Countrywide Securities Corporation
Industry: Capital market company
DescriptionHeadquarters: Calabasas, CA Founded: 1981 Parent organizations: Bank of America, BAC Home Loans Servicing, LP, Countrywide Capital Markets LLC Subsidiary: Countrywide Securities Corporation,Asset Management Arm
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Countrywide Securities Corporation Employees
Bank of America -- Corporate Investment Group, Secondary Marketing Pricing January 2009 - Present
Countrywide Home Loans - Secondary Marketing June 2005 - January 2009
Countrywide Securities Corporation October 2001 - June 2005
BP 1999 - 2001
Ultramar Diamond Shamrock 1993 - 1999
Skills
Banking, Credit Analysis, Commercial Banking, Loans, Risk Management, Credit
Education
California State Polytechnic University-Pomona
Mechanical Engineering
Keller Graduate School of Management of DeVry University
Accounting and Finance
University of California, Irvine
Master of Business Administration (MBA)
JPMorgan Chase May 2014 - Present
Santander Real Estate Capital May 2011 - May 2014
Greenway Capital Group August 2008 - May 2011
Countrywide Securities Corporation June 2004 - August 2008
Salomon Smith Barney (Citigroup) June 1998 - June 2004
Skills
Relationship Management, Loan Origination, Structured Finance, Credit Analysis, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, MBA, Architecture, Series 7, Series 63, Banking, Investment Banking, Commercial Banking, Merchant Banking
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA
Carnegie Mellon University 1983 — 1988
B.Arch
Chaminade High School 1979 — 1983
Diploma
New Edge Mortgage December 2012 - Present
Informa Research Services January 2011 - December 2012
Sandlot Mortgage 2009 - January 2011
Granada Advisors January 2004 - January 2011
Vulcan Financial 2005 - June 2007
Radius Mortgage Capital, LLC 2006 - 2007
Quality Home Loans 2005 - 2007
Countrywide Securities Corporation 2001 - 2004
Viachange 2000 - 2000
Aames Home Loans 1999 - 2000
Skills
Executive Management, Business Intelligence, Mortgage Lending, Leadership, Start-ups, Mortgage Banking, Product Management, Loans, Portfolio Management, Real Estate, Project Management, Competitive Analysis, Competitive Intelligence, Banking, Strategy, Securities, Strategic Partnerships, Vendor Management, Capital Markets, Sales Management, Loan Origination, Management, Financial Services, Credit, Market Research, Risk Management, Business Strategy, Business Development, Product Development, Strategic Planning, Sales, Commercial Mortgages, Financial Analysis, Pricing, Investments, CRM, Finance, Analytics, Segmentation, Analysis, Business Planning, Mergers & Acquisitions, Consulting, Forecasting, Market Analysis, Asset Management, Due Diligence, Financial Modeling, Management Consulting, Strategic Financial...
Education
California State University-Northridge 1987 — 1989
MBA, Business Adminstration
Santa Clara University 1980 — 1984
BS, Management
Menlo School 1976 — 1980
BlackRock October 2014 - Present
JPMorgan Chase March 2013 - October 2014
Bank of America September 2008 - March 2010
Countrywide Securities Corporation July 2005 - October 2008
Tryarc LLC 2004 - 2005
TCS 1996 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Agile Methodologies, Data Warehousing, Options, Bonds, Portfolio Management, Fixed Income, Valuation, Finance, Investments, Analysis, Management, Capital Markets, Financial Risk, Financial Services
Education
Indian Institute of Management, Bangalore 2000 — 2003
MBA, Finance And Strategy
Goverment Engineering College, Thrissur 1991 — 1995
Bachelors in Technology, Computer Science
Don Bosco School, irinjalakuda 1983 — 1989
Imperial Capital, LLC January 2015 - Present
SS&C GlobeOp November 2013 - January 2015
Deutsche Bank February 2012 - October 2013
Deutsche Bank June 2011 - February 2012
Deutsche Bank June 2010 - June 2011
Deutsche Bank December 2008 - June 2010
Deutsche Bank January 2008 - December 2008
Deutsche Bank January 2007 - January 2008
Deutsche Bank August 2006 - December 2006
Countrywide Securities Corporation June 2005 - August 2005
Skills
Hedge Fund Accounting /..., Operations, Corporate Actions, Client Service, Pricing, Reconciliation, Performance Analysis, Bonds, Alternative Investments, MBS, Structured Products, Fixed Income, Equities, Bloomberg, Hedge Funds, Equity Derivatives, Structured Finance, Credit Derivatives, Account Reconciliation, Derivatives, Securities, Capital Markets, Prime Brokerage, Investment Banking, FX Options, Fund Administration, Fund Accounting, Options, Swaps
Education
Pepperdine University 2002 — 2006
BA, Business Administration
The London School of Economics and Political Science (LSE) 2004 — 2004
Managerial Accounting & Financial Control
Sebaka Software October 2009 - Present
Redwood Trust October 2007 - December 2009
Redwood Trust Inc. January 2006 - October 2007
US Peace Corps June 2003 - June 2005
Countrywide Securities Corporation July 2001 - May 2003
Skills
SQL, Integration, Software Development, Analytics, Process Improvement, Data Analysis, IT Strategy, Solution Architecture, Project Management, Data Warehousing, Needs Analysis, Cross-functional Team..., Solution Design, Project Leadership, Java, Software Solutions, VB.NET, Solutions Design, IT Project Leadership, Technical Project..., Amazon Web Services..., Intex, MBS, Mortgage Banking
Education
California Institute of Technology 1997 — 2001
Bachelor of Science (BS)
Foresight Derivative Consulting 2015 - Present
Prospect Mortgage, LLC 2013 - 2015
Hedge Trackers, LLC 2008 - 2013
Countrywide Securities Corporation 2006 - 2008
Countrywide Securities Corporation 2003 - 2006
Deloitte 1998 - 2003
Atlantic Richfield Corporation 1995 - 1998
Atlantic Richfield Corporation 1989 - 1995
Skills
Derivatives, Capital Markets, Product Control, Risk Management, Trading, Financial Modeling, Hedging, Fixed Income, Bloomberg, Commodity, Business Development, Financial Risk..., Swaps, Interest Rate..., FX Options, Counterparty Risk, VAR, Accounting, Foreign Exchange, Liquidity Risk, Market Risk, Valuation, Options, Financial Risk, Treasury, Finance, Financial Analysis, Securitization, Financial Structuring
Education
Stanford University
BS, Industrial Engineering
Stanford University
MS, Operations Research
Incapital September 2009 - September 2011
Countrywide Securities Corporation January 2003 - August 2008
Morgan Stanley March 1987 - February 2003
Education
The University of Chicago Booth School of Business 1983 — 1984
MBA, Finance
University of Notre Dame 1977 — 1981
BS, Electrical Engineering
Brookhaven National Laboratory April 2009 - September 2013
Impact November 2008 - February 2009
Insurity January 2008 - October 2008
Countrywide Securities Corporation November 2005 - December 2007
Symark Software 2002 - 2005
Gibbs and Associates March 2001 - April 2002
Select @ Baxter Healthcare 2000 - 2000
Skills
Microsoft SQL Server, Databases, VB.NET, C#, .NET, ASP.NET, Database Design, Team Leadership, Web Application Security, Integration, SDLC, jQuery, CSS, Enterprise Risk..., Agile Methodologies, Scrum, Software Architectural..., T-SQL, JavaScript, .NET Security, HTML, Software Development, Web Services, IIS, Security, AJAX, Software Project..., BSP, Software Documentation, Visual Basic
Education
Penn State University 2010 — 2014
Masters of Professional Studies
University of West Florida 1997 — 2000
Bachelor's degree
Okaloosa Walton Community College 1996 — 1997
AS
Countrywide Securities Corporation January 2002 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Administrative..., Data Entry, Office Management, Outlook, Telephone Skills, Office Administration, Spreadsheets, Invoicing, Travel Arrangements, Calendaring, Administrative...
Education
Keiser University-Ft Lauderdale
Certificate, Paralegal Studies
Alinean Corp April 2010 - Present
Bank of America September 2008 - February 2009
Evergreen Investments May 2007 - September 2008
Countrywide Securities Corporation October 2005 - May 2007
Education
University of Phoenix 2003 — 2005
MBA, Global Management
Michigan State University
Wells Fargo 2012 - Present
Junior Blind 2011 - 2015
Meritage Partners, Inc. 2009 - 2012
Phoenix Group Advisory Services, LLC 2008 - 2009
Countrywide Securities Corporation 2005 - 2008
Countrywide Securities Corporation 2004 - 2005
College Pro 2000 - 2002
Skills
Credit, Commercial Lending, Real Estate Loans, SBA, Capital Markets, Treasury Management, Mortgage Lending, Finance, M&A experience, Mergers & Acquisitions, Middle Market, New Business Development, Business Strategy, Deal Sourcing, MBS, Non-Conforming, Business Development, Analysis, Cold Calling, Subprime, Organizational..., Strategic Thinking, Stakeholder Engagement, New Business Generation, Lead Generation, New Business..., Relationship Marketing, ABS, Capital Markets..., Business Generation, Business Relationship..., Financial Analysis, Loans, Banking, Portfolio Management, Management
Education
The Ohio State University
BS, Finance
City of Austin September 2010 - Present
City of Austin December 2008 - October 2010
Texas House of Representatives July 2008 - December 2008
Entrepreneurial Real Estate Development January 2003 - April 2008
Countrywide Securities Corporation February 2002 - November 2002
Ace Precision Aerospace May 2001 - January 2002
Honeywell International 1998 - 2001
Skills
Continuous Improvement, Contract Negotiation, Waste Reduction, Government Purchasing, Efficiency Improvement, Sustainability, Purchasing, Program Management, Lean Manufacturing, Process Improvement, Change Management, Negotiation, Strategic Planning, Procurement, Supply Chain Management, Value Stream Mapping, Supply Chain, Contract Management, Green Building, Operations Management, Vendor Management, Energy Efficiency, Policy, Environmental Awareness, Business Process..., Project Planning, Business Development, Project Management, Strategic Sourcing, Public Policy, Community Outreach, Supply Management, Materials Management, Business Analysis, Environmental Policy, Corporate Social..., Business Strategy, Government, Analysis, Leadership, Energy, Management Consulting, Management, Renewable Energy, Government Procurement
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Strategy and Organizational Management - Executive MBA
Michigan State University 1995 — 1998
Bachelors, Supply Chain Management
Albion College 1993 — 1995
Liberal Arts, Economics and Sociology Major
Citigroup May 2010 - October 2013
Barclays Capital April 2009 - April 2010
Barclays Capital June 2006 - June 2008
JPMorgan March 2005 - June 2006
Diaspark Inc July 2000 - June 2006
Countrywide Securities Corporation July 2003 - December 2004
Vertical Alliance January 2003 - July 2003
Uconn Foundation Inc July 2001 - October 2002
CommerceOne July 2000 - May 2001
Education
National Institute of Technology Tiruchirappalli 1989 — 1994
B.Arch, Architecture
St Johns Vestry Higher Secondary School, Trichy 1978 — 1989
Level 1 Loans December 2006 - Present
The Sextant Group April 1987 - Present
Hanover Trade 2000 - 2006
Bayview Financial 2000 - 2001
Countrywide Securities Corporation 1999 - 2000
Corestates Capital Markets 1990 - 1999
Reserve Financial Management 1987 - 1990
The Kislak Company, Inc. 1983 - 1987
The Chase Manhattan Bank 1977 - 1983
Irving Trust Company 1970 - 1977
Skills
Mortgage Banking, Mortgage Lending, Loans, Banking, Risk Management, Financial Risk, Residential Mortgages, Portfolio Management, Investments, Finance, Due Diligence, Structured Finance, Valuation, Mergers & Acquisitions, Business Strategy, Mergers, Strategy, Strategic Planning, Investment Banking, Financial Analysis, Accounting, Budgets, Business Planning, Cash Management, Financial Services, Analysis, Securities, Funding
Education
Nova Southeastern University 1995 — 2002
Doctorate, Business Administration
Nova Southeastern University 1994 — 2002
•Masters in Business Administration, Specialized in Banking
Saint Peter's University 1970 — 1970
•BS Cum Laude, Math, Economics
Georgetown University 1965 — 1968
Leaders The Merchant Services Company February 2008 - Present
countrywide securities corporation November 2005 - February 2008
Knowledge Infotech 2002 - 2004
Skills
WCF, .NET, ASP.NET, ASP.NET MVC, Agile Methodologies, Business Intelligence, C#, Microsoft SQL Server, Requirements Analysis, SDLC, SOA, SQL, SSIS, SSRS, Software Development, WPF, Web Services, XML
Education
Bharathidasan University 1996 — 2000
United Guaranty Corporation January 2014 - Present
AIG 2012 - Present
Positive Convexity LLC June 2011 - March 2012
Genworth Financial U.S. Mortgage Insurance March 2008 - June 2011
GMAC-RFC 2006 - 2008
Countrywide Securities Corporation 2006 - 2006
ABN AMRO 1997 - 2006
Citicorp Mortgage 1989 - 1991
Stern Brothers 1987 - 1988
Skills
Risk Management, Mortgage Analytics, Capital Markets, ALM, Operational Risk, Credit Risk, Basel II, Enterprise Risk..., Financial Risk, Securitization, Operational Risk..., Hedging, Structured Finance, Economic Capital, Market Risk, Portfolio Management, Derivatives, Fixed Income, Credit Analysis, Underwriting, Credit, Asset Managment, Mortgage Lending, Financial Modeling, Financial Services, Investments, Bonds, Structured Products
Education
The University of Chicago Booth School of Business 1984 — 1996
MBA, Finance & Statistics
Princeton University 1979 — 1984
BA, Economics
Lenderfi.com April 2015 - Present
Parkside Lending February 2015 - Present
Stearns Lending (NMLS #1854) April 2014 - February 2015
Lenderfi.com February 2012 - February 2014
Bank of America Home Loans July 2011 - September 2012
Bank of America Home Loans November 2010 - July 2011
Bank of America Home Loans September 2008 - November 2010
Self Employed Consultant February 2008 - September 2008
Countrywide Securities Corporation August 2002 - February 2008
Radian Guaranty Inc. June 2000 - August 2002
Skills
Loan Origination, Risk Management, Due Diligence, Loan Servicing, Fraud, Underwriting, Loans, Mortgage Banking, Mortgage Lending, Credit, Credit Risk, Real Estate, Portfolio Management, Financial Risk, Loss Mitigation, Mortgage Underwriting, Capital Markets, Mortgage Servicing, Refinance, Analysis, Residential Mortgages, Banking, Executive Management, FHA, Financial Services, Credit Analysis, Investments, Valuation, Investment Properties, Funding, Commercial Lending, Finance, Insurance, Securitization, Securities, Commercial Banking, USDA, Consumer Lending, Financial Structuring, Structured Finance, Asset Management, Loan Modifications, Real Estate Economics, Relationship Management, Commercial Mortgages, Leadership, Referrals
Education
Pepperdine University 1995 — 1997
MBA, Business Administration
The CIM Group August 2015 - Present
Oaktree Capital Management October 2008 - August 2015
Countrywide Securities Corporation January 2006 - September 2008
Countrywide Securities Corporation 2003 - 2006
Countrywide Securities Corporation 1998 - 2003
Endocrine Sciences 1995 - 1998
Skills
Trading Systems, Bloomberg, Derivatives, Capital Markets, Portfolio Management, Project Management, Financial Services, SDLC, Business Analysis, Equities, Market Data, Banking, Credit Derivatives, Process Improvement, Fixed Income, Risk Management, Asset Managment, Vendor Management, Investment Banking
Education
California Lutheran University 2005 — 2008
MBA, Finance
California Lutheran University 1989 — 1991
Bachelor's degree, Computer/Information Technology Administration and Management
Chaminade HIgh School
Trinity Lutheran Junior High School
Knight Valuation Consulting June 2014 - Present
Realtors Property Resource (RPR) October 2013 - June 2014
First American Mortgage Solutions October 2011 - November 2013
Clear Capital 2009 - September 2011
Clear Capital July 2008 - September 2011
Main Street Valuations/406 Partners June 2007 - July 2008
Countrywide Securities Corporation 2002 - 2007
Skills
Adobe LiveCycle Designer, Valuation, Broker Price Opinion, AVM, Portfolio Management, Due Diligence, Team Building, Team Management, Team Leadership, Project Portfolio..., Customer Relations, Product Development, Vendor Relations, Capital Markets, Contract Negotiation, Vendor Management, Strategic Planning, Social Media, Process Improvement, Valuation Modeling, Secondary Market, Leadership, Project Management, Customer Service, Asset Managment, Leadership Development, Asset Management, Real Estate, Appraisals, Property, Disposition, Management, Automation, Strategic Partnerships, Analytics, Investment Properties, Loss Mitigation, Executive Management, Loans, Product Management, CRM, Mortgage Lending, Sales, Training, Banking, Mortgage Banking, Mortgage Servicing, Financial Risk, Default, Loan Servicing
Education
The Master's Seminary 1997 — 1999
Florida State College at Jacksonville 1991 — 1993
AA
LS CAPITAL Inc. August 2013 - Present
JAG Consulting November 2011 - August 2013
Stabilis Capital Management August 2010 - October 2011
Jonathan A. Grossman 2009 - 2010
Countrywide Securities Corporation 2006 - 2008
GMAC Commercial Mortgage 2002 - 2005
Archon Group 1996 - 2002
JE Robert Companies 1993 - 1996
Skills
Asset Management, Due Diligence, Disposition, Portfolio Management, Credit, Real Estate Economics, Investments, Finance, Mergers & Acquisitions, Capital Markets, Loans, Real Estate, Financial Analysis, Commercial Real Estate, Investment Banking, Valuation, Dispositions
Education
California State University-Northridge 1980 — 1985
BS, Finance/Real Estate
California State University-Northridge
Bachelor's Degree of Science, Business Administration - Finance and Real Estate
San Diego State University-California State University
Bachelor of Science (B.S.), Finance
BR Direct Marketing March 2007 - Present
Teramor Corporation 2004 - 2005
Mailing & Marketing, Inc. / Sourcecorp Direct 2002 - 2004
Countrywide Securities Corporation 2001 - 2002
First Alliance Mortgage Company 1995 - 2001
Education
California State University-Long Beach 1992 — 1994
Bachelor of Arts, Psychology
SMCI October 2012 - Present
Genesis 10 July 2011 - September 2012
Hewlett Packard Enterprise Services May 2010 - August 2011
Countrywide Securities Corporation September 2008 - November 2010
Countrywide Securities Corporation December 1996 - August 2008
Skills
Lotus Notes, Cisco Routers, Microsoft Exchange, Windows Server, Executive Support, Microsoft Office, Windows 7, Microsoft SQL Server, Adobe Acrobat, Microsoft Excel, Maximo, Trading Systems, McAfee, Remote Access, LAN-WAN, Windows XP Pro, Training, Windows Vista, Windows 2000, Outlook, Norton Ghost, Printers, Wordperfect, Microsoft Word, Bloomberg Software, Team Leadership, Mortgage Banking, Telephony, Win 2003, Remedy Ticketing System, Peregrine, VMware Workstation, VMware Server, Norton Internet Security, Apple OS, Internet Explorer, Access Control, Cisco Routing &..., Desktop Administration, Desktop Deployment, IT Procurement, White Glove, NOC, Software Deployment, System Monitoring, Desktop Application..., Lync, Active Directory, HP Proliant, ISM
Education
The Evergreen State College 1990 — 1991
B.A., English Language and Literature, General
University of Washington 1983 — 1986
English Language and Literature, General
Stadium High School 1981 — 1983
High School Diploma
Meeker Middle School 1978 — 1980
Twin Lakes Elementary
MUFG Americas September 2013 - Present
Union Bank September 2011 - September 2013
Union Bank September 2010 - September 2011
Zenith Insurance Company December 2005 - September 2010
Marcus & Millichap 2005 - 2005
Countrywide Securities Corporation 2004 - 2005
Marcus & Millichap 2000 - 2004
Skills
Data Warehousing, Business Intelligence, Financial Analysis, Process Improvement, E-commerce, PMO, Integration, Strategy, Business Analysis, Management, Databases, Enterprise Software
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
MBA, Finance
California State University-Sacramento 1994 — 2000
BS, MIS
Citywide Home Loans February 2014 - Present
Medallion Mortgage Company November 2011 - January 2014
Bank of America June 2010 - June 2011
Bank of America June 2002 - June 2010
Countrywide Securities Corporation 1995 - 2002
Countrywide Securities Corporation 1994 - 1995
Skills
Credit, Loans, Mortgage Lending, Finance, Underwriting, Cash Management, Due Diligence, Securities, Loan Servicing, Management, Funding, Financial Reporting, Pricing, Banking, Credit Risk, Mortgage Banking, Portfolio Management, Loan Origination, Risk Management, Executive Management, Trading, Financial Analysis, Financial Services, Refinance, Credit Analysis, Residential Mortgages, FHA, Financial Risk
Education
California State University-Northridge 1986 — 1990
MBA Studies, Business Management
Brigham Young University 1978 — 1984
BS, Business Management
Thomson Reuters January 2012 - November 2013
Thomson Reuters April 2009 - September 2010
Merrill Lynch July 2003 - August 2008
Countrywide Securities Corporation September 2000 - December 2002
Ferrell Capital Management June 1999 - August 2000
Skills
Strategic Planning, Project Management, Presentations, Business Performance..., Business Analytics, Strategy Execution, Communication Framework, Reporting & Analysis, Program Management, Change Management, CRM, Business Analysis, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Marketing & Management
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Finance and Marketing
Health Net November 2011 - Present
Health Net Inc February 1995 - Present
Countrywide Securities Corporation October 1993 - February 1995
Skills
SDLC, Visio, Systems Analysis, Data Warehousing, Business Objects, Business Analysis, SQL, Requirements Analysis, Requirements Gathering, Business Intelligence, Database Design, Oracle, Data Modeling, Vendor Management, Software Project..., Enterprise Architecture, Visual Basic, Process Improvement, Access, Software Documentation, User Acceptance Testing, Crystal Reports, Business Process, PL/SQL, Databases, SharePoint, Integration, XML, Analysis, Unix, Agile Methodologies, Software Development, MS Project, Microsoft SQL Server, DB2, Business Requirements, Microsoft Project
Education
California State University-Northridge 1991 — 1994
Seeking New Position January 2015 - Present
JVB Financial (fka The PrinceRidge Group) December 2009 - October 2014
New York Mortgage Trust - NYMT (REIT) June 2009 - October 2009
De La Rosa & Co. Investment Bankers May 2008 - May 2009
Countrywide Securities Corporation January 2002 - September 2007
CDC Investment Management Inc. (now NATIXIS) March 1998 - December 2001
Donaldson, Lufkin & Jenrette February 1995 - February 1998
Nikko Securities Co. Intl. Inc. April 1992 - October 1994
United Parcel Service 1990 - 1991
Skills
Portfolio Management, Trading, Fixed Income, Structured Products, Securities, MBS, RMBS, CMBS, ABS, CMO, Intex, Bloomberg, Credit, Capital Markets, Financial Analysis, Relative Value Trading, Due Diligence, Series 7, Series 63, Structured Finance, Asset Management, Investment Strategies, Alternative Investments, Investment Banking, Investments, Hedge Funds, Securitization, Finance, Mortgage Lending, FINRA, Bonds, Treasury, Valuation
Education
University of Hartford 1988 — 1989
MBA, Finance
The University of Connecticut School of Business 1983 — 1988
BS, Finance
Marianapolis Preparatory School 1979 — 1983
Hyundai Capital America February 2015 - Present
Union Bank November 2010 - February 2015
Nissan North America April 2009 - November 2010
Citigroup - The Student Loan Corporation February 2008 - April 2009
HSBC Securities July 2005 - February 2008
Countrywide Securities Corporation August 2004 - July 2005
Lehman Brothers August 2001 - August 2004
First Alliance Mortgage Company February 1994 - June 1999
Skills
Valuation, Derivatives, Capital Markets, Finance, Portfolio Management, Fixed Income, Financial Modeling, Structured Finance, Mortgage Lending, ALM, Treasury, Treasury Management, Investment Banking, Financial Structuring, Credit Analysis, Financial Reporting, Credit, Financial Risk, Credit Risk, Banking, Bloomberg, Loans, Corporate Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Concentrations in Economics, Entrepreneurship, and Finance
California State University-Fullerton 1990 — 1994
B.A., Business Administration - Concentration in Finance
Tata Consultancy Services (TCS) October 2012 - Present
William E. Wecker Associates, Inc. 2010 - 2011
QRX Group 2004 - 2009
Countrywide Securities Corporation 2002 - 2003
University of Michigan Business School 1998 - 2000
Prudential Securities 1997 - 1998
Salomon Brothers 1996 - 1997
Merrill Lynch 1995 - 1996
Hudson Capital Group 1994 - 1995
Skills
R, SAS, SQL, Data Analysis, MapReduce, Statistics, Hadoop, Hive, Unix, Forecasting, Java, Linux, Perl, SAS Macro, S-Plus, C, C++, Fortran, Regression Analysis, Survival Analysis, MBS, ABS, Applied Mathematics, Probability, Tableau, Teradata, GLM
Education
Columbia University in the City of New York 1993 — 1994
MA, Statistics
University of Michigan 1989 — 1993
BS, Mathematics, Statistics
Andover High School 1985 — 1989
High School Diploma
Sid R. Bass Associates September 2015 - Present
Velos Partners December 2014 - July 2015
Jacobson Scully Shebby LLP September 2012 - July 2014
JP Morgan Chase September 2010 - September 2012
Stardoll Entertainment Inc. March 2008 - January 2009
Countrywide Securities Corporation October 2007 - March 2008
West Coast Customs February 2003 - February 2007
Best Damn Sports Show August 2003 - August 2004
Skills
Sales, Marketing, Banking, Recruiting, Organizational..., Start-ups, Executive Management, Budgets, Fundraising, Process Improvement, Human Resources, Legal Assistance, Legal Documents, Sales Management, Executive Support, Family Law, Microsoft Office, Microsoft Word, Microsoft Excel, Mac OS, Payroll, Customer Service, Client Relations Skills, Finance, Leadership, Social Networking, Credit, Training, Contract Negotiation, Team Building, Office Management, Administrative..., Social Media Marketing, Public Speaking, Hiring, Marketing Strategy, Financial Analysis, Time Management, Outlook, Management, Legal Writing, Lotus Notes, Event Planning, Social Media, Public Relations, PowerPoint, Project Management, Research
Education
California State University-Northridge 2001 — 2005
California State University-Northridge
Gorji LF LLP 2012 - Present
Sterne Agee 2009 - 2012
MountainView Capital Group 2007 - 2009
Countrywide Securities Corporation 1997 - 2007
Gruntal & Co. 1993 - 1997
CA Indosuez Private Banking 1992 - 1993
Skills
Trading, Management, Derivatives, Bonds, Valuation, Financial Modeling, Sales, Private Equity, Structured Finance, Financial Analysis, Series 63, Equity Research, Asset Allocation, Wealth Management, Securitization
Education
University of California, Los Angeles
BS - Dual Major, Finance / International Studies
Middlebury Institute of International Studies at Monterey
MBA (Master of Business Administration), International Business
Webb School of California
Duncan Williams August 2008 - Present
Countrywide Securities Corporation May 2006 - May 2008
FTN Financial 2002 - 2006
Skills
Fixed Income Analysis, Portfolio Management, Bloomberg, Fixed Income, Securities, Finance, Trading, Financial Risk
Education
The University of Memphis 2000 — 2002
MBA, International Business
CHA Hollywood Presbyterian Medical Center October 2014 - Present
Hollywood Presbyterian Medical Center April 2013 - June 2013
Childrens Hospital Los Angeles 2012 - 2012
St. Vincent Medical Center 2012 - 2012
Northridge Hospital Medical Center 2011 - 2011
Tarzana Providence Hospital 2011 - 2011
Countrywide Securities Corporation September 1998 - January 2009
Great Western Financial Corporation 1992 - 1998
Far East Bank and Trust Company September 1991 - December 1991
Fritz Companies, Inc - Freight Company May 1991 - August 1991
Skills
PeopleSoft, Financial Analysis, Account Reconciliation, Microsoft Excel, Financial Reporting, General Ledger, Process Improvement, Variance Analysis, Accounting, Hyperion Enterprise, Quality Patient Care, Patient Safety, HIPAA, Patient Education, Patient Advocacy, Healthcare Management, Medical/Surgical, Public Health, ACLS, BLS, PALS, Team Building, Finance, Capital Markets, Student Leadership, Financial Regulation, Reporting, GAAP, Financial Accounting, Financial Statements, Analysis, Data Analysis, Oracle Peoplesoft, Auditing, Microsoft Office, Microsoft Word, Microsoft Powerpoint, Pivot Tables, Spreadsheets, Accruals, Payroll, Banking, Documentations, Epic Systems, Geriatric Nursing, Staff Supervision, Cerner, Healthcare, Health Education, Medical-Surgical
Education
West Coast University 2011 — 2013
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
West Coast University 2010 — 2013
Bachelor of Science (BS), Registered Nursing/Registered Nurse, 3.71
Saint Paul University 1987 — 1991
Bachelor of Science in Commerce, Business Administration and Management, General, 3.22
Deluxe Entertainment Services Group May 2015 - Present
Fox (Film, TV & Sports) November 2014 - March 2015
TV Guide Channel March 2009 - October 2014
Countrywide Securities Corporation 2006 - 2008
Warner Home Video 2005 - 2006
20th Century Fox 2001 - 2005
nestle 2001 - 2002
Dole Food Company 2000 - 2001
Skills
Financial Analysis, Credit, Accounts Receivable, Forecasting, Credit Risk, Financial Reporting, Sarbanes-Oxley Act, JD Edwards, Accounting, Account Reconciliation, Cash Flow Forecasting, Credit Analysis, SAP, Loans, Invoicing, Financial Risk, Finance, Portfolio Management, Cash Flow, Analysis, Management, Financial Modeling, Credit Management, Cash Management, Executive Management, Sales, Negotiation, Banking, Payments, Cash, Managerial Finance, Internal Audit, Credit Scoring, Budgets, Due Diligence, Risk Management, Revenue Recognition, Internal Controls, Corporate Finance
Education
California State University-Northridge 1991 — 1996
B.S., Business Administration; Minor: Finance and Real Estate
Wunderlich Securities May 2012 - Present
TCW Group June 2011 - May 2012
Bank of America November 2010 - June 2011
Countrywide Securities Corporation January 2002 - November 2008
Wells Fargo Bank October 1998 - May 2000
Skills
Bloomberg, Lotus Notes, Outlook, QuickBooks, SMS, Trade Web systems, AS400, STaARS, Bank of New York GSCX, Alert, Aurora, CTS, EPN, ICI, LET, Advanced MS Office, Series 99, TOMS
Education
Glendale Community College 2008 — 2010
Certificate Program, Accounting
Al-Mansour University College 1991 — 1995
Bachelor of Arts, Business
21st Century Fox November 2013 - Present
JEMeade Enterprises January 2008 - Present
Red Bull North America November 2012 - April 2013
The Walt Disney Studios November 2011 - November 2012
Storitz March 2011 - September 2011
Accruent August 2008 - March 2011
Countrywide Securities Corporation September 2002 - March 2008
Creative Domain Web March 2000 - March 2002
US Army August 1989 - September 1999
Skills
Software Design, Software Engineering, Web Development, Open Source Software, Technical Leadership, Software Project..., Databases, Java, SOA, C#, T-SQL, SQL, Web Applications, Software Development, Enterprise Software, Web Services, Mobile Devices, E-commerce, Agile Methodologies, Programming, REST, Scrum, Agile Project Management, XML, Tomcat, Mobile Applications, .NET, Spring
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
University of Phoenix 2002 — 2005
Bachelor of Science (BS), Information Technology
Defense Language Institute 1990 — 1991
Diploma, Russian Language
AIG May 2013 - Present
J.P. Morgan March 2012 - April 2013
JP Morgan July 2010 - February 2012
20th Century Fox July 2008 - July 2010
Countrywide Securities Corporation January 2008 - July 2008
Countrywide Securities Corporation January 2007 - December 2007
Countrywide Securities Corporation September 2006 - December 2006
Countrywide Securities Corporation July 2006 - September 2006
Countrywide Securities Corporation January 2006 - July 2006
Core Laboratories September 2005 - December 2005
Skills
Business Intelligence, Microsoft SQL Server, Data Warehousing, Software Development, Analytics, SharePoint, Capital Markets, Software Project..., Oracle, SSIS, Portfolio Management, Portuguese, SSRS, Securitization, Spanish, German, Investment Banking, Film Distribution, SQL Server, SSAS, Mortgage Banking, Film Finance, Management, SQL, Risk Management, Analysis, Databases, Fixed Income, SDLC, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Investran, SunGard Investran, Appian, Business Process...
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Science (BS), Mathematics
The University of Texas at Austin 1999 — 2004
Bachelor of Science (BS), Physics
The University of Texas at Austin 1999 — 2004
Minors - Certificate Programs, Business & Computer Science
Associação Escola Graduada de São Paulo (Graded School) 1997 — 1999
William Blair & Company September 2014 - Present
WJ Bradley Financial Services, LLC February 2013 - November 2013
EJ De La Rosa October 2008 - February 2013
Countrywide Securities Corporation November 2007 - August 2008
Countrywide Securities Corporation March 2003 - September 2007
Countrywide Securities Corportation June 1998 - October 1999
Skills
Series 7, Series 63, Series 24
Education
California Lutheran University 2000 — 2003
MBA, Finance
California Lutheran University 1994 — 1998
Bachelor of Science, Business Administration
Giving Opportunities to Others, Inc. January 2015 - Present
Thomson Reuters December 2014 - Present
Stifel Nicolaus July 2013 - May 2014
Giving Opportunities to Others, Inc. October 2009 - May 2014
Knight Capital Group July 2012 - June 2013
Knight Capital Group February 2011 - July 2012
Arbor Residential Mortgage August 2008 - March 2010
JP Morgan August 2005 - April 2008
Countrywide Home Loans April 2003 - August 2005
Countrywide Securities Corporation 2001 - 2003
Education
California State University-Northridge 1997 — 2001
Bachelor of Science
Fairfax High School
Oaktree Capital Management December 2009 - Present
Bank of America 2008 - January 2010
Countrywide Securities Corporation April 2006 - December 2008
Countrywide Capital Markets March 2006 - December 2008
Countrywide Financial Corporation April 2004 - April 2006
Time Warner October 2000 - April 2004
Warner Music Group 2000 - 2004
michael-Ann Russell JCC 1995 - 1999
Skills
SQL, XML, Microsoft Office, Requirements Analysis, Vendor Management, Quality Center, LoadRunner, HTML, Business Analysis, Testing, Toad, Rational Robot, SDLC, Risk Management, Photoshop
Education
California State University-Northridge 2005 — 2007
MBA, Finance
Florida International University 1995 — 1999
Business, MIS
CareCredit, Part of Synchrony Financial February 2013 - Present
James1432 Inc and Three Brothers August 2009 - January 2013
Bank of Manhattan October 2007 - August 2009
Countrywide Securities Corporation January 2007 - September 2007
Countrywide Securities Corporation June 2005 - December 2006
Skills
Credit, Negotiation, Portfolio Management, Sales, Customer Service, Credit Analysis, Investments, Financial Analysis, Management, Finance, Relationship Management, Business Development, Sales Presentations, Loans, Sales Process, Sales Management, Leadership, Strategic Planning
Education
La Salle University 2000 — 2005
Bachelor of Science, Business Administration; Finance
Colony Logic August 2014 - Present
Google April 2008 - May 2013
Countrywide Securities Corporation January 2008 - March 2008
Countrywide Securities Corporation January 2007 - January 2008
Countrywide Financial Corp 2006 - 2008
Countrywide Securities Corporation October 2006 - January 2007
teradyne October 1999 - October 2006
Skills
Perl, Python, Algorithms, Distributed Systems, C#, Credit Risk, Java, Django, C/C++ STL, Fixed Income Analysis, AngularJS, Backbone.js, Backbone/Marionette
Education
University of California, Berkeley 1996 — 1999
Bachelor of Science (BS), EECS, 3.72
Dai hoc Quôc Gia Tp. Hô Chí Minh 1984 — 1989
BS (Kỹ sư), Electrical Engineering (Thiết Bị Điện)
Countrywide Commercial Real Estate Finance April 2004 - October 2008
Countrywide Financial Corp July 1998 - October 2008
Countrywide Securities Corporation July 1998 - October 2008
Countrywide Capital Markets July 1998 - October 2008
Systems Tax Service/Ceridian 1996 - 1996
Countrywide Home Loans 1992 - 1996
First International Acceptance Corp 1990 - 1992
Brookland Financial Corp 1987 - 1990
IDC Services 1986 - 1987
Merrill Lynch Settlement Services 1982 - 1986
Skills
Capital Markets, Derivatives, Equities, Financial Modeling, Financial Analysis, Finance, Financial Risk, Investments, Management, Management Consulting, Mortgage Banking, Mergers, Risk Management, Series 7
Education
University of Southern California - Marshall School of Business 1977 — 1979
MBA, Accounting
Duke University 1973 — 1977
BA, Economics
Nerium International May 2012 - Present
Countrywide Securities Corporation January 2007 - December 2008
Cardservice International/First Data Corporation 2001 - 2005
Nova Information Systems 1994 - 2000
Skills
Cross-functional Team..., SDLC, Management, Deferred Compensation, Strategic Planning, Leadership, Project Planning, Strategy, Project Management, Business Process, Business Strategy, Banking, Teamwork, Process Improvement
Education
Auburn University at Montgomery 1984 — 1985
BA
The University of Memphis 1981 — 1984
University of Dayton 1977 — 1979
Forge ABS, LLC October 2006 - March 2008
Countrywide Securities Corporation April 2006 - October 2006
Convergys September 1999 - April 2006
APAM Inc. December 1996 - June 1999
Skills
Integration, C#, Java, .NET, CDO, Fixed Income, SQL, Derivatives, Bloomberg, Analysis, C++, Analytics, Testing, VBA, Visual Basic, Risk Management, Perl, Mortgage, Financial Modeling, Databases, SQL Server, Software Development, Unix, Credit, Excel, Access, Programming, Pricing, Optimization, Business Analysis, Cash Flow, Investment Banking, Capital Markets, Research, Windows, Requirements Analysis, Modeling, Valuation, Statistics, CDS, SDLC, MySQL, Credit Derivatives, Quantitative Finance, Teamcenter, Microsoft SQL Server, ClearCase and..., PL/SQL
Education
University of Alaska Fairbanks 1988 — 1993
Doctor of Philosophy (PhD)
Anhui Institute of Optics and Fine Mechanics 1983 — 1986
MS
Anhui University 1979 — 1983
BS
Standard & Poor's September 2015 - Present
NERA Economic Consulting 2006 - September 2015
Citi October 2004 - April 2006
Countrywide Securities Corporation July 2003 - October 2004
Deutsche Bank August 2000 - July 2003
Skills
Valuation, Quantitative Analytics, Emerging Markets, Econometrics, Financial Modeling, Equities, Analysis, Economics, SAS, Options
Education
Western University 1992 — 1999
Doctor of Philosophy (Ph.D.), Applied Mathematics
McGill University 1989 — 1992
B.Sc., Math
Cassia May 2015 - Present
Bestia November 2012 - November 2014
La Descarga February 2010 - November 2012
The Doheny March 2008 - April 2010
Meteorsite March 2008 - June 2009
1105 Media Inc. May 2006 - May 2007
Countrywide Securities Corporation August 2004 - May 2006
Education
Carnegie Mellon University 2000 — 2004
Northrop Grumman Corporation August 2007 - Present
Countrywide Securities Corporation January 2003 - May 2005
Countrywide Securities Corporation January 2002 - January 2003
Countrywide Securities Corporation January 2001 - January 2002
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Finance
University of California, Los Angeles - The Anderson School of Management 2008 — 2008
Executive M&A Program
University of San Diego 1996 — 2000
Business Administration, Finance
Harvard University 1999 — 1999
Graduate Level Courses
Dillon Read Capital Management 2006 - 2007
Credit Suisse First Boston 2004 - 2006
Credit Suisse 2004 - 2006
Credit Suisse First Boston (formerly DLJ) 2004 - 2006
Countrywide Securities Corporation 2002 - 2004
Countrywide Home Loans 2002 - 2004
CIBC World Markets (Formerly Oppenheimer & Co) 1995 - 1998
CIBC Oppenheimer 1995 - 1998
Mabon Securities 1989 - 1994
Skills
Portfolio Management, MBS, Mortgage Lending, Structured Finance, Securities, Investments, Mortgage Banking, Equities, Loans, Derivatives, Trading, Structured Products, Capital Markets, Investment Banking, Credit, Residential Mortgages, Fixed Income, Asset Management, Management
Education
Hofstra University 1976 — 1981
bba, finance
Oaktree Capital Management November 2008 - Present
Countrywide Securities Corporation February 2007 - Present
Countrywide Securities Corporation October 2001 - January 2007
Countrywide Securities Corporation June 1999 - September 2001
Microsoft January 1995 - May 1999
Ramco Systems August 1992 - October 1994
Skills
Software Project..., Enterprise Software, Team Management, Software Development, Integration, Offshore Software..., Business Analysis, SQL, Process Improvement, Project Management, Architecture, Management
Education
PSG College of Technology 1989 — 1992
MS, Computer Science
TIAA-CREF April 2008 - June 2011
Countrywide Securities Corporation July 2006 - February 2008
Gramercy Capital Corp June 2005 - May 2006
Goldman Sachs & Co. July 2000 - June 2005
Education
New York University 2004 — 2004
Real Estate Finance Continuing Ed
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance
Cold Spring Harbor HS 1991 — 1996
Kelly Scientific Resources November 2008 - November 2009
Kelly Financial Resources January 2008 - October 2008
Discus Dental November 2007 - January 2008
Hyrian September 2007 - November 2007
Countrywide Securities Corporation March 2007 - September 2007
Target March 2004 - March 2007
Universal Pictures September 2003 - January 2004
Enterprise Rent-A-Car June 2003 - August 2003
Worldwide Restaurant Concepts February 2003 - May 2003
Education
California State University-Northridge 1999 — 2003
B.S, Business Administration/Human Resources Options
Avail-TVN July 2012 - Present
Avail-TVN August 2011 - June 2012
APM Music April 2008 - February 2011
Countrywide Securities Corporation November 2006 - November 2007
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft SQL Server, Data Analysis
Education
California State University-Northridge 2000 — 2006
BS, Information Systems - Business Option
Gumiyo 2011 - Present
ValueClick Inc. December 2007 - May 2011
ValueClick Inc. 2007 - May 2011
ValueClick 2007 - May 2011
Countrywide Securities Corporation August 2005 - September 2007
Countrywide Capital Markets 2005 - 2007
Countrywide 2005 - 2007
DIgital inside 1996 - 2002
Skills
SQL, Oracle, Java, Tomcat, AJAX, XML, JavaScript, Web Services, Agile Methodologies, Linux, Scrum, Web Applications, MySQL, Software Engineering, Spring, Perl, OOP, Databases, Software Development, Unix
Education
Fachhochschule München 1979 — 1983
BS, Computer Science
Bank of America July 2011 - Present
Bank of America November 2008 - July 2011
Countrywide Bank November 2008 - April 2009
Countrywide Securities Corporation June 1998 - September 2008
Skills
MBS, Bloomberg, Fixed Income, Capital Markets, Portfolio Management, Operational Risk, Derivatives, Structured Products
Education
California State University-Northridge 1995 — 1998
BS, Business Administration, Finance
Countrywide Securities Corporation October 2006 - Present
Education
Caltech 1999 — 2004
NGKF Capital Markets December 2014 - Present
Cohen Financial February 2012 - December 2014
Studley, Inc. May 2003 - January 2012
Countrywide Securities Corporation 2001 - 2003
Property Capital 2000 - 2001
Andersen Global Corporate Finance 1999 - 2000
Capital America (formerly Nomura Asset Capital) 1998 - 1999
Resolution Trust Corporation (RTC) 1992 - 1995
Weiner, Brodsky, Sidman & Kider, P.C. 1990 - 1992
Skills
Real Estate Finance, Capital Markets, Transaction, Customer Relations, Real Estate Investment
Education
University of California, Berkeley, Haas School of Business 1995 — 1997
Masters of Business Administration, Real Estate Finance
The Catholic University of America, Columbus School of Law 1987 — 1990
Juris Doctorate, Legal Studies
Bucknell University 1982 — 1987
Bachelor of Arts, International Relations
Solomon Edwards Group December 2012 - Present
JP Morgan Chase Bank June 2008 - October 2012
Bear, Stearns and Company June 2007 - May 2008
Countrywide Securities Corporation July 2004 - June 2007
Wells Fargo Home Mortgage July 2003 - July 2004
Fannie Mae September 2000 - July 2003
Freddie Mac June 1996 - August 2000
OCC 1991 - 1996
Skills
MBS, Capital Markets, Credit Risk, Risk Management, Swaps, Operational Risk..., Mortgage Servicing, Loss Mitigation, Correspondent Banking, Risk Modeling, Executive Reporting
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1998 — 2000
MBA, Finance
Radford University 1987 — 1991
BBA, Finance
Pennymac, LLC August 2009 - Present
TMAC October 2007 - March 2009
Countrywide Securities Corporation 2006 - 2007
Credit Suisse First Boston 2004 - 2006
Countrywide Securities Corporation 2002 - 2004
Skills
Mortgage Lending, Loans, Capital Markets, Mortgage Banking, MBS, Fixed Income, Securitization, Credit, Residential Mortgages, Portfolio Management, Trading, Credit Analysis
Education
Pepperdine University
BS, International Business
Roxbury High School 1993 — 1996
Bank of America January 2011 - Present
Countrywide Securities Corporation 1998 - 2006
Countrywide Financial 1998 - 2006
Countrywide 1998 - 2006
Education
California State University-Monterey Bay 1995 — 1998
Nordhoff High School 1989 — 1993
Countrywide Securities Corporation 1993 - 2007
Countrywide Financial Corp 1993 - 2007
Countrywide 1993 - 2007
Skills
Bloomberg, Trading, Fixed Income, Capital Markets, Securities, MBS, Bonds, Valuation, Mortgage, Proprietary Trading, Structured Products
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1991
Lake Forest College 1982 — 1986
BA, Business
HVantage Technologies Inc. USA. August 2015 - Present
Bank of America August 2010 - May 2015
American Honda Motor Company, Inc. January 2010 - August 2010
Bank of America January 2009 - December 2009
Countrywide Securities Corporation August 2004 - September 2008
Southern California Edison June 2003 - August 2004
3Com January 2003 - July 2003
FreeMarkets June 2002 - December 2002
Diaspark Inc April 1999 - June 2002
Skills
Leadership, Strategy, Business Acumen, Entrepreneurship, Technology, Commercial Real Estate, Mortgage Lending, Logistics, E-commerce
Education
University of Southern California - Marshall School of Business 2015 — 2017
Executive MBA
Devi Ahilya Vishwavidyalaya 1993 — 1998
Bechelors, Electronics and Telecommunications
Tilokchand Jain Higher Secondary School 1987 — 1993
j2 Global Inc. March 2008 - Present
Countrywide Securities Corporation 2007 - 2008
Land America - Gateway Title Company May 1999 - May 2007
Prudential February 1994 - May 1999
Skills
FX, Mergers, Audit, SOX, Financial Reporting, Compliance, Financial Analysis, GAAP, SEC reporting, Accounting, Cash Management, Investor Relations, SEC filings, Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Modeling, Variance Analysis, Process Improvement, Strategic Planning, Hyperion Enterprise, Start-ups, Enterprise Risk..., Strategic Financial..., Revenue Recognition, Management, General Ledger, FX Options, Budgets, Finance, Internal Controls, Internal Audit, US GAAP, Forecasting, Executive Management, Corporate Tax, Financial Planning, SEC Filings, Financial Accounting
Education
California State University-Northridge 1987 — 1992
BS, Accounting
Bank of America July 2010 - Present
Countrywide Securities Corporation January 2006 - September 2008
Countrywide Securities Corporation 2001 - 2008
Countrywide Securities Corporation July 2001 - January 2006
Education
Gujarat University 1973 — 1977
Bachelors, Accounting, Auditing and Statistics
Trust Company of the West June 2012 - Present
TCW May 2008 - Present
Trust Company of the West March 2012 - July 2012
Trust Company of the West (TCW) May 2010 - February 2012
CES January 2005 - May 2008
Countrywide Securities Corporation 2005 - 2008
Countrywide Financial Corporation 2005 - 2008
Wipro Technologies April 2000 - March 2004
iGATE Global Solutions January 1999 - April 2000
Skills
Agile, SQL Server, Agile Methodologies, Microsoft SQL Server, Requirements Analysis, Business Analysis, Integration, SQL, Force.com, Visualforce Pages, Apex Programming, Salesforce.com..., Salesforce.com, Cloud Computing, CRM, Program Management
Education
University of Hyderabad 1997 — 1998
M.Tech, A.I
B. M. S. College of Engineering 1993 — 1997
B.Tech, Computer Science
Bank of America August 2011 - Present
Bank of America July 2009 - July 2011
Bank of America January 2008 - May 2009
Countrywide Securities Corporation January 2007 - December 2007
Countrywide Securities Corporation March 2005 - December 2006
Countrywide Capital Markets May 2004 - February 2005
Patheo Inc November 2001 - March 2004
NetInfo 1999 - 1999
Skills
Fixed Income, Capital Markets, Software Project..., Software Development, Software Product ..., Structured Finance, Quantitative Analytics, Mortgage Banking, Fixed Income Technology, Fixed Income Analysis
Education
UC Irvine, Extension 2002 — 2003
MBA Coursework, Information Systems Management
University of Southern California 1999 — 2000
Gujarat University
Sardar Patel University
Greenwich Home Construction & Remodeling Inc. January 2011 - Present
The Federal Reserve Bank of Boston December 2009 - January 2011
Countrywide Securities Corporation August 1999 - November 2007
Dresdner Kleinwort May 1995 - August 1999
Lehman Brothers June 1992 - May 1995
Salomon Brothers November 1989 - June 1992
Skills
Securities, Capital Markets, Risk Management, Fixed Income, Financial Analysis, Financial Modeling, Credit, Risk, Real Estate, Investments, Financial Management, Excel, Derivatives, Bloomberg, Executive Management, Negotiation, Word, Mentoring, Forecasting, Due Diligence, Product Development, Team Building, Business Strategy, Banking, Finance, Financial Risk, Hedge Funds, Managerial Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1988 — 1989
MBA, Finance
State University of New York College at Geneseo 1984 — 1988
BS, Management Science
Bank of America June 2009 - Present
Countrywide Securities Corporation May 2007 - Present
Countrywide Capital Markets 2007 - Present
CountryWide Capital Market 2007 - Present
Cardservice/First Data Corporation 1997 - 2007
Cardservice International 1997 - 2007
First Data Corporation 1997 - 2007
Education
California Lutheran University
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Forum Partners February 2010 - August 2012
Ballentine, Finn & Co. June 2008 - September 2009
Countrywide Securities Corporation June 2007 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Brown University 2004 — 2008
BA, Business Economics
Ridgewood High School 2000 — 2004
Redwood Trust, Inc. February 2014 - Present
Bank of America August 2010 - February 2014
12th Street Capital, a Division of GFI Securities LLC September 2008 - August 2010
Countrywide Securities Corporation November 2005 - September 2008
Sidley Austin Brown & Wood LLP 2002 - 2005
Skills
Structured Finance, Capital Markets, Securities, Derivatives, Investments, Fixed Income, Loans, Due Diligence, Credit, Investment Banking, Equities, Financial Analysis, Securitization, Trading, Series 7, Bonds
Education
Duke University School of Law 1999 — 2002
JD, Law
University of Richmond 1995 — 1999
BSBA, Finance
Wells Fargo Securities November 2011 - Present
Waltech Inc May 2011 - November 2011
Federal Home Loan Bank of San Francisco September 2010 - September 2011
Waltech Inc July 2004 - May 2011
Wells Fargo Bank April 2008 - September 2010
Countrywide Securities Corporation July 2004 - March 2008
Cummins Inc. February 2003 - July 2004
KPIT Cummins September 2000 - July 2004
Sungrace Computers June 1999 - August 2000
Sutra Systems India Pvt. Ltd. June 1998 - June 1999
Skills
Business Analysis, Application Architecture, Agile Methodologies, Calypso, SQL, SDLC, Java, Microsoft SQL Server, XML, Derivatives, C#, SOA, Integration, Software Project..., Requirements Analysis, Java Enterprise Edition, Fixed Income, Software Development, CRM, Product Management, Product Development, Sybase, Market Data, Interest Rate..., Trading, Equities, Back Office, Oracle, Bloomberg, Bonds, Credit Derivatives, Swaps, Web Services, Middle Office, Risk Management, Commodity, Financial Risk, Scrum, Quantitative Analytics, Trading Systems, Financial Services, Requirements Gathering, Analysis, Capital Markets, Investment Banking, Market Risk
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA
California State University-Los Angeles 2006 — 2007
Certificate in Business Management
Pune Institute of Computer Technology 1994 — 1998
Bachelor of Engineering
HCL America Inc November 2004 - Present
Countrywide Securities Corporation November 2004 - Present
Countrywide Financials 2004 - Present
ClearCommerce Corporation (Currently eFunds Corporation) June 1999 - February 2002
SysArris Software Private Ltd April 1996 - June 1999
Education
Madurai Kamaraj University
B.S, Mechanical Engineering
Banc of Manhattan Capital LLC February 2013 - January 2014
Banc Of Manhattan/Capital July 2010 - January 2013
Banc of Manhattan Capital LLC November 2009 - June 2010
Countrywide Securities Corporation, a subsidiary of Countrywide Financial Corp. January 2008 - January 2009
Countrywide Securities Corporation January 2004 - December 2007
Countrywide Securities Corporation June 1996 - December 2003
Cantor Fitzgerald and Co., a subsidiary of Cantor Fitzgerald February 1994 - June 1996
BA Investment Services, Inc. (formerly Security Pacific Investments, Inc), a Bank of America company July 1992 - January 1994
Security Pacific Investments, Inc., formerly Security Pacific Brokers, Inc. April 1989 - June 1992
Security Pacific Brokers, Inc. June 1988 - March 1989
Skills
Finance, Accounting, Financial Modeling, General Ledger, Financial Analysis, Auditing, Fixed Income, Due Diligence, Mortgage Banking, Loans, Bloomberg, Mortgage Lending, Leadership, Management, Credit, Portfolio Management, Capital Markets, Banking, PeopleSoft, Microsoft Excel, Risk Management
Education
Pepperdine University 1982 — 1987
B.S., Accounting
Ulysses S. Grant High School 1979 — 1982
Countrywide Securities Corporation August 2003 - October 2008
Misys Banking Systems August 1998 - May 2000
Fidelity Investments October 1992 - January 1998
Wang September 1987 - September 1992
Boston Treasury Systems February 1985 - August 1987
Citibank July 1983 - January 1985
Education
Indian Institute of Science
ME, Electrical
National College
P.U.C
U.V.C.E., Bangalore
BE, Electrical
Countrywide Securities Corporation June 2006 - Present
UBS Wealth Management August 2005 - May 2006
Education
Southern Methodist University - Cox School of Business 2002 — 2006
Bank of America January 2010 - January 2013
Bank of America July 2008 - December 2009
Countrywide Securities Corporation August 2005 - June 2008
Verizon June 2004 - July 2005
Xerox Corporation August 2001 - June 2004
Ford Motor Company May 2000 - August 2000
Education
Cleveland State University 1999 — 2000
MS, Computer Science
Acharya Nagarjuna University 1994 — 1998
B Tech, Engineering
Divorce Financial Planning, LLC April 2010 - Present
Gleacher and Company July 2010 - April 2013
Countrywide Securities Corporation 2006 - 2008
Barclays Capital 2000 - 2006
Aubrey G. Lanston & Company Inc. 1997 - 2000
Yamaichi International (America) Inc 1993 - 1997
Carroll McEntee & McGinley Inc. 1986 - 1993
Bankers Trust 1975 - 1985
Skills
Fixed Income, Derivatives, Trading, Investment Banking, Asset Managment, Capital Markets, ABS, Trading Systems, Hedge Funds, Alternative Investments, Portfolio Management, Bonds, Options, Interest Rate..., Equities, Securities, Structured Products, Bloomberg, Asset Management, Series 7
Education
Harvard Business School
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics
Bachelor of Science (BS), Finance
Jefferies & Company June 2010 - Present
US Bank September 2008 - June 2010
Countrywide Securities Corporation November 2006 - September 2008
Capital Business Credit March 2006 - November 2006
Bank of the West July 2005 - March 2006
Education
Minnesota State University, Moorhead 2001 — 2005
Pine River Capital Management 2012 - Present
Societe Generale Securities America 2011 - 2012
Pine River Capital Management 2010 - 2011
Bayview Financial 2008 - 2010
Countrywide Securities Corporation 2007 - 2008
Skills
Securities, Modeling, Bonds, Mortgage, Residential Mortgages, Loans, Cash Flow, Fixed Income, Capital Markets, Pricing, Valuation, Structured Finance, Credit Risk, Credit Derivatives, Trading, Credit Analysis, Securitization, Credit, Portfolio Management, Structured Products, MBS, SAS, Financial Modeling, Asset Management, Risk Management, ABS, Investment Banking, Hedge Funds, Statistics, Mortgage Lending, Equities, Options, Derivatives, Market Risk, CDO, Interest Rate..., Bloomberg, CMBS, Quantitative Finance, Quantitative Analytics, Investments
Education
University of Southern California 2003 — 2007
Ph.D., Electrical Engineering
Fudan High School Affiliated
Fudan High School Affiliated
Michigan State University
M.S., Mathematics
Shanghai Jiao Tong University
Raymond James April 2008 - March 2012
Countrywide Securities Corporation 2003 - 2008
Deutsche Bank Securities July 1999 - June 2003
Skills
Securities, Equities, Capital Markets, Asset Management, Bonds, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Investments
Education
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Accounting
Bank of America June 2014 - Present
BNY Mellon June 2012 - Present
PNC Bank June 2008 - May 2012
Countrywide Bank April 2001 - May 2008
Countrywide Securities Corporation April 2001 - April 2003
Fannie Mae, Portfolio Strategy Group January 2000 - April 2001
Skills
Risk Management, Financial Risk, Analytics, Financial Modeling, Fixed Income, Portfolio Management, Strategy, Derivatives, Banking, Capital Markets, Credit, Credit Risk, Finance, Financial Analysis, Mergers, Operational Risk, SAS, Valuation
Education
Caltech
Ph.D, Theoretical Physics
University of Science and Technology of China
Yale University
Goldman Sachs August 2015 - Present
PennyMac Capital Management January 2013 - July 2015
PennyMac June 2008 - December 2012
Countrywide Securities Corporation February 2002 - February 2008
Skills
Capital Markets, Securitization, Portfolio Management, Credit Risk, MBS, Transaction Management, Mortgage Banking, Secondary Market, Residential Mortgages, Structured Finance, Mortgage Lending, Loan Servicing, Loans, Asset Management, Loan Origination, ABS, Risk Management, Credit Analysis, Mortgage Servicing, Due Diligence
Education
California State University-Northridge 1998 — 2001
BS, Economics
Illumination Asset Management, LLC July 2012 - Present
Dalton Investments March 2008 - June 2012
Countrywide Securities Corporation February 2002 - February 2008
Nomura Securities International, Inc. August 2001 - February 2002
Ocwen 1997 - 2001
Skills
Hedge Funds, Fixed Income, MBS, Capital Markets, Asset Managment, Portfolio Management, Valuation, Investments, ABS, Securitization, Alternative Investments, Financial Modeling, Equities, Structured Products, Investment Banking
Education
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
JD
University of Pittsburgh 1989 — 1993
BA, Political Science, Philosophy and Economics
Zions Bancorporation 2014 - Present
Honda Financial Services May 2008 - October 2014
AHFC 2008 - 2013
Countrywide Financial Corp. June 2005 - May 2008
GMAC 2004 - 2005
Countrywide Securities Corporation November 2000 - May 2004
Edison Capital 2000 - 2000
Skills
Financial Analysis, Financial Modeling, Public Speaking
Education
Pepperdine University 1998 — 2000
MBA, Finance
San Gabriel HS
University of California, Los Angeles
Latilla LLC November 2007 - Present
Countrywide Securities Corporation January 2005 - November 2007
Countrywide Securities Corporation 2002 - 2005
Transamerica December 1995 - December 2000
Farmers Insurance September 1993 - December 1995
Deloitte January 1987 - September 1993
Education
The University of Manchester 1983 — 1986
B.Sc., Electronic and Electrical engineering
Davies College, Hove 1982 — 1983
A - Levels, Physics and Mathematics
University of Lagos 1981 — 1982
Electrical Engineering
King's College Lagos 1976 — 1981
o levels
East West Bank May 2015 - Present
Bank of America January 2009 - May 2015
Fannie Mae May 2005 - January 2009
Fannie Mae May 2003 - April 2005
Fannie Mae March 2001 - April 2003
Countrywide Securities Corporation June 1999 - March 2001
Skills
Portfolio Management, Capital Markets, Management, Finance, Mortgage Lending, Banking, Credit Risk, Strategy, Valuation, Financial Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2004 — 2007
MBA, Strategy and Finance
University of California, Riverside 1995 — 1999
B.S., Business Administration
Credit Suisse November 2008 - Present
Countrywide Securities Corporation April 2007 - October 2008
Credit Suisse September 2004 - April 2007
Prudential Securities December 1996 - July 2004
Visidyne Inc June 1992 - August 1996
Skills
Fixed Income, ABS, Derivatives, Capital Markets, Securitization, Structured Finance, Structured Products, Credit Derivatives, Credit Risk, Counterparty Risk, Market Risk, Bloomberg, Bonds, Risk Management, Portfolio Management, Financial Modeling, Credit, Trading, Valuation, Financial Risk, Interest Rate..., Investment Banking, Quantitative Finance
Education
New York University - Polytechnic School of Engineering 1989 — 1995
BS, MS
Larson Financial March 2014 - Present
Stifel Nicolaus August 2009 - September 2013
Amherst Securities Group LP January 2009 - August 2009
Countrywide Securities Corporation October 2006 - July 2008
R. Seelaus & Co. August 2005 - October 2006
Edward Jones February 2001 - July 2005
Skills
Fixed Income, Bonds, Securities, Trading, Series 7, Sales, Series 63, Capital Markets, Bloomberg, Credit, Equities, MBS, FINRA, Financial Services, Series 24, Bloomberg Terminal
Education
Saint Louis University 1996 — 2001
B.S.B.A., International Business
St. Louis Community College 1994 — 1996
A.A., Business Administration
Guggenheim Partners December 2013 - Present
ADH Investments February 2013 - September 2013
Stark Investments 2007 - December 2012
Countrywide Securities Corporation January 2005 - February 2007
Thelen Reid Brown Raysman & Steiner LLP August 2003 - January 2005
Skills
Investments, Portfolio Management, Bloomberg, Structured Finance, Securities, Hedge Funds, Trading, Fixed Income, Capital Markets, Credit
Education
Georgetown University Law Center 2000 — 2003
JD, Law
Duke University 1996 — 2000
Bachelor of Arts (B.A.), English Literature; Mandarin Chinese, cum laude, thesis honors distinction
j2 Global Communications April 2008 - Present
Countrywide Securities Corporation 1999 - 2008
Countrywide Securities Corporation 1999 - 2008
Education
Pacific States University 1981 — 1982
MBA, Accounting
Assumption Business Administration College 1975 — 1979
BBA, Accounting
Countrywide Securities Corporation July 2001 - December 2008
Museum of Television & Radio May 1999 - July 2001
Nova Development March 1997 - May 1999
Education
San Jose State University 1991 — 1996
Bachelor's, Speech-Communication
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - May 2013
Citadel Investment Group April 2010 - September 2011
ICP Capital June 2009 - March 2010
The Seaport Group November 2007 - June 2009
Countrywide Securities Corporation September 2005 - September 2007
Deutsche Bank Securities April 2004 - April 2005
RBS Greenwich Capital August 2002 - April 2004
Morgan Stanley February 1995 - August 2002
Credit Suisse First Boston August 1986 - February 1995
Skills
Structured Products, Fixed Income, Bonds, Capital Markets, MBS, Asset Managment, Structured Finance, ABS, Asset Management, Securities, Bloomberg, Financial Services, Finance, Equities, Trading, Hedge Funds, Investment Banking
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
Oberlin College 1974 — 1978
BA, Economics and Mathematics
Countrywide Securities Corporation February 2003 - September 2008
Countrywide Home Loans, Inc. 1990 - 2008
Countrywide Servicing Exchange 1990 - 2008
Hamilton Carter Smith 1985 - 1988
Skills
Fixed Income, Analytics, Risk Management, Portfolio Management, Residential Mortgages, Capital Markets, Banking, Mortgage Lending, Credit Risk, Loans
Education
Lehigh University - College of Business and Economics
Imperial Capital, LLC March 2013 - Present
UNX LLC September 2008 - May 2012
Countrywide Securities Corporation May 2007 - September 2008
Skills
Financial Reporting, Financial Analysis, QuickBooks, Auditing, Financial Modeling, Equities, Due Diligence, Sarbanes-Oxley Act, Internal Controls, GAAP, US GAAP, Asset Management, Risk Management
Education
Roosevelt University
Masters in Accounting, Accounitng
University of Illinois at Urbana-Champaign
BS, Accounting
Banc Of Manhattan/Capital May 2010 - Present
Bradford & Marzec November 2009 - May 2010
Countrywide Securities Corporation August 2005 - September 2008
Skills
MBS, Credit Analysis, Capital Markets, Bloomberg, Structured Finance, Fixed Income, Credit, Series 7, Portfolio Management, Financial Modeling, Loans, Mortgage Lending, Series 63, Mortgage Banking, Bonds, Asset Management, Trading
Education
Boston College 2003 — 2005
MA
Santa Clara University 1997 — 2001
BA
Crespi Carmelite High School 1993 — 1997
Bacchus Wine Made Simple January 2009 - Present
Countrywide Securities Corporation September 1998 - September 2008
Chase Securities Corp 1996 - 1998
Greenwich Capital Markets 1990 - 1996
Education
Rutgers University-New Brunswick
AmeriHome Mortgage Company, LLC November 2013 - Present
Bank of America April 2008 - November 2013
Countrywide Home Loans April 2003 - March 2010
Countrywide Securities Corporation February 2007 - April 2008
Countrywide Home Loans December 2003 - April 2007
Skills
Banking, Credit Analysis, Mortgage Banking, Due Diligence, Investors, Mortgage Lending, Vendor Management, Loan Servicing, Loans, Financial Analysis, Credit, Commercial Banking, Credit Risk, Capital Markets, Cash Management, Risk Management, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
UCLA
Bachelor of Arts (BA), Political Science and Government
Optum September 2013 - Present
OptumInsight March 2011 - September 2013
OptumInsight July 2008 - March 2011
Countrywide Securities Corporation October 2005 - July 2008
Innovation Management Group, Inc. January 2000 - October 2005
Skills
Access, Databases, SDLC, HTML, Software Development, Data Analysis, C#, PHP, SAS, SQL, Business Intelligence, Microsoft SQL Server, Data Warehousing, Process Improvement, Business Analysis, HIPAA
Education
California State University-Northridge 1997 — 2002
B.S., Computer Science
Oaktree Capital Management June 2010 - January 2012
Vichara Technologies April 2010 - January 2012
Bank of America April 2009 - March 2010
Countrywide Securities Corporation May 2007 - March 2009
Vichara Technologies February 2005 - April 2007
Keane 2003 - 2005
Twin Sun 1999 - 2003
Skills
Business Analysis, SOA, Python, Perl, Java, Unix, Linux, Bash, SQL, C, Lisp, Scheme, FIX, Performance Attribution, Fixed Income Trading, MBS
Education
Dartmouth College 1993 — 1999
M.S., Computer Science
Carnegie Mellon University 1989 — 1993
B.S., Math and Computer Science
Kodaikanal International School 1987 — 1989
Intl Baccalaureate, High School
International School of Bangkok 1985 — 1987
High School, High School
Bank of America July 2008 - Present
Countrywide Securities Corporation October 2004 - July 2008
Credit Suisse First Boston March 2001 - August 2004
GMAC-RFC June 2000 - March 2001
Skills
Credit Analysis, Derivatives, Market Risk, Credit Risk, Fixed Income, Portfolio Management, Credit, Capital Markets, Securitization, Structured Finance, MBS
Education
Massachusetts Institute of Technology
S.M.
D'Amore-McKim School of Business at Northeastern University
MBA
Countrywide Securities Corporation June 2002 - November 2006
Education
Northwestern University 1974 — 1978
BA, Economics, Latin American Studies
Natick High
Tulane University
Bank of America July 2008 - Present
Countrywide October 2007 - June 2008
Countrywide Securities Corporation November 2004 - October 2007
Countrywide Securities Corporation March 1999 - October 2004
Education
Los Angeles Pierce College 2004 — 2007
Associates, Libral Arts
Performance Trust Capital Partners, LLC April 2014 - Present
Providence Investment Management February 2009 - April 2014
Countrywide Securities Corporation February 2002 - February 2009
Watchill Investment Partners February 2001 - February 2002
Skills
Fixed Income, MBS, Portfolio Management, Mortgage Banking, Trading, Credit, Securities, Bonds, Mortgage Lending, Capital Markets, Structured Finance, Valuation, Structured Products, Financial Risk
Education
Massachusetts Institute of Technology 1983 — 1985
MS, Engineering
Bank of America March 2010 - Present
Countrywide Securities Corporation 2004 - Present
Toyota Financial Services 2008 - 2010
Education
California State University-Northridge 2004 — 2007
MBA, Finance
University of California, Riverside 1998 — 2002
BS, Business
PennyMac February 2012 - Present
East West Bank April 2010 - February 2012
Bank of America 2008 - 2010
Countrywide Securities Corporation 2001 - 2008
Republic Indemnity Company of America 1995 - 1999
Skills
SQL, Business Intelligence, Databases, Systems Analysis, Vendor Management, Microsoft SQL Server, SDLC, Testing, Management, Project Management, Process Improvement, .NET, Software Project..., Analysis, Portfolio Management, HTML, Financial Services, Enterprise Architecture, Business Analysis, Requirements Analysis
Education
California State University-Northridge 1987 — 2002
Bachelor of Science, Accounting
Countrywide IT Campus
Counttrywide Securities Corporation November 2005 - April 2008
Countrywide Securities Corporation 2006 - 2008
Education
San Jose State University 1983 — 1988
Bachelors, Finance
Bank of America June 2008 - November 2013
Countrywide Securities Corporation 2003 - 2008
StarMine December 1999 - February 2003
D. E. Shaw & Co. June 1998 - September 1998
Skills
Credit Risk, Mortgage, Capital Markets, Risk Management, Mortgage Banking, Risk, Banking, Loans, Fixed Income, Residential Mortgages, SAS, Analysis, Quantitative Analytics, Portfolio Management, Financial Risk
Education
Caltech 1995 — 1999
BS, Applied Math
Banc Of Manhattan/Capital 2008 - Present
Countrywide Securities Corporation 1994 - 2008
Countrywide Capital Markets 1994 - 2008
Hamilton, Carter, Smith & Co. 1987 - 1992
Skills
Mortgage Banking, Securitization, Mortgage Lending, Residential Mortgages, Loans, Capital Markets, Due Diligence, Commercial Mortgages, Mortgage Servicing, Loan Origination, Real Estate Economics, Fixed Income, Debt, Loan Servicing, Trading, Structured Finance, Underwriting, Brokerage, Disposition, Credit
Education
San Diego State University-California State University
BS, Finance
Yahoo September 2013 - Present
Yahoo! April 2013 - Present
Yahoo! March 2012 - April 2013
Yahoo! April 2011 - March 2012
Yahoo! September 2007 - March 2011
Right Media/Yahoo! 2008 - 2009
Countrywide Securities Corporation April 2007 - September 2007
Sony BMG November 2006 - May 2007
GE Capital Real Estate 1999 - November 2006
Skills
Process Improvement, Mobile Devices, Technical Support, Online Advertising, Linux, Sales, Analytics, Troubleshooting, Leadership, Product Management, Cloud Computing, Customer Service, Management
Education
Borough of Manhattan Community College 1994 — 1995
Sign-A-Rama April 2002 - Present
Countrywide Securities Corporation June 2000 - October 2001
Education
Michigan State University 1995 — 2000
Bachelor, Finance
Hilliard Farber & Co., Inc. February 2015 - Present
Pierpont Securties LLC June 2012 - October 2014
TD Securities May 2010 - April 2012
Cantor Fitzgerald January 2009 - May 2010
Countrywide Securities Corporation April 2004 - August 2008
Morgan Stanley October 1999 - July 2003
Morgan Stanley October 1996 - October 1999
Morgan Stanley February 1991 - September 1996
Skills
Trading, Capital Markets, Leadership, Derivatives, Risk Management, Start-ups, Securities, Management, Portfolio Management, Fixed Income, Series 7, Electronic Trading, Hedge Funds, Sales, Marketing, Bonds, Rates
Education
Arizona State University 1985 — 1989
BA, English
Bank of America November 2005 - Present
Merrill Lynch Commodities Inc. 2009 - 2012
Merrill Lynch Commodities Inc. 2009 - 2012
Countrywide Securities Corporation August 2001 - September 2003
Grobstein, Horwath & Company LLP January 1991 - September 1995
Education
California State University-Northridge 1989 — 1992
BS, Business - Accounting
Société Générale October 2014 - Present
Morgan Stanley September 2009 - March 2014
Countrywide Securities Corporation January 2007 - September 2008
Citi January 2001 - November 2006
Salomon Brothers July 1994 - December 2000
Skills
Derivatives, Fixed Income, Hedge Funds, Capital Markets, Trading Systems, Financial Markets, Pricing, Financial Risk, Structured Products, Bloomberg
Education
New York University
Master's degree, Mathematics, Statistics and OR
PSG College of Technology
Bachelor's degree, Computer Science
Bank of America September 2008 - Present
Countrywide Securities Corporation February 2006 - September 2008
American International Group April 2005 - February 2006
Molod Spitz & DeSantis, P.C. August 2004 - April 2005
Penguin Group USA November 1998 - May 2001
Education
Georgetown University 1994 — 1998
BA
Brooklyn Law School
Portsmouth Abbey
Convey Inc. an OlsenSpeech Company June 2014 - Present
E.J. Delarosa November 2012 - Present
MF Global 2009 - January 2010
Countrywide Securities Corporation 2004 - 2006
Banc of America Securities 2002 - 2004
UBS 1996 - 2000
Lehman Brothers 1993 - 1996
Skills
Rates, Fixed Income, Bonds, Fixed Income Trading, Series 7, Trading, Back Office, Capital Markets, Bloomberg, Credit Derivatives, Derivatives, Electronic Trading, Equities, Equity Trading, FX Options, Equity Derivatives, Hedge Funds, Interest Rate..., Financial Markets, Middle Office, Options, Prime Brokerage, Securities, Settlement, Structured Products, Swaps, Trading Systems, Investment Banking, Sales, Project Management, Marketing Communications, Marketing, Social Networking
Education
Hofstra University
B.B.A, Finance
Cantor Fitzgerald November 2008 - Present
Countrywide Securities Corporation 2003 - 2008
Skills
MBS, Fixed Income, Bonds, Capital Markets, Trading, Hedge Funds, Bloomberg, Equities, Derivatives, Series 7, Securities, Alternative Investments, Series 63
Education
Hofstra University 1975 — 1978
BBA - Marketing, Marketing
Miami Atlantic LLC November 2011 - Present
Incapital, LLC July 2010 - September 2012
Arbor Research & Trading October 2009 - June 2010
Integra FX May 2009 - October 2009
Countrywide Capital Markets December 2000 - August 2008
Countrywide Securities Corporation 2000 - 2008
Paine Webber Inc. March 1990 - December 2000
PaineWebber/UBS 1990 - 2000
Skills
Team Leadership, Training & Development, Achieving Targets, Client Development, Corporate Branding, Product Marketing, Collaboration, Loans, Structured Products, Foreign Exchange, Asset Allocation, Derivatives, Capital Markets, Fixed Income, Mortgage Lending, Structured Finance, ABS, Trading, Commodity, Valuation, Portfolio Management, Securitization, Bloomberg, Hedge Funds, Credit, Proprietary Trading, MBS, Series 7, Equities, Employee Training, Investment Banking, Securities, Sales, Bonds, Currency
Education
LIU Post 1979 — 1983
Bachelor of Science (B.S.), Marketing/Management with minor in Economics
GDS Associates, Inc. January 2015 - Present
ista North America March 2014 - November 2014
Sodexo October 2011 - October 2013
Burton Energy Group April 2010 - November 2011
ICAP NORTH AMERICA Inc September 2007 - September 2009
Countrywide Securities Corporation May 2006 - August 2006
ICAP NORTH AMERICA Inc May 2003 - August 2003
Skills
Analysis, Energy, Data Analysis, Management, Project Management, Budgets, Financial Analysis, Energy Management, Microsoft Excel, Finance, Market Research, Market Analysis, Valuation, VBA, Access, Negotiation, Trading, SQL, Economics, Microsoft SQL Server, Managing Database, Energy Industry, Energy Audits, Emissions Trading, Carbon Footprinting, Carbon Trading, MySQL, Sustainability
Education
Georgia Institute of Technology 2002 — 2007
Bachelor of Science, Management
School of Management 2002 — 2007
B.S., Management (Finance and Accounting)
Cross Point Capital LLC March 2015 - Present
Halen Capital, Inc. March 2011 - Present
Cantor Fitzgerald October 2005 - June 2006
Countrywide Securities Corporation September 2002 - September 2005
Dupont Securities Group, Inc. May 2000 - August 2002
Kemper Securities, Inc. August 1994 - February 1997
Oppenheimer Capital September 1992 - August 1994
First Empire Securities, Inc. June 1990 - September 1992
Skills
ABS, Capital Markets, Fixed Income, Portfolio Management, Asset Managment, Risk Management, Investments, Asset Management, Credit, Finance, Financial Structuring, Securities, Structured Finance, Trading, Funding, Electronic Trading, Emerging Markets, Mortgage Lending, Structured Products, Financial Risk, Valuation, Loans, Series 63, Bonds, ALM, Private Equity, Financial Markets, Investment Management, Trading Systems, Financial Modeling, Hedge Funds, Commercial Lending, Interest Rate Risk..., Options, Credit Analysis, Credit Risk, Mutual Funds, FX Options, Asset Allocation, Derivatives, Hedging, Corporate Finance, Equities, Investment Banking, Financial Institutions, Alternative Investments, Bloomberg, Series 7
Education
Loyola University of Chicago 1978 — 1982
Amherst Holdings LLC July 2014 - Present
Royal Bank of Canada Capital Markets October 2008 - July 2014
Freddie Mac January 2007 - October 2008
Countrywide Securities Corporation September 2005 - January 2007
Skills
Capital Markets, MBS, Financial Engineering, Fixed Income, SDLC, Investment Banking, Derivatives, C#, Equities, Software Development, Trading Systems, C++, PolyPaths, CFA, FRM
Education
Peking University 1995 — 1998
Master, Computer Science
Fudan University
BS, Biology, Minor:Computer Science
The University of Georgia
PhD, Computer Science
Pacific Compensation Insurance Company May 2011 - Present
Wellpoint Health Networks February 2007 - November 2010
Wellpoint Health Networks July 2000 - February 2007
Countrywide Securities Corporation December 1998 - July 2000
Alesis Corporation August 1992 - December 1998
Education
Loyola Marymount University
Bachelor of Science Degree, Business Administration/Finance
Financial Advisors 2010 - Present
Freddie Mac January 2003 - March 2009
Countrywide Securities Corporation June 1999 - May 2002
Education
Boston University 1995 — 1998
BA, International Economics
AVA Consluting February 2015 - June 2015
TEKsystems February 2014 - September 2014
TEKsystems April 2013 - September 2014
Bank of America August 2003 - September 2012
Countrywide Securities Corporation August 1996 - September 2003
Countrywide Home Loans May 1996 - August 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, RPG, RPG II, RPG III, CLP, SQL, OMS400, MIMIX, RPG Free, Business Process..., Visio, MS Project, Trading Systems, Business Continuity, Disaster Recovery, Project Management, SDLC, Servers, Systems Analysis, System Administration, DB2, IT Operations, Integration, Vendor Management, Requirements Analysis, SharePoint, Access, Business Analysis, Software Project..., Data Center, IBM iSeries, Operating Systems, AIX, Data Warehousing, Infrastructure, Databases, Database Design, IT Management, Change Management, Data Migration, Software Documentation, High Availability, Software Development, Business Intelligence, Enterprise Architecture
Education
Collin College 2013 — 2013
PMP Certificate, Project Management
New Mexico State University 1970 — 1974
Physics
Credentia Group, LLC January 2009 - Present
NovaStar Financial Inc January 2003 - December 2008
Countrywide Securities Corporation August 2001 - January 2003
First Union Securities Inc. August 1997 - August 2001
PaineWebber Inc., New York, NY October 1994 - June 1997
Brookhaven National Lab. February 1992 - September 1994
Skills
Financial Modeling, Hedge Funds, Portfolio Management, Credit Analysis, Risk Management, Fixed Income, Statistical Modeling, Stock Valuation, MBS
Education
The Polytechnic Institute of New York University
Doctor of Philosophy (Ph.D.), Condensed Matter Physics
University of Science and Technology of China
Bachelor of Science (BS), Geophysics
Nestlé USA August 2006 - Present
Indymac Bank 2004 - 2006
ING Nederland 2003 - 2004
Countrywide Securities Corporation 2001 - 2002
Skills
Capital Budgeting, Budget Process, Forecasting, KPI Reports, Balanced Scorecard, Financial Modeling, SAP, Essbase, SAP BW, Microsoft Office, SQL, Interest Rate..., Finance, Variance Analysis, Analysis
Education
Woodbury University 2008 — 2012
Master of Business Administration (MBA), Accounting and Finance, 4.0
UCLA 2002 — 2004
Certification, Finance and Financial Management Services
Middle East Technical University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General, 3.4