Titles:
- CES®, Senior 1031 Exchange Advisor
David is a real estate attorney who has spent more than 20 years in the 1031 exchange industry. He has worked in private practice and created the 1031 exchange departments of banks such as Wilmington Trust and Citibank.
Job Titles:
- Client Services Coordinator II
Dina is a graduate of Hunter College - CUNY with over a decade of experience providing world class customer service. She moved from the East coast to the Midwest six years ago and has been immersed in the world of 1031 exchanges for the past two years. Dina is passionate about delivering excellent service to make the 1031 exchange process as smooth as possible.
Job Titles:
- Senior 1031 Exchange Advisor
Dylan has an extensive background in residential and commercial lending. His background in lending, allows him to educate and empower clients to take advantage of all the benefits of 1031 Exchanges as a Senior 1031 Exchange Advisor.
Kenny is a graduate from Boise State University with a BS in Finance. Born and raised in Mesquite, NV, Kenny moved up to Boise, ID in 2015 and immediately started to contribute to the Boise community. He has over 5 years of customer service experience and is eager to help you with your next transaction.
Job Titles:
- CES®, Senior 1031 Exchange Advisor
Martin brings over 33 years' experience in the field of land trust and tax deferred exchange administration. Martin has written and spoken extensively on the subject of tax deferred exchanges. Martin is a Certified Exchange Specialist® through the Federation of Exchange Accommodators.
Job Titles:
- Senior 1031 Exchange Advisor
An experienced real estate attorney whose practice focused on commercial law specializing in high-volume residential and commercial real estate transactions, now leverages his substantive legal expertise into helping taxpayers successfully navigate complex 1031 exchanges. Matt received his BA in Arts from Florida State University and his JD from Chicago-Kent College of Law.
Job Titles:
- CES®, Senior 1031 Exchange Advisor
Max has spent the bulk of his legal career helping taxpayers realize the benefits of 1031 Exchanges, stimulating local economies with each transaction. He is passionate about protecting the benefits IRC Section 1031 provides to property owners and currently serves on the Government Affairs Committee for the Federation of Exchange Accommodators.
Owen is a graduate from the University of Idaho with a BS in Finance and Economics and Minor in Accounting. After moving all over the west coast he settled Boise as an active member of the community. With over ten years of customer service experience, he makes 'raving fans' and lifetime customers through successful 1031 Exchanges.
Steven has been able to combine the finance function with the needs of a fast-growing organization with experience taking a startup to a billion-dollar enterprise. Steven spent 10 years working for Morgan Stanley in New York before deciding to sit on the other side of the table and help build companies. Steven received an undergraduate degree in Finance from Marquette University an MBA from Columbia Business School and is a CFA charterholder.