Sloan Smith Email & Phone Number

San Francisco Bay Area

Mortgage loan specialist focusing on full service real estate brokerage. At LendSmart Mortgage, we specialize in helping our clients navigate the most complex lending scenarios with "out of the box" thinking. We offer a variety of loan types and products, and with relationships with lenders in all 50 states, we are able to locate the best loan package available for our clients. Using my experience in finance and financial markets, I am able to counsel borrowers on the best loan options to fit their needs. Areas of focus include: residential, commercial, and private money lending, as well as portfolio management and property acquisition. From the most basic purchase or refinance to the most complex loan scenario, I can help you find the best loan product for your situation.Contact: ssmith@lendsmartmortgage.com (V) 415-996-3989

San Francisco Bay Area

► Execute systematic strategies for options trades, including monitoring the market and managing counterparty relationships. ► Trade two major accounts of futures and options with an emphasis on technical indicators, market direction, and stock trends.

San Francisco Bay Area

► Identified partnership opportunities, developed strong business relationships through direct consumer sourcing activities. ► Employed sales strategies using talk tracks and relational communication skills to capture wins and consistently close deals. ► Drive the entire loan origination lifecycle, partnering with underwriters and processors to mitigate issues as they arise. ► Perform brokerage and banking aspects of origination, analyzing financials to determine what products fit the client's criteria.► Coordinate all closing procedures (e.g., appraisals, documentation, signoffs) so the homebuying process runs smoothly.

San Francisco Bay Area

Originator focused on hard money loan procurement. Areas of focus include: single family residential, including rehab, estates, trusts, distressed borrowers, etc.; industrial and commercial projects; construction loans; and bridge financing for owner-occupied residences.

San Francisco Bay Area

► Served as a member of the Asian Equity and Index Options trading desk, modeling risk decisions for NKY 225 options risk.► Developed relative value pricing models for derivatives, liaising with Treasury to ensure position funding was adequate.► Implemented hedging strategies to minimize market risk on a derivatives portfolio focused on Asian equities.​► Executed all trade reconciliations and reporting functions, including electronic futures and OTC (voice).

San Francisco Bay Area

► Managed 2 personal accounts using directional trading strategies, essential data, company research, and technical indicators. ► Achieved exceptional ROI returns, reaching +40% YTD on average.

Greater Chicago Area; San Francisco Bay Area

► Oversaw a multi-million-dollar volatility arbitrage book with 250+ options positions and exposure to 1000+ equity options. ► Strengthened trading models, acting as an off-floor market maker and taker using proprietary tradingtools.► Created C++ codes, incorporating technical indicators with evaluation methods, which was 100% adopted across the firm. ► Capitalized market inefficiencies by combining self-directed study of software programming tools with intensive training.

► Appointed to manage the personal accounts of a former supervisor/investor at Botta Capital Management. ► Managed portfolio risk while determining the price and size of markets for 20 equity option issues.► Achieved $1.55mm in gross ROI over three years, with $300k - $600k in capital.► Produced significant profit (150% ROI) in 2008, during extreme volatility.

Acted as the designated primary market maker for firm's specialist post at the Chicago Board Options Exchange. Responsible for all markets made at the post, as well as maintaining an orderly market and training trading staff.

Chicago

Assisted and managed operation of trading pit on the CBOE. Determined price and size of all options markets while managing firm trading portfolio. Assumed responsibility for efficient functioning of the trading pit and the training of the pit staff. Portfolio realized multiple million dollar profits annually over the duration of the firm's role of specialist.

Fourth round draft pick by the New York Yankees in 1993 amateur draft. Played five seasons in Yankees minor league system.