Kathy has more than 25 years of banking and finance lending experience. Her proficiency in originating and underwriting commercial loans with regional banks, insurance companies and investment banking firms has earned her recognition within the industry. Highly regarded by both her clients and lending sources, Kathy serves on the Board at Regal Bank, headquartered in Livingston, NJ, has been retained as an expert legal witness in commercial real estate litigation and is frequently featured as speaker at industry conferences.
Brad graduated from Rider University with a degree in Finance. His strong financial background coupled with his experience in commercial real estate make him an unrivaled asset to the firm. Brad is incomparable when it comes to suggesting how to best leverage a client’s real estate holdings to accomplish ultimate goals for their real estate portfolios. This allows him to suggest the best financial structure which often includes senior debt, mezzanine and JV equity. Brad is highly experienced in permanent, construction and bridge financing and has worked with many clients to maximize their loan proceeds.
Abe graduated from Seton Hall University with an MBA in Finance. His expertise throughout the capital markets enable him to effectively negotiate and secure various types of financing. Abe's extensive experience in working with all commercial property types combined with his proficiency in underwriting and negotiating, positions him as an expert in CRE financing in order to advise, originate and close transactions on behalf of high net worth individuals.
Rich has a vast understanding of the NY Metro market and has many years of experience in the commercial real estate industry. He has established an unrivaled network of lender relationships and is proficient in underwriting, negotiating, and securing commercial loans. Rich is well versed in all aspects of the CRE financing sector and continues to expand his client portfolio by structuring loan terms and financial solution options at the best rate available for his clients.
Brian is a Boston University School of Management graduate. He utilizes his management and marketing background by applying specific techniques to coordinate a structured communication method specially formulated to generate leads and further the company's communication platform. Brian works directly with all company individuals on a daily basis to further enhance and improve client and B2B relationships. He also provides support to the marketing department by introducing practices and skills to increase web traffic and company presence.
Frank graduated from Kean University with a degree in Accounting and Finance. His background and experience as a credit analyst specializing in underwriting commercial loans has equipped him with the essential tools to fully support the loan officers and provide credit underwriting for all facets of loan requests. Frank concentrates on performing detailed analysis of each loan request to determine the best loan structure for the client.
Gabby graduated from the dean's list at Virginia Tech with a degree in Finance and Real Estate. Her background in wealth creation, investment strategy and knowledge of the commercial real estate industry enables her to support the team of loan officers. Gabby assists with borrowers’ credit analysis, identifying the best debt structure for our clients, and following through on all steps of the underwriting process. She is also conversationally proficient in Mandarin, Chinese and Spanish.
Eli graduated from NYU’s Stern School of Business with a degree in Finance and Management. He provides support to the loan officers in all aspects relating to the credit analysis and underwriting process. Eli identifies the best debt structure through a thoughtful analysis of the underlying credit to ensure that each client receives the most favorable options available. He works closely with all parties involved in the financing process to source and close the loan swiftly and efficiently.
Brett attended Seton University where he played Division I baseball and graduated with a degree in Finance. His background as a credit analyst enables him to support the loan officers in underwriting commercial and construction loans. Brett applies his experience to prepare financial loan proposals and provide pertinent data while developing solid financial models and projections to support valuation, planning and forecasting potential credit risks.
John graduated from Quinnipac University with a degree in Finance. His experience in evaluating, purchasing and reselling investment properties on behalf of his clients has furthered his understanding of the real estate sector. John applies his knowledge and experience to support the loan officers in all aspects relating to the credit analysis and underwriting process including identifying the best debt structure to ensure that each client receives the most favorable options available.
Katie graduated from Loyola University Maryland with a Finance degree. Her accounting background and experience with various investment products and mutual funds enables her to present relevant data to the loan officers requisite for loan submissions. Katie performs comprehensive evaluations of all operations relative to the credit analysis and underwriting process to ensure accuracy for a stream-lined closing.
John attends Fordham University and is pursuing a bachelor’s degree in Finance with a concentration in Alternative Investments. His business and financing background enables him to support the loan officers in underwriting commercial and construction loans. John’s proficiency of financial analysis and general accounting practice allows him to provide pertinent data while developing solid financial models to support valuation, planning and forecasting potential credit risks.
For over 25 years, Mary has handled all aspects of the company's office administration, as well as manage closings and loan administration for Progress Direct. She works very closely with investors, borrowers, attorneys and title companies on a daily basis and provides support during each phase of the loan process. Mary is proficient in closing commercial loan transactions and works diligently to facilitate timely closings.
Kimberly graduated from Ramapo College with a degree in Design and Visual Communications. Her experience in creating visual and written content for digital and print advertisement has equipped her with the necessary tools to manage all marketing related aspects of the firm. With Kimberly’s artistic ability and adeptness to target specific audiences, she is proficient in producing content across all media platforms to market business and drive revenue.
Lilly has provided support in numerous administrative areas for the firm for over 15 years and plays an integral role in managing the marketing efforts of the company. She coordinates advertising agendas, oversees promotional materials inventory and all marketing related expenses. Lilly develops and implements effective marketing and advertising campaigns to promote the company’s services and recent successes.
Alexis is an intern providing support to the firm’s Marketing Department. She is a member of the National Honors Society at Monmouth University majoring in Communications Radio/TV. Her participation in the University’s organizations, such as Alpha Xi Delta and Hawk TV permit her to film a weekly show including promotional videos for Channel 12. Alexis’ background and experience makes her a great addition to the firm’s marketing team in promoting the company’s social media presence.
Maddie is our in-house greeter. We all love Madison and look forward to seeing her every morning. She definitely deserves to wear the Miss Congenitally crown of Progress Capital. Come visit our office and meet Maddie, as she is here every day delivering a positive vibe throughout the workplace.