Professional Experience Fortris Financial (Los Angeles, CA) 2008 — Present Portfolio Manager • Manage a universal life policy portfolio with 200 policies and over $ 800 million in face value, leading a three - person staff in the advisement of resource allocation to
assets • Negotiate and effectively communicate loan re-payment and
asset liquidation strategies to interested parties, including attorneys,
institutional investors, brokers, agents and clients • Design and implement processes to sustain and grow AUM, while mitigating losses through effective crisis management • Document loan payments, policy values, medical records associated with policies under management • Resolve policy issues efficiently through effective communication with
involved entities
Hard money lenders are more able (and willing) to make these loans because, unlike banks and other
institutional lenders, they use
asset - secured underwriting with the real estate serving as the sole collateral for each loan, and they are able to charge enough interest in order to cover the high risks
involved in underwriting such loans.
NKF Capital Markets» Self Storage Group supports private and
institutional clients in effectively managing entire deal life cycles through every contingency of a transaction — whether the requirement
involves a single
asset or an entire portfolio.