Rebecca Makas, Cfa Email & Phone Number

Hartford, Ct, Us

West Hartford, Ct

Fairfield County, Connecticut, United States

Southern CT REIA is a real estate investment group that offers education, apprenticeships and networking for all levels of investors. We host national speakers 5-6 times per year and opportunities for growth to newcomers and experienced real estate investors as well as for real estate agents.

West Hartford, Connecticut

#1 Team in Hartford CountyBest of Hartford, "Best Real Estate Team", 2019, 2020

Hartford Area, Connecticut

Responsible for distribution strategies for Prudential Investments products to both full service retirement plans and investment only platforms. Business matter expert on Prudential Retirement's Day One Funds target date series products, and internal resource for sales and key account teams in support of Day One Funds sales efforts. Leader of the team of stable value investment only salespeople, who are responsible for direct sales through intermediaries and advisors, as well as investment only sales that result from our full service recordkeeping pipeline.Relationship owner for third party sales of Prudential's Retirement Income product on other recordkeeping platforms, including oversight of pipeline and educational material production.Led multiple strategic initiatives to improve business processes and sales results, as well as annual strategic planning process. Represented Sales & Strategic Relationships in Balanced Score Card initiative and DOL Fiduciary Ruling prep team.

Hartford, Connecticut Area

Chief Administrative Officer for Prudential Bank & Trust, FSB. Liaison between the Bank and Prudential Retirement. Led re-launch of proprietary target date series, Prudential Day One Funds, including development and launch of companion series of CITs. Responsible for coordination of all internal processes around the launch, as well as development of sales training, coordination with legal, compliance, pricing and RFP functions.

Hartford, Ct

Chair of ALCO Committee and Asset/Liability Manager for captive federally chartered thrift. On a week to week basis price setting for current products. Key project manager in transaction bringing $700MM+ commercial real estate related deposits onto bank balance sheet, doubling the deposit base of the bank in one year. Development and implentation of new FDIC insured products for IRA and after tax accounts as well as inside of 401K plans.Liason for all other internal functions, including legal, compliance regulatory and controllers. Primary point of contact for rating agencies (Moody's, Fitch and S&P)Responsible for borrowing, cash management and liquidity functionality, including relationship with both the Fed Boston and FHLB Boston. Responsible for spread management and owner of both short and long term forecasting.

Residential real estate salesperson. Worked extensively with investors as well as individual home owners. Repeat top producer.

Asset backed securities analyst. Recommendation for purchase or sale for insurance related portfolios. Aircraft lease, manufactured housing, auto loan and lease, student loan, credit cards, many other on-the-run asset types. Developed and maintained relationships with rating agencies and the investment banking communities. Due diligence and monitoring. Interaction with issuing company management.

Member of investment committee for CDO asset purchases. Primary analyst for aircraft leases, manufactured housing, auto loans and leases and some CMBS. Acted as primary monitoring analyst for 100+ issue portfolio including many esoteric asset classes including health club and medical receivables, royalties and licensing, factoring, defaulted credit cards, auto rental and others. Extensive due diligence experience with issuing company management. Speaker at industry conferences. Established and maintained relationships with rating agency and investment management communities.

Master Of Business Administration - Mba, Finance

Mba, Finance & Management

Bs, Horticulture