We have over 25 years of experience in commercial lending, finance, real estate and capital placement. Ask us about:
As an independent financial services consulting firm, we can access many different products and seasoned industry specialists so you can get the right products and services for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Financial services executive with over 25 years of experience, having led commercial banking teams, and worked in investment and international banking. Mr. Kim has raised equity and debt for projects, as well as lending and placing debt. As an enterpenuer, he has owned and operated businesses, consulted and raised capital in several reg.
Financial services executive with over 25 years of experience, having led commercial banking teams, and worked in investment and international banking. Mr. Kim has raised equity and debt for projects, as well as lending and placing debt. As an enterpenuer, he has owned and operated businesses, consulted and raised capital in several reg. D offerings and transacted on real properties for his own portfolio.
He has an in depth knowledge of market conditions, strategic partnering, regulatory compliance, risk and sales management. He leads and manages with integrity, energy, and enthusiasm; assess aptitude and attitude, set high expectations and provide constant and consistent feedback to encourage high productivity.
Mr. Kim has degrees in Economics with an emphasis in accounting, MBA in finance and a post graduate certificate in executive bank management.