Sales · Acquisitions · Client Relations

Kevin Cochran

Finance graduate who sources, qualifies, and closes.

Florida Open to remote Available now
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A one minute introduction, if you would rather hear it than read it.

$8M+Revenue sourced in a single year
$37.9MClient assets onboarded
200+Outbound calls per day, sustained

In short

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 200 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 2025 – Present
Apex Fulfillment · Remote
  • 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 2023 – 2025
ARD Services · Veneta, OR
  • 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 2022 – 2023
Fisher Investments · Camas, WA
  • Averaged 200 outbound calls daily 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 2021 – 2022
Fisher Investments · Camas, WA
  • 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.

What I am good at

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 2022
University of Portland · Cum Laude, GPA 3.83
  • 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.

Let's talk

Happy to walk through any of the above, or send anything else you need for the process.

Email  
LinkedIn linkedin.com/in/kevincochranjr