NW Financial Group
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NW Financial Group Employees
Harborage LLC August 2005 - Present
NW Financial Group 2003 - 2005
New Jersey Economic Development Authority January 1978 - July 2002
City of Passaic, NJ 1976 - 1978
NJ Departmetn of Community Affairs 1972 - 1976
Skills
Business Financing, Economic Development, SBA, Real Estate Development, Bonds, Loans, Underwriting, Portfolio Management, Finance, Commercial Real Estate, Investments, Public Finance, Real Estate, Location Intelligence, Credit, Due Diligence, Affordable Housing, Financial Analysis, Mergers, Public Policy, Banking, Public/private..., Community Development, Non-profits, Entitlements, Real Estate Economics, Asset Management, Nonprofits, Zoning, Redevelopment, Small Business, Funding, Financial Structuring, Real Estate Financing, Commercial Mortgages, Brokerage, Disposition
Education
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1971
Master's Degree City & Regional Planning, City/Urban, Community and Regional Planning
Bloomfield High School 1961 — 1965
Independent January 2008 - Present
Atlantic Power Corporation January 2006 - June 2010
NW Financial Group 2004 - 2008
Covanta September 1987 - September 2002
General Chemical July 1986 - November 1987
WHEELABRATOR TECHNOLOGIES January 1982 - January 1984
PARSONS AND WHITTEMORE September 1978 - May 1982
Skills
Renewable Energy, Water, Finance, Power Generation, Negotiation, Power Plants, Budgets, Mergers & Acquisitions, Analysis, Due Diligence, Management, Leadership
Education
Carnegie Mellon University 1984 — 1986
Master of Science; MBA, Industrial Administration; corporate finance, accounting and economics
Syracuse University 1973 — 1978
B.S, Environmental Engineering
Interactive Data May 2009 - Present
NW Financial Group 2008 - 2009
ACA Capital Access 2004 - 2008
Skills
Fixed Income, Financial Markets, Market Data, Bonds, MBS, Capital Markets, Bloomberg, Derivatives, Securities, Hedge Funds, Trading, Structured Finance, Equities, Alternative Investments, Asset Management, Structured Products, Series 7
Education
City University of New York-Brooklyn College
New York Life Insurance Company- Investment Management, Real Estate Group September 2012 - Present
NW Financial Group May 2011 - August 2011
Cipolla & Co., LLC May 2010 - August 2010
Skills
Accounting
Education
Miami University 2008 — 2012
Bachelor of Science (BS), Finance, General
McDonald's Corporation May 2014 - Present
McDonald's Corporation September 2011 - May 2014
McDonald's Corporation June 2011 - August 2011
NW Financial Group June 2010 - August 2010
United States House of Representatives June 2007 - August 2009
PSEG June 2008 - August 2008
Skills
Financial Analysis, Real Estate, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Strategic Planning, Real Estate Development, Customer Service, Leadership, Market Analysis, Social Media
Education
Clark Atlanta University 2009 — 2011
M.B.A., Finance
University of Maryland College Park 2005 — 2009
Economics
Seton Hall Preparatory School 2001 — 2005
21st Century Associates - DEVELOPMENT CONSULTANTS July 2010 - Present
Transworld Systems September 2013 - January 2014
Construction Technology Corporation July 2007 - June 2010
Lend Lease May 2001 - December 2006
EAI, INC January 1998 - January 2001
NW Financial Group May 1996 - August 1997
Standard & Poors January 1985 - October 1996
Kean University September 1977 - January 1985
Union County (Government) May 1982 - December 1984
Union County (Government) January 1976 - April 1982
Skills
Management Consulting, Government, Construction Management, Proposal Writing, Strategic Planning, Project Planning, Project Management, Business Development, Budgets, CRM, Contract Negotiation, Management, Nonprofits, Program Management, Public Policy, Public Relations, Public Speaking
Education
New York University, Robert F. Wagner School of Public Service 1975 — 1977
M.P.A., Public Administration/Public Finance
Rutgers University-New Brunswick 1970 — 1974
B.A., Community Development/Urban Economics, Economics
NW Financial Group, LLC January 2015 - Present
NW Financial Group January 2014 - Present
NW Financial Group August 2005 - Present
Skills
Series 63, Fixed Income, Finance, Financial Analysis, Investments, Portfolio Management, Financial Modeling, Capital Markets, Asset Management, Securities, Bloomberg, Credit, Series 7, Loans
Education
Susquehanna University 2001 — 2005
Bachelor of Science, Business Administration
Middletown High School South 1997 — 2001
NW Financial Group 1999 - Present
Skills
Credit, Finance, Investment Banking, Strategic Planning, Investments, Real Estate, Banking, Project Finance, Due Diligence, Asset Management, Capital Markets, Fixed Income, Financial Modeling, Bonds, Financial Analysis, Loans, Securities, Structured Finance, Public Finance, Financial Structuring, Public Speaking
Education
Hamilton College 1995 — 1998
Morristown-Beard School
Morristown-Beard School
UMB Bank, n.a. December 2006 - May 2009
NW Financial Group May 2001 - June 2006
Deloitte & Touche 1996 - 2001
Skills
Municipal Bond Finance, Feasibility Studies, Economic Impact Studies, Economic Impact, Leadership, Strategic Planning, Management Consulting, Business Strategy
Education
University of Florida - Warrington College Of Business 1995 — 1999
MBA
University of South Carolina-Columbia 1990 — 1995
BS, Sport Administration
Jeff Enright Integral Coach June 2011 - Present
NW Financial Group, LLC February 2002 - November 2014
NW Financial Group February 2002 - March 2014
Golin/Harris International October 1999 - June 2001
Skills
Fixed Income, Social Media, Strategic Planning, Leadership, Public Finance, Public Speaking, Financial Modeling, Entrepreneurship, Negotiation, Financial Analysis
Education
Integral Coaching Canada 2011 — 2013
Certified Master Integral Coach, Life and Business Coaching
St. Peter's College
Bachelor's degree, Philosophy and Literature
J.P. Morgan September 2011 - Present
JPMorgan Chase February 2008 - August 2011
JPMorgan Chase July 2005 - February 2008
NW Financial Group 2002 - 2005
Skills
Credit, Loans, Mortgage Lending, Banking, Financial Services
Education
University of Delaware 1998 — 2002
Bachelor of Science, Business Administration
Vas Law, LLC 2011 - Present
Brach Eichler L.L.C. January 2009 - 2011
Wolf Block May 2007 - July 2007
US Courts May 2006 - August 2006
State of New Jersey August 2002 - August 2005
NW Financial Group June 2001 - July 2002
Skills
Estate Planning, Corporate Law, Litigation, Legal Writing, Bonds, Civil Litigation, Health Law, Tax, Commercial Litigation, Mediation, Structured Finance, Securities
Education
Rutgers University – Camden 2007 — 2009
MBA, Finance/Management
Rutgers University School of Law - Camden 2005 — 2009
JD, Law
The College of New Jersey 1997 — 2001
BS, Business Finance
New Jersey Housing & Mortgage Finance Agency 2010 - Present
Shore Road Capital, LLC April 2005 - December 2010
NW Financial Group April 2002 - June 2003
Skills
Valuation, Financial Forecasting, Asset Managment, Real Estate Development, Real Estate, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Due Diligence, Private Equity, Asset Management, Investment Banking
Education
New York Law School 1989 — 1992
JD, Banking, Corporate, Finance, and Securities Law
Trinity College-Hartford 1983 — 1987
Bachelor's degree, Economics
NW Financial Group January 2010 - Present
Senior Managing Consultant NJ Asset & Rebate Managment Program May 2001 - May 2007
Commerce Capital Markets January 1995 - December 2000
Skills
Seasoned banking..., Over 25 years banking..., Expertise in public..., Superior relationship..., Banking, Capital Markets, Investments, Investment Advisory, Series 7, Fixed Income, Bonds, Securities, Finance, Portfolio Management, Credit, Asset Management, Relationship Management, Financial Analysis, Financial Modeling, Loans, Investment Banking, Financial Structuring, Structured Finance
Education
Rutgers, The State University of New Jersey-Camden
Stifel Financial Corp. June 2013 - Present
US Bank February 2012 - June 2013
NW Financial Group July 2009 - February 2012
Ernst & Young, LLP June 2008 - August 2008
Skills
Financial Analysis, Public Finance, Series 7, Banking, Fixed Income, Capital Markets, Investments, Financial Modeling, Bonds, Bloomberg, Finance, Series 63, Trading, Asset Management, Equities, Valuation, Securities, Derivatives
Education
Loyola University Maryland 2005 — 2009
BBA, Finance
NW Financial Group January 2009 - Present
NW Financial Group 2009 - 2013
Acacia Financial Group LLC May 2006 - December 2009
NJ Asset & Rebate Management Program May 2002 - May 2006
Skills
Financial Analysis, Public Speaking, Investments, Portfolio Management, Financial Markets, Banking, Government Agencies, Government Proposals, energy related finance, Relationship Mgmt, Fundraisers, Leadership
Education
Rutgers, The State University of New Jersey-Camden
Business Administration and Management, General