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
industries who relishes the accountability and independent responsibility of
sales; eager for new challenges. Resourceful in managing all phases of programs
and projects - whether shaping a startup or driving existing business processes.
Compelling insight and effective knowledge and experience to improve processes
and build/rebuild customer loyalty and trust.
Consistent record of generating growth and profits through strategic and
tactical leadership in the midst of competitive market environments or down
economies. Strong motivator, coach, and cross-functional encourager. Goal-focused
sales leader with an extensive portfolio of results and experience - significant
accomplishments:
 * 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
producers within a national competitive field.
 * Personally involved in closing more than $3B in loans throughout the U.S. -
in up to 75% less time, with greater effectiveness, and record customer
satisfaction.
 * Fostered strong relationships and teamwork with key customers and decision
makers.
 * Co-founder and Board Member of nonprofit charitable organization - to help
adults and children in high-risk areas increase quality of life and educational
skills.
Offering expertise in * Negotiations/Deal-making * Sales Revenue Growth *
Executive 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
ability to achieve results. Represent #1 mutual life insurance company in the
U.S. Provide customized insurance/financial solutions to senior level executives,
business 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
business 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
for 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.
Directed internal and external departmental team activity. Trained Brokers, Loan
Agents, 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 transactions
monthly; accomplished more than 90% application-to-funding ratios (30% over
average) 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
customer satisfaction.
 * Co-founded three four-unit property departments in the Pacific Northwest
region; 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
negotiation maneuvers for one of the largest and most respected commercial real
estate services companies with multibillion-dollar investor equity. Offered and
supported real estate investment and leasing programs that provided individuals
and institutions the opportunity to invest in a broad range of real estate
investment vehicles.
 * Designed customized marketing programs for major banking institutions,
construction developers, corporations, small business associations and startups,
as well as pension funding programs to achieve consistent and sustained occupancy
levels (85 to 100%) in project inventory totaling 1.1 million square feet in the
midst of continual market instability and vacancy issues.
 * Drove a successful promotional campaign focus for a 600,000 square foot
office complex during a city legal action against the developer. Worked
effectively with executive leadership to define, launch, and drive
mission-critical strategic and operational initiatives.
 * Planned and deployed strategic business plans and managed budgets that
increased market share throughout tumultuous economies and market fluctuation.
 * Conducted market research analyses to define new business opportunities;
significantly changed the focus of market area in mid-career.
 * Served as corporate representative to the Oakland Chamber of Commerce and
selected as Chairman in promoting Bay Area companies. Led business planning and
direction, 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
organization 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
startup and launch of computer software company - Waveform Corporation - in
collaboration with Lead Counsel - Wilson, Goodrich & Sonsini Law Corporation and
Executive Management

Chairman/Member of Oakland Chamber of Commerce - represented Bay Area companies;
headed monthly meetings and involved with regional assessments and decision
making; headed monthly business development & meetings

Co-founder/Board Member of not-for-profit philanthropic Parent Empowerment
Program (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;
trained 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
Foundation-2009

Active Member: Moraga and Lafayette Chambers of Commerce - 2008 to present