Managing Director

• May 2021 - Present

VP Originations

• 2018 - 2020

Registered Representative of Emerson Equity LLC, member FINRA and SIPC Registered Representative of Emerson Equity LLC, member FINRA and SIPC

Director Executive Client Relationship Team

• Mar 2013 - Oct 2018

Capital Advisor

• Jun 2011 - Feb 2013

The Capital Advisory practice within JP Morgan Private Bank provides credit solutions for the Private Bank clients. I met with clients to analyze both sides of their balance sheet and to determine whether leverage could play a role in building and diversifying their wealth. Examples include financing special assets such as an aircraft, or to leverage an investment portfolio to enhance the yield. I analyzed and structured the best solution and tailored for the client. The Capital Advisory practice within JP Morgan Private Bank provides credit solutions for the Private Bank clients. I met with clients to analyze both sides of their balance sheet and to determine whether leverage could play a role in building and diversifying their wealth. Examples include financing special assets such as an aircraft, or to leverage an investment portfolio to enhance the yield. I analyzed and structured the best solution and tailored for the client.

Project Manager

• Oct 2006 - May 2010

For the past four years I worked for the Governor of Pennsylvania on his economic development team. Specifically, I worked on numerous large capital investment projects ($10M-$150M) for businesses looking to expand in, or relocate to the Commonwealth. In this role, I had responsibility for managing the entire process of engagement for a specific company from the initial contact to final implementation of a state-backed financial assistance plan. Through direct, intensive work with company CEO’s/CFO‘s, my work involved: • Detailed analysis of business plans • Performing cash flow analyses to determine financial viability • Assistance with corporate strategy development • Evaluation of technological, business and credit risks • Determination of appropriate real estate location when needed • Negotiation of financial assistance packages in the form of loans, grants or state-backed tax exempt bonds. In addition, I was one of the key contacts for all new renewable energy projects looking to invest in Pennsylvania, with assistance from the Governor’s Office.

Director of Operations

• Apr 2005 - May 2006

Majestic Properties is a full-service independent real estate company that focuses on new construction sales and marketing as well as luxury re-sales. ● Managed finances and operation of multi-site real estate operating company ● Improved performance of all brokerage offices in terms of daily operations, sales revenue, and efficiency. ● Led entire build out process for three new branch offices including site selection, lease negotiation, and construction planning Majestic Properties is a full-service independent real estate company that focuses on new construction sales and marketing as well as luxury re-sales. ● Managed finances and operation of multi-site real estate operating company ● Improved performance of all brokerage offices in terms of daily operations, sales revenue, and efficiency. ● Led entire build out process for three new branch offices including site selection, lease negotiation, and construction planning

Account Manager

• Feb 2004 - Apr 2005

SILVER HILL FINANCIAL: Account Manager, Miami, FL Silver Hill Financial is a nationwide small balance commercial real estate lender owned by Bayview Financial. Bayview Financial is a full-service mortgage finance company that provides a range of products and services. ● Sourced, evaluated, and originated commercial loans from $100k to $1 million for region including TN, KY, and OH ● Structured and analyzed all deals for the region, ensured timely funding, and exceeded production goals ● Supervised sales associates for training and career development