Financing Expertise & Key Accomplishments

Throughout my career, my team and I have built a proven track record in financing, managing nearly $6 billion in transactions. Our expertise spans loan origination, debt restructuring, private lending, construction lending, jumbo lending, and complex financial structures.

Here’s an overview of our key accomplishments:

Mortgage Loan Transactions & Loan Management

From 1985 to 2006, I was involved in nearly 20,000 mortgage loan transactions, totaling over $6 billion. As both a company owner and loan officer, I managed a wide range of transactions, from personal loans to multi-million-dollar deals.

• Largest single-family transaction: $11 million

• Largest corporate/LLC transaction: $23 million

Banking & Financial Expertise

In 2006, I co-founded STC Capital Bank. In addition to launching the bank, I was directly involved in building the executive team and gaining insight into banking operations.

Previously, we partnered with banks to create mortgage subsidiaries and later negotiated the sale of our mortgage company to a Wintrust Bank subsidiary.

Private Lending & Investment

Between 1994 and 2008, I funded over $20 million in loans, leveraging a combination of personal capital and bank lines of credit. My portfolio included residential and commercial properties.

Licenses & Certifications

My credentials include:

• Mortgage License

• Real Estate Managing Broker License

• General Contracting License

• Past Securities Licenses: Series 6, 63, and 24

Professional Network & Strategic Partnerships

Over the years, I have built strong relationships with bankers, attorneys, CPAs, and consultants, allowing me to secure financing for a wide range of projects.