
WaterMark Insurance Group
United States

WaterMark Insurance Group
United States
If you Own It, Drive It, or Imagine It, I can Insure It & Finance it!
I am a relationship driven person and I have established relationships with companies,private investors and bankers along with other finance institutions to provide product and solutions for our investor clients.
I understand that strong relationships are the backbone of any business, and work hard to build long-term relationships with all our clients.
With our key relationships we are able to find financing or investing solutions for a wide array of projects.
• I network and partner in the referral of professionals to assist my clients in their business or personal goals.
My goals are simple to "Treat Every Client Like My Only Client"
Insurance, Risk Management, Commercial Insurance, Business Insurance, Private Equity Real Estate, REO, Structured Finance, Alternative Investments, Origination, Strategic Financing, Negotiations, Business Development and Real Estate.
(Insurance industry)
January 2008 — Present (2 years )
Our mission is to enable our policyholders to manage the risks of everyday life, recover from the unexpected and to realize their dreams. We strive to build personal, long-term relationships with our customers by offering quality service, a friendly atmosphere, mutual trust and integrity. We endeavor to be your first and best choice for insurance and financial services.
(Financial Services industry)
January 2007 — Present (3 years )
PrimeWest Lending has established direct relationships with leading financial institutions, investment firms, legal firms, and specialized consulting groups, providing exceptional access and opportunities for our clients. We are a relationship-based company respecting and protecting our referral partners and clients in all circumstances.
Research and evaluate different types of asset backed investments [in respect to the strategy, investment capabilities, performance, operational and risk controls]
Associating buyers and sellers of REO properties and other assets.
2008 — 2008
• Completed a four week intensive course on financial analysis, valuation methodologies and advanced financial modeling
• Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis
• Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models
Bachelor of Science , Finance , 2000 — 2003
I loved learning from most of the professors at ASU. The ones that really taught outside of the box and encouraged us to think and to apply were not only the hardest teachers but the most memorable.
professional networking, sales networking and groups, motocross (desert), Baseball, Football, Basketball.
Mortgage Brokers, Department of Insurance