Seasoned Fixed Income Strategist and Treasury Management Professional with a diverse background in the ALM consulting, banking, broker/dealer, insurance and mortgage industries. After working for 4 of Alabama’s 5 largest bank holding companies I’ve held various positions at 5 broker/dealers, including roles as Managing Director of Research and FIG Strategies at Sterne Agee (now Stifel Financial), Fifth Third Securities and Brean Capital as well as Investment Portfolio Manager and A/L Manager at Colonial BancGroup. Since 2005, I’ve provided ongoing analysis and balance sheet strategies to financial institutions and portfolio managers nationwide, as well as a broad variety of research related to derivatives, economics, interest rates, investments, interest rate risk management, options and wholesale funding. In addition to the aforementioned responsibilities, I’ve coordinated derivative & structured funding trades and served as the relative value analyst for the mortgage sector including ABS, CMO and MBS securities. While at Colonial BancGroup, I managed $4 billion in fixed income securities and executed over $12 billion in trades. I also spent three years on the institutional sell side, so I've had the opportunity to see the business from all angles. Finally, I've been a featured speaker at banking/credit union conferences and trade organizations, been quoted in numerous publications and authored a number of articles that have appeared in nationally distributed publications.
