Executive Team

DAN SHIELDS

Dan Shields earned his law degree from the Cardozo School of Law and his MBA from the Wharton School of Business. He is a veteran of the real estate finance industry with nearly 20 years of experience. He currently serves as President and Chief Executive Officer of AscendAmerica LLC, a boutique real estate finance firm he founded in May 2013.

Prior to establishing AscendAmerica, Dan was responsible for M&T Bank’s New York City Commercial Real Estate Department: a nearly $8B loan portfolio which experienced virtually no losses or defaults during the 2008-09 global financial crisis.

Drawing from his years of experience in finance, real estate, law and regulatory compliance, Dan established AscendAmerica to become a premier provider of capital to finance large-scale commercial real estate development in and around New York City. Dan’s deep broad and dynamic relationships with top tier developers in New York, New Jersey, Pennsylvania and Connecticut, allow him to bring highly prized and greatly sought-after opportunities to international investors.

Recognized in the industry as a creative dealmaker who under-promises and over-delivers,  Dan has the track record, experience, reputation and integrity demanded by accomplished and pragmatic real estate developers. His legal and credit background give him the tools to underwrite and structure risk at acceptable levels. He is adept at anticipating potential problems and creating solutions in advance.

ANNE HOLZER

Vice President, Director of Investor Relations & Marketing

Anne Holzer serves as Vice President, Director of Investor Relations at AscendAmerica and is the immigrant investors’ primary point of contact, helping administer the I-526 petitions for conditional permanent residency; the I-829 petitions to remove the conditions; and everything in between, including, but not limited to, providing status updates on the NCE in which the immigrant has invested.

Anne is creative, analytical, organized and energetic. Above all else, however, she is detail-oriented. This unique blend of talents along with over 20 years of involvement in a combination of the marketing, real estate and finance industries, give her the experience and know-how to fulfill her role seamlessly.

Anne is results-driven manager, adept at utilizing various marketing tools and tactics to produce effective solutions for her clients. Having worked with clients in varied industries from non-profits to banking where compliance and discretion is of utmost importance, Anne understands the need for due diligence and adherence to policy. Her unwavering integrity, dedication to her clients’ needs and steadfast adherence to guidelines are assets that help her in her day-to-day role at AscendAmerica.

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