Michael Luftig, Clfp Email & Phone Number

New York, New York, United States

Responsible for Equipment Finance Business Development within the East Coast Entertainment and Private Bank at City National Bank as well as City National Rochdale nationwide.

Greater New York City Area

Establish and maintain relationships within City National Bank and City National Rochdale to enhance the client's financial positioning through financing. First American Equipment Finance is a product partner on equipment-related projects and acquisitions for clients and prospects, specializing in assets ranging from medical and manufacturing equipment, private aircraft, technology, and software, among many other custom solutions to fit their needs.

Greater New York City Area

Societe Generale Equipment Finance is part of the renowned investment banking group Société Générale, offering a comprehensive and robust range of financing alternatives.I managed several direct and indirect vendor partner relationships including private label programs. In addition to serving as lead for direct industrial offerings I served as lead on a high profile tech vendor partnership resulting in ~$100mm in originations annually. Products included:•Structured Off Balance Sheet Facilities•Sale Leasebacks•Capital Leases•Fair Market Value Leases•Equipment Loans

Greater New York City Area

Provided key metrics and analytical support for Executive VP Direct Sales including various financial analysis and forecasting.

Greater New York City Area

-Co lead on SG-TRUMPF Joint Venture providing Industrial Equipment Financing solutions serving as analyst and point of contact. -Analyze, Doc, Book, Fund and/or Syndicate various deals for SGEF Portfolio in both Industrial and High-Tech Sectors. -File and Maintain Uniform Commercial Code Liens (Secured Debt) in accordance with State and Federal regulations.

Greater New York City Area

Guidepoint Global provides customized information solutions across all market sectors. Clients include some of the world`s leading private equity firms, mutual funds, hedge funds, strategy consultancies and multinational companies.- Provided information and guidance on compliance issues for Guidepoint Global with company’s annual revenue of $200MM, reporting directly to the Chief Compliance Officer. - Responsible for Compliance oversight focused on Healthcare (70% of overall revenue), Consumer/Retail, and Singapore office. - Reviewed and monitored market fluctuations, corporate actions, mergers and acquisitions, clinical trial data and earnings reports.

London, United Kingdom

Bachelor Of Science, Business Administration; Finance

Activities and Societies: Tau Epsilon Phi Fraternity, Bryant University Finance Club, Bryant Ski and Snowboard Club, Bryant Intramural.

Certificate In Capital Markets

UNC Capital Markets Certificate is a 70-90 hour certificate program composed of three courses - Introduction to Capital Markets, Fixed.

Financial Modeling (Dcf, M&A, Lbo) & Corporate Valuation

Core Valuation and Financial Modeling Course successfully completed January '15 Covered in depth best practices for Financial Modeling.

Education record

Activities and Societies: Captain - Millburn Varsity Golf (2007 State Champions) Member - Princeton Model Congress (2003-2007)