Summary



This candidate has experience in mortgages from securitization to loan level analysis and has consulted numerous institutional clients with unique prepayment research.

Core Strengths : Analytic and research capability combined with a creative and conceptual approach to business challenges
Data management and interpretation
Excellent writing and presentation skills
Business development and strategy
2000 - Present : Mortgage Maxx LLC, Owner Advance Factor Service prepayment forecasting model for mortgage-backed securities.
Manage all aspects of running a data business for mortgage investors extensive knowledge of mortgage data and related applications, prepayment models, pricing, OAS and other issues affecting the overall MBS/ABS market manage advanced database applications SQL, Foxpro with outside vendors to run service both internally and via the web statistical and qualitative analysis of dynamic mortgage data clients business development excellent written and presentation skills designed and maintain company web site, mortgagemaxx. us


Achievements

Promoted from top tier key account sales executive to product manager reengineered money losing $5 million yearly deficit product to profitability in 1 year
Negotiated successful carve-out sale of product under management to third party in 1999 .

Responsibilities : marketing of Dow Jones mortgage products to clients software development of new and existing products researching and recommending policy to senior management regarding strategic initiatives with outside vendors and tier 1 clients designed , assessed and reviewed advanced analytics systems designed marketing materials for major clients , branding initiatives manage real-time mortgage data enterprise-wide managed Freddie Mac relationship for relevant products

Gold ARC Award for outstanding business writing , 1995
Two-time participant United States Cycling Championships
Founding participant Tour de Wagner Special Olympics charity ride

current clients include major Wall Street sell-side and buy-side firms introduced national mortgage index in 2006 publisher of weekly MBS newsletter for institutional investors negotiated use of service by major Wall Street analytics firm as default short-term prepayment model produced loan level , web based database for Freddie Mac MBS created partnerships with eMBS.com and Thomson-Reuters EJV for utilizing their agency mortgage data data supplier to major money managers

Excel , Word , Powerpoint and Access experience
1999 - 2000 : Loan Performance part of First American Financial Core Logic , NY
Managing Director for prepayment initiatives for the mortgage securities and servicing markets . Direct report to company president .
responsible for interfacing between sales/marketing and clients , and overall data management designed and directed marketing materials in areas under management participant in structuring business for growth with UCLA Business School entrepreneur program continued-2 -
Paul Descloux joined company as part of a multi-million GE Capital venture capital investment managed Freddie Mac relationship for products under management


Employment

1991 -  1999
NYC : Financial Marketing Product Manager

Software development manager for new and existing products for mortgage group, advanced analytics

Education

Miscellaneous

Editor-in-chief weekly financial market commentaries for institutional clients earning Gold medal at ARC Awards for outstanding business writing.