ERIC C.

HAAG
C: 925/818.9727 * * Fax: 925/376.7623
LEADERSHIP & MANAGEMENT * PLANNING & MARKETING * BUSINESS DEVELOPMENT
Assumed key roles in devising strategic business plans; negotiated and resolved
complex financial transactions
Collaborative experienced business professional; proven performer in diverse ind
ustries who relishes the accountability and independent responsibility of sales;
eager for new challenges. Resourceful in managing all phases of programs and pr
ojects - whether shaping a startup or driving existing business processes. Compe
lling insight and effective knowledge and experience to improve processes and bu
ild/rebuild customer loyalty and trust.
Consistent record of generating growth and profits through strategic and tactica
l leadership in the midst of competitive market environments or down economies.
Strong motivator, coach, and cross-functional encourager. Goal-focused sales lea
der with an extensive portfolio of results and experience - significant accompli
shments:
* Inspired successful results by focusing on people, teamwork, and cooperation
- recognized as 'Best of the Best' and ranked as one of the top dollar-volume pr
oducers within a national competitive field.
* Personally involved in closing more than $3B in loans throughout the U.S. - i
n up to 75% less time, with greater effectiveness, and record customer satisfact
ion.
* Fostered strong relationships and teamwork with key customers and decision ma
kers.
* Co-founder and Board Member of nonprofit charitable organization - to help ad
ults and children in high-risk areas increase quality of life and educational sk
ills.
Offering expertise in * Negotiations/Deal-making * Sales Revenue Growth * Execut
ive Relationships * ROI * Financial Accountability * Team/Employee Development &
Coaching * Corporate Reorganization * Driving Improvement * Strategic Planning
* Branding/Marketing * Organizational Leadership * Financial Services * Customer
Service/Care
EXPERIENCE
NEW YORK LIFE INSURANCE CO.; Pleasanton, CA
Professional Agent * 2008 to present
Recruited by Managing Partner because of experience, drive, determination, and a
bility to achieve results. Represent #1 mutual life insurance company in the U.S
. Provide customized insurance/financial solutions to senior level executives, b
usiness owners, individuals, families, estates, and trusts.
* Started business portfolio from zero to include customers in all areas - even
in a tough economy.
* Concurrent responsibility for managing a number of high-profile client busine
ss relationships.
* Defined client conversion methodology, prepared assessments, and presentation
offerings.
EXCEL FUNDING INC.; Sausalito & Pleasant Hill, CA
Senior Sales Consultant * 2006 to 2008
Executive leader and decision maker on diverse loans/sales/lease transactions fo
r private real estate / mortgage brokerage firm. Planned, formulated, and drove
project initiatives to deliver results while building relationships, credibility
, and referral base for commercial and residential clients.
WORLD SAVINGS BANK (later Wachovia Corporation / now Wells Fargo Bank)
Executive Loan Consultant / Senior Underwriting Manager * 1992 to 2006
Provided leadership in business development, marketing communications, and sales
support, as well as commercialization of financial products and services. Direc
ted internal and external departmental team activity. Trained Brokers, Loan Agen
ts, Associate Underwriters, Assistants, and Processors in corporate products, as
well as policies and procedures to improve profitability and service delivery.
* Managed startup, expansion, and relocation of Fast Action Service Team (FAST)
office and achieved personal production exceeding $10 Million and 30 transactio
ns monthly; accomplished more than 90% application-to-funding ratios (30% over a
verage) and up to 200% target sales results.
* Personally engaged in closing more than $3 Billion in loans throughout the U.
S. - secured funds in up to 75% less time, with greater efficiency, and better c
ustomer satisfaction.
* Co-founded three four-unit property departments in the Pacific Northwest regi
on; designated as bank real-estate-owned (REO) specialist throughout California.
* Regarded/ranked amongst the top dollar-volume producers in a national field;
recognized corporate-wide as the 'Best of the Best.'
*
GRUBB & ELLIS COMPANY - Commercial Real Estate Services; Walnut Creek & Oakland,
CA
Sales Executive * 1981 to 1991
Managed marketing strategies, sales and leasing initiatives, as well as negotiat
ion maneuvers for one of the largest and most respected commercial real estate s
ervices companies with multibillion-dollar investor equity. Offered and supporte
d real estate investment and leasing programs that provided individuals and inst
itutions the opportunity to invest in a broad range of real estate investment ve
hicles.
* Designed customized marketing programs for major banking institutions, constr
uction developers, corporations, small business associations and startups, as we
ll as pension funding programs to achieve consistent and sustained occupancy lev
els (85 to 100%) in project inventory totaling 1.1 million square feet in the mi
dst of continual market instability and vacancy issues.
* Drove a successful promotional campaign focus for a 600,000 square foot offic
e complex during a city legal action against the developer. Worked effectively w
ith executive leadership to define, launch, and drive mission-critical strategic
and operational initiatives.
* Planned and deployed strategic business plans and managed budgets that increa
sed market share throughout tumultuous economies and market fluctuation.
* Conducted market research analyses to define new business opportunities; sign
ificantly changed the focus of market area in mid-career.
* Served as corporate representative to the Oakland Chamber of Commerce and sel
ected as Chairman in promoting Bay Area companies. Led business planning and dir
ection, and addressed issues at monthly business networking meetings attended by
up to 500 business professionals.
EDUCATION & TRAINING
CALIFORNIA STATE UNIVERSITY; Hayward, CA
Bachelor of Science degree in Business Administration * 1980
Focus: Finance and Real Estate Management
CERTIFIED COMMERCIAL INVESTMENT MEMBER (CCIM) PROGRAM
MBA [equivalent training] in Commercial Real Estate - affiliated with organizati
on from 1989 to present
California Insurance License since 2008
California Real Estate Broker License since 1996
COMMUNITY SERVICE
Primary 'Series A' Preferred Shareholder/Investor and Real Estate Advisor in sta
rtup and launch of computer software company - Waveform Corporation - in collabo
ration with Lead Counsel - Wilson, Goodrich & Sonsini Law Corporation and Execut
ive Management
Chairman/Member of Oakland Chamber of Commerce - represented Bay Area companies;
headed monthly meetings and involved with regional assessments and decision mak
ing; headed monthly business development & meetings
Co-founder/Board Member of not-for-profit philanthropic Parent Empowerment Progr
am (PEP) to assist and support parents and children in at-risk areas to increase
life quality and education opportunities
Co-developed 'Search for Significance' community-based support group program; tr
ained leaders and launched 16 search groups to assist individuals and strengthen
families in the Oakland, CA area
Platinum Sponsor: Moraga Ranch Swim Team-2007; Bronze Sponsor Moraga Education F
oundation-2009
Active Member: Moraga and Lafayette Chambers of Commerce - 2008 to present