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Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.
A position in CRE Finance utilizing my 30 + years of experience in the industry. My experience covers all areas including; sourcing, origination, underwriting, credit approval, closing, servicing, asset management, and workout. I have held executive positions with supervisory oversight of a staff of up to 40. I have overseen pipeline management of a unit that produced over 200 Loans and $1.3 billion in annual underwritings...
Tags for this Online Resume: Underwriter, Management, Asset Management, Book of business, Due Diligence, Policies and Procedures, Sourcing, Origination, Relationship Management, Workout, Servicing, Pipeline Management, Commercial Real Estate, Director of CRE Dept. (all aspects), Special Asset Management
to work at the executive level or consultant
Ideal Companies: virgin industries
Tags for this Online Resume: investments
Senior Investment Executive with broad strategic and tactical skills who delivers exceptional client service and servant leadership. Strong track record crafting sophisticated strategies that drive revenue growth and reduce risk for institutional clients. Fluent understanding of portfolio management, investment banking, asset/liability management, liquidity management, global strategic/tactical asset allocation, and alterna...
Tags for this Online Resume: Management, Compliance, Business Development, Consulting, Due Diligence, Investment Management, Retail, Transitions, High Net Worth, Real Estate, Private Equity, Investment Banking, Investment Strategist
Over ten years of professional experience in finance and data analytics. Possess an innate ability to synthesize information, generate insights and communicate data driven decisions effectively in a dynamic environment. Analytical, detail oriented, driven and eager to be challenged. Experienced in Excel, Tableau, SQL and Python.