Win Smith

Win Smith Email and Phone Number

Large Language Models, Artificial Intelligence, and Machine Learning. 10+ Patents Pending @ Wells Fargo
Win Smith's Location
Littleton, Colorado, United States, United States
Win Smith's Contact Details

Win Smith personal email

n/a
About Win Smith

Win Smith is a Large Language Models, Artificial Intelligence, and Machine Learning. 10+ Patents Pending at Wells Fargo. He possess expertise in valuation, investment banking, structured finance, finance, financial modeling and 44 more skills. Colleagues describe him as "Win provided some key thoughts on a tricky Excel problem. He was quick to respond to my plea, understood the problem quickly and provided an elegantly simple solution. I really couldn't have asked for a better sounding board. Win's solution was exactly what I needed to get over the hump. I'd recommend working with Win anytime.", "I’ve had the opportunity and privilege to work with Win in the context of extremely complex financings ranging from student loan securitizations to developing the cash flow models for renewable energy financings. I've always enjoyed our learned from our work together. However, beyond Win’s unparalleled modeling capabilities, his critical thinking and experience are an immense asset to any project in which he’s involved. I recommend him enthusiastically.", and "I had the pleasure of working with Win when he was the CFO at GCO Education Loan Funding Corp. Win is a highly respected leader in the industry, having worked as a banker, a founding CFO and currently as head of his firm. Win is extremely intelligent, knowledgeable, professional and prepared at all times. He has a broad understanding of all business disciplines. I particularly remembered Win's deep understanding of finance theories in his presentations to clients and rating agencies. I recommend Win in all his professional aspects without reservations."

Win Smith's Current Company Details
Wells Fargo

Wells Fargo

View
Large Language Models, Artificial Intelligence, and Machine Learning. 10+ Patents Pending
Win Smith Work Experience Details
  • Wells Fargo
    Lead Specialty Software Engineer
    Wells Fargo Feb 2023 - Present
    San Francisco, California, Us
    Lead complex initiatives to apply large language models to enhance risk management.
  • Wells Fargo
    Vice President, Data Scientist
    Wells Fargo Apr 2019 - Present
    San Francisco, California, Us
  • Win Analytics Llc
    President
    Win Analytics Llc Jan 2009 - Apr 2019
    • Structured complex $83 million taxable bond placement for nonprofit healthcare system.• Testimony, research and damages calculations for complex legal cases related to corporate and municipal bonds, mortgage-backed securities, commercial real estate, and receivables.• Advised the Hunt Companies on a $102 million commercial real estate partnership acquisition, including due diligence on municipal bond financings.• Expert report on value of education loan portfolios for transfer tax purposes.• Provided expert report to leading international bank, recommending a municipal bond interest rate index replacement to manage its risk. • Developed groundbreaking theory on bond portfolio dynamics with a financial economist. Our work has been presented to the UK Debt Management Office and the Federal Reserve Bank of Dallas.• Presented to the Brookings Institution, the Federal Reserve Bank of Chicago, the National Association of Municipal Advisors, and other conferences, seminars and groups. • Created transparent method for estimating effective duration with standard prepayment models.• Articles on financial markets appeared in the Financial Times, The Bond Buyer, Pensions and Investments, and the Municipal Finance Journal.• Validated models for renewable energy cash flows and healthcare debt capacity.
  • Gco Education Loan Funding Corp
    Senior Vice President, Founding Cfo
    Gco Education Loan Funding Corp Aug 2004 - Nov 2008
    Co-founder and financial leader of company which grew to $7 billion in loans. · Responsibilities include pricing, hedging, valuation, management of financings, financial projections and the optimization of loan servicing. · Instrumental in building student loan portfolio. Priced loans using own proprietary model. Negotiated and arranged loan purchases with dozens of clients. · Assembled and managed the Finance Group, consisting of financial analysts and database programmers. · Led development of data warehouse to integrate heterogeneous data from multiple servicers. · Oversaw issuance and operation of more than $6 billion in asset-backed securitizations. Pioneering transactions included: First floating-rate securitization of U.S. assets into Canadian market. First A-rated, uninsured student loan interest margin securities. Exchanged student loans for tax-exempt bonds to collateralize a tender option bond program. · Managed more than $1.5 billion in short-term conduit financings. · Hedged basis risk and saved more than $1 million by competitively bidding interest rate swap. · Steered development of automated purchasing system, enabling company to minimize head count to one employee per $300 million in assets. · Negotiated with clients, bankers, derivative providers and investment providers.
  • Gmac Education Loan Funding
    Vice President
    Gmac Education Loan Funding Jul 2002 - Aug 2004
    · Helped build student loan enterprise within GMAC, funded from a $3 billion shelf registration with SEC for asset-backed securities and from GMAC's balance sheet. · Responsibilities included pricing, valuations, investment, hedging and overseeing investment bankers. · Built advanced pricing model that was key part of intellectual property later acquired by GCO
  • A.G. Edwards & Sons, Inc
    Managing Director, Investment Banking
    A.G. Edwards & Sons, Inc Mar 1990 - Jun 2002
    · Structured asset-backed securities based on pools of small business loans, student loans, delinquent tax penalty receivables and municipal utility loans. Was firm's leading authority on "state revolving fund" environmental loan programs. · Obtained copyright registration for model to optimize selection of bonds for refinancing, helping firm to win billions of dollars in bond underwriting business. · Developed database/cash flow system to analyze large bond portfolios. · Served Colorado Department of Transportation as Financial Advisor on $1.7 billion construction program. Coauthored financial plans for U.S. Department of Transportation. · Built superior model to help firm become lead banker on $155 million securitization of delinquent tax penalties that was part of bankruptcy recovery plan; · Designed and led quantitative training program for investment bankers. · Built Monte Carlo model to assess viability of pension obligation bonds. · Designed structured equity derivative for pension fund.

Win Smith Skills

Valuation Investment Banking Structured Finance Finance Financial Modeling Derivatives Fixed Income Bonds Securities Capital Markets Equities Securitization Project Finance Banking Asset Management Financial Risk Analysis Due Diligence Credit Strategy Private Equity Corporate Finance Trading Mbs Entrepreneurship Start Ups Options Hedging Economics Financial Structuring Hedge Funds Bloomberg Optimization Financial Markets Renewable Energy Microsoft Excel Loans Funding Financial Advisory Emerging Markets Expert Witness Debt Public Finance Public Speaking Alternative Investments Mathematics Matlab Bloomberg Terminal Blogging

Win Smith Education Details

  • University Of Oxford
    University Of Oxford
    Mathematics
  • Yale University
    Yale University
    Mathematics

Frequently Asked Questions about Win Smith

What company does Win Smith work for?

Win Smith works for Wells Fargo

What is Win Smith's role at the current company?

Win Smith's current role is Large Language Models, Artificial Intelligence, and Machine Learning. 10+ Patents Pending.

What is Win Smith's email address?

Win Smith's email address is wt****@****ics.com

What schools did Win Smith attend?

Win Smith attended University Of Oxford, Yale University.

What are some of Win Smith's interests?

Win Smith has interest in Designing Geometric Puzzles, Playing Classical And Jazz Piano.

What skills is Win Smith known for?

Win Smith has skills like Valuation, Investment Banking, Structured Finance, Finance, Financial Modeling, Derivatives, Fixed Income, Bonds, Securities, Capital Markets, Equities, Securitization.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.