We found the following information about Alexis Rouda at Security Financial Services, where this professional has worked as a Vice President since 2010. Alexis's total work experience is over five years, during which time Alexis had at least three jobs at different companies to develop professional skills. Alexis studied at the McGill University from 2001 to 2005. Alexis Rouda currently lives in San Francisco, California. You can contact with Alexis by searching for phone or email address or find additional information by requesting access to the professional's further details from Connexy.
Name variants:
Alex Rouda
Contact Information
Last Update
Jul 13, 2022
Email
al**@secfin.com
Location
San Francisco, CA
Company
Workplace
Vice President
San Francisco, CA
Industry
Financial Services, All Other Nondepository Credit Intermediation
Colleagues
Work History
Vice President
• Cultivate new business opportunities
• Actively manage Real Estate and Business Note portfolio
• Communicate with brokers, borrowers, industry professionals
• Underwrite new deals
• Expedi...
from Jun 2010
Assistant Vice President
• Top Lender in Palo Alto Private Banking Group
• Managed $30MM deposit and $20MM loan portfolio
• Responsible for maintaining client relationships and new business
• Gained proficiency in a...
Feb 2007 — Jun 2010
Credit Analyst
• Completed Comerica's Credit Training Program
• 2 years as Analyst in Corporate Banking & Private Banking
• Gained extensive credit underwriting analytic skills
• Mastered real estate c...
Jun 2005 — Jan 2007
Education
2001 — 2005
2003 — 2004
Occupations
Executive
Senior Vice President
Vice President
Real Estate Broker
Licensed Real Estate Broker
Accountant
Finance and Accounting Specialist
Assistant Vice President
Chief Executive
Property Manager
Real Estate Manager
Accounting Bookkeeper
Bookkeeper
Skills
Loans
Investments
Credit
Real Estate
Valuation
Commercial Lending
Credit Analysis
Loan Origination
Wealth Management
Bridge Loans
Cash Flow
Financial Services
Commercial Mortgages
Finance
Real Estate Financing
Investment Properties
Financial Structuring
Underwriting
Real Estate Economics
Commercial Banking
Business Notes
Private Banking
Asset Based Lending
Private Lending
Commercial Real Estate Loans