New York City Metropolitan Area
I am a proven Financial Services team leader with the initiative and drive to motivate others, to connect the dots, and to develop creative solutions to difficult issues, thereby enhancing client satisfaction and generating profitable, repeatable revenue streams. I function well in both large, well-established organizations and entrepreneurial start-up situations combining 25+ years of financial markets experience with detailed product expertise in a disciplined approach that is grounded in a solid accounting foundation and strong communications capabilities. “Honest, smart and hard-working.” Portfolio Optimization Regulatory & Compliance Capital Markets Yield Curve Arbitrage Return Attribution Volatility Trading Risk Management Derivatives, Futures & Options Bloomberg, Yield Book, Excel
As Head of Institutional Sales at ORSNN, I lead our institutional relationship management and trading coverage across banks, credit unions, and private credit platforms. ORSNN is an electronic secondary market platform for trading residential, consumer, and commercial whole loans and participations. We combine AI-driven tools, deep capital markets expertise, and a streamlined workflow to create a faster, smarter secondary loan market. I oversee the strategic growth of our client base, sales execution, and the expansion of market liquidity across all asset classes, with a focus on long-term partnerships and actionable trading solutions.
Focused on growth of revenues and efficiency of operations for family-owned manufacturer of acrylic lighting components with revenues of $1.3mm and 22 employees. Business acquired in 2016. Targeted customer acquisition via attending trade fairs, performing market research, cold-calling and reviving former relationships to grow client roster by 8 percent and revenues by 13 percent.
Managed client communications and trade execution with institutional accounts across Fixed Income products. Focused on providing relative value ideas across MBS and ABS sectors as well as whole loan portfolio analytics and trade execution. Built proprietary analytics platform for evaluating securities and valuations in the Mortgage Backed Securities sector to generate trade ideas and enhance execution of strategies thereby achieving client goals and objectives within the securities portfolio.
Responsible for initiating client relationships with regional financial institutions including direct sales coverage, portfolio optimization, peer analytics, sector allocation and relative value comparisons Utilize custom structuring capabilities to provide unique offerings in CMO, MBS, ABS, CMBS and Repo products achieving client goals within regulatory and risk constraints via Yield Book and Bloomberg Identify specific trading opportunities and investments by analyzing economic, Fed, and market trends
Built a Regional Banks franchise generating in excess of $240mm in revenues, top-3 sales in 2008 Direct sales responsibility across Fixed Income products including Rates, Derivatives, Mortgages and Securitized Products for banks, REITs and money managers Developed a Structured Repo pricing tool employed firm-wide and by external clients