Kyle Whisler | Career Impact | Finance Leadership

Key Metrics

$350M

Platform Valuation

VP of Finance during the 2022 all-equity Triplemint acquisition — integrating 250+ agents and 75+ technology staff alongside a $35M capital raise at a $350M platform valuation. Bloomberg-covered.

25→10

Days to Close

Reduced the monthly close cycle from 25+ days to 10 through ERP optimization, automation, and process redesign across 15+ legal entities.

Concurrent Audit Types

QoE, DFPI, unsecured property tax, franchise, insurance, mortgage, and 401(k) — simultaneously managed as primary finance lead.

600+

Agents Onboarded

Supported onboarding of 600+ agents at First Team Real Estate in a single year — the fastest growth in company history — without adding finance headcount.

250+

Agents — Triplemint

Financial integration lead for the Triplemint acquisition, onboarding 250+ agents and 75+ technology staff into The Agency’s finance infrastructure.

20+

Finance Team Members

Leads a 20+ person distributed finance organization remotely from Dallas, TX, overseeing national and international operations across 13+ countries.

Career Timeline

The Agency Real Estate & Affiliated Companies

$330M+ Annual Revenue · $350M Valuation · #2 U.S. Independent Brokerage · 150+ Offices · 13+ Countries

2020 — Present

Vice President, Accounting & Finance

Promoted from Director to VP in 2025, overseeing enterprise-wide finance across 15+ legal entities, 13+ countries, and 6 lines of business simultaneously
Led financial integration of the 2022 Triplemint acquisition ($35M capital raise, $350M valuation) — Bloomberg-covered, all-equity transaction
Reduced monthly close from 25+ days to 10 days through ERP and process optimization
Primary finance lead for 7 concurrent audit types: QoE, DFPI, property tax, franchise, insurance, mortgage, 401(k)
Oversees $35M+ in treasury operations including liquidity planning, escrow structures, and enterprise credit programs (Ramp, American Express Corporate, ACH/wire)
Leads 20+ person distributed finance team remotely from Dallas, TX across national and international operations
Oversees 6 lines of business simultaneously: residential brokerage, franchising, title, mortgage, insurance, and arthouse — including global financial reporting, general ledger, AP/AR, billing, collections, treasury, and balance sheet management for each

$350M Valuation$35M Capital Raise Triplemint Acquisition25→10 Day Close Bloomberg CoveragePromoted Director → VP

Villa Real Estate & Key Escrow

#1 Luxury Brokerage, Coastal OC · $1B+ Sales Volume · 170+ Agents

2019 — 2020

Corporate Accounting Manager

Oversaw all financial operations for #1 luxury brokerage in coastal Orange County and its affiliated escrow company, Key Escrow
Implemented streamlined accounting policies yielding $250K+ in operating cost savings
Maintained monthly corporate American Express account reconciliation and filed quarterly Sales and Use Tax returns
Reported directly to CFO and Director of Accounting

$250K+ SavingsCFO Direct Report$1B+ Sales Volume

First Team Real Estate & Affiliated Companies

Private · #1 Independent Brokerage in Southern California · #19 REAL Trends 500 · $5.96B Sales Volume · 38 Offices · 2,400+ Real Estate Professionals

2018 — 2019

Corporate Accounting Manager

Led 10+ accounting professionals at the #1 independent brokerage in Southern California — a $5.96B sales-volume platform (#19 nationally on the REAL Trends 500) spanning residential, luxury, and commercial real estate, title, escrow, and mortgage
Supported onboarding of 600+ agents in a single year — the fastest growth in company history — and scaled finance operations through active merger and acquisition activity without adding finance headcount
Supported expansion from 27 to 38 offices and 2,000+ to 2,400+ real estate professionals, underpinning 12.8% year-over-year sales-volume growth
Managed cash operations including American Express account reconciliations, wire transfers, ACH payments, and AP check runs
Implemented paperless accounting and system upgrades reducing G&A costs
Managed intercompany transfers and reconciliations across 5+ legal entities

600+ Agents Onboarded#19 REAL Trends 500$5.96B Sales VolumeLed 10+ Accountants

NRT / Coldwell Banker (NYSE: RLGY)

Public (NYSE: RLGY) · $6B+ Revenue · 300+ Offices · #1 U.S. Brokerage 21 Consecutive Years · $178B+ Annual Sales Volume

2016 — 2018

Senior Accountant

FP&A support across 10+ entities at #1 U.S. residential brokerage for 21 consecutive years ($178B+ annual sales volume)
Supported 85+ SoCal & Arizona offices with 5,500+ affiliated sales associates
Reported directly to Controller and CFO at NYSE-listed, $6B+ revenue organization

NYSE: RLGY$178B+ Platform85+ Offices$6B+ Revenue

Albertsons, Inc.

Fortune 500 · #2 U.S. Grocer · Full Store Operations

2005 — 2012

Service Operations Manager

Led full store operations at Fortune 500, #2 U.S. grocer — all departments, full P&L accountability
Served as store HR manager: hiring, training, onboarding, performance management for 30+ employees
Led operational wind-down and closure of multiple store locations

Fortune 500Store Closures Lead30+ Employees7 Years

The Numbers.The Full Timeline.

The Numbers.
The Full Timeline.