Adam E. Epstein

Background

About Adam E. Epstein

Strategic partnerships, business development, sales and marketing executive with over 20 years' experience identifies, boards, builds and manages all aspects of business lending referral relationships with financial institutions, financial services firms, lending advisors and a variety of other partners that serve business owners, helping them satisfy and retain more of those customers, attract new relationships, unlock strategic client segments and enhance their brand. Recent successes include growing relationships from concept to annually recurring, multi-million dollar revenue streams with two of the largest wealth management organizations in the world. As Executive Director - Strategy at Ready Capital, a publicly traded commercial real estate REIT and top-tier SBA/USDA lender, engaged by CEO to develop strategies and lead sales, marketing and process initiatives to improve customer experience, referral source satisfaction, workplace culture and revenue growth. Leader with strong EI, written, verbal and polished presentation skills honed over a career as trusted legal counsel and strategic business advisor to high net-worth individuals, family offices, corporate entities and financial institutions with focus on secured lending, corporate and real estate transactions and business operating issues.