Arber Eftimiu, Cfa Email & Phone Number

New York, New York, United States

New York City Metropolitan Area

Review and oversight of financial reporting, investment return objectives, risk constraints and optimal capital and liquidity structures for the Foundation’s assets under management (>$30M). Review and oversight of all tax and financial reporting requirements, including periodic third-party audit of financials and financial practices of the Foundation. Review, oversight and compliance with Foundation’s Investment Policy Statement.

Serve on the Board of Directors and Finance Committee of St. Philip The Apostle Foundation Inc. (Foundation) that utilizes a $30M+ investment portfolio to fund academic scholarship to students attending schools in the Don Bosco community and fund living & retirement expenses for the priests and brothers in the Don Bosco community.Assist the Board of Directors, Executive Committee and Finance Committee in evaluating the performance of the underlying managers and asset classes, as it relates to the investment objectives and risk constraints of the Foundation’s Investment Policy Statement and the overall market cycle. Assist the Foundation in continuously researching appropriate asset managers in the universe that add “alpha” and diversification, with an emphasis on downside risk protection. Assist the Treasurer and Chairman of the Finance Committee to present quarterly investment reports and “ad hoc” reports to the Board of Directors, provide an overview of the performance of the Foundation’s assets in relation to its peer universe & the overall market and outline potential investment risks and potential investment opportunities in the future investment horizon of the Foundation.

148 E Main St, New Rochelle, Ny 10801

I am honored and proud to serve as a Board Member and Finance Committee Member of Salesian High School, my alma mater. Salesian was founded in 1920 and will be celebrating its 100th year anniversary in 2020 as a private Roman Catholic secondary school for young men in grades 9 through 12. Salesian’s Mission Statement: “Steeped in the Catholic faith and educational tradition of St. John Bosco, Salesian High School is a home, a school, a parish and a playground. Our diverse community of young men preparing for college and meaningful careers are encouraged to become men of character, leadership and service in a global society. We foster life-long friendships in a welcoming family environment that stresses a rigorous curriculum, creative arts, strong athletics and service to others.”I look forward to collaborating with the leaders of the school to further Salesian's mission to help and inspire young men to become "men of character, leadership and service in a global society." For more information about Salesian, I encourage you to visit the school's website on the following link: https://www.salesianhigh.org/

New York, Ny

I started this firm simply because I believe in my team and our services but more importantly; I believe there are many people with great business ideas that need a helping hand to refine their plan and be given a chance to succeed. Our company has a very simple mission: "To help transform the business ideas of entrepreneurs into practical plans that make business sense to investors.”The process of getting ready to talk to investors can be many things: laborious, intimidating, exciting, terrifying. But most of all, it side-tracks your focus from your company. We understand that without raising money, your company is paralyzed. However, it's even more important for you to focus on building your company: your team, your products and services, and your customer base. Trying to prepare a business plan will consume hundreds of hours and finding investors may take even longer. This is precious time that is taken away from your business and can contribute to failed start ups, lackluster existing businesses, and the likelihood that a competitor may replicate your model and do it better than you.We can act as an objective partner who can save you a ton of time, helping with things like market research and analysis, strategy development, financial analysis and forecasting, presentation materials, and developing a capital formation strategy. We also have an extensive service network team beyond business plans, specializing in marketing/advertising, business development, accounting, corporate law, intellectual property, and web design. When appropriate, we can also provide these additional services to fill the gaps in your business.We look forward to getting to know you, and to helping you transform your business visions into reality!

21 Scarsdale Road, Yonkers, Ny 10707

Not for Profit, Healthcare, and Commercial Real Estate Banking

Member of the Healthcare & Not For Profit lending division comprised of 3 Relationship Managers and 2 Portfolio Managers responsible for managing and growing a current $400 million loan portfolio. Perform comprehensive industry, borrower, collateral and guarantor analysis of corporate entities with <$500M in revenues. Work closely with RMs and clients/prospects in ensuring excellent responsiveness to loan requests. Ensure effective and efficient turnaround of loan requests through positive coordination with multiple HVB departments (branches, credit, appraisal, legal, and loan operations). Prepare weekly presentations to Loan Committee for new money, loan renewals and interim credit reviews. Prepare monthly/quarterly/annual reviews for criticized and performing loans in portfolio. Leading lending division in the bank with lowest % of criticized loans in portfolio. Responsible for researching healthcare industry trends in the NYC market. Monitor industry loan exposures (NAICS concentrations), political, legal, and financial findings impacting healthcare entities.

Yonkers, Ny

24 month rotational program with multi-lending divisions of the bank. Assisted Senior Vice Presidents of multiple lending divisions (commercial real estate, general business, not for profit & healthcare) in business development activities, credit analysis/underwriting, pricing structure, loan presentations to bank directors, review of appraisal/legal documents and portfolio management. CRE Division – Reviewed appraisal, internal validations, and tenant leases of commercial properties; performed roll over analysis of lease maturities; analyzed NOI, debt coverage and LTV by stress testing rent rolls, vacancy rates, operating expenses, interest and capitalization rates. General Business Division – Assessed cash conversion cycle of operating entities by analyzing and quarterly monitoring the aging schedules and overall quality of inventory, receivables and payables. Analyzed M&E orderly liquidation and forced liquidation value for term loans. NFP & Healthcare Division – Performed fund accounting analysis; evaluated historical and prospective government and private reimbursement rates for multiple industries in the healthcare sector.

Assist Jon Newman, CFP and member of Chairman’s Advisory Council, and two other team members in managing 400 client accounts valued at $100 million and prepare financial proposals for new clients. Assist in preparing financial deliverables and other special projects.Coordinate marketing campaigns and executive presentations to prospective clients.Go-getter attitude with ability to easily grasp new ideas, concepts, methods, and investment techniques.

Improved my knowledge of the debt purchasing industry and overall financial markets. Assisted in the development of loan sale portfolio pitch books. Participated and observed conference calls related to the sale of nonperforming assets such as residential mortgages and home equity loans, business loans, and credit cards.

Post Master'S Certificate, International Business, Gpa: 4.0 (Summa Cum Laude)

Mba, Finance With A Concentration In Risk Management & Business Continuity, Gpa 3.97 (Summa Cum Laude); Class Rank-2Nd

Bba, Major - Finance With A Minor In Financial Accounting, Major Gpa 4.0; Overall Gpa 3.98 (Summa Cum Laude)

Activities and Societies: Member of Delta Epsilon Sigma (National Honor Society)Class Rank: 3rd out of 1307 graduating seniors Academic.