Congers, New York, United States
Brian serves as a Partner, overseeing originations, due diligence, and business development. Brian ensures each deal is thoroughly evaluated, capitalized, and successfully closed. He was previously a Partner at Procida Funding, where he oversaw originations, due diligence, and business development since 2016, and was instrumental in driving growth, originating over $1 billion in loans while maintaining a selective and rigorous underwriting approach. His leadership and strategic insight were pivotal in expanding Procida Funding’s assets under management and forging client relationships. A graduate of the Wharton School at the University of Pennsylvania, Brian concentrated in Finance and Real Estate and was a member of Penn’s Varsity Swim & Dive team. He demonstrates a strong commitment to community service, serving as a member of the Foundation Board of Montefiore Nyack Hospital and as a non-voting member of the Board of Trustees (Finance). Brian also holds a New York State real estate broker’s license, reflecting his deep expertise in and dedication to the real estate and finance industries.
• Led deal sourcing and underwriting for a growth-stage real estate debt fund focused on construction lending. • Cultivated strong relationships with sponsors to enhance collaboration and investment opportunities. • Oversaw operations in the New York metro and east-coast gateway markets, ensuring strategic alignment with company goals.
Conduct field and office research of prospective investments through in-depth examinations of local market conditions, population and employment trends, and competitive product analysis through the use of third-party reports, on-site interviews, and real estate knowledge to determine the suitability and sustainability of all prospective investments Coordinate third party consultant reports, borrower and project data to properly underwrite and understand the financial condition of all new deals and borrowers Serve as point of contact with banks, new investment partners, and senior participants to raise funds, sell loan participations, and grow business
Trained, motivated and evaluated staff assignments of eighty lifeguards, including handling payroll and schedules Provided leadership and direction by conducting regular staff meetings and utilizing mid- and post-season evaluations Communicated official plans, policies and procedures with the patrons Scheduled recreational activities such as aqua aerobics and swim lessons for town residents Taught instructors proper techniques to teach lessons in the most effective manner through workshops and regular tests
Led a team of interns analyzing phone call and email data streams to identify proper sales techniques Spent time as a runner in the options and futures pits Attended budget underwriting meetings to save on overhead