Jake Richardson
Customer Success & Account Management | Sales & Account Executive Strategy | CRM, Retention, Client Onboarding | Wellness + Real Estate
- Role
- Real Estate Investment Advisor at Buckingham Investments, Inc
- Location
- Long Beach, CA, US
- LinkedIn followers
- 500 followers
About Jake Richardson
I’m a relationship-driven professional with experience spanning sales, account…
Experience
Real Estate Investment Advisor
Sep 2020 — Present · Torrance, CA, US
At Buckingham Investments, I advised clients on multifamily and investment property opportunities, combining relationship-driven account management with strategic sales execution. I managed a diverse portfolio of investors, guiding them through acquisition, management, and long-term wealth-building strategies.My role blended consultative sales and customer success — from prospecting and onboarding new clients to maintaining strong post-sale relationships that led to repeat and referral business. I leveraged CRM data to track performance, forecast opportunities, and deliver insights that helped clients make confident, informed investment decisions.Key Highlights:Managed a growing book of investor accounts through personalized portfolio strategies.Built lasting client relationships through education, transparency, and consistent follow-up.Collaborated with internal partners and market analysts to identify new revenue and growth opportunities.Developed a deep understanding of real estate investment models, market trends, and long-term ROI optimization.
Education
San Jose State University
Bachelor of Arts - BA, Psychology
2013 — 2015
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