John Moran’s Post

Senior Managing Director | Complex Director-NY Metro Complex Business Coach | Recruiter | Success Facilitator

1mo

RBC's NY Metro Complex is proud to share that DJ Totland has been included in the AdvisorHub Advisors to Watch list. DJ and his team provide outstanding client experiences backed by a holistic Wealth Management process. Congratulations to DJ and his team!

2 Comments

Brother Robert Berger, F.S.C.

Associate Professor of Religious Studies at Manhattan College

1mo

Totland highlighted by Moran… a dream come true!

Judi Rana, AWM

Vice President - Wealth Management Consultant at RBC Wealth Management

1mo

Congrats DJ!

See more comments

To view or add a comment, sign in

More Relevant Posts

Moonstone Information Refinery

3,186 followers
1mo
Report this post
PSG Wealth and Private Client Holdings crowned Top Wealth Managers of 2024 at Krutham Awards. PSG Wealth and Private Client Holdings were named the top wealth managers of 2024 at the prestigious Krutham Top Private Banks and Wealth Managers Awards. PSG won in the Large Institutions category, while Private Client Holdings was the winner in the Boutiques category. Read full article: https://buff.ly/3VVpyR4 Like, share, and subscribe to our weekly newsletters! #KruthamTopPrivateBanksandWealthManagersAwards #PrivateClientHoldings #PSGWealth #wealthmanagers
Like Comment
To view or add a comment, sign in
Coldwell Banker Professional Group

86 followers
8mo
Report this post
Taking that leap of faith into a new business venture or company can be scary, it’s important to gain as much information and have a good idea of what you’re getting into. We feel so blessed Jason Waugh saw a future with us and took that leap of faith with Coldwell Banker. If you’re interested in taking a leap of your own, reach out to us and we’ll give you all the facts on why we’re the best move you can make. 🌟 #cbpg #coldwellbankerluxury #coldwellbankerrealty #coldwellbanker #realestate
Like Comment
To view or add a comment, sign in
CBG Real Estate

451 followers
5mo
Report this post
🎉 Exciting News from CBG Real Estate! 🌟 We're thrilled to kick off 2024 by welcoming three Texas properties into our portfolio: · 2117 E. Saunders, Laredo · 808 S. Shary, Mission · 3711 W. Exp 83, Palmview Though modest in size, each property boasts a prime location and unique potential. It's time for some CBG magic! We're already envisioning transformations to elevate their value and impact for our tenants and the local communities. As the new stewards, we're rolling up our sleeves for leasing, accounting, development, and some serious capital improvements. This move not only solidifies our footprint in the vibrant South Texas market but also reinforces our commitment to nurturing spaces where businesses thrive. We continue to seek new acquisitions throughout Texas and are excited for what the future holds. If you are selling a retail property, please contact Matthew Abbott. We’re eager to connect. We buy both stabilized properties and those in need of some tender loving care. Let's make something great happen together! Why CBG? We're not just about transactions; we're about building futures. With a legacy of trust, innovation, and unwavering service, we're here to support your ambitions in the commercial real estate world. Ready to join our journey? Dive deeper into our story at cbgcre.com Let's explore the future together. 🚀 #CBGRealEstate #GrowWithUs #InvestInTexas #CommercialRealEstate #NewBeginnings #RealEstateDevelopment
Like Comment
To view or add a comment, sign in
Alan Comer

Business Development Manager 3rd Party Equipment Finance at Westpac Group
6mo
Report this post
Have you heard about Westpac Equipment Finance’s latest policy updates? Reach out to find out more. Dallas Ens, Kylie Lano Greg Pell Melissa Kitchener Jack Dyason Cassie-Maree Dennis #assetfinance #assetbrokers #equipmentfinance #equipmentfinancebrokers #assetfinancebrokers
Like Comment
To view or add a comment, sign in
Nathaniel Hatzie

Commercial Real Estate Specialist
3w
Report this post
#Florida rockin the #2 spot for best states for Business. Tampa Bay Economic Development Council recently dropped their 2024 industry overview giving props to giants like Baker McKenzie, Citi, The Depository Trust & Clearing Corporation (DTCC), JPMorganChase, PGIM, Pitney Bowes, USAA, and of course PwC. #CommercialRealEstate #CRE #InvestmentProperty #CommercialProperty #OfficeSpace #RetailSpace #Leasing #PropertyInvestment #CommercialLeasing #RealEstateInvestment #BusinessSpace #CommercialBroker #PropertyManagement #CommercialListing #TenantRepresentation #LandlordRepresentation #IndustrialRealEstate #RetailLeasing #OfficeLeasing #RealEstateDeals #FloridaMakes Why #Florida?
Like Comment
To view or add a comment, sign in
Adam Petricoff, CBI, CMAP, MAMI
8mo
Report this post
According to the IBBA Q3 survey, the median time to close remains somewhat consistent year-over-year, with businesses generally selling within one year of a listing engagement. Main Street deals typically close faster due to reduced due diligence demands. #timetoclose #VRbusinesssales #businessbrokerscharlotte
Like Comment
To view or add a comment, sign in
Michael Marafiote

BSM (VIC/ TAS)
3mo
Report this post
Join me for a dive into some of the more uncommon conversations in Commercial asset finance!
LMG Asset Finance

3,506 followers
3mo

Join Michael Marafiote, BSM for VIC/TAS + QLD, as he delves into the intricacies of Commercial Asset Finance, covering everything from the challenges inherent in commercial funding to common scenarios prevalent in the industry. Discover strategies to effectively frame conversations with business owners, unlocking new opportunities for growth. Gain insights into the types of assets we fund and deepen your understanding of various business structures. With the help of our panel of commercial lender experts, Shift, Westpac, Dynamoney this session will to equip you with the knowledge and skills necessary to navigate the complexities of Commercial Asset Finance successfully. When: 9th May @ 12pm (AEST) Tom Caesar Tim Wells Ryan Greaney Jordan Mutton Clint Hawthorne Daniel Scollo Peter Fullwood Matt Thompson Dan Adams Zoe Calderbank #AssetFinance #FinanceBroker #Brokers #Finance #Technology #Marketing #Advisors #Thrive #Commercial
Like Comment
To view or add a comment, sign in
Charles Foschini

Real Estate Dealmaker | Capital Markets Expert | Structured Finance Specialist | Direct Multifamily Lender | Business Builder | Board Member | #BIGLOANSONBIGBUILDINGS
10mo
Report this post
#CCIM looking forward to joining an esteemed panel and presenting to a CCIM chapter that ranks among the brightest colleagues in commercial real estate . We will be discussing the current state of the capiral markets and our predictions for the challenges and opportunities to come. #capitalmarkets #bigloansonbigbuildings #berkadia
2 Comments
Like Comment
To view or add a comment, sign in
Investment Week

23,693 followers
2mo Edited
Report this post
Baillie Gifford and HSBC retain Square Mile ratings despite manager exits ➡. Nicholas McLoughlin. Julian Le Beron, CFA. Baillie Gifford's Strategic Bond funds and the HSBC Global Strategy range have retained their Square Mile Academy of Funds ratings, despite the recent exits of key managers. Check out James Baxter-Derrington’s latest article👇 https://incm.pub/3XdQ8qD #investing #assetmanagement #wealthmanagement #finance
Like Comment
To view or add a comment, sign in
Corinne Maioli

People & Culture Business Partner | HR Business Partner
3mo Edited
Report this post
Some takeaways from this interesting event that I'll bring with me: 🔀 remember, "what can't be measured, can't be improved"; 🖐 always, look for an ally in every challenge you face; 💎 Don’t let someone else tell you "you can’t do it". Many are the challenges that our sector has still to face with respect to the DEI matters, but events and networks like Real Estate Balance are certainly a rich and stimulating starting point! #foodforthoughts #dei #newchallenges
Real Estate Balance

5,367 followers
3mo Edited

We are expecting Better Balance III to be as vibrant and insightful as the previous two editions and we can’t wait to see you there this week! It’ll be our third annual event celebrating Equity, Diversity, and Inclusion in UK real estate on 17th April. You'll look forward to hearing from: Our Keynote speakers: ▪️Simon Carter , Chief Executive, British Land ▪️Jessica Hardman, CEO DWS UK and Head of European Real Estate Portfolio Management ▪️ Sue Brown, Managing Director, Real Estate Balance And from our Panellists: ▪️Emma Guthrie (Chair), Partner, Shepherd and Wedderburn, REB NextGen co-chair ▪️Clarence E. Dixon, Global Head of Loan Services, CBRE ▪️Kate Hammar, Director & Head of Real Assets, Per Ardua Associates ▪️William Kirkpatrick, Head of Hotels and Extended Stay, Gerald Eve LLP ▪️ Georgie Manly, Retail Customer Propositions Director, Landsec ▪️ Robin Macpherson, Head of Risk, Europe, Cromwell Property Groups ▪️Ana Estrada, Asset & Wealth Management London, Goldman Sachs Asset Management There will also be an opportunity for attendees to have their say on the conversation through a Q&A session with our panel. Find out more about our keynote speakers and panellists: https://lnkd.in/eBVkpj76 #RealEstate #DiversityInclusion #BetterBalance
Like Comment
To view or add a comment, sign in

1,317 followers

520 Posts

View Profile Follow

John Moran’s Post

More Relevant Posts

Explore topics