Adam J. Haller, Cfa Email & Phone Number

Raleigh, NC, US

Richmond, Virginia, US

Impact Makers is a growing management and technology consulting firm with a unique business model. I manage the finance and accounting function for the company.

Ewing, NJ, US

Looking to become a homeowner or real estate investor? I am your mortgage guy. I put the needs of my clients first, finding the best mortgage solution for each family's unique situation.I joined Princeton for its exceptional service to clients, in the top 1% in customer satisfaction.Products include- Traditional: Conforming, FHA, VA, USDA- Non-QM.

- Founded originally in 2012 to invest in distressed real estate and housing finance opportunities passively.- Made into full time role in 2019, offering independent consulting and independent contracting services.- Partnered with Trillium Square Advisors to consult for real estate investment trusts and developers.

Belo Horizonte, Dubaï, Lille, Montréal, Nanjing, Paris, Raleigh, Sophia Antipolis, Stellenbosch, Suzhou, FR

Led international students in the Master of Science in Financial Markets and Investments (MSc FMI) program at Skema Business School at NC State University in two courses: Financial Reporting and Analysis II and Fixed Income Investments II.

Providing mortgage loans, putting the client's needs first, to help them achieve their goal of homeownership.

Plano, Texas, US

Involved in all aspects of financial risk management for a large mortgage lender. Head of MBS trading. Started a interest rate hedge program for NQM using swap futures. Key decision maker on all settings for QRM MB framework implementation. Leadership during the most difficult era in the company history as it went through bankruptcy.

Jacksonville, FL, US

On the Compass Analytics team, consulting with banks and mortgage lenders to manage risks in mortgage secondary markets.

US

- Assistant to the CFO with all aspects of financial management of a correspondent mortgage lender.- Led initiatives on mortgage pricing and risk valuation.- Automated bulk-bid trades in Secondary Marketing, to expedite process and reduce market risk. - Traded MBS position to hedge interest rate risk, with views on duration, convexity and portfolio beta..

Charlotte, North Carolina, US

Finance and risk management in the secondary market for mortgage loans.Manage the analysis for the ‘held for sale’ portfolio of new mortgage origination, using QRM-MB.Lead initiatives to manage the exposure to risks during the origination, pooling, and sale of mortgage loans. Focusing on analysis of duration of portfolio of mortgages. Select and implement.

Charlotte, North Carolina, US

Mortgage Banking Secondary Marketing. Oversaw the improvement of several processes that resulted in more effectively measuring the risk profile of the portfolio. Areas include profitability of mortgage origination, market move analysis, yield curve change impact to valuation, and hedge performance measurement. Collaborated with Model Risk team to verify.

Charlotte, North Carolina, US

Analyze market price changes to determine why modeled performance varied from actual.Validated rate sheet pricing margins and the data inputs to the product profitability reporting system.Managed counterparty risk. Daily netted MTM positions with trading counterparties. Required analyzing positions, writing wire instructions, and trading collateral to.

Charlotte, North Carolina, US

Support the traders in Secondary Marketing with investment analysis on coverage and exposure. Created a method to rank third-party originators on how efficiently they exercise their options.Tracked risk in spread products (ARMs and non-agency), using a value at risk framework.Designed tracking database to provide insight on the profitability of new.

Washington, DC, US

Designed forecast models for capital investments in information technology projects. Supported Federal Reserve strategic planning, including: reducing costs, analyzing cash flows, and setting effective budgets. Became a key contributor in effectively managing the monthly financials for the Information Technology function of the Federal Reserve.

Richmond, VA, US

- Worked to align business unit activities as Westvaco underwent its merger with Mead.- Oversaw the annual goal process for both the domestic and international sales force.- Solved working capital issues, recovered past due accounts reducing write-offs from $400k to ~$0.

Richmond, VA, US

Westvaco Worldwide, Operations Analyst and Supervisor- Provided info to support international offices. Implemented the first global IT network for Westvaco.- Analyzed country risk, and researched global economics for management and the Board of Directors.- Worked with the US Dept. of Commerce, indirectly resulting in a new facility in Moscow, Russia.

Richmond, VA, US

Financial Analyst in Treasury team- Member of team managing a portfolio of $100 million in cash and liquid securities.- Supported the Brazilian subsidiary in managing its portfolio in compliance with investment policy.- Global macroeconomic analysis for the CFO and CEO. Financial statement analysis of peers.

Armonk, New York, NY, US

- Moved funds from Brazil to USA, working through the rules of the Brazilian Central Bank for funds repatriation.- Found funds from incorrect accounting during hyperinflation before the Real plan. Analyzed interest rates.

Paris, FR

Intern in Foreign Exchange and Mortgage departments at large European bank.

Mba, International Business

Bachelor Of Science (B.S.), Economics

Bachelor Of Arts (B.A.), Spanish