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| Margo Steahly |
RICHMOND,
Va. (Feb. 27, 2018) – Capital
Square 1031, a leading real estate investment and management firm
specializing in Delaware statutory trust investments, announced today that Margo Steahly, a 20-year veteran of
the financial services industry, has joined the firm as National Sales Director.
She will be responsible for national accounts and East Coast sales of 1031 DST
programs sponsored by Capital Square 1031.
“Margo
is a respected, seasoned financial services professional,” said Louis Rogers,
founder and chief executive officer of Capital Square 1031. “We are very
pleased to add her to the Capital Square 1031 team.
 |
| Louis Rogers |
"With more than 20 years of
experience ranging from wealth management to sales of DSTs and other private
placement products, she is well-positioned to serve the growing number of
broker-dealers and financial advisors who sell DST investments.”
Prior
to her tenure at Capital Square, Steahly spent approximately five years as
director of internal sales for Sandlapper Capital Investments, LLC. Previously,
she served as director of tenant-in-common sales at Dallas-based ORIX USA,
where she assisted in the development of the company’s scalable business
platform.
The platform aimed to incorporate a web-based due diligence
information distribution system; a turn-key application and closing process for
investors; and a server secured contact management database.
Steahly
regularly participates in panel discussions at industry events, and previously
was a member of ADISA’s legislative & regulatory committee, where she
assisted with Congressional advocacy.
Steahly
graduated from DePaul University in Chicago with a bachelor’s degree in
business administration. She holds FINRA Series 7 and Series 66 licenses.
Margo
Steahly is a Registered Representative of WealthForge Securities, LLC. View her profile on FINRA BrokerCheck https://brokercheck.finra.org/.
For more information, please contact:
Julie Leber
Spotlight Marketing Communications
949.427.5172, ext. 703
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