Experience

PROGRESS CAPITAL

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Feb 2013 - Present

  Progress Capital is a Commercial Mortgage Banking firm specializing in arranging debt for commercial real estate owners and residential developers. We take pride in our ability to identify and summarize the objectives of our clients and match them with the appropriate capital source. We have closed over $40 Billion in loans for our clients. Progress Capital is a Commercial Mortgage Banking firm specializing in arranging debt for commercial real estate owners and residential developers. We take pride in our ability to identify and summarize the objectives of our clients and match them with the appropriate capital source. We have closed over $40 Billion in loans for our clients.



Lexington Advisors

• United States
• Real Estate

• Partner

  • Jan 2010 - Present

  Built detailed financial models to analyze the impact of leverage, cash flow, investment profile and ownership of real estate Conducted in-depth property and industry research to analyze prospective investments and financing transactions Analyze income and expense ratios to determine potential profits or losses Worked with local municipalities to evaluate zoning, environmental and other impacts on targeted property Manage contractor, workers, expenses and deadlines Negotiated the purchase and resale of the real estate assets Show less



Neuberger Berman

• United States
• Financial Services
• 700 & Above Employee

• Sales Associate

  • Aug 2008 - Feb 2013

  Work directly with high net worth individuals, foundations, institutions and universities to develop customized asset allocation models and investment objectives Liaise with portfolio management teams to structure client portfolios Execute mutual fund trades for clients in excess of $50 million Analyze client accounts to determine if asset allocation is aligned with client's risk tolerance Examine prospective client statements to determine proper asset allocation, investment objective and portfolio manager selection Prepare presentations for prospective clients Develop matrix for clients to analyze monthly trends in their account Execute client directed trades Show less



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Analyst

  • Jul 2006 - Aug 2008

  Product knowledge (Fixed Income and Equities) - Convertibles, Preferred, Synthetics, Options, Repo, Corporate, Municipal, High Grade, and Floating Rate Notes Analyzed trades to locate hedges for long/short positions Supervised the daily profit and loss of investment grade and floating rate notes Interacted with syndicate firms to trouble shoot any issues regarding their fees or payment thereof Prepared the taxable income report which was utilized to calculate the effective tax rate for Lehman Brothers Domestic Entity Complied data for Risk Arbitrage desk -- data was used to analyze trades to determine those that were held for 30+ days to received a tax deduction under wash sale provision Created weekly Power Point presentations for executive management Attended the fixed income syndicate daily morning meetings; highlighted the key issues for distribution to various groups Participated in College Recruiting - visited various universities with Lehman management to recruit prospective employees which included public speeches describing Lehman Brothers and the analyst program Show less



Bear Stearns & Co.

• Intern

  • Jun 2005 - Aug 2005

  · Obtained financial information on thrifts, banks and holding companies to compile a list of potential issuers of Trust Preferred Collateralized Debt Obligations (CDO) · Programs utilized to access financial information were Riskcalc, Moody's and SNL · Transferred financial and bond data to Excel spreadsheets to update employees on deal status · Obtained financial information on thrifts, banks and holding companies to compile a list of potential issuers of Trust Preferred Collateralized Debt Obligations (CDO) · Programs utilized to access financial information were Riskcalc, Moody's and SNL · Transferred financial and bond data to Excel spreadsheets to update employees on deal status