Sales · Acquisitions · Client Relations

Kevin Cochran

Finance and IT graduate who sources the lead, qualifies it honestly, and closes the deal.

Florida Open to remote Available now
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$8M+Revenue sourced in a single year
$37.9MClient assets onboarded
250+Outbound calls a day, sustained on a single-line dialer

Background

I have spent four years on the phone, and the numbers behind me were built one conversation at a time. At Fisher Investments I ran 250 outbound calls a day to high-net-worth prospects and helped onboard $37.9M in assets. At ARD Services I moved from calling into full acquisitions and sourced $8M+ in revenue in my first year, underwriting every deal myself in Excel.

What I bring is the whole cycle rather than one slice of it: I can open cold, qualify honestly, underwrite the economics, negotiate the terms, and carry a deal through to close without dropping it. I work well unsupervised, keep a CRM other people can actually read, and build my own tooling when the process is slower than it should be.

Experience

Property Acquisition Specialist Feb 2025 – Present
Apex Fulfillment · Remote
Full-cycle sales B2C & B2B Project management
  • Source off-market residential deals nationwide through high-volume cold calling, texting, and inbound follow-up.
  • Underwrite every deal with custom Excel valuation models, comparable sales analysis, and exit-strategy planning.
  • Run a full lead-to-close pipeline in CRM across hundreds of motivated-seller prospects.
  • Negotiate purchase terms directly with owners, then coordinate diligence, title, and closing logistics.
Real Estate Acquisitions Coordinator Dec 2023 – Feb 2025
ARD Services · Veneta, OR
Full-cycle sales B2C sales
  • Sourced and negotiated timberland and rural land acquisitions, generating $8M+ in revenue in the first year.
  • Built Excel valuation models with risk analysis and exit planning to underwrite each opportunity.
  • Managed diligence and third-party providers (title, survey, legal), overseeing each closing from purchase agreement through funding.
  • Digitized acquisition records to replace manual logs, improving speed and data accuracy across the pipeline.
Account Executive May 2022 – Aug 2023
Fisher Investments · Camas, WA
Appointment setting B2C sales CRM management
  • Averaged 250 outbound calls daily on a single-line dialer to qualify high-net-worth prospects and assess financial readiness.
  • Helped onboard $37.9M in assets under management through consultative, needs-based selling.
  • Maintained CRM accuracy to support portfolio tracking, reporting, and performance analysis.
New Client Conversion Associate May 2021 – May 2022
Fisher Investments · Camas, WA
Client conversion Financial analysis
  • Prepared financial summaries and analysis supporting investment case presentations.
  • Verified and processed client financial documents to ensure compliance and expedite conversion.
  • Communicated performance insights clearly to prospects, building trust and resolving concerns.

Where I'm strong

Outbound prospecting Cold calling at volume Discovery & qualification Objection handling Negotiation & closing Underwriting & risk analysis Financial modeling CRM & pipeline hygiene HNW client relationships Advanced Excel SQL & R Process automation

Education

B.B.A., Finance and Operations & Technology Management Aug 2018 – May 2022
University of Portland · Portland, OR
Cum Laude GPA 3.83 Honors Program
  • Honors Program and Entrepreneur Scholars Program; minor in Entrepreneurship & Innovation.
  • Dean's List, 2018 to 2022.
  • Global Leadership & Innovation Program, Robertson Center for Intercultural Leadership (2021).
  • London Summer Business Program (2019); Alpha Kappa Psi business fraternity.

Materials

Resume
PDF, one page. Opens in a new tab.
Live prospect call
Audio, 12 minutes. An unscripted acquisition call, start to finish. Press play below.

Let's talk

Grab any open slot on my calendar, or reach me directly. However you get in touch, you will hear back the same day.

Book a call cal.com/kevin.cochran
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LinkedIn linkedin.com/in/kevincochranjr