ERIC KAPLAN, SAGE INSURANCE SERVICING

Transcription

1 ERIC KAPLAN, SAGE INSURANCE SERVICING Company Name: Current Title: TSSA Membership Type (Select only one): City of Residence: Select committees of interest: Self-storage Background: Vendor Southlake, Texas Charitable Fundraising Convention 5 years in the self-storage tenant insurance industry with and Equity International Services; 8 years in property management as Chief Operating Office of All American Property Management. Résumé: September 2012 Present (1 year 10 months)carlsbad CA Managing Member Equity International Services 2009 Present (5 years)greater San Diego Area A Founder and Managing Member of re-insurance Directs and supervises the implementation of the program on a national level. Supervises the daily operations of EIS. Supervises investor reporting and distributions. Partner San Diego Storage Partners (2 years)san Diego

2 Supervises the asset management of a 60 property Negotiates debt refinancing as loans become due. Negotiates loan modifications for distressed properties. Supervises the performance of the third-party property management company on behalf of the asset manager to ensure standards are maintained and returns are being maximized. Chief Operating Officer All American Property Management (8 years)greater San Diego Area Designed then implemented the corporate structure and organizational model of AAPMI, a property management Built the company from 0 to approximately 225 employees. Grew AAPMI from 0 to 65 commercial real estate properties under management. The properties were primarily mini storage assets in addition to industrial flexspace, industrial buildings, and retail space. Directed operations and employees at a national level. Cultivated and trained higher lever employees in all aspects of their position, including analyzing and utilizing financial statements, marketing, adhering to financial budgets, and designing employee incentive programs. Conceived and implemented new technology strategies to manage the real-time operational reporting of the Aggressively managed the portfolio to promote strong investor returns. Financial Advisor

3 (3 years)greater Los Angeles Area Successfully grew assets under management from a portfolio of $0 to $20,000,000 in 20 months through cold calls and referrals. Demonstrated ability to succeed in high volume trading market. Adept at creating, developing and executing short- and long-term financial strategies customized to meet client needs in profit-driven, customer-focused environments. Self-Storage Industry Involvement: September 2012 Present (1 year 10 months)carlsbad CA Managing Member Equity International Services 2009 Present (5 years)greater San Diego Area A Founder and Managing Member of a captive reinsurance Directs and supervises the implementation of the program on a national level. Supervises the daily operations of EIS. Facilitates the continued growth in premium. Supervises investor reporting and distributions. Partner San Diego Storage Partners (2 years)san Diego Supervises the asset management of a 60 property Negotiates debt refinancing as loans become due. Negotiates loan modifications for distressed properties. Supervises the performance of the third-party property

4 management company on behalf of the asset manager to ensure standards are maintained and returns are being maximized. Chief Operating Officer All American Property Management (8 years)greater San Diego Area Designed then implemented the corporate structure and organizational model of AAPMI, a property management Built the company from 0 to approximately 225 employees. Grew AAPMI from 0 to 65 commercial real estate properties under management. The properties were primarily mini storage assets in addition to industrial flexspace, industrial buildings, and retail space. Directed operations and employees at a national level. Cultivated and trained higher lever employees in all aspects of their position, including analyzing and utilizing financial statements, marketing, adhering to financial budgets, and designing employee incentive programs. Conceived and implemented new technology strategies to manage the real-time operational reporting of the Aggressively managed the portfolio to promote strong investor returns. Financial Advisor (3 years)greater Los Angeles Area Successfully grew assets under management from a portfolio of $0 to $20,000,000 in 20 months through cold calls and referrals. Demonstrated ability to succeed in high volume trading market.

5 Adept at creating, developing and executing short- and long-term financial strategies customized to meet client needs in profit-driven, customer-focused environments. Professional Organization: Other: Self Storage Association CA Self Storage Association; MA self Storage Association; AZ Self Storage Association Volunteer Activity: Professional Experience: Education: Property & Casualty Insurance Licensed. Held Series 7, Series 66. B.A- Berklee College of Music; MFA American Film Institute GOALS FOR SERVICE Goal One: Goal Two: Personal Goal One: Personal Goal Two: Help make the legislative environment friendly to self storage owners and vendors. Help members increase the value of their self-storage sites. Give back to the self storage community. N/A