Michael Yavner

Experience

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  Wells Fargo

  Jan 1996 - Jan 2000

  Financial Advisor

  Prospected and serviced individual investors and high net worth clients. Gathered assets and developed asset allocation guidelines and implemented strategies to provide income, enhance wealth, and minimize risk.Provide information on brokerage services, stocks, mutual funds, and fixed income securities.Consistently met and exceeded asset gathering and sales quotasRanked in top quartile in nation for new trainees.

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  UBS PaineWebber

  Jan 2000 - Jan 2002

  Vice President Financial Advisor / Retirement Plan Consultant

  Design, develop and deliver marketing campaigns to attract and retain clients. Serve high networth clients, corporations, and individual investors.Build relationships and drive business through new accounts, portfolio review, and prospecting.Develop asset allocation guidelines to maximize investor return while minimizing risk.Provide information on retirement plans, including 401(k) plans, brokerage services, managed account services, stocks, fixed income securities, estate planning, insurance, variable annuities, and lending products. Established relations with institutional clients; successfully prospected and landed several defined benefit and defined contribution plans. Acted as main contact person for accounts.Generated a high number of referrals and repeat business by providing excellent service and follow-up.Conducted sales meetings for new Financial Advisors and helped train new recruits Show less

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  Northern Trust

  Jan 2002 - May 2010

  Vice President / Wealth Strategist

  Establish relationships with new prospects. Present asset allocation plans, investment solutions and services in calling presentations to acquire new clients.Maintain ongoing contact with clients and promote relationship enhancement opportunities through knowledge of estate and financial planning matters.Cultivate center of influence contacts for referrals and to strengthen Northern competitive advantage in marketplace.Cross sell investment and trust relationships to existing bank clients.Cultivate banking relationships for new deposits and loansCultivate institutional business in the not for profit sector, including institutional custody.Assist prospects and clients with estate planning ideas. Secure future fee appointments. Show less

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  BNY

  Jun 2010 - Jan 2013

  Senior Director

  Establish relationships with new prospects. Present asset allocation plans, investment solutions and services in calling presentations to acquire new clients.Maintain ongoing contact with clients and promote relationship enhancement opportunities through knowledge of estate and financial planning matters.Cultivate center of influence contacts for referrals and to strengthen BNY Mellon Wealth Management competitive advantage in marketplace.Cultivate banking relationships for new deposits and loansCultivate institutional business in the not for profit sector, including institutional custody.Assist prospects and clients with estate planning ideas. Secure future fee appointments. Show less

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  Safra National Bank

  Jan 2013 - Dec 2013

  Managing Director - Domestic Wealth Management

  • Develop and integrate a Domestic Wealth Platform into existing International Private Banking model, including enhancing domestic capabilities and products / offerings• Manage team of Private Bankers• Establish relationships with new clients for investments, lending, and private banking• Advise International Bankers on US tax issues, estate planning, investment advantages / disadvantages of various instruments

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  Yavner Group

  Dec 2013 - now

  Owner

  • Origination partner with Petros Partners on C-PACE loans for Commercial Real Estate • Source Equity and Debt for Commercial Real Estate Sponsors• Family Office consulting and advising• National life insurance brokerage and risk management firm• Focus on Generational wealth transfer, large case life insurance underwriting, income tax, estate tax, business succession, and family wealth preservation.• Well versed in ABIL policies utilizing 3rd party lenders.

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  Israel Bonds

  Oct 2015 - Apr 2018

  Executive Director - Florida, Puerto Rico, and the USVI

  Executive Director at Israel Bonds is responsible for the development and implementation of all local campaign goals, programs, and operations for managing territory.At Israel Bonds, we have the unique and exciting opportunity to facilitate the direct investment, which helps promote the growth, and add to the strength and stability of the State of Israel.• Oversee entire Annual campaign• Maintain and develop relationships with High Net Worth and Institutional Investors to secure substantial investments• Oversee Bond Financing Program• Manage marketing presentations to individuals and groups• Manage Registered Reps, Office Manager, and Administrative Staff• Oversee and participate in in solicitations for new purchases and reinvestments• Determine appropriate marketing and advertising campaigns• Plan and maintain Annual budget• Identify and secure speakers for events• Identify potential honorees• Serve as liaison to National Departments• Recruit and oversee lay leadership positions and manage local councils• Solicit participation in National Delegation, to Israel, National Leadership Conferences, and other National events Show less

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  Waypoint Residential

  May 2018 - Aug 2021

  Managing Director - Capital Markets

  Waypoint Real Estate Investments, LLC (“Waypoint”) is a vertically integrated real estate investment manager focused on the rental housing sector. Waypoint acquires and develops conventional multifamily, student housing and senior housing properties throughout the United States. Founded in 2011, the company’s investment activity totals approximately $3.9 billion across more than 26,000 units.Waypoint’s comprehensive capabilities include acquisitions, development, financing, asset management, accounting and investor relations. The firm’s fully integrated platform also includes a dedicated management company, Waypoint Management Services, which provides property management services for a majority of Waypoint’s portfolio. With six offices located in Atlanta, Boca Raton, Chicago, Dallas, Denver and Stamford, Waypoint employs more than 120 industry professional across all divisions, including a seasoned senior management team with an average of more than 25 years of real estate experience across all disciplines. Show less

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  Rivergate Companies

  Dec 2020 - Mar 2022

  Director, Capital Markets & Investor Relations

  Michael is Managing Director of Capital Markets and Investor Relations for Rivergate Companies. Rivergate Companies is a real estate holding company focusing its efforts and resources on its active joint venture partners with the goal of delivering outsized returns in varying product types, geographies, and market cycles.

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  Petros PACE Finance

  Jan 2021 - now

  Origination Partner

  Work with real estate developers and owners to secure PACE assessments on their properties, increasing ROE for themselves and their investors.