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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
Experienced investment and technology professional highly motivated to help firms drive new business, manage client relationships, achieve operational improvements, implement technology solutions, and apply best practices. Proven ability to manage complex projects, build and lead a team, exceed service and revenue goals with outstanding time management and prioritization abilities.
Willing to assume responsibility, is self-motivated, and possesses a high degree of professional integrity. Well rounded, flexible team player, and has the ability to learn quickly. Skilled in applying a logical, common sense approach to seeking practical solutions. Well organized, inquisitive problem solver who enjoys challenges. Communicate effectively when dealing with people of diverse interest and levels of authority....