Alan (Al) Reese Email & Phone Number

30 Braintree Hill Office Park, Suite 202, Braintree, Ma 02184

Al works with a wide variety of successful individuals, business owners, musicians and organizations to tailor strategies to manage their financial future. Experience and independent thought are critical to personal financial security. The details intrinsic to financial products and economic well-being can be complex and are often obscured by arcane terminology. In addition, the motivation of those selling the products can be difficult to decipher. Al helps his clients navigate their unique financial labyrinth through a client-centric and holistic approach.Education/Memberships/Licenses• Bachelor degree in Accounting from University of Wisconsin – Eau Claire• Former Trustee of Berklee College of MusicFor hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Great Valley Advisors, a registered investment advisor. Great Valley Advisors and U.S. Wealth Management are separate entities from LPL Financial.

Greater Boston Area

Providing finance and operations consulting, principally focused on the mortgage banking industry. Typical assignments include:• Integration planning and execution;• Outsourcing evaluation and structuring;• Real estate credit risk analysis and mitigation;• Systems design, selection, and implementation;• Review or design of mortgage servicing rights accounting policies and valuation assumptions;• Operations reviews for warehouse lenders;• Short-term or interim CFO roles;• Short-term or interim Operations Management roles.

Boston, Ma

• As an integral part of a small transition team, managed concurrent work streams to complete the acquisition of DB Berkshire Mortgage by two private equity firms, including GSE licensing, warehouse financing, corporate insurance, servicing rights valuations, technology and infrastructure installation, and software development.• Led the effort to secure Berkshire’s first-ever servicer rating, transforming a privately-held DUS servicer to a highly-rated Primary and Special commercial mortgage servicer.• Led a $3 mm project to implement new servicing software, outsource select activities, establish automated loan set-up processes, and develop a reporting database. Concurrently negotiated complex vendor contracts and reengineered the Servicing and Asset Management organization, reducing headcount by 25%.• As EVP/Chief Financial Officer, led due diligence and integration efforts for Berkshire during its acquisition by Deutsche Bank.

Trustee and Chairman of Finance and Audit Committees

• As part of equity-raising efforts, developed a comprehensive financial forecasting model, providing instant “what if” analyses. Led effort to restructure Company and streamline operations, reducing cash burn by 30%.• Implemented new performance management system to link employee objectives to departmental and corporate goals and tie employee compensation to corporate performance.

Middletown, Ct

• Directed merger and acquisitions activities during extensive efforts to solicit and evaluate proposals for capital infusions and/or the sale of the company.• Structured and negotiated $300 million in lending facilities and $50 million in working capital facilities with two major financial institutions in the midst of unparalleled industry turmoil.• Developed strategic and retrenchment plans to respond to changing market conditions and company competitiveness and return company to cash positive operations.• Developed a multi-faceted financial planning tool, integrating product- and market-specific loan production and securitization accounting with profit and cash flow forecasting models.

Boston, Ma

Director of Operations, Risk Management, and Administration: Consumer Lending GroupChief Financial Officer: Personal Banking, Technology, and OperationsDirector of Management ReportingDirector of Finance: Treasury Division

Boston, Ma

Partner, Boston OfficeManager, New York, National, and Boston OfficesStaff Positions, Minneapolis Office

Stamford, Ct

Selected to participate in the Practice Fellow program after a competitive interview process, requiring a two-year leave of absence from Coopers & Lybrand.• Established national reputation as expert and frequent speaker on structuring and design of sophisticated financial instruments. Developed the initial accounting standards for Collateralized Mortgage Obligations, as well as an expertise in mortgage-backed and credit card securitization and lease accounting.• Served as FASB spokesman for all constituencies in my areas of expertise, interacting frequently with members of the press, senior technical partners of top public accounting firms, and the SEC.