Will Moss Email and Phone Number
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As a Senior Advisor for Capstone Companies, my goal is to help generate, maintain, and increase the value and profitability of our clients' multifamily investment properties. We provide comprehensive multi-family advisory services in asset acquistion, and development, strategic ownership decisions, market insight and positioning, property value analysis, and disposition brokerage to support our clients in every stage of ownership. This comprehensive multi-family focused service offering paired with our relentless drive to win on behalf of our clients is what sets us apart from pedestrian brokerage firms. Capstone simply put: Expertise. Experience. Extra-Mile.As an Intermediary for Blue Sky Business Resources, I work closely with business owners and lead them through the M&A transaction process. I work with the business owners to understand the company's story and position it for a strong exit. Once this is completed Blue Sky and myself create and execute a marketing strategy that includes identifying and vetting potential acquirers. Lastly, I facilitate the negotiation and due diligence leading to the closing of the transaction.
Mmg Real Estate Advisors
View- Website:
- mmgrea.com
- Employees:
- 102
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Sales DirectorMmg Real Estate AdvisorsSalt Lake City, Ut, Us -
Senior AdvisorCapstone Companies Jan 2024 - PresentSalt Lake City, Utah, United States -
Investment Sales AdvisorCapstone Companies Apr 2022 - Jan 2024Salt Lake City, Utah, United StatesThe goal of Capstone is to help generate, maintain, and increase the value and profitability of our clients’ multi-family investment properties. To do so, we provide comprehensive multi-family advisory services in asset acquisition and development, strategic ownership decisions, market insight and positioning, property value analysis, and disposition brokerage to support our clients in every stage of ownership. This comprehensive multi-family-focused service offering paired with our relentless drive to win on behalf of our clients is what sets us apart from pedestrian brokerage firms. Capstone simply put: Expertise. Experience. Extra-Mile. -
Business IntermediaryBlue Sky Business Resources Feb 2019 - PresentGreater Salt Lake City AreaI work closely with business owners leading them through the M&A transaction process. It is important to understand the company story to push it for a smooth exit. Blue Sky and myself will create and execute a marketing strategy that includes identifying and vetting target acquirers. I also facilitate negotiation and due diligence, leading to the close of the transaction. -
Business Banking Officer / Vice PresidentHillcrest Bank Mar 2020 - May 2021Salt Lake City, Utah, United StatesProvide a full range of business banking services, such as commercial loans and business deposit products.
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Manager Of Portfolio ManagementMember Business Lending Apr 2019 - Feb 2020Greater Salt Lake City Area- Lead a team of portfolio managers.- Responsible for managing commercial portfolio risk, including the performance of periodic loan reviews, routine loan modifications, and assisting clients with overseeing special assets.- Oversee loan participations and debt placement. -
Associate AgentRedfin May 2017 - Dec 2019Greater Salt Lake City Area- Conducted Tours, attend open houses, and home inspections with clients.- Assisted senior agents with various tasks to provide superior customer service.- Licensed real estate agent -
Construction Loan AdministratorCeltic Bank May 2018 - Sep 2018Salt Lake City, Utah- Managed $100 million solar construction portfolio- Responsible for ensuring project completion on commercial projects including reviewing site inspections, documentations, and policies. -
Portfolio Manager - Global Sustainable FinanceMorgan Stanley Jan 2016 - Mar 2017Greater Salt Lake City Area- Managed the Community Reinvestment Act portfolio (loans, PE Investments and tax credits)- Provided detailed loan and investment portfolio analysis through monthly and quarterly reports- Functioned as a liaison between compliance and business unit for regulatory requests- Collaborated with management on establishing procedures and policies -
Analyst - Global Trade And Receivables FinanceHsbc Nov 2014 - Jun 2015Chicago, Il- Created presentations on working capital solutions for corporations with $500 million or more in revenue.- Provided specialized support for relationship managers on trade products to enhance customer relations. -Experience using S&P Capital IQ to gain insight on clients and industries. -
Graduate AssistantshipDepaul University Department Of Management Sep 2014 - Jun 2015Chicago, Il -
Special Accounts OfficerNorthwestern Bank Oct 2010 - Jul 2013Traverse City, Mi-Worked with distressed borrowers to formulate a beneficial exit strategy for the bank and borrowers.-Managed a small commercial loan portfolio of approximately $15 million.-Managed bank owned property and real estate held portfolios.-Strategized with senior management on reports required for the FDIC call report.-Selected by management to instill our business culture through continual guidance. -
Credit AnalystNorthwestern Bank Aug 2008 - Oct 2010Traverse City, Mi-Assisted lending officers in analysis and administration of commercial lending accounts.-Reviewed existing loan portfolios, taking notice for any developing issues or concerns related to credit. -
Personal BankerNorthwestern Bank Feb 2008 - Aug 2008Traverse City, Mi-Responsible for managing depository relationships.-Acted as a referral contact for other areas of the bank by maintaining an in depth understanding of all bank products.
Will Moss Skills
Will Moss Education Details
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Depaul University - Charles H. Kellstadt Graduate School Of BusinessFinance And Real Estate Investment -
International Business And Politics -
Albertson College Of IdahoInternational Political Economy & Business
Frequently Asked Questions about Will Moss
What company does Will Moss work for?
Will Moss works for Mmg Real Estate Advisors
What is Will Moss's role at the current company?
Will Moss's current role is Sales Director.
What is Will Moss's email address?
Will Moss's email address is wi****@****ank.com
What is Will Moss's direct phone number?
Will Moss's direct phone number is +191425*****
What schools did Will Moss attend?
Will Moss attended Depaul University - Charles H. Kellstadt Graduate School Of Business, The College Of Idaho, Albertson College Of Idaho.
What skills is Will Moss known for?
Will Moss has skills like Financial Analysis, Finance, Leadership, Credit, Banking, Portfolio Management, Commercial Lending, Analysis, Credit Risk, Credit Analysis, Microsoft Office, Microsoft Excel.
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