Melissa Holtzclaw

Strategic Risk Advisor - Helping CFO’s & Operators Protect Assets, Revenue & Reputation

Dallas, Texas, United States

About

Experience

  • Business Development Executive / Risk Advisor at IMA Financial Group, Inc.
    Jun 2021 - Present · 5 yrs 2 mos

    I am a Business Development Executive in our Commercial Department and a member of our Real Estate and Hospitality Practice Groups. As an account executive, I coordinate the resources available within our firm to customize insurance programs that meet the risk management needs and high standard of advocacy of a diverse clientele. With more than 15 years of real estate experience, my instincts for identifying each client’s unique objectives enable me to provide exceptional solutions and a tailored client experience, exceeding expectations.

  • Real Estate Broker at Coldwell Banker Bain
    Jan 2021 - Jun 2021 · 6 mos

    With more than 20 years of sales experience, I have a proven track record of delivering sales across multiple industries. Strong, trusting relationships are integral to my leadership and engagement of clients. My passion and instincts for understanding Clients’ needs enables me to provide a truly professional and tailored client experience. I am regarded for my analytical approach, unwavering client care, and deep understanding of market fundamentals and contracts. I have been working with Lisa Whittaker for 10 years and play a key role in transaction management, ensuring a seamless process and successful close, as well as facilitating the marketing and pursuit of luxury properties for clients throughout the Bellevue/Seattle area. Before becoming a licensed real estate agent, Melissa worked in the fashion industry as an account manager for national and international clientele. During this time, she honed her skillset in marketing, sales, design, cost analysis and merchandising—all of which serve to benefit her approach to luxury real estate sales and marketing today.

  • Real Estate Broker at Realogics Sotheby's International Realty
    Dec 2019 - Jan 2021 · 1 yr 2 mos

  • Real Estate Broker at Coldwell Banker Bain | Seal
    Jan 2012 - Dec 2019 · 8 yrs

  • National Account Manager at The Finest Accessories, Inc.
    May 2001 - Dec 2008 · 7 yrs 8 mos

    Oversaw national and international wholesale accounts for high end retailers including Nordstrom, Saks, Bergdorf Goodman and Barney’s as well as generated new accounts including Sanrio, Neiman Marcus and Selfridges. - Reported into the CEO as a member of the executive team - defined company goals, set strategic and business targets, and identified growth opportunities. - Managed a high performance sales team of 7 - Handled vendor management and negotiations - Handled purchase order process for all accounts - Partnered closely with Fulfillment to ensure order accuracy and on-time ship dates - Created quarterly sales reports and analysis for the Sales team - Provide strategic input for Product Design and Development - Collaborated with buyers on private label merchandise - Defined all wholesale and retail pricing - Generated earned media opportunities with industry publications, managed all press requests and advertising opportunities - Developed ad executed marketing and catalogue design - Arranged and managed global trade show