William Moretti Cfa, Frm

William Moretti Cfa, Frm Email and Phone Number

Director Fixed Income Portfolio Management at Equitable @ Equitable
William Moretti Cfa, Frm's Location
New York City Metropolitan Area, United States, United States
William Moretti Cfa, Frm's Contact Details

William Moretti Cfa, Frm work email

William Moretti Cfa, Frm personal email

William Moretti Cfa, Frm phone numbers

About William Moretti Cfa, Frm

My name is Bill Moretti. I have proven experience in identifying new business opportunities and developing creative investment strategies & solutions for the Structured Finance industry - both buy- and sell-sides.My expertise covers all sectors within structured finance including Agency Residential Mortgage Backed Securities (RMBS), Non-Agency RMBS, Asset Backed Securities (ABS), Collateralized Loan Obligations (CLO's), Commercial Mortgage Backed Securities (CMBS). Proven success in managing risk through financial crises.My interests span academic and environmental issues. I have taught graduate and undergraduate programs at Rutgers University Business School and served as a Board member at The Human Impacts Institute, located in Brooklyn, NY.On both a personal and professional basis, I have a very keen interest in disruptive technology, demographics and mindfulness within the workplace. I believe that the confluence of these areas, is extremely important for the future of business and social development.Innovative and energetic, I am a recognized industry thought leader and pride myself on being a creative thinker who builds strong relationships with a wide professional network. As a change agent, I leverage strategic planning and management expertise in transforming cultural mindsets from fixed to dynamic. A skilled team leader, I have exceptional written and oral communications and a passion for managing and developing talent.

William Moretti Cfa, Frm's Current Company Details
Equitable

Equitable

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Director Fixed Income Portfolio Management at Equitable
William Moretti Cfa, Frm Work Experience Details
  • Equitable
    Director ► Fixed Income ♦ Portfolio Management
    Equitable Jun 2021 - Present
    New York, Ny, Us
  • Chainlink Advisory Llc
    Founder & Managing Director ► Structured Finance ♦ Portfolio Management ♦ Financial Technology
    Chainlink Advisory Llc 2019 - Present
    Advisory services focused on structured finance, opportunistic investment strategies and financial technology.
  • Rutgers Business School
    Adjunct Professor ► Business School
    Rutgers Business School 2020 - 2022
    Newark, Nj, Us
    Teaching Analysis of Fixed Income at the graduate level.
  • Riskspan
    Senior Managing Director ► Innovation Lab
    Riskspan 2020 - May 2021
    Arlington, Va, Us
    Leading the growth of RiskSpan’s Innovation Lab including business and product development, client transformation and advisory consulting, and industry outreach. Focused on leveraging emerging technologies to developing solutions that drive efficiencies in lending, structured finance and the investment process.
  • Metlife, Structured Finance Group
    Managing Director ► Public Fixed Income ♦ Head Of Global Structured Finance
    Metlife, Structured Finance Group 2000 - 2019
    New York, Ny, Us
    Head of Global Structured Finance; led 20+ professionals responsible for trading, strategy, credit research and portfolio management of >$50B AUM, including Agency Residential Mortgage Backed Securities (RMBS), Non-Agency RMBS, Asset Backed Securities (ABS), Commercial MBS (CMBS) and Collateralized Loan Obligations (CLOs). Directed General Account and third-party portfolio management, consistently exceeding benchmark returns and income objectives over a multi-year period for all structured product asset classes. Negotiated structures, terms and pricing for private and public transactions by working directly with issuers, bankers and rating agencies. Recommended and executed opportunistic credit sale programs ahead of market volatility, including sale of subprime RMBS and CMBS prior to the financial crisis, resulting in > $2B in economic savings. Integrated technologies to enhance credit research, portfolio management and trading capabilities.
  • Metlife, Structured Finance Group
    Managing Director ► Public Fixed Income ♦ Head Of Structured Solutions Group
    Metlife, Structured Finance Group 2012 - 2015
    New York, Ny, Us
    Selected to head a team of highly technical derivatives specialists / quantitative professionals. Developed structured solutions using interest rate and credit derivatives to address insurance-related ALM and regulatory needs to deliver enhanced income / yield opportunities. Managed over $9B of major credit market indices (IG & HY CDX, MCDX, iTraxx), contributing $80 – $90MM annual income and total returns of $130MM, $170MM and $93MM in 2012, 2013 and 2014, respectively.
  • Ubs
    First Vice President ► Structured Finance ♦ Investment Banking ♦ Corporate Credit ♦ Painewebber
    Ubs 1993 - 2000
    Zurich, Ch
    PaineWebber was an American stock brokerage and asset management firm that was acquired by UBS AG, a Swiss Bank in 2000. Deal Manager; managed public and private ABS transactions and whole loan sales in addition to warehouse financing arrangements covering subprime, high LTV, franchise and automobile loans. Worked closely with structuring desk, transaction legal counsel, monoline insurers and major rating agencies to determine deal structure, enhancement levels and best execution for clients.
  • Wm - World Traveler
    World Traveler
    Wm - World Traveler 1991 - 1995
    Cranford, Nj, Us
    Took time to travel, circling the world, spending time in Asia, Florence and Rome, Italy and Europe. I experienced multiple cultures, scuba diving, biking and hiking in about a dozen countries and learned to speak Italian. This broadened my perspective on the world and on my career - by far, one of the most valuable experiences of my life. Granted a Leave of Absence from PaineWebber and worked as an Independent Consultant.
  • Arthur Andersen & Co.
    Audit Senior ► Financial Services And Corporate Finance Consulting Divisions
    Arthur Andersen & Co. 1988 - 1991
    Arthur Andersen LLP, based in Chicago, was one of the "Big Five" accounting firms among PricewaterhouseCoopers, Deloitte Touche, Ernst & Young and KPMG, providing auditing, tax, and consulting services to large corporations.

William Moretti Cfa, Frm Skills

Abs Cmbs Fixed Income Quantitative Research Fundamental Analysis Chartered Financial Analyst Cpa Credit Analysis Portfolio Management Trading Derivatives Structured Finance Investments Capital Markets Securitization Financial Markets Credit Investment Banking Loans Alm Real Estate Credit Derivatives Equities Rates Hedging Valuation Cdo Asset Allocation Hedge Funds Finance Alternative Investments Investment Strategies Financial Modeling Leveraged Finance Securities Residential Mortgages Risk Management Auditing Asset Management Structured Products Bonds Investment Management Treasury Series 7 Accounting High Yield Private Equity Bloomberg Financial Risk Financial Structuring

William Moretti Cfa, Frm Education Details

  • Pace University
    Pace University
    Accounting

Frequently Asked Questions about William Moretti Cfa, Frm

What company does William Moretti Cfa, Frm work for?

William Moretti Cfa, Frm works for Equitable

What is William Moretti Cfa, Frm's role at the current company?

William Moretti Cfa, Frm's current role is Director Fixed Income Portfolio Management at Equitable.

What is William Moretti Cfa, Frm's email address?

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What is William Moretti Cfa, Frm's direct phone number?

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What schools did William Moretti Cfa, Frm attend?

William Moretti Cfa, Frm attended Pace University.

What are some of William Moretti Cfa, Frm's interests?

William Moretti Cfa, Frm has interest in Cooking, Volunteer Work, Coaching, Traveling, Spending Time With My Family, Yoga, Scuba Diving, Cycling, Fine Dining, Photography.

What skills is William Moretti Cfa, Frm known for?

William Moretti Cfa, Frm has skills like Abs, Cmbs, Fixed Income, Quantitative Research, Fundamental Analysis, Chartered Financial Analyst, Cpa, Credit Analysis, Portfolio Management, Trading, Derivatives, Structured Finance.

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