Steve is an Investment Banker at Xnergy Financial in Southern California. He has over 25 years of Wall Street, institutional capital markets, structured finance, broker/dealer and financial services experience getting deals funded, trades done and transactions closed. Steve’s comprehensive understanding of the investment markets has enabled him to develop and leverage a strong investor relationship network. His working relationships include foreign and domestic family offices, financial advisors, life insurance companies, investment funds, private equity, venture capital, private debt, HNWIs, entrepreneurs, real estate developers and investors. Steve began his Wall Street career in taxable fixed income as an institutional Mortgage Backed Securities (MBS) salesperson in New York where he focused on prioritizing cash flows and tranching securitized residential (RMBS) and securitized commercial (CMBS) cash-flows for large institutional investors.

Steve pivoted to the Investment Banking / Deal Making side of the business when sub-prime mortgages (along with the entire global economy) collapsed. Steve is especially vigilant about opportunities to provide “value-added” to prospects, investors and Xnergy clients during these especially challenging times.

Education:
Hofstra University, BA, Economics (cum laude Graduate)


New York University, Real Estate Institute


University of California, Irvine - Internet Marketing Program

Current Licenses:
FINRA Series 7 (General Securities Representative)
FINRA Series 24 (General Securities Principal)
FINRA Series 63 (Uniform Securities Agent)
California Real Estate Brokers License # 01351603