Advise clients on how to optimally finance their businesses and manage the structures and debt instruments that have been created most effectively and efficiently taking into account all internal and external constituents.

Advise financial institutions, structured credit investors and government agencies on all facets of fixed income and structured credit markets including portfolio management, transaction structuring, valuation, cash flow analysis, documentation, credit analysis, due diligence, and liquidation services. Opportunities include:• Working with banks, insurance companies, and various public and private entities on portfolio assessment and disposition strategies.• Structuring transactions for… Show more Advise financial institutions, structured credit investors and government agencies on all facets of fixed income and structured credit markets including portfolio management, transaction structuring, valuation, cash flow analysis, documentation, credit analysis, due diligence, and liquidation services. Opportunities include:• Working with banks, insurance companies, and various public and private entities on portfolio assessment and disposition strategies.• Structuring transactions for regional and community banks to obtain regulatory capital relief and increase liquidity by selling portfolios of delinquent and defaulted residential mortgage to a socially responsible fund.• Advising foreign and domestic banks and institutional investors on disposition strategies for domestic and European RMBS, CMBS, ABS, CDO and CLO portfolios.• Working with investors to evaluate and enhance securities with financial guarantees in place.• Named as a subcontractor on winning proposals for various government agencies to evaluate market conditions and provide market insight into the residential mortgage and asset backed securities markets. Show less

Advise investors and owners on financing and restructuring of privately held companies. Recent engagements include: • Served as a senior financial and administrative officer in a new software company with cutting edge internet data mining Technology. Duties included: determining the capital structure; developing the capital structure; and establishing relationships with investors, banks and insurance providers. • Recapitalized the business of a growing software company by foreclosing… Show more Advise investors and owners on financing and restructuring of privately held companies. Recent engagements include: • Served as a senior financial and administrative officer in a new software company with cutting edge internet data mining Technology. Duties included: determining the capital structure; developing the capital structure; and establishing relationships with investors, banks and insurance providers. • Recapitalized the business of a growing software company by foreclosing on the assets of the business, contributing the assets to the new company, and partnering with an experienced venture fund focused on operating software companies that invested cash in the new company. • Advised on a finance program for an off-grid electrical power provider targeting marquee multi-tenant office buildings in top U.S. markets. Show less

Provided strategic advice to the founding entrepreneur on restructuring a private software services company to generate positive cash flow.

Created an independent Treasury and Risk Management Department for Wyndham Worldwide. Managed 14 treasury and risk management professionals. Directed successful collaborations with 3 Business Units, 26 banks, 2 surety providers, 2 accounting firms each with separate tax and audit partners, 2 insurance brokers, over 20 insurance underwriters and 5 external law firms.

Created and built a center of excellence in asset backed and structured finance for Cendant. Played a key role in designing and engineering the separation of Cendant into 4 separate companies. Managed 6 professionals inside Treasury and Business Units. Collaborated with 40 banks, 2 accounting firms, 4 surety providers and 8 external law firms.

Marketed, structured and executed $4.6 billion in term asset backed transactions securitizing auto and equipment loans and leases and esoteric assets including rental cars and fleet leases.

Originated and structured $7.5 billion in asset backed conduit transactions monetizing esoteric assets, trade receivables, credit cards, auto loans and leases, and leveraged leases.

Started portfolio management group for bank administered conduits. Managed team of 11 monitoring $30 billion assets. Maintained portfolio quality, managed problem transactions, and insured accurate reporting to all constituents, including rating agencies.

Structured and underwrote $4.6BN in conduit-funded asset backed transactions for clients securitizing auto loans and leases, TRAC leases, credit cards, trade receivables and micro ticket leases.

Provided strategic advice to a founding entreprenure on a restructuring of an IT services company to generate positive cash flow.

Managed internal oversight of Real Estate, Mortgage Banking, Finance & Leasing and Public Banking portfolios in Corporate Bank. Reviewed and risk rated commercial credit portfolios bank wide.

Marketed multifamily loan programs to financial institutions. Negotiated terms and reviewed documentation. Prepared and presented underwriting proposals including detailed financial analyses for senior management’s approval.

Managed portfolio of middle market and real estate relationships. Marketed banking services including cash management, investment management and trust services.