Tuttle Risk Management Services
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Tuttle Risk Management Services Employees
MountainView Capital Holdings November 2013 - Present
Equifax August 2010 - May 2013
Compass Analytics, LLC September 2008 - August 2010
RMIC November 2005 - September 2008
Tuttle Risk Management Services 2000 - 2005
GE Capital Mortgage Services, Inc. (GECMSI) November 1998 - January 2000
Alex. Brown & Sons, Inc. January 1993 - June 1996
Skills
Credit, Capital Markets, Mortgage Lending, Financial Risk, Negotiation, Contract Negotiation, Portfolio Management, Risk Management, Credit Risk, Underwriting, Credit Analysis, Financial Analysis, Mortgage Banking, Interest Rate Risk..., Structured Finance, Relationship Management, Banking, Financial Services, New Business Development, Valuation, Finance, Business Strategy, Business Development, Management, Residential Mortgages, Executive Management, Sales Management, CRM, Analytics, Salesforce.com, Series 7, Cash Management, Financial Markets, Securities, Consulting, Mortgage Servicing, Trading, Loan Servicing, Fixed Income, Analysis, Strategic Planning, Business Process..., Derivatives, Business Relationship..., Solution Selling, Insurance, Investments, Pricing, Investment Banking, Sales
Education
Harvard Law School 2007 — 2007
Professional training, Program on Negotiation, Completed December 2007
Drexel University - Lebow School of Business 1996 — 1998
MBA, Finance & International Economics
Syracuse University 1987 — 1991
AB, Political Science-major; Economics & Marketing-minors
St. Joseph's Prepatory 1984 — 1987
high school, college prepatory school
Union Bank July 2010 - Present
Kentdale Financial Solutions, LLC April 2008 - May 2011
BBC Financial Solutions October 2004 - March 2008
Tuttle Risk Management Services April 2003 - August 2007
Redwood Trust January 1997 - January 2003
Morgan Stanley Dean Witter January 1988 - January 1995
Skills
VBA, SQL, Bloomberg, Access, API, Financial Modeling, Portfolio Management, Structured Finance, Hedging, Fixed Income, Capital Markets, Residential Mortgages, Credit, Real Estate, Financial Risk, Finance
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance
Harvard University 1979 — 1983
AB, Economics
William Street Advisory LLC March 2013 - Present
Criterion Economics, L.L.C. April 2013 - September 2014
First Annapolis Consulting August 2011 - April 2013
PricewaterhouseCoopers June 2010 - August 2010
Octane Research Inc. April 2007 - August 2009
Tuttle Risk Management Services July 2005 - January 2007
Santa Barbara Alpha Strategies 2004 - 2005
Skills
Financial Modeling, Economics, Alternative Investments, Risk Management, Valuation, Finance, Fixed Income, Hedge Funds, Analysis, Portfolio Management, Investments, Corporate Finance, Strategy, Emerging Markets, Due Diligence, Econometrics, Negotiation, Mergers & Acquisitions, Asset Management, Bloomberg, Time Series Analysis, Fund Of Funds, Econometric Modeling, Matlab, Risk Modeling, Business Development, Proposal Writing, Monte Carlo modeling, Statistical Modeling, Statistical Data..., Quantitative Analytics, Financial Econometrics, Stata, Contract Negotiation, Deal Structuring, Fixed Income Trading, Client Engagement, Risk Monitoring, Credit Card Analytics, Payments, Economic Research, Eviews, R, Data Cleaning, Damages, Quantitative Finance, Asset Allocation, Litigation Support, Intellectual Property, Antitrust Economics
Education
University of Chicago Booth School of Business 2009 — 2011
MBA, Econometrics, Finance
Washington and Lee University 2000 — 2004
BA, French, Politics
Københavns Universitet 2002 — 2002
EU Politics, Russian Politics
Hill School 1998 — 2000
St Anne's 1988 — 1998
DIS
Stearns Lending January 2009 - Present
Financial Risk Management Services Consultant January 2008 - January 2009
Compass Analytics June 2007 - December 2007
New Century Financial Corporation 2005 - 2007
Fremont Investment and Loan August 2004 - October 2005
Pacific Republic Mortgage 2001 - 2004
Tuttle Risk Management Services 1998 - 2001
Old Kent Bank December 1995 - August 1998
Cole Taylor Bank 1994 - 1996
Household International 1988 - 1992
Skills
Leadership, Budgets, Syndications, Product Development, Accounting, Hedging, Capital Markets, Credit, Risk Management, Loan Origination, Mortgage Lending, Loans, Valuation, Underwriting, Securitization, Credit Analysis, Portfolio Management, Mortgage Banking, Bonds, Banking, Residential Mortgages, MBS, Financial Modeling, Financial Structuring, Derivatives, Secondary Market, Financial Risk, Loan Servicing, FHA, Credit Risk, Mortgage Servicing, Investments, Trading, USDA, Loss Mitigation, Mortgage Underwriting, Refinance, FHA financing, Funding, VA loans, Reverse Mortgages, Government Loans, Real Estate Economics, Commercial Lending, Commercial Mortgages, Wind Tunnel Testing
Education
Roosevelt University 1987 — 1991
Caliber Home Loans June 2015 - Present
Mid America Mortgage, Inc September 2014 - March 2015
Stonegate Mortgage Corporation August 2013 - September 2014
Cornerstone Correspondent Lending September 2011 - July 2013
PennyMac Correspondent Lending November 2010 - September 2011
TIB - The Independent BankersBank March 2008 - August 2010
Washington Mutual March 2006 - September 2007
Tuttle Risk Management Services October 2005 - March 2006
Morgan Stanley August 2003 - March 2005
UBS Investment Bank May 2002 - August 2003
Skills
Mortgage Lending, Strategic Planning, Residential Mortgages, New Business Development, Contract Negotiation, Loans, Mortgage Banking, Banking, Loan Origination, Real Estate, Credit, Refinance, Credit Analysis, FHA
Education
Texas Tech University 1978 — 1982
BA
A&P Moving Inc. November 2014 - Present
First Community Bank April 2012 - Present
Jim January 2005 - July 2011
Kokopelli Gallery December 2010 - May 2011
Persona Global, Inc January 2011 - April 2011
Premier Equity Resource Corporation February 2009 - November 2010
Biotherm February 2008 - August 2008
Tuttle Risk Management Services August 2006 - December 2006
The Body Shop February 2005 - August 2006
Express October 2004 - January 2005
Skills
Leadership Development, Coaching, Team Building, Customer Service, Performance Management, Strategic Planning, Public Speaking, Change Management, Microsoft Excel, Microsoft Office, Business Strategy, Leadership, Teamwork, Negotiation, Budgets
Education
Dominican University of California 2004 — 2010
Bachelor of Business Administration (B.B.A.), International Marketing
Sonoma State University
Accounting
ACRT Inc May 2011 - Present
Alameda Food Bank July 2002 - Present
Teri Kercher & Associates August 2000 - Present
Palm Press 1999 - 2000
Tuttle Risk Management Services 1998 - 1999
Paper Partners September 1992 - January 1998
Marcel Schurman/Papyrus February 1989 - September 1992
Portal Publications March 1987 - December 1988
Recycled Paper Greetings May 1983 - November 1986
Xerox September 1980 - June 1983
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA, Operations Management
University of Rhode Island 1974 — 1978
BS, Organizational Management and Industrial Relations
University of Rhode Island 1974 — 1978
First California Mortgage Company February 2014 - Present
Compass Analytics November 2003 - February 2014
Tuttle Risk Management Services 2003 - 2007
Capitol Commerce Mortgage May 2001 - September 2003
First Collateral Services May 1998 - May 2001
Skills
Risk Management, Credit Analysis, Mortgage Lending, Credit, Loans, Mortgage Banking, Loss Mitigation, Financial Risk, Capital Markets
Education
Saint Mary's College of California 2004 — 2006
MS-FAIM, Financial Analysis & investment Management
Oregon State University 1993 — 1998
Bachelor of Arts (B.A.), International Business and Finance
Texas Capital Bank November 2014 - Present
Highlands Residential Mortgage, Ltd. May 2013 - November 2014
Great Western Financial Services, Inc. July 2011 - May 2013
Bank of America May 2006 - July 2011
NetBank October 1993 - May 2006
Tuttle Risk Management Services 2000 - 2000
Skills
Mortgage Lending, Management, Marketing, Loans, Mortgage Banking, Pricing, Loan Origination, Revenue Analysis, Banking, Pipeline Management, Underwriting, Credit Analysis, Credit, FHA, Refinance, Mortgage Servicing, Finance, Loan Servicing, Consumer Lending, Loss Mitigation
Education
University of South Carolina-Columbia 1989 — 1993
BS, Accounting
Self-employed October 2010 - Present
Bank of Internet, USA January 2009 - September 2010
Indymac Bank 2005 - 2008
Self-employed 2003 - 2005
Citimortgage 1999 - 2003
Tuttle Risk Management Services 1997 - 1999
Fannie Mae 1994 - 1997
Skills
Mortgage Lending, Credit, Loan Origination, Project Management, Analytics, Marketing, Mortgage Banking, Loans, Banking, Credit Risk, Risk Management, Financial Risk, Mortgage Underwriting, Real Estate, Strategy, Management, Process Improvement, Financial Services, Sales, Executive Management, Strategic Planning, Vendor Management, Start-ups, Leadership, Residential Mortgages, CRM, Business Development, Consulting, Business Analysis, Analysis, Sales Management, Financial Analysis, Refinance, Relationship Management, Credit Analysis, Underwriting, Capital Markets, Business Planning, Due Diligence, Team Building, Program Management, Mergers, Portfolio Management
Education
The University of Texas at Arlington 1983 — 1987
Bachelors - Business Administration, Major: Finance Major: Real Estate
Goldman Sachs April 2006 - Present
Tuttle Risk Management Services July 2003 - July 2005
Deutsche Bank Securities June 2002 - June 2003
Deutsche Bank 2002 - 2003
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Finance
University of California, Los Angeles 1998 — 2002
BA, Business Economics
Eureka
First California Mortgage Company July 2014 - Present
Marin Math Masters January 2014 - Present
LifeWorks Learning Center October 2010 - June 2014
Blue Tile Beach House November 2012 - November 2013
San Francisco State University August 2009 - December 2011
Top Speed Baseball January 2008 - August 2010
Izzy's Corte Madera December 2007 - January 2009
Tuttle Risk Management Services January 2006 - November 2007
Madonna Estates Winery 2006 - 2007
Skills
LaTeX, Baseball, Microsoft Excel, Research, Public Speaking, Statistics, Customer Service, Coaching, Microsoft Office, Data Analysis, Outlook, Microsoft Word, Community Outreach, Access, Team Building, PowerPoint
Education
San Francisco State University 2008 — 2015
MA, Mathematics
Dominican University of California 2005 — 2005
BA, Humanities
Harvey Mudd College 1997 — 2001
Wells Fargo Bank October 2007 - Present
Tuttle Risk Management Services July 2002 - October 2007
Grant Thornton LLP August 1998 - May 2000
Skills
Fixed Income, Capital Markets, Portfolio Management, Bonds, Credit Analysis, Finance, Investments, Healthcare Industry, Financial Modeling, Financial Analysis, Valuation, Credit, Financial Risk, Analysis, Derivatives, Due Diligence, Trading, Financial Services, Risk Management, Equities, Bloomberg, Corporate Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Michigan 1992 — 1996
B.S., Economics
Wipro Technologies March 2012 - Present
Federal Home Loan Bank of San Francisco September 2007 - March 2012
Tuttle Risk Management Services March 2003 - September 2007
Ignition Mortgage Technology Solutions (Freddie Mac company and former subsidiary of Microsoft) March 1999 - March 2003
Skills
Risk Management, Business Analysis, Fixed Income, Banking, Capital Markets, Derivatives, Portfolio Management, Analytics, Financial Modeling, SDLC, Trading Systems, Interest Rate..., Operational Risk..., Relationship Management, Credit Risk, FX Options, Market Risk Management, ALM, Model Validation, Independent Price..., Basel III, CCAR, FATCA, LEI, Dodd-Frank, EMIR, Energy Trading and Risk..., Financial Services, AML
Education
GGU 2004 — 2007
M.S. Finance, Investment Management
SJSU 1996 — 1998
B.S., Management Information Systems
SC (UAE) 1994 — 1996
B.S., Management
Wells Fargo January 2012 - Present
Wells Fargo January 2008 - January 2012
Wells Fargo January 2006 - January 2008
Tuttle Risk Management Services September 2004 - December 2005
Robert Mondavi Winery 2004 - 2004
Skills
Budgeting, Microsoft Office, Excel, Strategic Planning, Strategy, Microsoft Excel, Strategic Communications, Training, Account Management, Budgets, Management, Sales, Project Management, Relationship Management
Education
University of California, Davis 2000 — 2004
Economics, Economics, History, Communications
Sedgwick LLP November 2011 - October 2014
Howard Rice September 2009 - November 2011
GIS Planning 2009 - 2009
Avanade (Accenture/Microsoft) October 2007 - November 2008
TRMS/Lion inc. December 2004 - August 2007
Tuttle & Co. 1994 - 2007
Freddie Mac September 2002 - December 2004
Home Advisor (Microsoft) September 2000 - September 2002
Tuttle Risk Management Services November 1994 - September 2000
Education
San Francisco State University 1991 — 1997
Bachelors Computer Science, Computer Science