Business Beat

October 11, 2013
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Kole Joins Besen Special Assets


RED BANK – Besen Special Assets announces the hiring of Daniel Kole as managing director of the residential (1-4 family) whole loan desk.

Daniel Kole

Daniel Kole


With more than 20 years of experience, Kole brings a unique blend of financial advisory expertise. Prior to joining Besen, he served as a vice president of investment services with some of the largest financial firms including UBS, Wells Fargo, Merrill Lynch and Santander Investment Services.

He holds his series 7, 63, 65, life, health and variable insurance licenses and is also a Certified Retirement Counselor.

Given the continued growth in total trade volume within the residential (1-4 family) whole loan space and steady rise in investor demand, Besen Special Assets capitalized on the opportunity to add Kole to the team.

“His experience in the financial markets and whole loan debt space makes him a great asset,” says Jonathan Horn, managing partner of the New Jersey based firm. “We are very excited that Daniel decided to join our team as the amount of residential loan sales our firm is executing has grown by 30 percent over the last few quarters.”

Kole will be managing the residential (1-4 family) whole loan desk where he will be responsible for overseeing day-to-day operations, which include working on behalf of community, regional and national banks as well as private equity funds and hedge funds in the disposition of residential (1-4 family) whole loans to private, corporate and institutional investors.

“I’m very excited to join the Besen Special Assets team,” said Kole, “and I look forward to working with such a talented group of loan sale advisors.”

Kole completed the Certified Financial Planner Program at Fairleigh Dickenson University. He is the father of four and lives in Navesink with his wife and children.

The Besen Special Assets group is a full-service advisory platform providing a comprehensive range of business lines related to the valuation and disposition of small balance commercial and residential mortgage loans and REO assets in the secondary market secured by all asset types across all performance classes.

For more information about Besen Special Assets, please visit


Wiltz Joins Heritage House Sotheby’s Holmdel Office


HOLMDEL – Mary Burke, president and broker of record, Heritage House Sotheby’s International Realty, and Karen Saltzbart, branch manager, have welcomed Ann Wiltz to the Holmdel Office.

Ann Wiltz

Ann Wiltz


Wiltz, working with her husband Bob Wiltz, an engineer and commercial realtor, is recognized in the real estate industry for unwavering client commitment, extensive knowledge of the area, and the commitment to providing exceptional service.

With her former brokerage firm, a national real estate brokerage, Wiltz earned various top awards throughout the years. In addition, she holds multiple real estate designations, including the highest Realtor designation of Certified Residential Specialist, which is the highest designation awarded to sales associates in the residential sales field recognizing professional accomplishments in both experience and education.

With more than 30 years of real estate experience, Wiltz has served the Colts Neck, Holmdel and surrounding Monmouth County towns since 1986. Wiltz, a Massachusetts native, is a 30-plus year resident of Monmouth County.

She is a member of the Monmouth/Ocean County Association of Realtors, the National Association of Realtors (NAR), the New Jersey Association of Realtors (NJAR), the NJAR Distinguished Sales Club since 2006 and a member of the NJAR® Quarter Century Club. She earned the NJAR Circle of Excellence Sales Award® 1997-2007 and 2008-2012. The award recognizes members who have demonstrated excellence in the field of salesmanship by earning units for sales, listings volume, and involvement in the industry and association.

A trained educator and community volunteer, Wiltz is active in real estate education, standards and compliance, as well supporting local and county charity events. She is a committee chair on the Monmouth County Association of Realtors Professional Standards Committee, a current member and past cochair on the Monmouth County Association of Realtors Education Committee, past member on the Monmouth County Association of Realtors Mediation Committee and a current New Jersey Association of Realtors Certified Mediator. Wiltz has sponsored and is a former committee member of the Beauty Ball Foundation for Women’s Cancer Care.

“My mantra has always been: For professional results, hire a true professional,” said Wiltz. “Joining Heritage House Sotheby’s International Realty will not only provide me with the opportunity to grow my business, but more importantly it will provide my clients with the exclusive Sotheby’s International Realty® marketing exposure. I am very excited for both myself and for my clients to join this team.”

“Ann Wiltz is a well-known and highly respected agent, as well as an exceptional real estate educator in Monmouth County,” Burke said. “With her partner/husband supporting her real estate efforts, Ann has built an extraordinary business. We are excited to have Ann on our team; we welcome Ann and Bob.”

Heritage House Sotheby’s International Realty is an independently owned and operated full-service brokerage with offices in Holmdel, Middletown, Rumson and Shrewsbury.


Kelly Joins SVS Team at Morgan Stanley


SHREWSBURY – Richard Kelly of Brielle has joined The SVS Team at Morgan Stanley.

With this partnership, Kelly has moved his office to the firm’s Shrewsbury location.

By joining the team, Kelly extends his practice across multiple facets of wealth management. Led by Anthony Valente, The SVS Team has more than 100 years of combined investment experience and portfolio management.

The team is located in both Shrewsbury and Plantation, Fla.

The team creates actively managed comprehensive financial plans for families, business and institutions.

Prior to joining The SVS Team, Kelly served as a vice president in the firm’s Toms River office. He has more than 30 years of industry experience and has held numerous leadership positions during his tenure.

Renovated Fort Monmouth Officers’ Housing Offered For Sale

Kelly can be reached at 732-389-5127.


McGowan joins Resources Real Estate


MONMOUTH BEACH – Resources Real Estate has welcomed Colleen McGowan as sales associate to the company.

Colleen McGowan

Colleen McGowan


McGowan, a lifelong resident of the Jersey Shore, has been an active real estate professional for 10 years and has lived in Monmouth Beach for the past 20 years. Previous to her career in real estate, McGowan was a buyer in the purchasing department of Monmouth Medical Center.

“Colleen brings a wealth of experience to Resources,” said Carolynn Diakon, broker-senior partner. “Her knowledge of the business and the area will help her go far. We are so glad to have her join Resources.”

McGowan, formerly of Century 21 Real Estate, said she has always been impressed by Resources’ reputation within the real estate community.

“During discussions with Resources’ agents, I happily learned about the culture of partnership developed by the company,” McGowan said. “Their philosophy fits my personality nicely: I have always tried to develop person-to-person relationships when dealing with clients. I was also very taken with Resources’ commitment to technology. I am happy and excited to be bringing my experience and career to this company and joining their great team.”

“There’s not too much that makes us happier than a new associate who appreciates our approach to the business,” said Thomas McCormack, broker-managing partner. “Colleen has the people awareness and the emotional intuition necessary to be truly successful. We are looking forward to working with her.”

Resources Real Estate is located at 112 East River Road in Rumson, 36 Beach Road in Monmouth Beach and 4A West Front St., in Red Bank.

For more local real estate information or to inquire about a career in real estate, call 732-212-0440 or visit


OceanFirst Foundation Donates $10,000 to Girl Scouts


OceanFirst Foundation recently awarded the Girl Scouts of the Jersey Shore with a $10,000 grant to help fund its Girls Are Great summer day camp and additional outreach programs.

Girls Are Great, held at Georgian Court University in Lakewood, provides summer programming to girls from low-income households, giving them a summer day-camp experience. From STEM programs (Science, Technology, Engineering and Math) to creative arts to swimming, girls enjoy a fun-packed week of summer day camp with a Girl Scout focus.

“While the number of girls involved is high, many Girl Scout members continue to face financial barriers, especially in the aftermath of Hurricane Sandy,” said Susan H. McClure, chief executive officer, Girl Scouts of the Jersey Shore. “This generous donation from OceanFirst Foundation really helps our girls now, when they need it most.”

OceanFirst Foundation’s donation also helps Girl Scouts of the Jersey Shore, which serves more than 13,000 girls in Monmouth and Ocean counties, continue its outreach efforts to girls in need. Many Girl Scout members are stilling feeling the effects of Super Storm Sandy and, with funding from organizations like OceanFirst Foundation, Girl Scouts of the Jersey Shore hopes to help restore a sense of normalcy to those affected or displaced.

OceanFirst Foundation provides grants to organizations that meet community needs. Since its inception, OceanFirst Foundation has contributed more than $23 million to more than 600 local charities in Ocean, Monmouth and Middlesex counties. For more information, visit

For information on getting involved or donating to the Girl Scouts of the Jersey Shore, visit


DiPaolo Named Nilson Middletown Office Manager


MIDDLETOWN – Gloria Nilson & Co. Real Estate has announced the hiring of Leonard DiPaolo as the Middletown office branch manager. DiPaolo brings more than 25 years of real estate management to his new role.

“Our entire staff at the Middletown office is delighted to have Len join our team,” said Pat Bell, president of Gloria Nilson & Co. Real Estate. “Len brings a track record of successful transactions and exceptional customer satisfaction that are the foundations on which the Gloria Nilson brand has been built.”

Prior to joining Gloria Nilson, DiPaolo supervised offices throughout Monmouth and Mercer counties. With former branch manager Karen Blackbourn now dedicating 100 percent of her time to sales, DiPaolo’s role at Gloria Nilson actually stands as a return to the company as he managed the Manalapan office in the early 2000s.

“I’m excited to rejoin a company that focuses – first and foremost – on customer satisfaction to grow its business,” DiPaolo said. “It is my desire to continue to build upon the legacy left by Karen Blackbourn in the highly successful Middletown office.”

DiPaolo has earned the designation of CRB, Certified Residential Brokerage from the Council of Real Estate Brokerage Managers as well as Certified New Home Specialist from the National Association of Home Builders. He is a member of the National Association of Realtors. Additionally, he completed the boot camp training workshop and in-house training seminar at the Dyan Dobbyn school of Real Estate Management.


 Rogers Joins TD Bank as Red Bank Manager


RED BANK – TD Bank has named Victoria R. Rogers as assistant vice president, store manager of the Red Bank store located at 89 W. Front St. She is responsible for new business development, consumer and business lending, managing personnel and overseeing the day-to-day operations at the store serving customers throughout the area.

Victoria R. Rogers

Victoria R. Rogers


Rogers has 15 years of banking experience. Prior to joining TD Bank, she served as a banking center manager at Bank of America in Rumson.

In Leonardo, BBQ and Mini Golf Served Up with Gusto

A Wall Township resident, Rogers is a 1989 graduate of Monmouth College in West Long Branch. She is a native of East Northport, N.Y.

TD Bank focuses on delivering customer service by providing seven-day branch banking with extended hours, Penny Arcade coin-counting machines, hassle-free products, free online banking and bill pay at, and treats for kids and dogs. Customers also have access to a network of 2,700 ATMs from Maine to Florida.


VNA Welcomes New Medical Director of Hospice and Palliative Care


RED BANK – Visiting Nurse Association Health Group welcomed Vikranta Sharma, M.D., as the medical director of Hospice and Palliative Care. Sharma brings years of health care leadership and hospice and palliative care experience to the organization. She officially assumed her leadership role with VNA Health Group on July 1.

Sharma has served as the hospice medical director at Gentiva, formerly known as Odyssey Healthcare. More recently she was the associate medical director of Vitas Innovative Hospice Care. In these roles, she supported and supervised nurses during their care of complex end-of-life patients.

As a senior manager she was responsible for setting team goals and targets as well as educating and supporting both nonclinical and clinical staff.

She has been an active primary care physician in Middlesex County since 2007 and was the founder of Monroe Internal Medicine Associates.

Sharma provides palliative medical consultation as the director of palliative program at the CentraState Medical Center in Freehold.

Sharma finished her internal medicine residency at the SUNY Health Science center at Syracuse N.Y. She received her Bachelor of Medicine and Surgery from University of Delhi, Maulana Azad Medical College in India. She is also certified by the American Board of Internal Medicine and American Board of Hospice and Palliative Medicine and an active member of the American Academy of homecare physicians.

“As America is aging, the health care system needs to step up its involvement in care coordination of our vulnerable adult population with multiple complex medical issues,” says Sharma. “Addressing goals of care and advance health care directives ahead of time and honoring these wishes, when the time comes, has never been more important. We need to strengthen our local health care systems so we can take care of our own. This vision needs an involved community effort and leadership. I am humbled and honored to be part of the Visiting Nurse Association Health Group’s 100-year-old tradition of serving the community!”

She resides in Cranbury with her husband and two sons.


Colonial American Bank Names Contest Winner


SHREWSBURY – Colonial American Bank presented Robert Solomon, Colts Neck, with an iPad Mini for being the winner of the “Guess the Pennies” contest at the new Shrewsbury branch office.

Sharon Franklin, vice president and Shrewsbury branch manager of Colonial American Bank, presents an iPad Mini to “Guess the Pennies” winner Robert Solomon of Colts Neck.

Sharon Franklin, vice president and Shrewsbury branch manager of Colonial American Bank, presents an iPad Mini to “Guess the Pennies” winner Robert Solomon of Colts Neck.

Solomon’s entry of 8,875 pennies was the closest guess to the actual amount in the jar of 8,897 pennies. The contest ran from May 29 through Sept. 3. Members of the community who visited the branch were entitled to one entry per day to win the iPad Mini.

“We would like to thank all of the participants for visiting our new Shrewsbury branch office,” said Anthony Giordano, III, president and CEO. “A visit to one of our branch offices will clearly demonstrate that they have been designed with both the community and our valued customers in mind. To that end, we invite you to use one of our leading edge conference rooms, free of charge, for your next business or community meeting.”

For additional information call 732-389-9500, visit the Shrewsbury branch at 490-B Shrewsbury Plaza or go to


Northern Monmouth C of C to Hold Women In Business Lunch 


HAZLET – The Northern Monmouth Chamber of Commerce is holding its quarterly Women in Business Luncheon at noon Thursday, Oct. 17, at the Park East Restaurant, 3352 Route 35.

The popular event for women, men and young adults, spotlights women in business. The educational luncheons are designed to empower women in the marketplace.

At the conclusion of the Spotlight Presentation, the floor will be open to members and guests so they may ask questions of the presenters. The presenters will be Jackeline Mejias-Fuerte and Lisa Kanda.

The topic “Services & Programs for Businesses” will be presented by Mejias-Fuerte, who is the regional director of N.J. Small Business Development Center at Brookdale Community College. She has more than 25 years of business experience. Her expertise is in small business development and management. She serves as the committee chair for the Community YMCA Teen Young Achievers Club.

The second topic, “Nine Must-Have Free Business Tools,” will be presented by Kanda, the chief results officer (CRO) at Elkay Corporate Advisors. She has more than 25 years of experience in marketing communications, business consulting and coaching. She’s the cohost of Blog Talk Radio Show, “30 Minute Business Dig,“ and is a sought after social-media speaker. She’s an instructor at the Small Business Development Center where she teaches six social media workshops each semester.

Tickets are $30 for nonmembers and $25 for Northern Monmouth Chamber members who preregister before Oct. 16 and $30 for both members and nonmembers paying at the door.

Tickets can be purchased by visiting the Northern Monmouth Chamber website at

The Northern Monmouth Chamber of Commerce serves 10 towns in Monmouth County: Aberdeen, Atlantic Highlands, Hazlet, Highlands, Holmdel, Keansburg, Keyport, Matawan, Middletown, and Union Beach.

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