LOANS CLOSED
$17,000,000: 200 East 57th – New York, NY
$3,100,000: 141-60 East 84th – Queens, NY
$2,000,000: Sanderling Condominiums – Centreville, VA
$1,700,000: Residences at Brambleton II Condo. Assoc. – Ashburn, VA
$1,500,000: Fordham Terrace – Bronx, NY
$1,000,000: Morgan Court Condominium– New York, NY
$993,750: Evans Tower Condominium – New York, NY
$950,000: 41 Eastern Parkway – Brooklyn, NY
$444,063: Condos at Lake Calhoun – Minneapolis, MN
CASH MANAGEMENT
41 Eastern Parkway – Brooklyn, NY: Allocated $900,000 in proceeds from a refinance to increase interest income by over $5,650 per year
Alexandria Towers Master Condominium – Alexandria, VA: Reallocated $400,000 in reserve funds to earn additional $2,550 per year
Brambleton Community Association – Brambleton, VA: Invested $432,125 in reserve funds to help earn additional $9,031 per year
Central Park West – Irvine, CA: Helped association increase portfolio’s average yield 43% by rebalancing their accounts
Discovery at Cortez – San Diego, CA: Increased portfolio average annual interest by over $7,000 by recommending partner bank CDs
Stetson Ranch – Las Vegas, NV: Fully FDIC-insured client portfolio while increasing average yield by 341%
Garibaldi Square on the Park – Chicago, IL: Moved $185,000 to partner bank, earning client nearly $900 more annually in interest
Signature Place – St. Petersburg, FL: FDIC-insured $6,500,000 of settlement funds for client
INSURANCE PLACEMENTS
Apogee – Miami, FL: Partner agent was able to lower the Hurricane Deductible from 5% to 2% and reduce premium by $61,000
Ocean Marine Yacht Club – Hallandale Beach, FL: Provided $53,000 in savings for the renewal
Two City Plaza Condominium – West Palm Beach, FL: Partner agent reduced the deductible from 5% to 3% and increased the Ordinance or Law coverage from 5% to 10%
Cipriani Club Residences – New York, NY: Coordinated with broker partner to provide a best in class Property and Liability program, enhancing coverage and delivering more than 13% premium savings as compared to expiring policies
Plaza Grande at Old Bridge – Old Bridge, NJ: Worked with Property Manager and Board to allow a competitive bidding process on difficult to place risk; created over $17,000 in premium savings through teamwork with broker partner
Breaker Reef Council of Co-Owners – Myrtle Beach, SC: Identified coverage gap with expiring Flood policies and enhanced coverage by renewing with broker partner and adding more than $4,000,000 to insured property for claims caused by flood
Masters Place HOA – Myrtle Beach, SC: Created more than $13,000 in premium savings as compared to expiring program by placing coverage with partner broker
Bridgeway Mills – Playa del Rey, CA: Saved client 20% on annual premium while adding broader coverages by switching to partner broker
Fieldcrest Villas – Aliso Viejo, CA: Client saved 18% on premiums, totaling over $3,000 in annual savings
Ladera Ranch – South Orange County, CA: By switching to partner broker, client saved $35,000 per year and increased coverages
Tanglewood – Calgary, AB: Moved to partner broker, saving over 45% in premium compared to insurance renewal quote
Aria II – Vancouver, BC: Switched to partner broker to save $8,000 on premiums with more coverage and lower deductible versus incumbent