Ten years structuring and negotiating loans from origination to funding. Thoroughly familiar with Commercial finance and Residential mortgage banking. Prior experience marketing intangible financial services, mortgage products and leasing and capital finance. Clients included business and consumer markets such as homebuilders/developers, small institutions and retail clients. Located prospects, uncovered their needs and serviced the account through the processing and closing of their financing and/or the sale of investments.
As a securities broker and restricted (144) stock specialist I was entrusted to recommend investments and manage their retirement savings as investment broker. Served various corporations in in the area of cashless stock options.
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