Sunil K Aggarwal

Managing Director

Think Forward Financial Group, LLC

27 Whitehall Street, 4th Floor

New York, NY 10004

Tel: 212 269 1300

Fax: 212 269 1302

Cell: 917 887 2600

E-mail: sunil@thinkforwardfinancial.com

Website: www.thinkforwardfinancial.com

Products and Services:

Provide Investment banking and financial advisory services to not for profits, industrial companies and real estate projects. More specifically specializing in tax exempt bond financings and economic development financing for capital projects undertaken by not-for-profits, industrial companies and real estate developers.

 Experience in Field/Occupation:

Mr. Aggarwal along with three other investment bankers recently established a new broker dealer investment banking firm Think Forward Capital Markets, LLC, specializing in capital markets and economic development financing for capital projects undertaken by not for profits, industrial companies and real estate developers.

 Before this, Mr. Aggarwal was with an investment banking firm called Roosevelt & Cross for the past ten years. Mr. Aggarwal focuses on assisting not-for-profit organizations, manufacturing companies, technology companies and real estate developers in obtaining tax-exempt and taxable financing for capital projects.  In addition, Mr. Aggarwal assists companies to access various government financing programs and economic development benefit programs. Mr. Aggarwal has closed over 90 transactions in excess of $750 million over his career spanning 20 years. Prior to joining Roosevelt & Cross, Mr. Aggarwal spent seven years at an economic development agency, New York City Industrial Development Agency. At the agency, he worked on many economic development capital projects including arranging bond financing for manufacturing companies, not-for-profit organizations and real estate developers.   

 Education:

Mr. Aggarwal received his M.S. in Quantitative Finance from Carnegie Melon University and M.B.A. in Finance from Manchester Business School, England. Mr. Aggarwal was born in Kenya and did his schooling in India. He holds securities licenses Series 7 and Series 63 to sell and trade securities.

 He is on the Board of Grace Church Community Center, a not-for-profit human service agency in White Plains and YMCA in Westchester County. Mr. Aggarwal has been living in Westchester County for the past 16 years. Currently he lives in Larchmont with his wife and son (8 years old). He is active in the economic development and real estate finance markets.  

 List of Business References:

John G. Ritter

Managing Partner

Sholom & Zuckerbrot Realty LLC

35-1 1 35th Avenue

Long Island City, NY 11106

 

Lino DiLascio

Managing Director

Johnson Capital

286 Madison Ave, Suite 1700

New York, NY 10016

 

David M. Grant

President

LVM Group, Inc.

One Grand Central Place, Suite 722

(60 East 42nd Street)

New York, NY 10165