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Mihai Szabo is a seasoned executive with 30+ years of experience in asset management, financial analysis, software project management, and business strategy. He has held CEO and Founder positions at MBS Source, Jencks & Co. LLC, and WinSoft Consulting, Inc. Mihai has also managed the mortgage-backed securities trading desk at Financial Services International Corporation, Inc. and created the IT department from scratch at National Forest Authority (Romsilva). He holds a Master’s Degree in Forestry with a major in Computer Science from the University of Brasov, School of Forestry - Romania, and certifications from Bloomberg LP, Financial Industry Regulatory Authority (FINRA), and Microsoft.

Credentials

  • Bloomberg Data Integration API SDK
    Bloomberg LP
  • FINRA Series 7, 24, 27, 28, 63
    Financial Industry Regulatory Authority (FINRA)
  • Microsoft Certified Professional
    Microsoft

Experience

  • MBS Source
    • Mercer Island, WA
    • CEO & Founder
      • Jan 2006 - Present
      • Mercer Island, WA

      MBS Source is the leading provider of trading data for mortgage-backed and asset-backed securities, serving most of the sell-side firms on Wall Street. Developed the initial concept and led the engineering team to build the platform and tools in use today.

    • Principal
      • Jan 2006 - Jun 2011
      • Seattle, WA

      FSIC is a full-service service independent Broker-Dealer. Managed the mortgage backed securities trading desk. Responsible also FSIC's OSJ compliance with FINRA, SEC and NASAA. Acted as FINOP and set up supervisory procedures.

  • Jencks & Co, LLC
    • Mercer Island, WA
    • CEO, Principal
      • Oct 2001 - Dec 2005
      • Mercer Island, WA

      Jencks & Co. LLC was a broker-dealer for mortgage backed securities. Assumed the management of the company in January 2004 and increased revenues from $100k to $1.8 million by the end of 2004. Increased profitability by streamlining internal processes and procedures. Performed all tasks required for a broker-dealer from compliance to trading and research.

    • Founder & CEO
      • May 1999 - Oct 2001
      • Seattle, WA

      WinSoft was an IT consulting and software development firm that helped start-ups finish and commercialize their software products. Did the business analysis and project management while working directly with customers and software development teams.

    • Founder & CEO
      • Dec 1995 - Apr 1999
      • Romania

      SilvaSoft was one of the first Romanian software companies specialized in outsourced IT services. Mihai was one of the founding members of the Romanian National Association of Software Industry and Services (www.anis.ro) and joined the Romanian Presidential delegation that visited US in 1996 and 1997 to expand the relationship between Romanian and US IT companies.

    • Head of Information Technology
      • Sep 1990 - Dec 1995
      • Romania

      Romsilva, an organization with 30,000 employees and 500 offices is responsible for the management of Romania's public forests (over 6 million acres). Mihai created the IT department from scratch, defined the IT policies and procedures, set up branch offices and helped the organization transition from manual to electronic data processing. Wrote the specifications and built a number of core software applications. Managed the IT teams across the country.

Education

  • 1985 - 1990
    University of Brasov, School of Forestry - Romania
    Master’s Degree in Forestry with a major in Computer Science, Magna Cum Laude
  • 1995 - 1996
    Open University, Open Business School, Great Britain
    Management

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