Mark Gregg Email & Phone Number

San Antonio, Texas Area

Responsible for all aspects of enterprise-wide risk management as well as the Company’s risk modeling. This includes facilitating the identification of risk throughout the organization, developing, reporting and monitoring risk management issues

Managed portfolio analytics team to ensure their analysis is accurate and appropriate. Performed detailed fixed income analysis in asset classes including municipals, corporates, government, mortgages, ABS, commercial REITs, etc... This included detailed credit analysis of municipal bond coverage, revenue sources, cash flow, appropriations and budgets. This work was incorporated into specific client portfolios. Suggested re-allocation of assets as appropriate, wrote high quality narrative explaining rationale, and ensured that the portfolio report is presented professionally and within firm compliance and standards.

Performed equity and option trades. Assessed client financial positions and situtations and offered solutions. Advised on an array of products such as: retirement planning, college funding, and asset allocation.