8 years of experience in real estate. 5 years in New York real estate sales. 4 years of experience in property and casualty insurance with licenses in 25 states. Notary and MA Real Estate License pending.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Principal Broker / Founding Partner
River Rock Insurance Services LLC
New York, NY
03.2023 - Current
Established an insurance brokerage specializing in commercial policies for real estate investments and projects.
Independently navigated the formation of 17 foreign LLCs without legal assistance, and maintained compliance with all regulations implemented by each state and department.
Obtained property and casualty insurance licenses in 25 states for both the brokerage and myself
Initiated the creation of a startup by partnering with REI Asset-Based Lenders and negotiating agreements to channel deals through River Rock to cultivate a consistent client foundation, while cutting marketing costs for lead generation.
Networked, developed, and managed relations with clients, carriers, contractors, retailers, underwriters, lenders, mortgage brokers, real estate agents, and attorneys to maintain strong communication, and timely closings.
Reviewed appraisals, agreements, policies, and financial records to assess property value, ARV, LTV, and income potential. Provided personalized plans and advice to CRE investors seeking assistance in finding, funding, and/or insuring an investment.
Combined softwares such as, Salesforce, Epic, and EZlynx to develop a custom database of clients, properties, and loans to expedite carrier and MGA submissions by automating data retrieval for applications through APIs with providers.
Managed day-to-day operations, including accounting, public relations, human resources, social media, and marketing
Loan Originator
Blue Gate Capital LLC
New York, NY
03.2023 - 04.2025
Analyzed financial data to determine the feasibility of granting loans.
Informed customers of loan application requirements and deadlines.
Reviewed credit histories, income statements, and other financial information of loan applicants.
Investment Sales Associate
Highcap Group
New York, NY
01.2023 - 01.2024
Analyzed sales data to identify trends and adjust sales strategies accordingly.
Computed purchases and received and processed cash or credit payment.
Drafted contracts, purchase agreements, closing statements and leases.
Real Estate Agent
Howard Hanna Real Estate
New York, NY (Remote)
01.2023 - 01.2024
Prepared comparative market analysis to estimate properties' value.
Established and maintained positive relationships with owner banks, non-owner banks, attorneys, mortgage lenders and builders.
Analyzed potential investment opportunities based on financial reports.
Drafted contracts, purchase agreements, closing statements and leases.
Identified potential buyers through cold calling.
Real Estate Agent
Mont Sky Real Estate LLC
New York, NY
06.2022 - 01.2023
Maintained current and accurate CRM database of prospective customers.
Oversaw and negotiated offers for real estate purchases on clients' behalf.
Explained financial requirements and analytical data to potential buyers and sellers.
Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
Real Estate Assistant
Victoria Realty LLC
New York, NY
01.2019 - 01.2023
Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.
Organized and maintained real estate files and documents.
Handled incoming calls and correspondence related to real estate inquiries.
Responded to customer issues to provide immediate resolution and administrative support to real estate team, including data entry and file management.
Supported the creation and execution of purchase agreements, leases, and other real estate documents.
Co-Founder
Designer Denim Co.
Boston, MA
09.2020 - 01.2021
Conducted market research to assess potential opportunities for new products or services.
Managed overall workflow of projects from conception to completion.
Collaborated with company partners to develop and actualize strategic plans to advance company's mission and objectives and promote revenue, profitability and growth.
Fundraising Coordinator
The Bone Marrow Foundation
New York, NY
01.2013 - 12.2019
Developed and managed comprehensive databases for patients, doctors, and donors.
Coordinated fundraisers by providing resources, such as venues and staffing.
Connected with potential donors through events such as galas, auctions, and tournaments.
Collaborated with community members to promote awareness of fundraising efforts.
Teacher's Assistant
My Style Camp
Port Washington, NY
09.2016 - 01.2017
Prepared lesson materials, exhibits, equipment, and supplies to assist in classroom preparation.
Managed attendance, tuition, and art supply inventory
Oversaw students between the age of 5 to 10 years old
.
Education
Philosophy/Economics
Union College
Schenectady, NY
01-2021
Skills
Contract negotiation
Client relationship management
Financial services
Loan analysis
Property evaluation
Prospecting / networking
Business development / strategy
Commercial insurance
Leasing and sales
Certification
Property & Casualty Insurance BrokerNY, NJ, NV, CT, CO, DE, FL, PA, IO, OH, KS, MI, MS, MD, MI, IL, MA, OK, TN, TX, SC, NC, KS, KY, VA
Real Estate Salesperson LicenseNew York / Massachusetts (pending)