Exceptional experience originating, underwriting, and closing multi-family and commercial real estate loans. Real Estate Broker since 1993 with in-depth knowledge of the apartment lending and commercial real estate and mortgage industries. Comprehensive knowledge of diverse and complex loan programs, escrow and title procedures, and loan documentation requirements. Outstanding ability in identifying mortgage loan opportunities and financial benefits for clients. Highly experienced financial analyst/wealth planner for high-net-worth individuals focused on delivering practical and effective investment strategies specifically tailored to meet investors’ financial and retirement objectives.
Excellent communicator and professional speaker with over 9 years presenting at wealth conferences and seminars. High degree of integrity and business ethics. Committed to continuous professional growth and learning.