A long time trader on the NYSE turned Compliance officer. I have been successfully coaching my students to pass the FINRA licensing exams since 2006

ABS Financial Engineer: Deutsche Bank Securities Fixed Income Valuation Specialist: Bloomberg Whole Loan Trader: GMAC Financial ABS Structurer: Nomura Securities Senior Associate, Structured Finance: PWC RMBS Analyst: Bank of NY - structuring - reverse engineering - intex dealmaker - intex calc - valuation (asc 820) - cashflow modeling - fintech consumer, auto, solar, morgage, hecm, home equity - securitization procees (origination to term issuance) - risk retention - senior/subordinate structures - rating agency methodology - mark-to-model (tier 1-3) - whole loan trading (perf, non-perf, re-perf, reo) - modification strategies - fixed income sales and valuation

Seasoned financial advisor and portfolio manager. Experienced in helping clients successfully navigate the financial markets in times of turbulence.