Experience

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  CastleOak Securities

  • Miami, FL and New York, NY

  • Managing Director, Agency Capital Markets

    • Jun 2010 - Present
    • Miami, FL and New York, NY

    I provide advisory and underwriting services including capital market strategies, liability management programs and funding products for financial institutions, Government agencies, Supranational organizations and institutional investors. Recent achievements include:- Structured and Underwrote the World Bank's first amortizing escrow note- Underwrote IFC's first U.S. private placement of a social bond- First boutique investment bank selected as a Lead Manager of FNMA's Benchmark Notes- First boutique investment bank selected by the World Bank and IFC as a discount note dealer- First boutique investment bank selected by Fannie Mae and Freddie Mac as a CRT underwriter- First boutique investment bank selected by Freddie Mac as a K-Deal underwriter- Structuring and distributing World Bank's $1 billion inaugural Fed Funds floating rate notes- Developing and executing a $5 billion liability management program for a financial institution

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  Finacorp Securities

  • New York, NY

  • Senior Vice President, Agency Capital Markets

    • Feb 2009 - Jun 2010
    • New York, NY

    Provided advisory, underwriting and trading services for financial institutions, Government agencies and institutional investors. Structured liability management transactions and assisted Government agencies with capital markets and funding strategies.

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  Freddie Mac

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director, Treasury & Capital Markets

    • Jan 2005 - Jan 2009

    Managed Freddie Mac’s relationship with strategic capital markets partners and served as Freddie Mac’s point-of-contact for debt underwriters and broker / dealers. Evaluated performance of capital markets counterparts and provided guidance and leadership to align counterparts’ resource allocation with Freddie Mac’s treasury priorities.

  • Director, Debt Valuation

    • Jan 2004 - Jan 2005

    Created and managed Freddie Mac’s Debt Valuation group. Developed and tested valuation methodologies for Freddie Mac’s debt securities and supervised mark-to-market valuation of 16 debt portfolios.

  • Associate Director, Debt Management

    • May 2002 - Jan 2004

    Managed Freddie Mac’s debt products and supervised cross-divisional teams in the development of new debt products and funding programs. Developed marketing materials for fixed income investors and oversaw investor communication processes.

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  Lehman Brothers

  • New York, NY

  • Associate, Debt Capital Markets

    • Jul 2000 - May 2002
    • New York, NY

    Advised financial institutions, sovereigns and government agencies on fixed income markets, products and transactions.

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  AIG

  • Israel

  • Product Development Manager

    • Aug 1997 - Aug 1998
    • Israel

    Developed and supervised two insurance business lines. Conducted market research and established pricing, risk and marketing strategies.

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  Coral World International

  • Israel

  • Assistant Vice President

    • Sep 1993 - Aug 1997
    • Israel

    Prepared quarterly financial statements and managed multinational subsidiary consolidation. Analyzed and modeled proposed investments and provided recommendations to executive management and Board of Directors. Participated in preparation for initial public offering.

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  Israel Defense Force

  • Israel

  • Captain, Army Intelligence

    • Jul 1989 - Sep 1993
    • Israel