Azeem M.

I am a purpose driven entrepreneur and financier, I turn vision into action and build for lasting impact

Role
Capital Markets Advisor at Modern Financial
Location
Cleveland, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Azeem M.

I have a diverse background in capital markets finance, sales, and technology, specializing in mortgage lending projects, mortgage product management, process improvements, business analysis, data analysis, and company wide implementations in financial technology.My experience in sales has made me an excellent communicator and helped me build wonderful professional relationships. It has also given me valuable insights into the banking, financial services, and lending industries, in which I have been involved in for over a decade, from the client-facing side (origination) to operations, capital markets, and information technology to successfully creating from scratch and exiting (selling) my own mortgage company by the age of 26. Most recently, I co-founded Modern Financial, where I serve as CEO & President a capital advisory and commercial lending firm built on the belief that access to smart, strategic capital can transform businesses and communities. Following my earlier exit, I transitioned to becoming an active accredited investor, and have since exited multiple real estate, tech, hospitality, and event firms as an LP and advisor.I enjoy combining technology with my work, and as a lifelong learner, I strive to provide my companies’ clients and partners with a memorable experience. I pride myself on being forever curious and dedicated to continuous learning.Exits are cool, but building and investing in purpose-driven businesses and people that make real impact in the world is my mission.“Who you are is God’s gift to you who you become is your gift to God.””

Experience

  1. Capital Markets Advisor

    Modern Financial

    Mar 2024 — Present

Education

  • Lakewood High School

    High School Diploma, General Studies

  • Western Governors University

    Bachelor of Science - BS, Management Information Systems, General

  • Cleveland State University

    Bachelor of Business Administration - BBA, Economics

Skills

  • Search Engine Optimization (SEO)
  • Leadership
  • Residential Mortgages
  • Mortgage Lending
  • Customer Service
  • Strategic Planning
  • Financial Analysis
  • Small Business
  • Start-Ups
  • Sales Management
  • Customer Satisfaction
  • Training
  • Information Assurance
  • Banking Relationships
  • Microsoft Office
  • Sales
  • Employee Training
  • Team Building
  • Management
  • Web Development
  • Business Analysis
  • Microsoft Word
  • Team Leadership
  • Legal Writing
  • Finance
  • Quickbooks
  • Retail Banking
  • Creating Leads
  • Banking
  • Sharepoint Designer
  • Software Installation
  • Data Analysis
  • Data Mining
  • Legal Research Skills
  • Microsoft Powerpoint
  • Communication
  • Investments
  • Powerpoint
  • Microsoft Excel
  • Retail Sales

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Azeem M. — Capital Markets Advisor at Modern Financial in Cleveland, OH, US | Unifers