Greystone offers a wide variety of multifamily and healthcare financing solutions, including Fannie Mae, Freddie Mac, Bridge and FHA loan products. The firm manages more than $15 billion in assets and consistently ranks among the top Fannie Mae DUS© and FHA lenders. With 25 years of experience in government agency lending and loan restructuring, Greystone is a leader in its industry.

Facilitate Real Estate transactions across a variety of property types. BlueGate is a boutique real estate investment banking firm with offices in New York and Palm Beach, and offers services in the areas of investment sales, portfolio and property financing, and debt and equity capital raising for real estate projects.

Develop market value opinions for commercial real estate including office, industrial, cold storage complexes, retail, multi‐family and vacant land, resulting in gross fees for the firm in excess of $160,000 through Q2 2014 Value properties involved in large portfolio acquisitions totaling over $300 million and ranging from suburban offices to industrial warehouses Use Sales Comparison, Cost and Income Capitalization Approaches to value commercial properties throughout the mid‐Atlantic region Utilize Argus DCF software to develop net operating income and cash flows for various income producing properties supporting a determination of fair market values Interact directly with individual clients and banks (including: Wells Fargo, J.P Morgan, Bank of America and the Royal Bank of Scotland) to gather essential materials and consistently deliver assignment results before deadlines

 Assembled over 40 custom client presentations displaying performance versus various benchmarks along with current and proposed asset allocations across multiple asset classes Gained firm understanding of how clients diversify their portfolios amongst various asset classes (Fixed Income, Stocks, Private Equity, Hedge Funds, Commodities, etc.) to meet their individual risk-return appetites Monitored class action lawsuits & corporate actions including bond offerings, optional dividends, warrant exercises & proxy contests for our portfolio of over 200 clients Identified over 220 prospective clients while acquiring contact and background info, and constructed 15 new business books designed for potential new high net worth clients

Supported Credit Officers in fundamental credit analysis to support the execution of Investment Banking Division deals ranging from revolving credit facilities to various traded products Analyzed companies from multiple sectors including technology, healthcare, industrials, energy, durables, municipalities, not‐for‐profits and consumer staples to determine an appropriate risk appetite for each firm Successfully reviewed over 40 counterparties to generate internal credit ratings and memos to assist upper management’s decision making processes Utilized sophisticated financial excel models and credit metrics while analyzing company performance and generating key deliverablesKeurig

Completed P&L reconciliation model through multiple rounds of the Annual Operating Plan, to identify variances to the Director of Finance forecast; resulted in the setting of annual financial targets Built data warehouse and analysis pivot table based tool for complex retail demand forecast, encompassing all units moving through the channel. Model provided senior management with forecast visibility and was a key part of the Sales and Operations Planning process Created model for analysis of industrial design expense and worked with Manager of FP&A to project and evaluate expenses for senior management presentation Assisted controller in 6 monthly and 2 quarterly financial closes, including accruing for expenses, creating and entering journal entries and reconciling the balance sheet resulting in successful PWC audit