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487 results for Loans in New York, NY
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Tristan Ramage, CFA, CFP?
Providing services: Financial Advisory, Financial Analysis, Financial Planning, Wealth Management, Retirement Planning, Loans, Budgeting
New York, NY
Summary: As an Asset Management Research Associate at Oppenheimer & Co., I am responsible for the due diligence research of selected investment managers on our service platform and for the curation of our firm’s investment manager Focus List. I participate and lead quarterly performance calls and bi-annual reviews of our investment managers and support our firm’s financial advisors in the selection of and allocation to investment managers across a variety of asset classes. Since graduation, I have chosen to pursue both the Certified Financial Planning? and Charter Financial Analyst designations. I passed the CFP? exam in March 2022 and the CFA Level III exam in February 2024, carrying both designations today. I graduated as Valedictorian from Manhattanville College with Honors in Finance and Economics and with two distinguished academic recognitions: the O’Byrne Award, for highest overall GPA, and the Rindlaub Scholarship, for considerable academic achievement in the fields of Finance and Economics. Moreover, I was granted the Chairperson’s Scholarship, which honors students that demonstrated academic excellence in both pre-university and undergraduate education. While at university, I was also a member of the Men’s Ice Hockey Team, and I captained the team in my junior and senior seasons. In my sophomore season, our team won the first league championship and earned the first NCAA Championship Playoff berth in nearly a decade for our school. We proceeded to finish in the final 8 of the NCAA Division III tournament. In addition to our team accomplishments, I was nominated in 6 of 8 semesters as an ACHA All American Scholar Athlete. Outside of my professional and academic pursuits, I enjoy weightlifting, running, golfing, reading, and socializing with friends and family. I have run two half-marathons and am currently training for my first full marathon later in 2024, for which I am targeting a time of sub 3-hours in order to qualify for the 2025 Boston Marathon. I am also a self-taught guitar player and continue to develop my skills on both the acoustic and electric guitar.
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Eric Roth
Providing services: Mortgage Lending, Financial Advisory, Loans, Commercial Real Estate, Property Management
New York, NY
Summary: Experienced Specialist with a demonstrated history of working in the real estate industry. Strong professional skilled in Real Estate Brokerage and Investment Sales, origination of Bridge Loans, Property Management and Real Estate acquisitions.
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Turki Almadhi
Providing services: Wealth Management, Financial Advisory, Financial Analysis, Financial Planning, Loans, Real Estate, Financial Reporting, Business Consulting, Management Consulting, Change Management
New York, NY
Summary: A renown financial advisor and a business leader with a distinguished track record. Highly respected businessman with over 25 years’ experience in many key industries. A well-known turnaround expert, where he provided business models and impacted the bottom line and increased profitability of many large corporation in several industries. Expert in the capital markets, Hedge Fund management, Investments, financial services, venture capital, coaching and mentoring, served as a board member in many companies, founder of “A new idea’’ concept where a creative approach is demonstrated. Held many executive management positions, from a regional manager to a Chief Executive Officer. Started many businesses and took them from an initial stage to a profitable exit. Always increased shareholder value within the businesses that he managed or advised for. Mr. Almadhi successfully implemented mergers and acquisitions for many companies where he was a major shareholder, or when provided business consulting as a negotiator on behalf of shareholders. Established and managed businesses on large scales to include global level. His philosophy in business “always come up with new idea” and make it happen through his creative approach, and exceptional execution and is demonstrated throughout his impressive portfolio. TAVI focuses its investments in US capital markets, mainly the NYSE, NASDAQ, CBOT, and others, including investments in industry leaders such as Amazon, Apple, Boeing, Expedia, Marriott, Netflix, Pepsi Co., In addition, TAVI holds significant shares of ownership in several companies ranging from financial, logistics, education, hotels, and technology. Mr. Almadhi received a BA from south bank university in London, UK and an MBA from Alabama University in the USA www.turkialmadhi.com Twitter & LinkedIn @TurkiAlmadhi
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Boris A. Gutierrez
Providing services: Insurance, Loans, Financial Advisory, Financial Consulting, Health Insurance, Training, Administrative Assistance, Appointment Scheduling, File Management, Translation
New York, NY
Summary: At RMA of New York, our team places a strong emphasis on clear patient financial consultations. With a Master of Public Health from Long Island University, I bring a rich fusion of health administration expertise and financial analysis to the table, enhancing client support and understanding. My proficiency in communication and analytical skills is crucial in demystifying complex financial policies, contributing significantly to patient trust and our organization's esteemed standing in healthcare management. We pride ourselves on informed patient interactions that bolster RMA of New York's reputation.
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Alberto Valerio
Providing services: Budgeting, Financial Accounting, Financial Advisory, Financial Analysis, Financial Planning, Financial Reporting, Insurance, Loans, Retirement Planning
New York, NY
Summary: Motivated and versatile recent graduate with a Bachelor of Business Administration in Finance from Baruch College, complemented by a minor in Psychology and a strong academic record. Proven track record in financial analysis and analytical skills, along with experience in administrative roles. Fluent in Spanish and proficient in Microsoft Excel, with a passion for continuous learning.
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Joseph Atiles
Providing services: Financial Advisory, Negotiation, Pricing Strategy, Public Relations, Loans
New York, NY
Summary: I am dedicated to developing custom business funding solutions that drive growth and expansion. Our finance strategies are individually designed, ensuring every company we collaborate with receives the best support for their needs. Lendeavor's expertise in financial analysis and business development, as well as the valuable relationships built with various firms has enhanced services for many companies. We offer a diverse range of products: SME/MCA Approval up to $5MM (Unsecured) Consolidation programs up to $10MM Lines of Credit (Unsecured) Asset-Based Lending Programs (Secured) Equipment Leasing Real Estate Development Project Funding ($20MM minimum) Construction loans / Bridge loans Cannabis Funding SBA / Term loans Credit card processing Facilitating Private Equity Agreements through D/E positions Our unique approach at Lendeavor blends cutting-edge technology with a human initiative, ensuring that you receive not just funding, but a partnership that prioritizes your growth. When you choose Lendeavor, you're choosing a team that truly cares about your success. For additional details, please email me at [email protected]
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Summary: Dynamic finance professional with years of experience in unsecured financing. Demonstrated expertise in relationship management, Problem Solving, Decision Making, Sales, and Marketing . Proven track record of delivering strategic financial solutions and driving business growth. Dedicated team player with a commitment to excellence and continuous learning. Implemented streamlined processes for credit assessment and underwriting, reducing approval time by 50% and enhancing efficiency. Played a key role in developing new cash advance products tailored to specific market segments, expanding the company's offerings and capturing niche markets. Recognized for outstanding performance and awarded "Employee of the Month" multiple times for exceeding performance metrics and demonstrating dedication to excellence. In summary, my experience in the industry has equipped me with a strong foundation of skills and a track record of achievements. I am committed to continuing my professional development and making meaningful contributions to the success of any organization I am a part of.
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James Allen
Providing services: Customer Service, Data Entry, Commercial Lending, Mortgage Lending, DJing, Loans, Administrative Assistance, Customer Support, Appointment Scheduling, Online Research
New York, NY
Summary: Dynamic professional with over 8 years of comprehensive experience in sales, finance, banking, and property management, complemented by an active pursuit of an undergraduate degree in Computer Science. Skilled in negotiating high-value transactions and developing strategic partnerships that enhance profitability. Currently leveraging strong analytical skills and deepening understanding of technology to contribute to organizational success and enhancing client satisfaction.
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Mark May, CFA
Providing services: Financial Consulting, Management Consulting, Non-profit Consulting, Financial Advisory, Financial Analysis, Financial Planning, Loans, Strategic Planning
New York, NY
Summary: Expertise in Alternative investments as a portfolio manager and allocator. Successful track record overseeing investment & research teams and managing portfolios through cycles. Consultancy services include independent reviews and evaluations of portfolios, managers, and advisors for institutions, family offices, and endowments; strategic and management advisory for investment managers and investors; and advise on new and existing investments, which may include workout/restructuring situations.
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Summary: Business development specialist…. Number One Business Development Officer for past 6 years…. Client base stretching 35 years….. All industries and segments….