Jeremy Chromik, MBA
Hillsboro Beach,Florida
Summary
Senior Advisor with 17 years of experience in business development, investment consultation, wealth management, private banking, mergers & acquisitions, and real estate investment lending. Extensive knowledge in identifying and targeting strategic business opportunities for highest ROI.
Overview
13
13
years of professional experience
Work History
Senior Business Advisor
Generational Equity LLC
06.2023 - 11.2023
- Coordinate with executive’s and business owners regarding available and successful exit strategies i.e., complete sale, partial buyout, family succession, and ESOP
- Communicate with business owners on the importance of long-term strategic planning for a successful sale or merger in the future
- Manage an active pipeline of highly qualified business owners with $1-100M in top-line revenue
Wholesale Account Excecutive
Builders Capital
09.2021 - 06.2023
- Prospected and successfully acquired new private money real estate projects increasing the firm's revenue growth and nationwide footprint
- Managed existing book of business of 857 loan brokers for large development projects, new construction, and ground up funding
- Analyzed & modeled the firm's capital offerings and deal structure for new real estate development projects nationwide
- Managed active pipeline of ~$57,000,000 in real estate development funding offerings
Wholesale Account Executive
Civic Financial Services
03.2020 - 09.2021
- Transaction management and advisory for new private real estate investment funding submissions ranging from 1-10M
- Simplify and streamline the loan approval processes utilizing technology, proactive communication, and analytics
- Document gathering for financial review and deal structuring for partner (loan committee) presentations and approval
Wholesale Account Executive
LendingOne
06.2018 - 03.2020
- Provide funding options for the purchase or re-finance of investment properties including single family, 2-4 unit multifamily, and multi-property portfolio loans (multiple structure)
- Manage the deal on-boarding process including initial deal review, deal pricing, and document submission audits
- Manage a loan pipeline of more than 30+ deals in different stages in the underwriting process including clearing additional underwriting requests, appraisal process, and deal adjustments post value confirmation
Business Consultant
Vr Business Sales, Mergers & Acquisitions
04.2015 - 03.2017
- Business valuation analysis
- Complete executive summaries and business presentations to potential buyers and investors; provide income statement analysis
- Conduct market research on all potential buy-side and sell-side engagements, lead, monitor, and analyze all correspondence between the buyer and seller
- Successful exits include Orthopedic Pain & Brace Company, Land Development Company, and Private Airline in South Florida
- Negotiates on behalf of client’s needs and expectations.
Financial Consultant
John Hancock - Gilman & Ciocia
05.2011 - 04.2015
- Provide clear financial advice and counsel on complex tax and investment strategies, benefiting client ROI
- Strategically analyze and map out detailed plans of action for client budgeting, comprehensive retirement, and estate planning.
- Utilize consultative, solutions-based approach in presenting new ideas to potential and existing clientele
- Collaborate with in-house partners (Attorneys, CPAs, etc.) to formulate recommendations on analysis
- Independently represented firm in results-driven sales of diverse financial products and services, such as life insurance products, annuities, 401Ks, alternative and traditional investments, REIT's and thorough financial planning
Education
MBA - Financial Valuation & Investment Management
Lynn University
Boca Raton, FL05.2011
Skills
- Business Development – Identify, target, and execute multi-faceted marketing tactics and outreach to build long term profitable relationships with key stakeholders Advise highly successful business owners & borrowers based on quantitative and qualitative needs assessments
- Financial Advisory – Provide technical analysis in the areas of property valuations and deal structure Real estate investment portfolio restructuring for highest borrower profitability
- Strategic Analysis and Execution – Assessing key financial data with extensive experience in creative problem solving to overcome real estate investor challenges
- Areas of Expertise -Mergers & Acquisitions, Loan Origination, Strategic Financial Planning & Analysis, Client Relationship Management, Business Research & Development, Investment Advising, Problem Solving
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Timeline
Senior Business Advisor
Generational Equity LLC
06.2023 - 11.2023
Wholesale Account Excecutive
Builders Capital
09.2021 - 06.2023
Wholesale Account Executive
Civic Financial Services
03.2020 - 09.2021
Wholesale Account Executive
LendingOne
06.2018 - 03.2020
Business Consultant
Vr Business Sales, Mergers & Acquisitions
04.2015 - 03.2017
Financial Consultant
John Hancock - Gilman & Ciocia
05.2011 - 04.2015
MBA - Financial Valuation & Investment Management
Lynn University
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