EXPERIENCE

Experience | Corey Rockafeler

Small Business Financing
Expert With Bell Funding Solutions.

December 2014 – Present | New York City

Bell Funding Solutions is a leader in small business financing built on a unique client-first lending platform. As a relationship-driven referral-based business,we offer a complete suite of custom financing solutions. Our programs range from SBA programs, long-term loans, asset and collateral based loans, receivables and factoring ,real-estate based lending, start-up capital, short term loans, credit card processing, to lines of credit. We can lend direct and we have funding partnerships with 50 of the top lenders in America. Our clients are never limited or restricted to one option and avoid the frequent conflicts of interest. That independence is priceless. It allows us to ALWAYS place clients first with NO COMPROMISE. My partners and I have over 60 years of small business expertise and we believe in gaining trust and confidence the smart way- we want to EARN IT.

President at Vaalk Media Group
October 2016-Present

Vice President -Sales Manager
Palm National Partners


June 2012 - December 2014

Palm National Partners is part of a group of global companies and is America’s first shariah-compliant commercial finance company. We specialize short-term capital to help small businesses grow and expand. Unlike conventional finance companies, our proprietary process is based on your business cash flow and assets-not personal credit. This sui generis provides us with the creativity and flexibility to fund deals traditional companies can not. We make one-day funding decisions and can provide capital to your business in five days. We are on our way to becoming the number one small business finance company in the world with offices scheduled to open in Europe and South America.

Development Associate
Metropolitan Opera


June 2011 - June 2012

Part of number one performing arts fundraising team in America- raising a record $ 182 Million in 2011, a 50 % increase over year before. Utilised excellent account management proficiency, expertise in cultivating six-figure corporate gifts, elite communication skills, and the ability to deliver superior results under deadline pressure to consistently exceed individual monthly performance goals by 50%.

Senior Account Manager
NYC Business Solutions


June 2011 - May 2012

Mayor Bloomberg’s NYC Business Solutions, New York City, New York Responsible for developing, managing, and closing business with large employers in New York City in targeted industries by marketing NYC Business Solutions’ suite of value-added services designed to aid employers in the hiring and training of their workforce, while collaborating with in house team to develop bespoke recruiting strategies. Through excellent account management skills, the ability to grow high-yield relationships, superior closing expertise, and demonstrated capability to thrive in a performance-driven environment, promoted to Senior Account Manager after only 4 months after exceeding quarterly goals. Ranked Number One in production over entire system during 9 month period. Responsible for closing business with over 50 major new accounts such as Whole Foods, Sephora, Soho House, Balducci, Time Warner, Potbelly, 16 Handles, Citarella, Aramark-Conference Center, Odyssey House, Havana Central, Vapiano, Dylan’s Candy, Day Top Village, Georgetown Cupcakes, PJ Clarke’s, 21 Club.

Business Development Manager
Continental Home Loans

April 2010 - July 2011

Recruited by leading licensed multi-state mortgage bank originating over $1.5 billion annually in residential mortgages to originate, present and close profitable strategic B2B partnerships for 15-banker branch. o Through cold calling, superb negotiating, strong consultative relationship building, and excellent account management, developed key strategic private equity and hedge fund partnerships for branch’s independent asset-based lending platform generating $400,000 in fees. o Spearheaded the creation of bespoke corporate “employee mortgage benefit” product resulting in the largest account in branch history with the 5000 member M.T.A. Union (Metropolitan Transit Authority of New York) increasing bank’s brand awareness with key target corporate and municipal clients.

Division Manager
Topdot Mortgage

October 2005 - April 2010

Recruited by the Whitestone office of national mortgage bank originating over $1 billion in residential mortgages to originate, present, and close bespoke mortgages loans. Responsible for entire sales cycle-originating to post closing-while effectively managing a substantial pipeline to achieve all revenue and performance targets. o As a senior mortgage banker originated $135 million in new mortgage business, producing $2.9 million in fee revenue for branch, consistently surpassing all monthly, quarterly, and yearly quotas over 100%, while regularly ranking in top 5% out of 1000 mortgage bankers nationwide from (2005-2009) utilizing proven strengths in cold calling, consultative relationship building, account management, and elite closing skills. o Promoted to division manager based upon outstanding personal performance in an intensely competitive environment after 18 months, helping to elevate the 100-banker Whitestone branch to the number one office in country for 28 consecutive months producing a company record of $1.2 million in monthly fee revenue.

Senior Mortgage Banker
Ameriquest Mortgage

September 2002 - October 2005

Hired by largest private mortgage bank in the U.S. originating over $25 billion annually in residential mortgages to originate, market, and close mortgage loans. Oversee entire sales cycle-sourcing to post-closing- while maintaining robust sales cycle pipeline to meet all monthly, quarterly, and yearly targets. o Increased new business from zero to 272 new mortgage clients generating $2.2 million in revenue, ranking in the top 5% of 3500 company bankers nationwide for 3 consecutive years through an effective combination of cold calling, consultative relationship building, problem resolution skills, relationship management, and solution-focused sales. o Presented with 28 “Stars of the Month “in recognition of exceeding company loan and revenue quotas over 100%, including all-time branch record of $6.3 million in volume and $131,000 in fee revenue.

Senior Vice President-Private and Institutional Accounts
First Republic Group

April 1997 - August 2002

Recruited by leading boutique Wall Street investment bank to market wealth management services to global institutions and high net worth individuals. Charged with managing and growing individual book of business through the marketing of bespoke investment products, portfolio strategy, and asset class recommendations. o Surpassed firm’s new business and revenue targets over 110% for 4 straight years producing over 384 new accounts and $1,650,000 in gross revenue through established expertise in consultative relationship building, keen customer service aptitude, elite communication skills, and superior closing abilities. o Spearheaded the introduction and marketing of a new strategic sales platform geared to C-Level Executives, VP’s, key corporate decision makers, and global institutions. Increased firm’s client asset base from $50 million to $400 million over a 4 year period. Securities Licenses Series 7 and 63 o Utilized exceptional organizational skills, dynamic presentation abilities, and solution-focused sales approach to increase client asset base over $40 million through the marketing of incremental value added investment products, proprietary research, and exclusive hedge funds: Quantum Fund, Moore Capital and Tiger Fund. The only wealth manager in 25 person office to secure exclusive agreement to market world’s top hedge funds.

Senior Vice President-Partner
Whitehall Wellington Investments

1996 - 1997

Recruited by owner of emerging investment firm to revitalize and rebuild stagnant wealth management division. Scope of responsibilities included hiring, daily production operation, client presentations, developing and implementing sales strategies, and , account development and management. o Initiated turnaround with complete re-staffing of wealth management division. Introduced account development training and developed new broker-trainee program. o New account base increased from 90 new accounts to over 1000 new account in 12 months. o Introduced risk management system and realigned research department to underscore key differentiators unique value proposition. Revenue for division expanded from $ 288,000 to $ 3.6 million in one year.

Senior Vice President at Prime Charter


1991 - 1996

Recruited by CEO of full service investment bank to strengthen their wealth management division. Consistently ranked one of top producing wealth managers. Promoted to Senior Vice President.

Vice President-Wealth Manager at Cowen & Company


1990 - 1991

Wealth Manager at Oppenheimer & Company


1989 - 1990

Wealth Manager at Drexel Burnham Lambert


1988 - 1989

Wealth Manager at L.F. Rothschild


1986 - 1988