Joseph Romano Email & Phone Number

Greater New York City Area

If your company operates in the Middle Market space, BHI can be a valuable partner to help your business. Feel free to contact me at (212) 782-2093 / jromano@bhiusa.com or visit us at www.bhiusa.com for more information.BHI has the streamlined structure of a boutique bank, coupled with the benefit of strong parent balance sheet support from Bank Hapoalim. Through this combination, BHI is uniquely positioned to offer clients both the funding and tailored, flexible solutions they need to… Show more If your company operates in the Middle Market space, BHI can be a valuable partner to help your business. Feel free to contact me at (212) 782-2093 / jromano@bhiusa.com or visit us at www.bhiusa.com for more information.BHI has the streamlined structure of a boutique bank, coupled with the benefit of strong parent balance sheet support from Bank Hapoalim. Through this combination, BHI is uniquely positioned to offer clients both the funding and tailored, flexible solutions they need to meet their strategic objectives. Our time-tested strength and stability means we can support your business now, and for many years to come.BHI relationship managers have a depth of knowledge and expertise in a broad range of industry sectors, including consumer products, apparel, manufacturing, distribution, food and beverage, hi-tech, healthcare and commercial real estate. In addition to the personalized attention at the relationship level, BHI clients enjoy the added value of hands-on involvement and access to senior-level bank executives. This enables us to provide superior service and innovative ideas designed to help your business thrive. Show less

New York Metropolitan Area

Managed a portfolio of internationally-connected middle market businesses operating in a broad range of industries. Offered clients an array of trade finance, foreign exchange and cash management solutions as well as traditional banking products such as lines of credit, term loans and commercial mortgages. - Consistently surpassed growth targets and increased portfolio revenue on an annual basis. - Exceeded booked credit goals (140%) and ranked in the top ten countrywide from… Show more Managed a portfolio of internationally-connected middle market businesses operating in a broad range of industries. Offered clients an array of trade finance, foreign exchange and cash management solutions as well as traditional banking products such as lines of credit, term loans and commercial mortgages. - Consistently surpassed growth targets and increased portfolio revenue on an annual basis. - Exceeded booked credit goals (140%) and ranked in the top ten countrywide from 2014-16 as a relationship manager. Show less

915 Broadway, New York, N.Y.

Originated and managed a portfolio of small business loans funded by Seedco Financial (now TruFund Financial), a certified national Community Development Financial Institution that promotes economic opportunities in underserved areas. The organization carries out its mission through New Markets Tax Credit allocations and by providing access to capital to small businesses that are unable to secure financing from conventional bank sources.

Structured mortgages based on referrals originated through relationships with real estate agents, accountants, attorneys and direct marketing efforts.

New York, New York

- Principal/Director in the Global Investment Bank, which offered clients a comprehensive array of financial services and capital markets solutions. Covered deal sponsor groups to obtain advisory mandates for mergers & acquisitions and generate finance opportunities in capital markets such as leveraged lending, high yield debt, private placements and equity. - Principal/Director in the Global Structured Finance Group, which agented, arranged, closed and sold Collateralized Bond… Show more - Principal/Director in the Global Investment Bank, which offered clients a comprehensive array of financial services and capital markets solutions. Covered deal sponsor groups to obtain advisory mandates for mergers & acquisitions and generate finance opportunities in capital markets such as leveraged lending, high yield debt, private placements and equity. - Principal/Director in the Global Structured Finance Group, which agented, arranged, closed and sold Collateralized Bond Obligation funds for major investment managers such as TCW Group, Pilgrim Capital, Bain Capital and Apollo Advisors. Structured and underwrote CBO funds ranging in size from $400 million to $1.2 billion.- Vice President with BT Commercial Corporation, which agented, arranged, closed and syndicated asset-based transactions for middle-market companies operating in a broad range of industries. Structured and underwrote credit facilities and term loans in connection with refinance, recapitalization, restructurings, leveraged buyouts and M&A transactions. Transaction sizes ranged from $25 million to $750 million. Show less

Bs, Psychology / Business Administration

Master Of Business Administration - Mba