| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Street Address
(H) (305-432-5151 (C) 410-336-3572 EMAIL AVAILABLE Seeking position :Banker, Commercial Loan Originator, Asset manager, Real Estate Project Manager, Investment Banker, Executive, CEO, COO.Professional Summary: Currently President at Clark Capital Funding Group-facilitated loans for projects for commercial loan for bridge, construction, land, purchase loans. Closed loans from $1M-$125M through various loan programs through private investors, banks and institutional clients. Currently Certified agent for National Basketball Association and owns a Sports & Entertainment Agency. SVP Commercial loan officer originating large commercial loan for bridge, construction, land, purchase loans. Closed loans from $2M-$75M through various loan programs. Over 28 years' experience in the financial management, with a strong background in finance, money man- agement, real estate development, commercial lending, excellent interpersonal skills and the ability to communicate effectively A skilled communicator; able to maintain cultural sensitivity, establish rapport with members of diverse groups, and promote team cohesiveness A self-motivated and organized professional with experience negotiating contracts in multiple industries High-energy, confident professional with an infectious enthusiasm for success Strong meeting planning and facilitation skills; able to communicate effectively with all organizational lev- els, build relationships of trust 26 years of experience with marketing, business development, and project management., excellent writing skills, and the ability to find innovative solutions An organized, detail-oriented, and conscientious self-starter, able to strategize and prioritize effectively to accomplish multiple tasks and stay calm under pressure Over 26 years experience in operational and financial analysis, with particular skill in analyzing companies on a functional and quantitative basis and recommending process improvements that further the bottom line More than 26 years of management experience in diverse financial services institutions, with a proven record of productivity, quality, and integrityEducation and TrainingSchool: Johns Hopkins University, B.S. Finance/Business, Honors Awards and Memberships Awarded Summit Brokerages Prestigious National Top Producer Award for 2009 (recognized as the 1# producer among 310 independent offices) Selected as member of Summit Chairmans Club (recognized the top 5 percent of advisors in an indepen- dent office) Member of Gruntal Chairmans Group, 1995-1999 Member of Wheat First Advisory Council. 1993-1995 Member of Leadership Howard County, Maryland Board member of Howard County Pension Oversight Commission (Advisory council for Employees and Fire Pension) Certified Agent for National Basketball Association Relevant ExperienceClark Capital Funding Group**President, Miami, Florida May 2010-Present Experience with loans secured by commercial real estate and also seeks to invest in financing of core assets that include office buildings, multi-family residences, shopping centers, and hospitality, plus ground up entitled land developments. Loan ranged from $1-$125 million. Originate large loans for bridge, construction, construction to Mini perm, land, refinance. Overseeing loan file flow thru to closing as well as origination and structuring of asset-based financ- ing transactions and brings years of banking experience. Involved in negotiating, closed and managed transactions valued over $500 million dollars Experience with senior debt loans, mezzanine or subordinated loans, preferred equity and other eq- uity participation financing structures.Certified Agent NBA / Chairman Pr1me Sports & Entertainment Agency March 2014-Present Pr1me Sports & Entertainment Agency specializes in negotiation, marketing & branding and managing ath- letes and entertainment clients throughout the world. I goal is to offer the best management team for our clients. Certified to negotiate and manage players contracts. Commercial Loan Officer, Omega Street Capital Finance, Miami, Florida Sept 2015-December 2016 Experience with loans secured by commercial real estate and also seeks to invest in financing of core assets that include office buildings, multi-family residences, shopping centers, and hospitality, plus ground up entitled land developments. Loan ranged from $5-$75 million. Originate large loans for bridge, construction, construction to Mini perm, land, refinance. Overseeing loan file flow thru to closing as well as origination and structuring of asset-based financing transactions and brings years of banking experience. Financial Advisor, Clark Capital Wealth Management -Independent branch, Columbia, MD Oct 1999 Jan 2016 Utilizing a network of professionals in the Trust Services industry, including but not limited to, attorneys and accountants, to expand the client base for the organization Formulate and conduct marketing strategies to develop and enhance client relationships Managed assets over $32 million before downsizing Assisted with raising capital for business over $100 million Markets investment, insurance, and various other financial products through a multi-level marketing net- work. Ability to speak and promote services to individuals to create financial dependence. Develop custom strategies to help individuals reach financial goals and objectives. Prepare various monthly, quarterly and annual reports of client activity as required based upon the type of account relationship. Advising individual clients on all aspects of their personal finances including but not limited to personal financial management and investment, college planning, retirement planning and estate planning including generational planning and estate settlements Advised institutional clients on potential investment opportunities and anticipated economic trends Financial Advisor, Gruntal & Company, Baltimore, MD April 1995 Oct 1999 Trusts (revocable, irrevocable, charitable remainder, and insurance Managed assets over $43 million Had direct relationship with money managers and pension funds Management, supervision, and direction of all administrative activities associated with assigned client ac- counts. Analyze and determine clients financial resources, needs and objectives Built a practice with over 220 clientsFinancial Advisor, Wheat First Butcher Singer, Washington, DC Aug 1990 April 1995 Manage assets over $23 million while maintain client base over 150 Utilized my business experience to provide specific needs on a case-by-case situation for all aspects of the Financial Services Industry for multiple clients. Advise clients on financial strategies and financial products To assist in the conversion process of clients. This included the creation of plan's trust and custody struc- tures as well as the conversion of raw data from one trustee and/or administrator to another. Professional Licenses Series 7, Series 6, Series 24, series 65 Life, Accident, Health InsuranceTechnology Skills: Microsoft Windows Platforms, Microsoft Office, Wealth Management Tools, Internet Additional InformationSkills Financial Management for over 27 years Financial reporting and analysis Excellent communication and presentation skills Highly detail-oriented Complex problem solving Budgeting and financial management Exceptionally organized Account management specialist Spanish understandable Proficient with commercial and residence markets Efficient with commercial loans |
