Amit G.

Amit G.

Colleyville, Texas, United States
5K followers 500+ connections

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About

As an experienced financial advisor and senior loan officer, I specialize in helping…

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Activity

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Experience

  • 108 Capital Management, LLC Graphic

    108 Capital Management, LLC

    Colleyville, Texas, United States

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    Arlington, Texas, United States

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    Dallas/Fort Worth Area

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    Southlake, Texas

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    United States

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    Dallas/Fort Worth Area

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    Dallas/Fort Worth Area

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    Dallas/Fort Worth Area

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    Dallas/Fort Worth Area

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    Dallas/Fort Worth Area

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    Bedford, Texas

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    Bedford, Texas

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    Dallas/Fort Worth Area

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    Plano Texas

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    Fort Worth, Texas

Education

  • The University of Texas at Arlington Graphic

    The University of Texas at Arlington

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    Activities and Societies: Delta Sigma Pi, UTA Finance Society, Young Alumni Association, Business Alumni Association, Student Alumni Association.

    - VP of Finance - Delta Sigma Pi, Zeta Mu Chapter
    Utilized MS Excel spreadsheets every week, as well as MS Powerpoint to present to the Fraternity the financial standing of the group.


    - VP & Founder of the UTA Finance Society.
    After the Finance Society had fallen, in 2010 a few of us students took the initiative to rebuild and restructure the society, through petitioning, campus approvals, & meetings. Ultimately the society was re-established in 2010 in hopes of leaving behind…

    - VP of Finance - Delta Sigma Pi, Zeta Mu Chapter
    Utilized MS Excel spreadsheets every week, as well as MS Powerpoint to present to the Fraternity the financial standing of the group.


    - VP & Founder of the UTA Finance Society.
    After the Finance Society had fallen, in 2010 a few of us students took the initiative to rebuild and restructure the society, through petitioning, campus approvals, & meetings. Ultimately the society was re-established in 2010 in hopes of leaving behind a legacy for students to not only learn in theory but also in practicality while networking with one another.

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    Activities and Societies: Epsilon Omega Epsilon Honor Society

    Graduated with Honors, Class of 2013

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    Participated in a one-month intensive Investment Banking Seminar focused on (i) financial statement analysis, (ii) valuation methodologies and (iii) financial modeling

    "Normalized" and "Spread" historical and projected financial statements, including in depth analyses of operational and leverage ratios

    Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis

    Built a…

    Participated in a one-month intensive Investment Banking Seminar focused on (i) financial statement analysis, (ii) valuation methodologies and (iii) financial modeling

    "Normalized" and "Spread" historical and projected financial statements, including in depth analyses of operational and leverage ratios

    Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis

    Built a fully integrated cash flow model, including 5-year projections, debt and interest schedules, revolver modeling and sensitivity tables

    Modeled leveraged buy-out (LBO) and merger scenarios, with emphasis on sources and uses, pro forma financial statements, purchase price considerations, synergies, accretion/dilution and ratio analyses, among other concepts

    General investment banking processes such as pitching, debt and equity financing and sell-side M&A

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    Courses and Objectives:
    - Tax Bracket & Formulas
    - Mortgage Planning and Retirement Accounts
    - Mortgage Interest, Points & Mortgage Insurance
    - Mortgage Planning around the Capital Gains Tax
    - Mortgage Planning around the Gift and Estate Tax
    - Bond Markets
    - Market Conditions
    - Federal Reserve and Impact to Mortgage Rates
    - Factors that Impact Home Prices
    - Cash Flow Planning for Home Owners & Home Buyers I
    - Cash Flow Planning for Home Owners & Home Buyers…

    Courses and Objectives:
    - Tax Bracket & Formulas
    - Mortgage Planning and Retirement Accounts
    - Mortgage Interest, Points & Mortgage Insurance
    - Mortgage Planning around the Capital Gains Tax
    - Mortgage Planning around the Gift and Estate Tax
    - Bond Markets
    - Market Conditions
    - Federal Reserve and Impact to Mortgage Rates
    - Factors that Impact Home Prices
    - Cash Flow Planning for Home Owners & Home Buyers I
    - Cash Flow Planning for Home Owners & Home Buyers II
    - Cash Flow Planning for Real Estate Investors I
    - Cash Flow Planning for Real Estate Investors II
    - Ethics & Compliance I
    - Ethics & Compliance II

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    Activities and Societies: Asset Protection Society

    -Advised in planning in various topics
    -Asset Protection (both domestic and offshore)
    -Deferred Compensation
    -WealthBuilder Annuity
    -Leverage Bonus Plans (LBP)
    -Mortgages/Equity Harvesting/1% CFA Mortgage
    -Qualified Plans
    -401k
    -Profit sharing plans
    -New comparability plans
    -Money purchase plans
    -Defined benefit (DB) plans
    -412(i) DB plans (and carve out planning)
    -Employee Stock Ownership Plans (ESOPs)
    -Estate Planning: (basic and Advanced)
    -Life…

    -Advised in planning in various topics
    -Asset Protection (both domestic and offshore)
    -Deferred Compensation
    -WealthBuilder Annuity
    -Leverage Bonus Plans (LBP)
    -Mortgages/Equity Harvesting/1% CFA Mortgage
    -Qualified Plans
    -401k
    -Profit sharing plans
    -New comparability plans
    -Money purchase plans
    -Defined benefit (DB) plans
    -412(i) DB plans (and carve out planning)
    -Employee Stock Ownership Plans (ESOPs)
    -Estate Planning: (basic and Advanced)
    -Life Insurance (whole, term, return of premium, universal, indexed, variable)
    -IRAs (advanced planning)
    -Annuities
    -Fixed
    -Indexed Equity
    -Variable
    -Accounts Receivable (A/R) Leveraging/Financing
    -Life Settlements
    -Section 79 Plans
    -VEBAs (and 419A(f)6 plans)
    -International Tax Planning
    -QPIP® (Mitigating the 75% tax trap)
    -Charitable Planning
    -Charitable Gift Annuities
    -Charitable Remainder Trusts
    -Charitable Lead Trusts
    -Family Foundations,
    -Reverse Mortgages,
    -Long Term Care Insurance,
    -Health Insurance

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    Activities and Societies: Asset Protection Society

    CAPP™ Topics Covered

    -Asset Protection Part I - Part VII
    -Deferred Compensation (income tax reduction)
    -Long Term Care Insurance
    -Accounts Receivable Leveraging
    -Annuities (stock market protection)
    -The Maximizer (stock market protection)
    -Advanced Estate Planning Part I (estate tax reduction)
    -Captive Insurance Companies (income tax reduction, estate tax reduction)
    -Mortgages/Equity Stripping


    -Domestic LLCs
    -FLPs…

    CAPP™ Topics Covered

    -Asset Protection Part I - Part VII
    -Deferred Compensation (income tax reduction)
    -Long Term Care Insurance
    -Accounts Receivable Leveraging
    -Annuities (stock market protection)
    -The Maximizer (stock market protection)
    -Advanced Estate Planning Part I (estate tax reduction)
    -Captive Insurance Companies (income tax reduction, estate tax reduction)
    -Mortgages/Equity Stripping


    -Domestic LLCs
    -FLPs
    -Offshore asset protection trusts
    -Captive Insurance Companies (CICs)
    -“Freeze” Partnerships
    -WealthBuilder Annuity
    -The Leverage Bonus Plan
    -1% CFA Mortgages
    -Equity Indexed Annuities
    -The Maximizer
    -VEBAs/419 Plans
    -Life Insurance
    -A/R Financing/Leveraging
    -Long-Term Care Insurance
    -Disability Insurance

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    -Idea Generation
    -Company Analysis
    -Chart Analysis
    -Trading Psychology
    -Risk Management

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    TREC Approved

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    National & State Mortgage Loan Originator License Prep Courses, as well as 20hr SAFE Comprehensive Mortgage Loan Originator Fundamentals.

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Licenses & Certifications

  • Certified Mortgage Planning Specialist ( CMPS®) Graphic

    Certified Mortgage Planning Specialist ( CMPS®)

    CMPS Institute

    Issued

  • 20hrs SAFE Comprehensive Mortgage Loan Origination Fundamentals

    Champions School of Real Estate

    Issued
    Credential ID NMLS# 700058

  • Financial Modeling & Valuation

    Investment Banking Institute

    Issued

  • Certified Asset Protection Planner™(CAPP™)

    The Wealth Preservation Institute

    Issued

  • Certified Wealth Preservation Planner™ (CWPP™)

    The Wealth Preservation Institute

    Issued

  • Approved CE Instructor

    Texas Real Estate Commission (TREC)

    Issued Expires
    Credential ID 4824
  • Content Marketing Certified Graphic

    Content Marketing Certified

    HubSpot Academy

    Issued Expires
  • Email Marketing Certified Graphic

    Email Marketing Certified

    HubSpot Academy

    Issued Expires

  • Notary Public

    State of Texas

  • Texas Real Estate Commission Licensing

    Train Agents, Inc

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Volunteer Experience

  • Wells Fargo Graphic

    Mentor

    Wells Fargo

    - 1 year 1 month

    Diverse Mentorship Program: - To foster a culture of diversity and inclusion, promoting new perspectives, and moving our organization forward one mentoring relationship at a time.

Courses

  • Accounting for Managers

    Acct 3309

  • Admin Managerial Finance

    BUS 5243

  • Advanced Business Financial Analysis

    Fina 4315

  • Analytical Management Health Pop

    HSM 5903

  • Applied Business Environment (Capstone)

    BUS 5893

  • Business Ethics

    BUS 5933

  • Business Finance

    Fina 3313

  • Business Law

    Blaw 3312

  • Business Leadership

    BUS 5453

  • Communications in Organization

    Mana 2302

  • Comprehensive Valuation Analysis

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  • Consumer Ethics

    BUS 5903

  • Distressed Security Analysis Models

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  • Effective Business Communications

    Bcom 3360

  • Financial Institutions & Markets

    Fina 3317

  • Financial Statement Analysis

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  • Global Business

    Bus 5923

  • Health Services & HR Management

    HSM 5033

  • Integrated Cash Flow Modeling

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  • Intermediate Financial Accounting I

    Acct 3311

  • International Corporate Finance

    Fina 4324

  • Investment Banking Process & Best Practices

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  • Investments

    Fina 3315

  • Leadership in Organization

    Mana 4325

  • Leveraged Buy-Out Modeling

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  • Life & Health Risk Management

    Insu 4330

  • Management & Health Service Organizations

    HSM 5003

  • Management & Organization

    BUS 5523

  • Management Operations

    BUS 5963

  • Management Organizational Behavior

    Mana 3318

  • Managerial Accounting

    BUS 5433

  • Managerial Decision Making

    BUS 5663

  • Marketing Management

    BUS 5133

  • Mergers & Acquisition Modeling

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  • Money & Banking

    Econ 3303

  • National Cram Exams

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  • Operations Management

    Opma 3306

  • Organizational Strategy

    Mana 4322

  • Principles of Marketing

    Mark 3321

  • Principles of Transportation

    Econ 3328

  • Promulgated Contract Forms

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  • Quantitative Methods in Health Systems Management

    HSM 5053

  • Research Methods in Business

    BUS 5153

  • Strategic Information Systems

    BUS 5763

  • Texas Cram Exam

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  • Texas Law of Agency

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  • Texas Real Estate Finance

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  • Texas Real Estate Law of Contracts

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  • Texas Real Estate PrinciplesTexas Real Estate Principles

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Honors & Awards

  • Epsilon Omega Epsilon Honor Society

    Texas Woman's University Honor Society,

    4.0 Grade Point Average

  • Member and Rated Advisor

    Asset Protection Society

    Member and Rated Advisor by the Asset Protection Society

Test Scores

  • Epsilon Omega Epsilon (TWU Honor Society)

    Score: 4.0 GPA

    Graduated with Honors

Organizations

  • Credit Consultants Association, Inc.

    Member

    - Present

  • Southlake Camber of Commerce

    Member

    - Present

  • Asian Real Estate Association of America - DFW Chapter

    theEDGE Committee Chair

    - Present

    Who is AREAA? The Asian Real Estate Association of America (AREAA) is a nonprofit professional trade organization dedicated to promoting sustainable homeownership opportunities in Asian American communities by creating a powerful national voice for housing and real estate professionals that serve this dynamic market. AREAA’s membership represents a broad array of real estate, mortgage and housing-related professionals that serve the diverse Asian American market. AREAA is the only trade…

    Who is AREAA? The Asian Real Estate Association of America (AREAA) is a nonprofit professional trade organization dedicated to promoting sustainable homeownership opportunities in Asian American communities by creating a powerful national voice for housing and real estate professionals that serve this dynamic market. AREAA’s membership represents a broad array of real estate, mortgage and housing-related professionals that serve the diverse Asian American market. AREAA is the only trade association dedicated to representing the interests of the Asian real estate market nationwide.

  • Asian Connection (Wells Fargo Home Mortgage)

    Member

    -

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