Experience

PROGRESS CAPITAL

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Mar 2022 - Present

• Assistant Vice President

  • Apr 2019 - Mar 2022

  New Jersey & New York, United States - Specialize in arranging ideal financing for all loan types (acquisitions, refinances & construction loans) on all property/portfolio asset types i.e. multifamily, mixed-use, medical office/office, retail, industrial/warehouse, self-storage, hotels, development projects, etc. - Prepare underwriting models & comprehensive loan analyses in Excel based on current & pro-forma cash flow models for the subject property(s). Perform thorough due diligence on each property. - Analyze property… Show more - Specialize in arranging ideal financing for all loan types (acquisitions, refinances & construction loans) on all property/portfolio asset types i.e. multifamily, mixed-use, medical office/office, retail, industrial/warehouse, self-storage, hotels, development projects, etc. - Prepare underwriting models & comprehensive loan analyses in Excel based on current & pro-forma cash flow models for the subject property(s). Perform thorough due diligence on each property. - Analyze property & borrower/sponsor’s financial information to assess and identify the best financing terms/structure the client is able to support. - Prepare Loan Request offering packages to present for each financing opportunity to circulate to various lenders, including traditional banks, agency lenders, CMBS, Debt Funds, Bridge Lenders, SBA, etc, based on my determination of which lending platform will best fit the clients needs & produce the most favorable terms for their deal according to the financing terms/structure they are seeking. - Negotiate with lenders on behalf of the client(s) to ensure that the best possible loan terms are secured. - Provide advice & assistance to guide the client in their selection of the various lender's options I procured to help identify the most competitive offer that best suits their strategy. - Perform as the front line contact/liaison between the client, lender, brokers, attorneys, 3rd parties, & all others involved in the deals, for the various loans that I have transpiring simultaneously. - Streamline all steps of the underwriting & approval process to ensure that all info is accurately presented & submitted to facilitate smooth, timely closings for each loan. - Stay current on all Market Trend, conditions & news that may affect our clients; such as fluctuating interest rate trends, policy changes/new regulations etc - Delegate tasks to our team of financial analysts to efficiently manage our pipeline & maintain timing expectations

• Financial Analyst

  • Feb 2017 - Apr 2019

  • Underwriting the property/portfolio for client's acquisitions, refinances and construction projects across all property types and investment strategies. • Packaging the deal to present the financing opportunity and borrower’s information in a format acceptable to all lending institutions including traditional banks, agency lenders, CMBS, bridge lenders, SBA, etc. • Evaluating the cash flow, property value, debt capacity and key deal metrics in conjunction with the borrowers’ credit… Show more • Underwriting the property/portfolio for client's acquisitions, refinances and construction projects across all property types and investment strategies. • Packaging the deal to present the financing opportunity and borrower’s information in a format acceptable to all lending institutions including traditional banks, agency lenders, CMBS, bridge lenders, SBA, etc. • Evaluating the cash flow, property value, debt capacity and key deal metrics in conjunction with the borrowers’ credit analysis to assist in identifying the best financing structure for our clients • Advising and assisting the borrower in their selection of the appropriate lender and handling negotiations on their behalf to ensure the most favorable terms are obtained • Working with the borrower's counsel and the lender’s counsel to satisfy closing checklist items and ensure a timely closing • Providing follow-up service after the loan closes with any post-closing matters, questions or requests



Prince Capital Advisors

• United States
• Investment Banking
• 1 - 100 Employee

• Analyst

  • Jan 2015 - Aug 2016

  • Provided underwriting support for the valuation of both performing and non-performing real estate assets and loans as well as other debt instruments across multiple sectors • Created over 100 pitch books and investment memorandums for investors and banks using Adobe InDesign • Performed feasibility studies on markets and investment opportunities across Europe, South America, and Asia, researching foreign market conditions and demographics for each • Supported all phases of the… Show more • Provided underwriting support for the valuation of both performing and non-performing real estate assets and loans as well as other debt instruments across multiple sectors • Created over 100 pitch books and investment memorandums for investors and banks using Adobe InDesign • Performed feasibility studies on markets and investment opportunities across Europe, South America, and Asia, researching foreign market conditions and demographics for each • Supported all phases of the transaction management through the closing process Prince Capital Advisors is a full service investment banking advisory firm that exclusively represents financial institutions of all kinds in the sale of a diverse range of assets, which including debt instruments secured by all asset types across all performance classes, both commercial and residential real estate, ship and aircraft loans, mortgage loans, and bank owned asset. Show less



Harry Capital

• Financial Services Intern

  • Sep 2012 - Aug 2014

  NJ / NYC • Identified prospective income-generating commercial real estate investments for the CEO to acquire for the expansion of his real estate portfolio. • Handled all lease-up activities for the properties in his portfolio; prepared market research and analysis to help determine rental value, sought out prospective tenants through advertising efforts and cold calling, negotiated Lease agreements and contracts with qualified tenants. • Managed a portfolio of mutual funds, bonds, stocks and… Show more • Identified prospective income-generating commercial real estate investments for the CEO to acquire for the expansion of his real estate portfolio. • Handled all lease-up activities for the properties in his portfolio; prepared market research and analysis to help determine rental value, sought out prospective tenants through advertising efforts and cold calling, negotiated Lease agreements and contracts with qualified tenants. • Managed a portfolio of mutual funds, bonds, stocks and commodities, actively monitored portfolio gains/losses, algorithm development, and maintance of investment strategies and market analysis • Directly assisted Alan on the NYMEX commodity trading floor on a weekly basis • Originated over 50 potential invention ideas and concepts; in process of pursuing a patent on one of my inventions • Launched a project aiming to produce geothermal energy at a lower cost and higher rate of efficiency, established proposals for financing grants and funding sources, conducted research and prepared project plan for proposed implementation • Led a team of 10 interns from Rutgers University; assigned projects, delegated tasks, and managed progress of each intern to develop a team for collaboration. Harry Capital is a New York based Commodities Trading/Financial Services company. During my senior year of high school, interning for Alan Harry, CEO of the firm, provided me with an exclusive experience and high level of exposure many areas of business; including commercial real estate, wealth creation, capitalal markets, trading securities and managing investment portfolios, developing my own valuable invention ideas, and more. Show less