Experience

COLDWELL BANKER RESIDENTIAL REAL ESTATE

• Real Estate
• 100 - 200 Employee

• Realtor

  • Jun 2016 - Present

  Real estate agent specializing in residential real estate in the Palm Beach County. Real estate agent specializing in residential real estate in the Palm Beach County.



Saint Cassian School

• Upper Montclair, New Jersey

• Middle School Mathematics Teacher

  • Jun 2012 - Jun 2015

  Provided mathematics instruction to Grade 5 to 8 in a variety of classroom settings. Created and taught a small group of Gifted and Talented students in Mathematics. Provided mathematics instruction to Grade 5 to 8 in a variety of classroom settings. Created and taught a small group of Gifted and Talented students in Mathematics.



Citigroup Smith Barney

• Great Notch, New Jersey

• Wealth Management Advisor

  • Jun 2008 - Jun 2009

  Performed portfolio reviews and provided stock, bond and mutual fund recommendations for a $1.2 billion portfolio of high-net worth clients. Registrations: Series 7 and 63 Performed portfolio reviews and provided stock, bond and mutual fund recommendations for a $1.2 billion portfolio of high-net worth clients. Registrations: Series 7 and 63



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• First Vice President

  • Jun 2006 - Jun 2007

  Senior Banker responsible for covering New Jersey real estate developers/investors. Developed and managed a $400 million real estate loan portfolio of construction, bridge and permanent loans on multi-family, office, retail and industrial properties. Senior Banker responsible for covering New Jersey real estate developers/investors. Developed and managed a $400 million real estate loan portfolio of construction, bridge and permanent loans on multi-family, office, retail and industrial properties.



The Bank of New York Mellon

• Greater New York City Area

• Vice President

  • Jan 1993 - Jun 2006

  Developed strong customer relationships with prominent real estate families by creatively structuring and underwriting loans that met the client's needs and the bank's underwriting parameters. Developed strong customer relationships with prominent real estate families by creatively structuring and underwriting loans that met the client's needs and the bank's underwriting parameters.