Structured Finance Expert 519274 AL


Expertise Description

I have 25 years of experience in the Structured Finance and Fixed lncome Markets. I have been active in the Structured Finance market from the late 1990's through the present, so I offer exceptional insight and detail into the inner workings of collateralized debt obligations (CDOs), collateralized loan obligations (CLOs), synthetic securities, Credit Default Swaps (CDS), structured investment vehicles (SIVs), asset-backed commercial paper conduits (ABCP), mortgage backed securities, mortgage related derivatives, total return swaps, asset backed securities, credit derivatives, special purpose entities, traditional derivatives, risk management, ratings of structured financial products and cash securities. During my career, I have been employed at a rating agency in the structured credit division, managed groups which have originated, structured and distributed various forms of structured credit products to institutional clients and invested in structured credit and corporate portfolios. I can provide quality expert reports, rebuttal reports and calculations as it relates to damages from complex financial products. I have offered deposition as a structure finance expert witness in New York.

Areas of Expertise


Consulting Experience

My consulting experience included advising hedge fund clients on the unwinding and liquidation of several large Collateralized Debt Obligations in order to monetize a specific economic arbitrage. Advised on and identified a large non-performing loan portfolio for a Middle Eastern client to purchase for their family office. Advised a Portuguese bank on the necessary structure needed to place their non-performing residential loan portfolio off balance sheet and to ultimately distribute the equity of this risk to a third-party investor.


Professional Experiences

My professional experience includes 6 years as the Head of Fixed Income for a broker dealer; 4 years as the Head of Structuring and Senior Structured Credit Portfolio Manager for a buy side firm: l0 years as the Global Head of the Credit Structuring Group at a large foreign bank; 2 years as a structured credit rating analyst at one of the large rating agencies and 3 years as the head of Derivative valuations at a large US bank.


Relevant Experiences

I have 20 + years working in the financial services industry at various banking institutions with a focus on structured credit. During my career, I have arranged and distributed large institutional transactions secured by various asset types such as mortgages and consumer receivables. I have also brokered various transactions which involved the sale of distressed claims. During the research of working with these claims I had to become familiar with the role of the various participants such as introducing brokers, trustees and banks which were potentially aiding and abetting the improper use of client funds.


Education

Degree Subject Institution
M.B.A. Finance/International Business New York University Leonard N. Stern School of Business New York N.Y.
B.S. Business Administration Pace University Pleasantville N.Y.

Licenses Certifications

FINRA Series 7 Securities License (General Securities Representative)
North American Securities Administrators Association Series 63 Securities License


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