Brian Sherman Email & Phone Number

Denver, Co, Us

Mercer Island, Washington, Us

LauraMac delivers control, insight, and efficiency via SaaS solutions for originating, trading, and reviewing loans. Our platforms benefit loan market participants interested in deal clarity, normalized data, clear content, easy access/sharing, and seamless partner integrations in compliant, secure, and configurable interfaces.

New York, Ny, Us

New York, Ny, Us

Houston, Us

Responsible for increasing new and current account revenue and building a framework for enhancing account relationships. Specific expertise in building processes and enhancing platforms to improve the client experience. Customers include top tier investment banks, institutional investors, hedge funds and loan originators. Service offerings focus on residential real estate whole loan conduit securitization, bulk transactional due diligence and originator quality control engagements. Accomplishments:• Will produce $3+mm in annual revenue from growing existing and securing new clients • Lead division in revenue production• Strengthened client relationships and increased revenue across all market segments• Directed effort to define interactive web-based client reporting resulting in improved employee efficiency and greater client satisfaction • Led effort with Information Technology to define system enhancements which meet broad client needs and improve operational efficiencies• Instrumental in building legal contract structure to improve process and response times

Us

Responsible for maintaining client relationships and revenue while the firm rebuilt and transitioned for asset sale after exiting several lines of business at the end of 2012. Accomplishments:• Secured monthly retainer and maintained operational responsibility for dedicated team to support growing conduit securitization client • Secured client business based on non-standard hourly review rates

Us

Lead the five member Client Services Management team managing over fifty engagements and numerous originator relationships. Team acted as client facing lead for private sector mortgage investment and origination customers for Allonhill’s loan level due diligence review business. Customers included top tier investment banks, large institutional investors and loan originators. Business focus was on conduit development, bulk transactional, flow and staffing engagements. Personal responsibilities included personnel management, client central point-of-contact, client advocacy, directing improvement through process changes and system development and implementation. Accomplishments:• Secured several faltering top tier investment bank relationships and improved all client interactions• Promoted after nine months to management of the Client Services team• Quickly became expert in all client facing systems and procedures• Developed Service Level Agreement compliance methodology and reporting

Us

Acted as client facing lead for private sector mortgage investment and origination customers for Allonhill’s loan level due diligence business. Customers include top tier investment banks, large institutional investors and loan originators. Business focus is on conduit development, bulk transactional, flow and staffing engagements. Personal responsibilities include client central point-of-contact, client advocacy, directing improvement through process changes and system development and implementation.

New York, Ny, Us

Business, investment and marketing lead for a four person team managing $200mm in personal, trust and retirement assets for wealthy families, businesses and business owners across the country. Role focused on building marketing infrastructure and running the day-to-day book of business including external communications, portfolio construction, investment manager review, trading, and developing/presenting financial plans. Accomplishments:• Reworked client asset allocation framework, researched separate account managers and developed a portfolio template for clients with assets from $5mm to $20mm• Authored and produced prospect and client marketing materials and built 1450 contact client and prospect database with functionality to streamline communications

Tulsa, Ok, Us

Drove firm’s Institutional Fiduciary Products into new geographic markets in four southwestern states by engaging consultants, government entities, endowments, non-profits, businesses and professional service firms. Products included retirement plan administration, pension trusts, investment management and custody services. Accomplishments:• Built broad firm and product awareness among 200 important centers of influence, referral sources and end users• Increased request for proposal activity 500% (to 60 per year from 12)• Produced $1.1mm in new revenue including securing the institutional division’s largest ever new business win

Partnered with client portfolio managers, analysts and traders to communicate opinions, generate ideas and trade on their strategic and tactical investment positions. Clients included money managers, hedge funds, insurance companies, state agencies and fund managers. Utilized expertise in rates, structure, credit, money market, derivative products and their attributes. Teamed with internal trading, strategy and research personnel to bring the full impact of the firm to the client. Drove the regional marketing effort for Credit Suisse’s proprietary fixed income web-based research and trading platform. Accomplishments:• Converting 36 unengaged or inactive clients into active trading partners• Produced highest percentage (47%) of secondary trading activity• Built and managed relationships which produced annual revenues of $1-3mm at each firm