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Caleb Lupton
Market Specialist at Global Lending Services
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I’m officially 90+ days into my new role at Global Lending. Although the core job functions are similar to the roles I’ve held in the past, I was nervous to learn the ins and outs of the auto finance world. August 2023, I was assigned a market that’s been historically a bottom feeder in terms of engagement and output—and also one of the largest markets in terms of total accounts.When I took over, I decided to pull data from the prior 3-month’s performance so I could set goals, compare, and track growth. Without getting into too much detail, here’s the growth I saw for my three main focused metrics:+26.3% in booked deals+6.5% in market participation+0.5% in application conversion rateWhile it’s been challenging, it’s been fun. And I’m continuing to learn from experience. Truth be told, I haven’t enjoyed going to work like I have at Global in quite some time. I’m thankful for a company that allows me to be myself with leaders who provide autonomy to go out and get results. Thankful for the ones who took a chance in hiring me and look forward to many more years to come. Let’s keep it moving.
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Michael Shea PA
Senior Partner | Business Broker @ Transworld Business Advisors
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Time to exit, cash out and retire. Get your value and prep for the sale....as we enter the fourth quarter you want to understand your value and prepare your taxes in light of what drives value in the market here in #Tampa . For a Free Valuation Contact Michael Shea at Tampa Business Broker Transworld Business Advisors #clearwater #stpete #gobucs
Hiring a Tampa Business Broker https://www.youtube.com/
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Hilda Kennedy
More than $1 Billion in loans, over 700 businesses served; working capital and SBA 504 Real Estate; Underwriting with a Heart; Advocating with Passion; Relentless Know-How in SBA lending. Training to get to YES
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None of us like lender horror stories, but we all learn from them, and they make us better in serving our valued clients and partners. AmPac loves turning the horror stories into dreams come true for businesses and partners seeking SBA 504 loans. We have several stories that could have been, but the expertise of the AmPac team made the difference -- ask one of our Business Champions Janine Warren Ed Ryan Ronnie Sylvia Jaime Rodriguez Eric Ebel Erik Iwashika #ampac; #504, #itispossible, #advancingentrepreneurialdreams
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Kevin R Williams, CFP® CLU® RHU
President - Kevin R Williams Financial Services Inc at Sun Life Financial
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Why bank layoffs may set stage for strong 2024 wealthprofessional.caLong term planning is important
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BOBBIE BROWN
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Over $1TRILLION in consumer debt. $19T in untapped equity. Here is a tremendous product for us to help folks. Watch this short Market Share video from Kim Nichols , Pennymac TPO's Chief TPO Production Officer, to learn more! #pennymactpo #pennymac #fixed2nd #marketshare #mortgagebroker #mortgagebrokers
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Katrina Lange
Capital Markets | Enterprise Risk Management
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NEW JOB, NEW PERSPECTIVEI plunged into my first week at Farm Credit Bank of Texas with lots of excitement and also with a bit of nerves. I went into this new adventure looking forward to the opportunities before me to learn and grow in my career. At the same time, I thought about the fact my entire banking career has been with smaller organizations, which includes one commercial bank and two Farm Credit associations all under $2.5B in assets. Now I have the opportunity to work for a funding bank with over $37B in assets – more than 15 times the size of the largest institution for which I have ever worked. I felt a sense of inadequacy that I would just be a “small fish in a big pond” and this relationship would be more take than give on my part. What does someone like me have to offer such a large, sophisticated organization? Then something really interesting happened; my peers, leaders, and even Bank executives said things like: “How have you done this in the past?” “What can you tell us about this industry?” “If you have ideas for enhancements, please let us know.” With that I realized despite coming from a small organization, despite what I perceived as limited experience, I still have something to bring to the table. While I know I will learn more from my peers and leaders than I teach them, it won’t be completely one-sided; I do have something to give.The next time you are contemplating a big change and trying something new, but feel like you are too insignificant or don’t have the knowledge or skills for it, DO IT ANYWAY! We all bring unique perspectives, experiences, skills, and knowledge. Everyone can contribute something no matter how big or small. Take the leap and see what the next chapter holds for you.
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Wade Perry, ABR, CNE, e-PRO, GRI, SFR
Team Leader @ eXp Realty | President at PERRY PROPERTIES GROUP, LLC
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From repo yard grunt work to mastering sales, my journey taught me resilience and the art of leverage. 🏗️💼Each step, from repo inventory to credit analysis, and then to creating compelling loan packages, was a lesson in the fine balance between hard work and strategic thinking. 📈Specializing in equipment sales, particularly in dry cleaning, opened my world to diverse communities and invaluable experiences. 🌍✨Skipping steps? You miss crucial lessons. Embracing every challenge? That’s how you build not just a career, but a legacy. Here's to the grind and the growth it brings. 🚀#wadeperry #perryproperties #greenandgrowing #denver #littleton #fromgroundup #resilience #careerjourney #diversity #growthmindset
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Andy Lubinski
Vice Chair at Colliers InternationalSecondary/Tertiary Industrial Market Expert
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CRE Investors:The Challenge: FED's "higher for longer" stance on interest rates = difficult environment to locate deals that work.The Opportunity: There are Sellers in secondary / tertiary industrial markets with properly adjusted price expectations resulting in great buys.My team is about to launch a fully-leased industrial deal in central WI that "works". Here are the quick highlights:- 9% CAP rate - $38 PSF basis- Brand new roof (20-year warranty)- 100% leased by food manufacturer with > $1B revenue- 3.75 years remaining on lease term- No renewal options Reach out with any questions on this deal or to discuss what else we have in our pipeline!Justin Felix Aaron Whitmore Ethan Haglund Casey O'Malley
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Brett Evans
PARTNER: Trading/Capital Markets/Wealth @ Capital Markets Advisors LLC brett.evans@capital-markets-advisors.com 29k followers
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HOT JOBS FEBUARY 2024 KNOW ANYONE PLEASE SHARE IN YOUR NETWORK1 LISCENSED VP RETAIL WEALTH CANADA ,multiple hire BC, Alberta, and Ontario HNW & UHNW immediate hires top comp in the industry no AUM required 2 Senior HNW Portfolio Managers North America USA multiple hire DUE TO GROWTH 3 Consult Partner – Oil & Gas MUST HAVE BIG 4 EXPEREIENCETexas4 Wealth Managers, Portfolio Managers, Financial Advisors, Associate Advisors, Financial planners all over North America top ten global banks.5 Manager Futures, Derivatives Operations large institution immediate downtown Toronto6 Assistant Manager Futures, Derivatives Operations large institution immediate downtown Toronto7 Hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners. 8 Join Our Clients downtown Toronto team growth as Vice President Director, Sales Investments great comp salary and bonus ( external wholesaling experience a plus dealing with advisors)9 Top tier global Bank client hiring wealth teams and individuals in NYC, Chicago, Indianapolis Palm Beach, Minneapolis to name a few, different platforms front end bonuses, in branch or hybrid or remote know anyone10 Wealth Teams and individuals with AUM unhappy due to inadequate support or culture change wanting to explore opportunities and improve payout and or flexibility anywhere in North America Emailbrett.evans@capital-markets-advisors.com
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Brett Evans
PARTNER: Trading/Capital Markets/Wealth @ Capital Markets Advisors LLC brett.evans@capital-markets-advisors.com 29k followers
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HOT JOBS FEBUARY 2024 KNOW ANYONE PLEASE SHARE IN YOUR NETWORK1 LISCENSED VP RETAIL WEALTH CANADA ,multiple hire BC, Alberta, and Ontario HNW & UHNW immediate hires top comp in the industry no AUM required 2 Senior HNW Portfolio Managers North America USA multiple hire DUE TO GROWTH 3 Consult Partner – Oil & Gas MUST HAVE BIG 4 EXPEREIENCETexas4 Wealth Managers, Portfolio Managers, Financial Advisors, Associate Advisors, Financial planners all over North America top ten global banks.5 Manager Futures, Derivatives Operations large institution immediate downtown Toronto6 Assistant Manager Futures, Derivatives Operations large institution immediate downtown Toronto7 Hiring Financial Advisors, Wealth Managers, Portfolio Managers, Associate Advisors, Financial planners. 8 Join Our Clients downtown Toronto team growth as Vice President Director, Sales Investments great comp salary and bonus ( external wholesaling experience a plus dealing with advisors)9 Top tier global Bank client hiring wealth teams and individuals in NYC, Chicago, Indianapolis Palm Beach, Minneapolis to name a few, different platforms front end bonuses, in branch or hybrid or remote know anyone10 Wealth Teams and individuals with AUM unhappy due to inadequate support or culture change wanting to explore opportunities and improve payout and or flexibility anywhere in North America Emailbrett.evans@capital-markets-advisors.com
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