Trevor Magno

SARES REGIS GROUP Assistant Property Manager (Commercial - Industrial) | Newport Beach , CA | August 2021 – Current • Provided clients with high level service and dedication in effort to extend relationships and promote future opportunities. • Kept project teams on-task with proactive control of budgets, schedules and scopes. • Conducted meetings and prepared reports to communicate project status with internal and external stakeholders. Financial Analyst (Commercial Development/Acquisition) | Newport Beach , CA | March 2018 – August 2021 • Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position. • Delivered financial oversight and advice to corporate stakeholders to improve strategic planning. • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends. RPM MORTGAGE Loan Advisor Associate | Portland , OR | August 2017 - March 2018 • Responsible for networking and maintaining relationships with both new & existing clients and professionals. • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action. TRILOGY FINANCIAL Wealth Advisor | Corona, CA | April 2016 - June 2017 • Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance. • Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.