Michael Boccella

Real Estate Finance, Investments

Role
Interim CFO at Serenus Wealth Advisors
Location
Santa Monica, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Michael Boccella

Commercial mortgage originator and underwriter with 25+ years of experience in commercial…

Experience

  1. Interim CFO

    Serenus Wealth Advisors

    Apr 2024 — Present · Santa Monica, CA, US

    Part of ownership team that started a new Registered Investment Advisory firm.Participated in name, branding and logo creation.Negotiated commercial office lease, technology contract, operating and employment agreements.Manage accounting, HR, payroll, benefits, accounts payable and analyze pro-forma budget/actual.

Education

  • Temple University

    Bachelor of Business Administration - BBA, Finance, General

Skills

  • Valuation
  • Structured Finance
  • Finance
  • Capital Markets
  • Investments
  • Real Estate Financing
  • Real Estate Economics
  • Commercial Real Estate
  • Credit
  • Financial Modeling
  • Due Diligence
  • Underwriting
  • Property
  • Portfolio Management
  • Loans
  • Loan Origination
  • Mortgage Lending

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Michael Boccella — Interim CFO at Serenus Wealth Advisors in Santa Monica, CA, US | Unifers