Providing subject matter expertise and consulting services to Asset Management, Insurance and Real Estate clients.

Senior fixed income PM and Lead Portfolio Manager for global securitized, US inflation, US real-estate and bank-owned life insurance strategies. Collaborated across distribution and product channels to drive strategy, design and implementation of investment solutions. Oversaw portfolio strategy, construction, risk management, and performance. Traveled extensively for a global client base of institutional investors and private banks.• Lead PM on institutional mandates across US, EMEA, and Asia.• Named PM on six 40-act and UCITS funds, including top decile securitized and inflation mandates. • Senior advisor to Federal Reserve on first crisis-era quantitative easing program, providing program structure, market training, and risk management and liquidity advisory services.• Developed top ranked real estate balanced fund for Private Bank and retail clients.• Public speaker at industry conferences on fixed income, real estate and insurance strategies.Developed unique ESG / impact strategies specific to US housing, in support of minority borrowers.

Sales manager for high performing 30-person institutional sales team across five locations. Drove business development, relationship management, staffing, surveillance, term financing, derivatives intermediation.• Built the #1 rated institutional sales team by 2007 (Orion associates), while increasing revenue and client penetration by nearly 300%.• Successfully integrated two high performance sales teams during JPMorgan’s acquisition of Bear Stearns in 2008, with strong net retention rates across both entities.• Series 24 Principal designation for the combined business.

Institutional Sales Specialist and Business Strategist, working with a diverse client base including major banks, asset managers, hedge funds and GSEs.

Led the Agency MBS trading business in the U.S. Tasked with hiring and developing trading talent, developing and implementing trading systems and risk management tools, and business development for the agency business.

Head of Agency MBS Trading. Traded all agency MBS, agency CMO, derivative, and non-agency RMBS positions. Actively traded the GNMA risk position; Managed team of sixteen mortgage-backed securities traders; developed risk analytics, position management systems, credit systems, and allocations process.

Co-head of U.S. Agency MBS Trading desk.

Agency MBS Trader; MBS Research - designed and implemented MBS prepayment models and quantitative trading strategies.

System development for a small technology-focused consulting group in New York City. Worked directly with Chemical Bank on the design and implementation of their first 'bank by phone' system.