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
Toyota Financial Services October 2012 - Present
Toyota Financial Services 2008 - Present
Countrywide Securities Corporation 2004 - 2007
OpenLink Financial 1999 - 2000
Bankers Trust 1996 - 1999
Skills
Forecasting, Analytics, Risk Management, Credit Risk, Financial Risk, Tableau Dashboard..., R, Financial Analysis, Financial Modeling, Mortgage Backed..., Fixed Income, Capital Markets, Portfolio Management, Credit, Trading, MBS, Derivatives, SAS Programming, Finance
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance
University of St. Andrews 1990 — 1994
BSc, Applied Mathematics, 1st Class Hons
Philosophie Group, Inc. January 2009 - Present
General Assemb.ly March 2013 - Present
StartSomeGood 2010 - 2011
California Cryobank, Inc (and subsidiary, Family Cord Blood Services) 2008 - June 2009
Freelance January 1998 - December 2008
Countrywide Securities Corporation January 2007 - November 2007
APG Capital Management April 2005 - September 2005
Berger & Associates April 2005 - September 2005
All Kids Furniture June 1998 - September 2002
Skills
User Experience, Interaction Design, Design Thinking, Web Design, Marketing Strategy, Agile Project Management, Lean Startup, Typography, HTML 5, Social Media Marketing, Graphic Design, Product Management, Digital Media, Start-ups, User Interface Design, Digital Strategy, User Experience Design, Brand Development, Creative Direction, Information Architecture, User-centered Design, Ruby on Rails, WordPress, Web Development, Mobile Applications, Usability Testing, Usability, HTML5
Education
University of California, Los Angeles 2002 — 2006
BA, Communication and Media Studies
City National Bank January 2014 - Present
Northwestern Mutual July 2013 - January 2014
Merrill Lynch November 2010 - April 2012
Self Employed November 2008 - October 2010
Countrywide Bank July 2007 - October 2008
Countrywide Financial Corporation November 2005 - July 2007
Countrywide Securities Corporation September 2003 - October 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, Portfolio Management, Financial Modeling, Financial Analysis, Financial Markets, Trading, Valuation, Fixed Income, Bloomberg, Capital Markets, Finance, Investments, Corporate Finance, Wealth Management, Investment Management, Equities
Education
University of Southern California 2000 — 2003
BA, Economics
Guggenheim Partners January 2012 - Present
Capital Group April 2010 - December 2011
Capital Group March 2008 - April 2010
Countrywide Securities Corporation January 2007 - September 2007
San Diego Pension Consultants June 2005 - December 2006
Skills
Fixed Income, Mutual Funds, Securities, Investments, Bonds, Portfolio Management, Derivatives, Trading, Series 63, Capital Markets, Alternative Investments, Bloomberg, Asset Management, Asset Allocation
Education
University of California, San Diego 2002 — 2006
B.A., Mathematics & Economics
Milton Properties LLC December 2008 - Present
Mellon Capital Management April 2010 - December 2014
Ares Management June 2007 - July 2008
Countrywide Securities Corporation June 2006 - June 2007
Wachovia Global Securities Lending February 2000 - June 2006
El Camino Resources June 1999 - February 2000
Cook Inlet Energy Supply July 1997 - May 1999
Skills
Hedge Funds, Fixed Income, Asset Management, Investments, Portfolio Management, Trading, Finance, Equities, Derivatives, Bloomberg, Financial Modeling, Mutual Funds, Capital Markets
Education
University of California, San Diego 1993 — 1997
BA, Economics
Splunk August 2015 - Present
MINTDATA August 2014 - July 2015
WhiteHat Security July 2010 - April 2014
McKesson March 2009 - July 2010
Countrywide Securities Corporation August 2004 - October 2008
Bible Research Study Institute July 1999 - August 2004
Client Server Designs June 1997 - September 1998
Skills
Agile Methodologies, Product Management, Software Development, SQL, Scrum, JavaScript, Security, XML, Business Intelligence, Cloud Computing, .Security, Web Application Security, Software Project..., SDLC, Strategic Planning, Application Security, Start-ups, Databases, Application Security..., Integration, Microsoft SQL Server, Software Development..., Database Design, HTML, CSS, JIRA, Product Life Cycle, Communication, Requirements Analysis, Requirements Gathering, SaaS, Product Marketing, Leadership, Development Management, Project Management
Education
University of California, San Diego 1996 — 2000
BS, Cognitive Science
Intuit July 2013 - Present
Intuit March 2012 - July 2013
Intuit January 2009 - February 2012
JPMorgan Chase November 2007 - January 2009
Capital Six Funding November 2006 - August 2007
Countrywide Securities Corporation August 2004 - November 2006
Veramark Technologies February 2001 - August 2004
financialprinter.com 2000 - 2001
InsWeb 1999 - 2000
Skills
Data Warehousing, Databases, SSIS, OLAP, Requirements Analysis, Data Modeling, Visio, Microsoft SQL Server, T-SQL, SDLC, SSRS, SQL, Business Intelligence, Software Documentation, Pivot Tables, Crystal Reports, Enterprise Architecture, PowerPoint, XML, Oracle, Project Management, Data Analysis, Analytics, Access, Dashboards, Agile, Data Mining, Excel, Outlook, Word, Stored Procedures, Triggers, Reporting, SQL Server, User Defined Functions, DTS, Business Objects XI R2, Visual Studio, Metrics, MySQL, Lotus Notes, Sybase, Business Systems..., CLR, Database Administration, Disaster Recovery, ETL, Microsoft SQL Server..., SSAS, Microsoft Word
Education
University of Phoenix 2001 — 2003
Bachelors of Science, Information Technology
University of California, Santa Barbara 1994 — 1997
English
Chatsworth High School 1991 — 1994
Heschel 1981 — 1991
Knightsgate Financial Advisors LLC 2009 - Present
August Accessories 2011 - 2013
United Pet Group 2009 - 2011
Mission Produce 2007 - 2009
Countrywide Securities Corporation 2004 - 2007
Countrywide Securities Corporation 2001 - 2004
Countrywide Securities Corporation 1998 - 2001
Skills
Financial Reporting, Strategic Financial..., Forecasting, Accounting, Investments, Cash Management, Risk Management, Financial Planning, Financial Analysis, Business Planning, Finance, Management, Financial Modeling, Financial Services, IRAs, 401k, 401k Rollovers, Employee Benefits, Qualified Retirement...
Education
University of La Verne
Bachelor of Science, Accounting
Athene Asset Management April 2014 - Present
KPMG October 2010 - April 2014
Countrywide Securities Corporation April 2007 - April 2008
Mellon Financial October 2003 - March 2007
TEAC America July 2002 - September 2003
Prudential Financial August 2001 - March 2002
Skills
Bloomberg, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Investments, Portfolio Management, Microsoft Excel, Risk Management, Equities, Capital Markets, Accounting, Intex Desktop, Analysis, Due Diligence, Finance, Financial Risk, Structured Finance
Education
University of California, Riverside 1997 — 2001
Bachelor of Science, Business Administration; Finance/Accounting
Promontory Financial Group, LLC July 2015 - Present
Global Atlantic Partners February 2011 - Present
ELM Consultative Services 1996 - Present
Hancock Bank January 2015 - April 2015
Promontory Financial Group, LLC 2011 - 2013
Huron Consulting Group April 2010 - November 2010
MortgageIT 2004 - 2006
Countrywide Securities Corporation May 2001 - September 2004
Aames Home Loan 1996 - 2002
Skills
Mortgage, Mortgage Lending, Mortgage Banking, Banking, Credit Risk, Forensic Accounting, Forensic Analysis, Credit, Loans, Risk Management, Investments, Loan Servicing, Underwriting, Loan Origination, Residential Mortgages, Mortgage Servicing, Portfolio Management, Loss Mitigation, Commercial Mortgages, Credit Analysis, Financial Risk, Commercial Lending, Financial Institutions, Due Diligence, Operational Risk..., Bankruptcy, Mortgage Underwriting, Refinance, Funding, Real Estate Financing, Asset Management, Structured Finance, Financial Services, Commercial Banking, Consumer Lending, Real Estate Economics, Financial Structuring, Finance, Capital Markets, Analysis, Fraud, Valuation, Executive Management, FHA, Securities, Financial Analysis, Securitization, Mergers & Acquisitions, Fixed Income, Commercial Real Estate
Education
Western State University College of Law 1976 — 1980
Juris Doctor (J.D.), Law
University of San Francisco 1974 — 1977
Bachelors of Arts, Governmental Studies/ Urban Affairs
Freeboard Capital, LLC March 2009 - Present
Jefferies LoanCore April 2011 - December 2011
Countrywide Securities Corporation May 2004 - August 2008
Allstate Investments April 2003 - April 2004
RBS Greenwich Capital March 1999 - March 2003
Nomura Securities May 1996 - March 1999
Duff & Phelps May 1993 - May 1996
Skills
CMBS, Bridge Loans, Second Mortgages, Real Estate Finance, Debt Restructuring, Loans, Real Estate, Credit, Private Equity, Debt, Real Estate Investment, Underwriting, Hedge Funds, Options Strategies, Investments, Hedging, Options
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1993
MSF, Finance
University of Wisconsin-Milwaukee 1986 — 1990
BBA, Real Estate, Marketing
Bank of America February 2011 - January 2014
Blind Side Marketing 2009 - 2010
Countrywide Financial Corporation 2005 - 2008
Countrywide Financial Corporation 2003 - 2005
Countrywide Financial Corporation 2000 - 2003
Countrywide Financial Corporation 1998 - 2000
Countrywide Financial Corporation 1995 - 1998
Countrywide Securities Corporation 1993 - 1995
The Chase Manhattan Bank 1991 - 1993
Leland O'Brien Rubenstein 1984 - 1991
Skills
Direct Marketing, Marketing Strategy, Marketing Communications, Market Research, Performance Analysis, Competitive Analysis, Financial Analysis, Strategic Planning, Marketing Operations, Analytics, Direct Response, Financial Services, B2B Marketing, Risk Management, Negotiation, Budgets, Start-ups, Leadership, Process Improvement, CRM, Finance, Marketing, Strategy, Banking, Analysis, Cross-functional Team..., Lead Generation, Portfolio Management, Vendor Management
Education
Institute of Chartered Financial Analysts
CFA, Financial Analysis, Portfolio Management
University of California, Los Angeles
B.A., Economics
Villanova University
Certification, Six Sigma Green Belt- Financial Services
CU Orthopedic Spine Division June 2014 - Present
The Scripps Research Institute October 2012 - August 2013
Valuation Metrics Inc. September 2011 - December 2012
Kelly Slater Wave Company August 2009 - August 2012
Countrywide Securities Corporation 2006 - 2008
NASA September 2003 - April 2006
Skills
Mathematical Modeling, Medical Imaging, Machine Learning, Computational Mechanics, Big Data, Python, Matlab, HTML/XML, SQL, Project Management, Risk Analytics, Computational Finance, Financial Modeling, Fluid Dynamics, Solidworks, Django
Education
University of Colorado School of Medicine 2013 — 2017
MD
University of Southern California 2012 — 2013
MS, Aerospace Engineering
The University of Texas at Austin 2002 — 2006
BS, Aerospace Engineering
Cantor Fitzgerald 2010 - Present
Bank of America Home Loans 2009 - 2010
Countrywide Securities Corporation July 1993 - September 2008
Countrywide Securities Corporation, a subsidiary of Countrywide Financial Corp. 1993 - 2008
Bank of Montreal and Harris Bank 1992 - 1992
Skills
Mortgage, Loans, Series 7, Securities, Bonds, Portfolio Management, Mortgage Lending, Capital Markets, Derivatives
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Finance
University of California, Los Angeles 1984 — 1989
BA, History
JPMorgan Chase & Co. August 2015 - Present
Discover Financial Services July 2012 - July 2015
Discover Financial Services July 2011 - June 2012
Countrywide Securities Corporation October 2005 - November 2007
Skills
SAS, Data Analysis, Business Analysis, Statistics, SQL, Business Intelligence, Analysis, Data Mining, Statistical Modeling, Project Management, Data Management, Analytics, Leadership, SAS programming, Big Data, R, Unix, Microsoft Excel, Logistic Regression, Decision Trees, SAS Programming, Marketing
Education
The University of Chicago 2010 — 2011
Master's Degree, Statistics
The University of Chicago 1999 — 2005
Doctor of Philosophy (Ph.D.), Theoretical and Computational Chemical Physics
University of Science and Technology of China 1994 — 1999
Bachelor's Degree, Special Class for Gifted Young, Material Science major
Wunderlich Securities April 2014 - Present
Banc of Manhattan Capital March 2009 - April 2014
Countrywide Securities Corporation January 1996 - September 2008
Countrywide Capital Markets January 1996 - September 2008
Countrywide Financial January 1996 - September 2008
Hamilton, Carter, Smith & Co. December 1991 - December 1995
Merrill Lynch & Co January 1989 - October 1991
Drexel Burnham Lambert August 1987 - February 1989
Skills
Mortgage, Capital Markets, Loans, Securitization, Mortgage Banking, Fixed Income
Education
University of Michigan 1983 — 1987
The TCW Group November 2014 - Present
Trust Company of the West October 2013 - October 2014
Trust Company of the West August 2011 - October 2013
Trust Company of the West April 2008 - September 2011
Countrywide Securities Corporation May 2007 - February 2008
UCLA Medical Center September 2003 - June 2006
Skills
Compliance, VBA, Troubleshooting, Trading, SDLC, SQL, Visual Basic, SQL Server, Programming, Excel, Analysis, Windows, Microsoft Office, XML, C++, Microsoft SQL Server, Microsoft Excel, Equities, Business Analysis
Education
University of California, Los Angeles 2002 — 2006
Bachelors, Computer Science and Electrical Engineering
Lumentum January 2014 - Present
OCLARO November 2012 - December 2013
Opnext November 2008 - October 2012
Bethany Christian Services May 2011 - January 2012
Santur Corporation September 2007 - November 2008
Countrywide Securities Corporation December 2005 - April 2007
Skills
Project Management, Business Strategy, Strategic Planning, Product Management, Revenue Projection, Inventory Control &..., Telecommunications, Business Process..., Sales, Operations Management, Analysis, ERP, Supply Chain, Account Management, Product Forecasting, Forecasting, S&OP Analysis, Management
Education
University of California, San Diego 2002 — 2005
B.S., Management Science
Lynbrook High School 1998 — 2002
Fisher Investments August 2015 - Present
Fisher Investments March 2015 - August 2015
Fisher Investments September 2012 - March 2015
Charles Fish Investments May 2008 - October 2012
Countrywide Securities Corporation January 2005 - May 2008
Skills
Trading, Securities, Portfolio Management, Bonds, Series 7, Excel, Series 65, Bloomberg, Fixed Income, Fixed Income Trading, Wealth Management, Equities, Valuation, Asset Management, Investments, Financial Analysis, Financial Planning, Risk Management, Credit, Analysis, Manage Client..., Business Development, Entrepreneurship, Microsoft Excel, Strategy, Capital Markets, Banking, Finance
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
MBA, Finance
University of California, Los Angeles
B.A, English
El Segundo High School 1994 — 1998
Advanced Placement English, Biology, Economics and History
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
Margasoft Corp May 2011 - Present
One Step Hire June 2012 - March 2015
Added Value June 2011 - December 2011
Investment Technology Group, Inc. December 2009 - May 2011
ITG Software Solutions, Inc. December 2009 - May 2011
Margasoft Corp February 2005 - May 2011
Ares Management June 2008 - August 2009
Countrywide Securities Corporation October 2005 - June 2008
Mitratech December 2004 - August 2005
Home Organizers, Inc 2004 - 2005
Skills
ADO.NET, Crystal Reports, WPF, Business Objects, Agile Methodologies, Integration, SDLC, Quality Assurance, Microsoft SQL Server, .NET, Equities, Derivatives, Training, ASP.NET, Software Development, Trading, Portfolio Management, Software Documentation, Visual Studio, Product Development, Test Planning, Oracle, Management, C#, SQL, Silverlight, Web Applications, T-SQL, WCF, Database Design, ASP.NET MVC, Object Oriented Design, Databases, Requirements Analysis, SOA, SSRS, OOP, TFS, Multithreading, Agile Project Management, Sybase, Fixed Income, Business Intelligence, VBA, Data Warehousing, XML, SSIS, Web Services, Software Project..., Scrum
Education
UCLA 2005 — 2006
Master's degree, Finance, General
Yerevani Petakan Hamalsaran 2000 — 2004
Bachelor of Science (B.S.), Informatics and Applied Mathematics
Ambit Energy October 2012 - Present
ConocoPhillips January 2010 - February 2013
ConocoPhillips September 2009 - January 2011
ConocoPhillips June 2008 - September 2009
Countrywide Securities Corporation May 2007 - August 2007
Skills
Financial Modeling, Modeling, Financial Analysis, Data Analysis, Risk Management, Corporate Finance, SAP, Valuation, Analysis, Energy, Fixed Income, Finance, Trading, Due Diligence, Strategy, Project Management, Management, Microsoft Office
Education
University of California, Berkeley 2006 — 2008
Business Administration
University of California, Berkeley, Haas School of Business 2006 — 2008
University of Science and Technology of China 1993 — 1993
Management Science
Kaiser Permanente March 2014 - Present
Kaiser Permanente January 2009 - February 2014
Kaiser Permanente February 2006 - January 2009
Countrywide Securities Corporation 2003 - 2006
Green Mountain Energy 2000 - 2003
Education
Union College 1994 — 1998
BA
MUFG Americas August 2013 - Present
KPMG, LLP January 2005 - August 2013
Countrywide Securities Corporation 2003 - 2004
Western Asset Management 2001 - 2003
Oppenheimer Capital 2000 - 2001
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Hedge Funds, Fixed Income, Investment Management, Financial Analysis, Equities, Capital Markets, Due Diligence, Portfolio Management, Private Equity, Financial Risk, Asset Managment, Basel II, Market Risk, Credit Risk, Operational Risk
Education
University of Colorado at Denver 1998 — 1999
MBA, Finance
University of Colorado Boulder
B.A., Environmental Biology
Bank of America March 2014 - Present
Bank of America August 2009 - February 2014
Mammoth Mountain Ski Area October 2008 - May 2009
Countrywide Securities Corporation October 2004 - September 2008
Countrywide Home Loans December 2002 - May 2004
PC Investments July 2002 - December 2002
Skills
Bloomberg, Microsoft Excel, Financial Analysis, Finance, Analytics, SQL Server Management..., Microsoft Word, Financial Reporting, Financial Modeling, Accounting, Project Management, Cash Flow Forecasting, AS400 system, Photography, Photoshop, Statistical Data..., Data Mining
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2002
BS, Business Administration - Emphasis in Finance
University of Hartford 1997 — 1999
Economics/Finances
Oaktree Capital Management January 2012 - Present
Quantum Viridis November 2011 - December 2012
HSBC Securities November 2011 - January 2012
HVB Information Services January 2009 - November 2011
Countrywide Securities Corporation March 2005 - October 2008
Interactive Data Corp. (CMS BondEdge) October 1995 - March 2005
Xap Corporation March 1995 - October 1995
Competitive Edge Research & Communication March 1991 - November 1991
Skills
Agile Methodologies, Cross-functional Team..., Fixed Income, Project Management, Management, Process Improvement, Portfolio Management, Derivatives, Capital Markets, Enterprise Software
Education
UCLA Anderson School of Management 2001 — 2004
MBA, Finance
University of California, San Diego 1985 — 1988
BA, Visual Arts
Dongkuk International 2007 - Present
Countrywide Securities Corporation 2004 - 2007
Education
University of California, Irvine
Countrywide Financial Corp Managing Director, Quantitative AnalyticsCountrywide Financial CorpJune 2001 - Present
Countrywide 2001 - Present
Countrywide Financials 2001 - Present
Countrywide Securities Corporation 2001 - Present
Skills
Structured Finance, MBS, Capital Markets, Loans, Fixed Income, Mortgage Lending, Mortgage Banking, Credit
Education
University of Southern California - Marshall School of Business 1994 — 1998
University of International Business and Economics 1988 — 1992
Bachelor, Finance
Private Investor and consultant January 2009 - Present
WAMU Capital Corp/Washington Mutual Bank October 2001 - January 2009
Countrywide Securities Corporation June 1999 - September 2001
GMAC/RFC October 1995 - May 1999
Nomura Securities, International June 1993 - May 1995
American Savings Bank, FA November 1987 - May 1993
E.F. Hutton and Company, Inc December 1986 - October 1987
American Savings and Loan Association May 1984 - December 1986
Delson Financial/Mission Hills Mortgage September 1982 - May 1984
Education
University of California, Los Angeles 1978 — 1982
Bachelor of Arts, Economics, Political Science
Bank of America July 2008 - Present
Countrywide Securities Corporation August 2007 - July 2008
Ixia March 2005 - August 2007
Kofax Image Products 2000 - 2005
Education
University of California, Irvine 2001 — 2004
Master of Science, Computer Science
Yahoo March 2014 - Present
Yahoo March 2011 - March 2014
Yahoo Inc February 2005 - March 2011
Countrywide Securities Corporation 2004 - February 2005
Public Storage 2002 - 2004
Enfish Corp 1998 - 2002
Skills
monkey juggling, Perl, Linux, Agile Methodologies, Apache, Scalability, Software Development, Continuous Integration, C++, Distributed Systems, Shell Scripting, Testing, Quality Assurance, SQL, Red Hat Linux, Software Quality..., Agile Project Management, Software Engineering, Unix, Open Source, Scrum, Hadoop, Ruby, Software Design, REST, Python, Architecture, Web Applications, Subversion, System Architecture, Big Data, Git, Web Services, MapReduce, Mobile Applications, Java
Education
University of California, Los Angeles 1990 — 1995
BS, Chemical Engineering
OSG GLOBAL IT &Marketing AnalyticsOSG GLOBAL2001 - 2007
Countrywide Securities Corporation 1999 - July 2000
Education
University of Illinois at Chicago 1992 — 1996
Countrywide Securities Corporation May 2000 - September 2008
Imperial Credit Industries May 1996 - May 2000
First Interstate Bank September 1990 - May 1996
Imperial Savings August 1987 - September 1990
San Diego Gas and Electric 1986 - 1987
Center for US Mexican Studies 1982 - 1986
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Capital Markets, Fixed Income, Banking, Portfolio Management, Risk Management, Credit Risk, Residential Mortgages, Financial Modeling, Securitization, Mergers & Acquisitions, Financial Analysis, Strategic Financial..., Financial Services, Finance, Structured Finance, Analysis
Education
University of California, San Diego 1982 — 1986
CPHIL, Economics
University of California, San Diego 1980 — 1982
MA, Economics
University of California, Berkeley 1976 — 1980
BA, Economics
Parkside Lending, LLC August 2014 - Present
loanDepot July 2013 - July 2014
Kinecta Federal Credit Union October 2009 - July 2013
TPG Diligence 2008 - 2009
Clayton Holdings 2005 - 2008
Countrywide Securities Corporation 1998 - 2002
Fannie Mae 1994 - 1998
Prudential Home Mortgage 1992 - 1994
Skills
Mortgage Lending, Loans, Real Estate, Executive Management, Mortgage Banking, Underwriting, Credit, Management, Loan Servicing, Credit Risk, Portfolio Management, Capital Markets, Risk Management, Loan Origination, Financial Analysis, FHA, Residential Mortgages, Mortgage Servicing, Loss Mitigation, Credit Analysis, Refinance, Due Diligence, Banking
Education
University of Maryland - Robert H. Smith School of Business 1989 — 1992
B.S., Accounting
Countrywide Securities Corporation 2004 - 2008
State Street IMS-West 2000 - 2004
Education
UCLA Anderson School of Management 2001 — 2004
University of La Verne 1993 — 1997
BS, Business Administration
Regions Bank August 2014 - Present
Capital One November 2008 - August 2014
Countrywide Securities Corporation January 2005 - September 2008
Ford Motor Credit Company February 2002 - November 2004
Skills
Credit, Credit Analysis, Credit Risk, Risk Management, Financial Risk, Derivatives, Portfolio Management, Loans, Capital Markets, Fixed Income, Commercial Banking, Financial Analysis, Finance
Education
University of California, Santa Barbara 1997 — 2001
Starwood Capital Group May 2011 - Present
Stone & Youngberg May 2009 - April 2011
Countrywide Securities Corporation March 2006 - September 2008
Countrywide Securities Corporation March 2005 - March 2006
Countrywide Securities Corporation August 2004 - March 2005
Boeing Space and Communications March 2000 - June 2003
Lockheed Martin Aeronautics January 1997 - March 2000
Education
University of California, Irvine 2002 — 2004
MBA, Finance
University of Utah 1992 — 1997
BS, Mechanical Engineering
Duncan-Williams, Inc August 2009 - Present
Countrywide Securities Corporation July 2002 - September 2007
Washington Mutual 1998 - 2002
Skills
Portfolio Management, Credit Risk, Trading, Loans, Capital Markets, Mortgage Lending, Refinance, Credit
Education
University of Washington 1996 — 1998
University of Arizona 1992 — 1996
BA, Economics and Philosophy
Union Bank April 2013 - Present
Bank Of America July 2008 - April 2013
Countrywide June 2008 - June 2008
Countrywide / Bank of America June 2008 - June 2008
Countrywide Financial Corporation 2005 - 2008
Countrywide Securities Corporation 2005 - 2008
Countrywide Capital Markets 2005 - 2008
Infosys October 1998 - April 2005
Education
University of Madras 1994 — 1998
BE, Mechanical
Bank of America Corporate Investment Group January 2011 - Present
Bank of America July 2008 - December 2010
Countrywide Securities Corporation July 2005 - April 2008
Skills
Fixed Income, Quantitative Finance, Statistical Modeling, Credit Risk, SAS, Derivatives, Quantitative Analytics, Financial Modeling, Portfolio Management, Analytics, Bloomberg, Risk Management, Equities, Finance, Capital Markets, Management, Banking, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2005
Ph.D, Statistics and Management Science
University of Science and Technology of China 1994 — 1999
B.S., Management Science
Wunderlich Securities October 2014 - Present
Auriga USA, LLC March 2014 - October 2014
W.J. Bradley Mortgage Capital, LLC April 2013 - November 2013
Jefferies & Company February 2010 - February 2013
BACCHUS - Wine Made Simple January 2009 - January 2011
Countrywide Securities Corporation April 1998 - September 2008
IMIS 1997 - 1998
Stephens Inc. February 1988 - May 1997
Wells Fargo Bank January 1993 - January 1996
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Derivatives, Equities, Financial Modeling, Series 24, Series 7, Loans, Securities, Bonds, Investment Banking, Credit, Valuation, Series 63, Series 3, MBS, Event Management, Structured Finance, Structured Products, FINRA, Options, Asset Management
Education
University of Arkansas at Little Rock 1986 — 1992
Bachelor of Science (BS), Accounting and Finance
Bank of America April 2010 - Present
Countrywide Capital Market April 2005 - April 2010
Countrywide Securities Corporation April 2005 - January 2007
Homefield Financial 2003 - 2004
Deutsche Bank August 1999 - August 2001
Simon Martin-Vegue Winkelstein Moris May 1991 - May 1997
HOK 1990 - 1991
Skills
Risk Management, Loans, Credit, Mortgage Lending, Investments, Real Estate, Credit Risk, Underwriting, Capital Markets, Portfolio Management, Mortgage Underwriting, Investment Properties, Loan Origination
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Real Estate & Finance
University of Michigan 1986 — 1987
M.Arch, Architecture
Oak Hill Advisors, L.P. December 2013 - Present
W.J. Bradley Mortgage Capital, LLC July 2012 - November 2013
BOM Capital March 2009 - July 2012
Countrywide Securities Corporation June 2004 - September 2008
WaMu Capital Corp 2002 - 2004
Skills
Fixed Income, Mortgage Banking, Capital Markets, Loans, Portfolio Management, Mortgage Lending
Education
University of California, Santa Barbara 1992 — 1996
Markit August 2011 - Present
Fannie Mae Corporation June 2008 - August 2011
Countrywide Securities Corporation May 2007 - June 2008
HSBC Securities May 2005 - May 2007
Deutsche Bank Securities July 2004 - May 2005
JPMorgan Chase March 2003 - July 2004
Fannie Mae Corporation August 2000 - March 2003
GE Capital November 1998 - August 2000
PricewaterhouseCoopers August 1995 - November 1998
Skills
Valuation, Derivatives, Risk Management, Structured Finance, Loans, Financial Risk, Securitization, MBS, Financial Markets, Bonds, Securities, Financial Reporting, ABS, Finance, Capital Markets
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Economics (With Honors)
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Moorestown Friends School
Viking Cruises February 2015 - Present
SS&C GlobeOp August 2013 - April 2014
Ares Management November 2012 - August 2013
Ares Management March 2009 - November 2012
Countrywide Securities Corporation July 2007 - October 2008
UCSD Medical Center November 2002 - July 2007
Skills
Financial Analysis, Fixed Income, Capital Markets, Management, Equities, Accounting, Finance, Investments, Bloomberg, Project Management, Valuation, Financial Reporting, SQL, Analysis, Securities, Microsoft SQL Server, T-SQL, Financial Modeling, Database Design
Education
University of California, San Diego 1999 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science
Banc of America Securities May 2006 - October 2009
Countrywide Securities Corporation 2004 - 2006
Countrywide Home Loans 2004 - 2006
Education
University of Southern California 2000 — 2004
First Republic Bank March 2015 - Present
Bank of America June 2009 - July 2014
Bank of America September 2008 - May 2009
Countrywide January 2008 - August 2008
Countrywide Securities Corporation February 2005 - November 2007
RampRate August 2002 - February 2005
Pacific West Management (now Hager Pacific Properties) August 1999 - March 2001
Skills
Mortgage Lending, Credit, Loans, Mortgage Banking, Contract Finance, Operations, Contract Management, Due Diligence, Credit Risk, Finance, Financial Risk, Underwriting, Mergers & Acquisitions, Portfolio Management, Management, Strategy, Risk Management, Banking
Education
University of Toledo College of Law
Juris Doctor (J.D.)
University of Dayton
Bachelor's Degree, Political Science
Wunderlich Securities March 2012 - Present
Kinecta Federal Credit Union August 2009 - February 2012
JP Morgan Chase October 2008 - August 2009
LPS Capital Markets November 2007 - September 2008
Countrywide Securities Corporation March 2003 - September 2007
Countrywide Securities Corporation June 2000 - March 2003
Countrywide Securities Corporation March 1997 - June 2000
Skills
Mortgage Lending, Loans, Underwriting, Mortgage Banking, Credit, Capital Markets, Banking, Credit Analysis, Portfolio Management, Credit Risk, Residential Mortgages, Loan Servicing, Investments, REO, Mortgage Servicing, Securitization, Finance, Fixed Income, Trading, Structured Finance, Refinance, Asset Management, Loan Origination, Financial Analysis, Securities, Mortgage Underwriting, Real Estate Economics, Due Diligence, Loss Mitigation, Financial Structuring, Valuation, Real Estate, Commercial Lending, FHA
Education
University of Arkansas at Little Rock
Business
other
Bank of America November 2011 - Present
Bank of America July 2008 - November 2011
Countrywide Securities Corporation May 2007 - July 2008
Countrywide Securities Corporation January 2006 - May 2007
Countrywide Securities Corporation November 2004 - January 2006
KB Home Mortgage Company April 2001 - November 2004
Belkin July 1998 - April 2001
Education
University of Southern California 1994 — 1998
Bachelor, International Relations
Dunning Ponus Partners, LLC January 2014 - Present
Cortview Capital Markets/Pierpont Securities November 2011 - June 2013
Cortview Capital Markets November 2011 - October 2012
VelocityShares LLC June 2011 - November 2011
KC7 LLC 2009 - June 2011
Beacon Capital Markets LLC September 2008 - May 2009
Countrywide Securities Corporation March 1999 - August 2008
UBS May 1997 - March 1999
Morgan Stanley February 1993 - May 1997
First Boston March 1983 - February 1993
Skills
Equities, Venture Capital, Fixed Income, Capital Markets, Trading, Electronic Trading, Bonds, Finance, Mergers & Acquisitions, MBS, Derivatives, Investment Banking, Hedge Funds, Bloomberg, Securities, Structured Products, Alternative Investments, Risk Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
United States Military Academy at West Point 1972 — 1976
BS
Desai Strategic Partners November 2008 - Present
Velocity Futures , LLP July 2007 - November 2008
Bear Stearns November 2004 - June 2007
Countrywide Securities Corporation November 2002 - June 2004
Skills
Capital Markets, Equities, Derivatives, Valuation, Investment Banking, Fixed Income, Hedge Funds, Structured Finance, Securities
Education
University of Massachusetts Boston 2000 — 2002
BS, Finance
GFT Acquisitions March 2015 - Present
Opus CMC January 2014 - November 2014
Redwood Trust August 2011 - June 2013
Arch Bay Capital October 2009 - June 2011
Redwood Trust March 2004 - September 2006
Washington Mutual October 2002 - February 2004
Countrywide Securities Corporation May 2001 - August 2001
Skills
Valuation, Capital Markets, Financial Modeling, Fixed Income, Structured Finance, Financial Analysis, Portfolio Management, Investment Banking, Mortgage Lending, Transaction Management, Due Diligence, Investments, Bloomberg, Hedge Funds, Asset Management
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
University of Southern California 1998 — 2002
Bachelor of Science (BS), Finance
Daiwa Capital Markets September 2014 - Present
CRT Capital Group August 2010 - September 2014
Countrywide Securities Corporation February 2006 - July 2008
Countrywide Securities Corporation July 2002 - February 2006
Skills
Financial Institutions, Fixed Income, Capital Markets, Structured Products, Bonds, Series 7, Securities, Hedge Funds, Trading, Structured Finance, Derivatives, Equities, Bloomberg, Securitization, Series 63, Investment Banking, Alternative Investments, Options
Education
University of California, Santa Barbara
BA, Psychology