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FAIRFIELD, Conn., Aug. 23, 2022 /PRNewswire/ — HJ Sims (Sims), a privately held funding financial institution and wealth administration agency based in 1935, is happy to announce the addition of 4 funding bankers, increasing its training finance staff, which supplies complete capital planning, construction and execution for constitution faculties, private and non-private training programs and establishments.
Kaiti Wang joins Sims as Vice President in Training Finance offering constitution faculty financing experience and expertise in credit score evaluation. Kaiti earned her bachelor’s diploma on the College of California, Berkeley, later working with S&P International Scores the place she developed her public finance score evaluation expertise. She served as Mortgage Officer with the Native Initiatives Help Company and as Program Officer on the Spark Alternative Grant Program to achieve extra direct involvement with serving to constitution faculties meet their monetary and facility objectives.
Kyle Ficker joins Sims as Senior Affiliate, supporting the funding banking groups devoted to Senior Residing and Training Finance. Kyle attended the College of North Carolina, Chapel Hill, the place he earned his diploma in Economics. Having beforehand labored with Truist Securities, Kyle brings public finance experience via expert evaluation of the various necessities to execute tax-exempt and taxable debt financings and fulfill capital planning engagements.
Shannon Falon joins Sims as Vice President additional growing the Training Finance follow. She earned a level in Public Coverage from the College of Southern California and a Masters of Enterprise Administration from the College of Florida Enterprise College. Recruited by Educate for America to coach highschool college students in arithmetic, she later entered business banking earlier than shifting to the Equitable Amenities Fund the place she helped the non-profit lender make services loans to dozens of constitution faculties. To this point, Shannon has closed over $200 million in constitution faculty loans, which assist serve over 6,000 college students a yr.
Seth Wagner joins Sims as Senior Vice President on the funding banking staff main financings for the Senior Residing and Training Finance practices. Seth graduated from Hampden Sydney School in Virginia with a level in Economics and Enterprise. Thereafter, Seth pursued a profession in finance the place he spent greater than seven years with BB&T Capital Markets (now Truist Securities) in varied progressive analyst, banking and management roles. To this point, Seth has served in a management position on over 30 financing initiatives totaling greater than $2 billion in financings.
“We welcome Kaiti, Kyle, Shannon, and Seth to the HJ Sims household, and stay up for rising our presence in training finance as we proceed to increase our funding banking companies with the collective trade information and financing experience that our new members carry. We additionally want to help them as they attempt to perform their objectives,” mentioned Wealthy Harmon, Government Managing Director and Head of the Training Finance Staff at Sims.
Financed Proper®: Aaron Rulnick: 301.424.9135 | [email protected], Jeffrey Sands: 203-418-9002 | [email protected], Richard Harmon: 614.506.1976 | [email protected]
ABOUT HJ SIMS: Based in 1935, HJ Sims is a privately held funding financial institution and wealth administration agency. Headquartered in Fairfield, CT, Sims has nationwide funding banking, non-public wealth administration and buying and selling places. Member FINRA, SIPC. Testimonials might not be consultant of one other shopper’s expertise. Previous efficiency is not any assure of future outcomes. Fb, LinkedIn, Twitter, Instagram.
CONTACT: Rebecca Brady, Director of Advertising and marketing & Model | 203-418-9077 | [email protected]
SOURCE HJ Sims
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