Experience

Rexmark

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Vice President

  • Mar 2022 - Present



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Real Estate Debt Asset Management

  • Sep 2017 - Mar 2022

  Greater New York City Area



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Manager, Real Estate Finance

  • Sep 2014 - Sep 2017

  Greater New York City Area • Assisted with securitized transactions such as Collateralized Loan Obligations, Residential & Commercial Mortgage Backed Securities, and Asset Backed Securities • Performed extensive due diligence on all types of commercial real estate loans with an in-depth understanding of collateral legal loan documents and various third party reports, and recalculations of CMBS credit metrics • Prepared client deliverables such as an agreed-upon procedures (AUP) report including marketing materials,… Show more • Assisted with securitized transactions such as Collateralized Loan Obligations, Residential & Commercial Mortgage Backed Securities, and Asset Backed Securities • Performed extensive due diligence on all types of commercial real estate loans with an in-depth understanding of collateral legal loan documents and various third party reports, and recalculations of CMBS credit metrics • Prepared client deliverables such as an agreed-upon procedures (AUP) report including marketing materials, term sheets, investor computation materials, and final offering documents

• Advisory Senior Associate

  • Sep 2011 - Aug 2014

  NYC • Team leader responsible for planning objectives, scope, and risks for Fortune 500 companies • Monitored the progress of the engagement team by applying extensive technical audit knowledge to financial statement and internal or operational audit engagements • Completed detailed review of internal controls over financial reporting (ICOFR) in accordance with Sarbanes-Oxley (SOX) 404 Act and presented findings to engagement partner and client



Ahavat Shalom Synagogue Youth Congregation

• President & Co-founder

  • Sep 2006 - Aug 2017

  • Co-founded a congregation of 30 students to cater to the needs of the younger population • Created an after school program that hosted activities such as monthly field trips and sporting events



Silver Fin Capital Group LLC

• Financial Services
• 1 - 100 Employee

• Refinance Specialist

  • May 2010 - Aug 2010

  • Approved loans of up to $500,000 and referred loan applications outside those limits to management for approval • Met with applicants to obtain information for loan applications and answered questions about the process • Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans and ensured proper compliance of loan file from creation until closing date • Networked and interacted with 10 senior managers and gained an in-depth… Show more • Approved loans of up to $500,000 and referred loan applications outside those limits to management for approval • Met with applicants to obtain information for loan applications and answered questions about the process • Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans and ensured proper compliance of loan file from creation until closing date • Networked and interacted with 10 senior managers and gained an in-depth knowledge of the mortgage industry Show less



Northwestern Mutual Financial Group

• Marketing Coordinator

  • Jul 2008 - Aug 2008

  • Built and maintained a client base using Microsoft Excel and Access, kept current client plans up-to-date, and recruited new clients on an ongoing basis • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives • Increased customer retention rate over 25% by carefully evaluating current fiscal situation and making effective recommendations for future strategy



CIT Direct Capital

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Specialist

  • Jun 2007 - Aug 2007

  • Explained to customers the different types and terms of loans and credit options available • Collaborated with Senior Loan Officer to review and process client loan applications