Experience

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  Arena Investors, LP

  • New York, NY

  • SVP - Corporate Asset Management

    • 2015 - Jun 2020
    • New York, NY

    Team leader for the Corporate loan product within the Asset/Portfolio Management function handling ~40 high-touch relationships across a wide spectrum of industries, businesses and collateral types, directly responsible for monitoring/surveillance, valuation, risk assessment/grading and reporting. Arena is a $1 billion+ global investment firm and merchant capital provider that seeks to generate attractive, risk adjusted, stable and uncorrelated returns by investing in a highly diversified portfolio across the entire credit spectrum in areas where conventional sources of capital are scarce.

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  CIT

  • New York, NY

  • Managing Director | Underwriting | Portfolio

    • 2005 - 2015
    • New York, NY

    Directed a team of credit professionals dedicated primarily to asset-based, enterprise value and restructuring-related (in & out-of-court) loan activity, Spearheaded the timely structuring, underwriting, negotiation and closing of new business deals, servicing a national sales team. Execution point person for transactions across a broad spectrum of industries. Oversaw relationship and management of 15-20 portfolio team accounts.

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  Fleet Capital Corporation

  • New York, NY

  • Senior Vice President | Manager | Underwriting

    • 2000 - 2004
    • New York, NY

    Recruited to lead, develop and manage a team of asset based credit underwriters. Orchestrated the due diligence process through credit approval for all regional new business and major portfolio restructuring activity. Provided consulting and guidance to the marketing and portfolio functions, respectively, during the structuring, syndication and closing phases of a given transaction. Key member of three-person committee charged with pre-screening all new business opportunities.

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  GMAC Commercial Credit LLC

  • New York, NY

  • Senior Vice President | Manager | Underwriting | Senior Credit Underwriter

    • 1994 - 2000
    • New York, NY

    Recruited and ultimately promoted to manage the structuring, underwriting, presenting and negotiating of new business opportunities. Evaluated deals by interviewing management, reviewing historical and projected financial performance, operations, sales/marketing plans and collateral. Identified business, industry and structural risks and made recommendations to mitigate impact. Utilized financial models and spreadsheets to perform sensitivity analysis on projections. Led the closing process on approved transactions and negotiated the legal documentation for such. Delivered majority of group presentations requiring approval by the Group’s Senior Credit Officer.

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  Heller Financial, Inc | Corporate Finance Group

  • New York, NY

  • Assistant Vice President | Credit Underwriter | Account Executive

    • 1987 - 1994
    • New York, NY

    Primary manager of a portfolio of highly leveraged cash flow transactions, with total loans in excess of $200 million. Relationship manager focused on monitoring, analyzing and reporting of client performance, enforcing loan documents and covenants, and the execution of any required restructuring activity.