William Lezinski

PROFESSIONAL PROFILE

  • Entrepeneur and Financial Executive with 25+ years of diverse experience in hedge fund / private equity fund operations; real estate analysis, acquisition and management; business / enterprise analysis, forecasting and valuation; and real estate-based lending and investments

  • Skilled at financial modeling, budgeting and forecasting

  • Proficient in Microsoft Word, Excel,Powerpoint, Outlook and Sage accounting software

  • Experienced with real estate investment / divestment, operation and lending documentation

  • Experienced manager of employees of all skill levels (staff to executive)

SKILLS

Company Management • Complex Deal Structuring • Property Acquisition and Management Investor and Board Communications • Project Management • Legal Documentation Financial Modeling • Accounting / Financial Management

PROFESSIONAL EXPERIENCE

Ambit Funding — Wilkes-Barre, PA                                                                     October 2005 – March 2018

Co-Founder/Managing Director/CFO for start-up hedge fund(s) and private equity fund(s) focused on real estate asset-based lending and preferred equity investments. Lead the construction of the fund(s) and managed the operations of a complex master-feeder hedge fund structure with onshore and offshore (Cayman Island) vehicles. Assets under management (AUM) reached approximately $300 million for all funds under management.

  • Worked with securities counsel and accountants to develop fund structure, transaction flow and investment documents for hedge fund vehicles and private equity fund

  • Assisted and participated in fundraising efforts with potential investors including high net worth individuals, investment funds and non-profits

  • Developed and implemented marketing plan to establish deal flow pipeline by sourcing business through commercial mortgage brokers

  • Developed and implemented policies, procedures and financial model for seasoning and transferring loan participations between entities

  • Developed, implemented and oversaw the policies and procedures for the intake, underwriting and documentation of all loan and investment submissions

  • Participated in all loan and investment decisions with other executives

  • Oversaw all aspects of loan servicing including loan monitoring, repayments, modifications and foreclosures

  • Participated in the marketing and disposition of REO assets and other real estate investments

  • Supervised the accounting department and controller and participated in the preparation of financial statements and investor reports, and general accounting matters, including the annual audit of the Funds

  • Prepared financial models, projections and various financial analyses

  • Served as the primary liason to investors, borrowers, potential buyers and offshore board members

SHOVAL ENTERPRISES — Wilkes-Barre, PA.                                                       October 1995 – March 2018

Financial Analyst / CFO / Asset Manager for local family office. Family office focused on real estate and financial services business investments including banking, insurance and private equity companies.

  • Sourced, vetted, negotiated, closed and managed various real estate and non-real estate investments, including manufacturing and service companies

  • Supervised accounting, cash management and tax planning operations

  • Developed various financial models including cash flow models, return calculators and projection / forecasting models

PNC Bank — Wilkes-Barre, PA                                                                             August 1994 – October 1995

Credit Analyst for the commercial loan department.

  • Analyzed and reported on the credit-worthiness of real estate and business borrowers

  • Attended and excelled at PNC’s credit analyst training program in Pittsburgh, Pennsylvania

Merck and Co. — Whitehouse Station, NJ                                                                                       1992 – 1993

Accountant at Merck’s corporate headquarters.

  • Monitored, reconciled and generated journal entries for Merck’s international rawmaterials inventory accounts​