Experience

Ready Capital

• Australia
• Financial Services
• 1 - 100 Employee

• Executive Director - Strategy

  • Apr 2021 - Present

  Ready Capital (NYSE: RC) is a multi-strategy finance company that originates, acquires, finances and services SBA 7(a) and USDA B&I business loans, as well as loans backed by commercial real estate, including agency multifamily, investor and bridge loans. As Executive Director - Strategy, engaged by CEO to develop strategies and lead strategic alliances, sales, marketing and process initiatives to improve customer experience, referral source satisfaction, workplace culture and… Show more Ready Capital (NYSE: RC) is a multi-strategy finance company that originates, acquires, finances and services SBA 7(a) and USDA B&I business loans, as well as loans backed by commercial real estate, including agency multifamily, investor and bridge loans. As Executive Director - Strategy, engaged by CEO to develop strategies and lead strategic alliances, sales, marketing and process initiatives to improve customer experience, referral source satisfaction, workplace culture and bottom-line growth. I develop and execute strategic game plans, deliver product and process knowledge, marketing and messaging and steward internal function to enhance customer experience and drive successful outcomes.

• Executive Director - Strategic Partnerships

  • Sep 2020 - Apr 2021

  New York City Metropolitan Area Provide specialty finance companies seeking revenue growth a detailed road map and expertise to create successful national affinity programs with large volume opportunity providers. Help to identify high value targets and develop written and verbal presentations targeted to highlight value proposition. Create simplified boarding process and tailored, post-boarding game plans to guide relationships. Develop product education and sales training for internal and channel partner… Show more Provide specialty finance companies seeking revenue growth a detailed road map and expertise to create successful national affinity programs with large volume opportunity providers. Help to identify high value targets and develop written and verbal presentations targeted to highlight value proposition. Create simplified boarding process and tailored, post-boarding game plans to guide relationships. Develop product education and sales training for internal and channel partner sales staff and ongoing program for marketing and messaging to continually drive front-of-mind awareness. Help clients harness their resources and capabilities to foster warm, trusted relationships and deliver unmatched customer experience.



Newtek Business Services Corp. (NASDAQ: NEWT)

• United States
• Financial Services
• 1 - 100 Employee

• Director - Strategic Alliances

  • Oct 2012 - Mar 2020

  United States Business lending and operating solutions for SMBs sourced through referral partnerships with financial institutions. Directed all aspects of relationships with firm’s largest institutional alliance partners. Sourced, boarded and led new potential partnerships, managing relationships with numerous partner ED/MD level stakeholders. Designed, implemented and presented strategies to thousands of bankers and financial advisors across the US.



Wall & William Financial Services Group

• United States
• Insurance

• Senior Vice President & General Counsel

  • Dec 1998 - Oct 2012

  Greater New York City Area Trusted advisor and counsel to entities, family offices and high net worth individuals on a wide variety of matters including business operating and legal issues, management of assets and closely-held businesses, corporate and real estate transactions, mortgage and asset-based finance, strategic business and banking relationships, insurance coverages and corporate benefits. Counseled leading national provider of independent medical examinations and related services. Provided consulting… Show more Trusted advisor and counsel to entities, family offices and high net worth individuals on a wide variety of matters including business operating and legal issues, management of assets and closely-held businesses, corporate and real estate transactions, mortgage and asset-based finance, strategic business and banking relationships, insurance coverages and corporate benefits. Counseled leading national provider of independent medical examinations and related services. Provided consulting and legal counsel which included daily involvement in all legal and business operating issues, including leasing, corporate, regulatory, mergers/acquisitions, marketing/sales, technology, employment/benefits and client service. Ultimately advised principals of the company in its acquisition by a publicly traded company. Show less



Zeichner Ellman & Krause LLP

• United States
• Law Practice
• 1 - 100 Employee

• Partner

  • May 1990 - Dec 1998

  Greater New York City Area Counsel to high net worth individuals and institutional banking clients (including top tier money center banks) on real estate and asset-based lending transactions, commercial real estate acquisitions, sales and leasing and in the disposition of secured, non-performing loans and loan portfolios. Structured, negotiated and documented commercial real estate and asset-based loans and private banking loans and transactions and supervised residential lending and REO dispositions.



Rivkin Radler LLP

• United States
• Law Practice
• 200 - 300 Employee

• Associate

  • Sep 1986 - May 1990

  Commercial leasing, commercial and residential real estate transactions and related financing, including drafting and negotiation of documents and consideration of related environmental issues, title concerns and corporate matters. Represented condominiums and cooperative housing corporations at conversion and as corporate counsel on an ongoing basis. Counsel to major New York money-center lenders in private banking and high-end residential lending.