James M Kennedy
Caribbeandreams7@gmail.com
310-499-3658
Objective: To use my significant interpersonal skills, proven sales, marketing, and business development experience (from building multiple businesses in multiple geographic territories over twenty plus years), and entrepreneurial background while leveraging the resources of a large and forward thinking organization to contribute to the top line sales growth of your organization.
Beach Cities Solar Consulting LLC (Manhattan Beach, CA & San Juan, PR) www.beachcitiessolarconsulting.com: Owner/Managing Member March 2017 – Present
Consulted on dozens of commercial solar energy installations for corporate clients including Skechers, Remax, Lighthouse Properties, and Industry Partners
Sold over $10,000,000 in commercial and residential solar energy and storage projects
Upsold electric vehicle charging stations (EVFC) to both homeowners and businesses
Developed pipeline of multimillion dollar solar energy projects for corporations nationwide
Originated a pipeline of 8 MW of Power Purchase Agreements in PR for 3rd party financing
Consulted on and developing a 4 MW carport / rooftop solar PV project in Illinois with EDF Powerflex
Maintained CRM to manage sales pipeline nationwide
Created investment tax credit brokerage platform to help developers monetize tax credits, current pipeline is over $15,000,000
Consulted on over 100 residential solar energy installations for HNWIs across USA & PR
Created “sell side” platform to monetize EPC & developer network nationwide selling solar panels, software, and other products into channel.
Hired and trained team of four independent sales contractors
Created referral partnership programs with real estate companies including Remax Estate Properties Los Angeles (largest residential brokerage in California with over 600 agents)
Wrote weekly blog on solar energy, electric vehicle, and battery storage topics, generating over 150,000 annual views on website.
Built e-mail database of over 6,000 California general contractors, architects, roofers, real estate agents, facilities directors, and winery owners
Developed personal relationships with CEOs of large companies.
Spoke at dozens of real estate offices, Rotary clubs, and Chambers of Commerce on the topic of solar energy and storage. Pivoted to Zoom prior to pandemic. Built relationships with HNW and UHNW individuals and family offices through this network.
Created custom marketing presentations to educate property owners about the benefits of solar energy
Kennedy Financial Strategies LLC (Redondo Beach, CA) www.kfsathlete.com: Owner. March 2009-March 2016.
Compiled extensive research on the sports vertical within the wealth management industry concluding there were no education based financial planning firms dedicated to the athlete market
Recommended conservative investment strategies for high-net-worth individuals to protect and grow their wealth
Analyzed multiple sources of income and created after tax budgets for clients
Compiled extensive research on each of the four major professional sports leagues benefits programs including pensions, health benefits, and retirement plans
Built and maintained social media platforms for the company on Facebook and Twitter that educated the consumer while aligning the company’s brand with its target market
Built relationships with media outlets to build the brand and broadcast the company’s message
Networked with other sports professionals, athletes, and brands at major sporting events, charity events, camps, and pro leagues.
Created custom educational platform for professional athletes to increase financial literacy and empower their financial decision-making process
Built custom website, marketing materials, and a proprietary database of over 1,000 professional athletes breaking down career earnings to target and market to the professional athlete market
Merrill Lynch Global Wealth Management (Beverly Hills, CA): Financial Adviser
Top 20% of Financial Advisers nationwide in my LOS (length of service)
Graduated 3 year POA training program in one year
Built relationships with HNW and UHNW individuals and families in NY and CA
Education: Sacred Heart University (Jack Welch College of Business). Bachelor of Science. Business Administration. 2000-2004
Community: Former Big Brother in Big Brother Big Sister Los Angeles Program (3 years). Former Board Member of Manhattan Beach Rotary Club & San Juan, PR Rotary Club (5 years). Non-Profit Coach in Social Ventures Fast Pitch Program (our non-profit Food Finders won)!
Languages: English, Spanish
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