Director, Origination & Structuring, Asset Securitization Team
Greater New York City Area
Originated, structured and managed a portfolio in excess of $2.8 billion of loan commitments of the bank for ABS transactions in new and emerging asset classes for execution via the term market, the firm’s administered conduits and the firm’s balance sheet. Asset classes financed: Future Flows, Intellectual Property, Insurance, Corporate & Consumer Leases and Loans (including corporate loans, cell tower leases, trade receivables, equipment leases and structured legal settlements). Industries covered: Private Equity Sponsors, Specialty Finance, Franchise, Consumer Goods, Pharmaceutical, Telecommunications and Media & Entertainment. Led client pitches and investor road shows for all new and emerging asset prospects/clients. Presented all relevant transactions to internal credit committees and outside rating agencies and managed respective relationships throughout the transaction life-cycle. Managed key third-party vendor relationships with asset services, master collateral agents, trustees, outside counsel and back-up managers. Founded the firm’s Life Finance business. Founding Board Member of the Institutional Life Markets Association. Series 7 & 63 licensed.