Alan B.
Finance & Real Estate Strategy Leader | $500M+ Advised | Risk, Growth & Operational Excellence | Proven Record in Banking, Lending & High-Value Transactions
- Role
- Licensed Real Estate Advisor at Samson Properties
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Alan B.
Business Development | Finance | Wealth Management | Real EstateDriven leader with 18+ years of proven success across banking, lending, wealth management, and strategic advisory — helping organizations and clients grow, protect, and optimize assets through clarity, strategy, and execution.I bridge the structure of institutional finance with the agility of entrepreneurial real estate, bringing a 360° perspective to business and portfolio growth. Highlights:• Business Development & Revenue Growth – Built and led high-performing sales and relationship teams, consistently exceeding goals and driving new market capture.• Wealth & Portfolio Management – Advised clients on lending, credit, and investment strategies supporting long-term growth and capital optimization.• Financial & Risk Strategy – Expertise in KYC/AML, compliance, and operational risk frameworks ensuring performance with integrity.• Real Estate & Advisory – Active luxury and investment Realtor®, advising on acquisitions, asset positioning, and negotiation of multimillion-dollar transactions.I’ve uncovered over $465M in client assets, built frameworks improving efficiency by 25%+, and led initiatives that align profitability with client trust.Active in the DMV luxury market, I maintain frontline insight into shifting consumer trends, capital movement, and opportunity flow — advantages I bring into every leadership and strategy engagement.I’m motivated by environments where business growth, financial intelligence, and people leadership intersect — where decisions matter, and performance creates lasting impact.
Experience
Licensed Real Estate Advisor
Jan 2026 — Present · McLean, VA, US
Education
Frostburg State University
Bachelor of Science, Business
Skills
- Marketing
- Time Management
- Retail Banking
- Personal Banking
- Real Estate Transactions
- Valuation
- Microsoft Excel
- Commercial Banking
- Refinance
- Selling
- Loans
- Real Estate Lending
- Commercial Real Estate
- Leadership
- Mortgage Lending
- Lines of Credit
- Social Networking
- Banking
- Home Equity Lines of Credit
- Risk Management
- Home Equity Loans
- Microsoft Word
- Cross Selling
- Public Speaking
- Financial Services
- Negotiation
- Leases
- Real Estate Economics
- Microsoft Office
- Sales
- Credit
- Social Media
- Customer Service
- Consumer Lending
- Credit Analysis
- Real Estate
- Investments
- Residential Homes
- Series 6
- Management
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