Experience

SRA Screening
• United States
• Security and Investigations
• 1 - 100 Employee
• Managing Partner

  • Jan 2020 - Present

Morningside Evaluations & Consulting
• United States
• Legal Services
• 1 - 100 Employee
• Managing Director

  • May 2017 - Present

Morningside Translations
• Vice President Corporate Development

  • Jul 2016 - May 2017


BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Manager, Model Risk Management

  • Jan 2012 - Jul 2016

  • Created Structured Finance curriculum and trained team of 7 to understand ABS/MBS securities including deal structures, waterfalls, and governing documents • Coordinated communication between different areas of the bank, including legal, administrative, analytics, finance, and management • Managed team’s review of waterfall payments of internal book of Structured Finance products, including RMBS, CMBS, ABS, Resecuritizations, and Student Loans, aggregating and reporting all discoveries… Show more • Created Structured Finance curriculum and trained team of 7 to understand ABS/MBS securities including deal structures, waterfalls, and governing documents • Coordinated communication between different areas of the bank, including legal, administrative, analytics, finance, and management • Managed team’s review of waterfall payments of internal book of Structured Finance products, including RMBS, CMBS, ABS, Resecuritizations, and Student Loans, aggregating and reporting all discoveries made while facilitating in their remediation • Reported findings to senior management on a frequent basis to evaluate risk associated with analytics and calculations of Structured Finance products’ deal structures

• Vice President - Bond Analytics

  • Oct 2006 - Dec 2011

  • Created templates designed to shadow and troubleshoot 150+ deals on a monthly basis RMBS and CMBS, ensuring correct payments, optimizing operational procedures while cutting back on processing times • Built and modified 250+ models to account for negative remittances, high loan modifications, and extreme cases of realized losses, while covering other people’s deals, and stabilizing the group during a very turbulent period to make sure payments got out on time • Modeled bond cash flows… Show more • Created templates designed to shadow and troubleshoot 150+ deals on a monthly basis RMBS and CMBS, ensuring correct payments, optimizing operational procedures while cutting back on processing times • Built and modified 250+ models to account for negative remittances, high loan modifications, and extreme cases of realized losses, while covering other people’s deals, and stabilizing the group during a very turbulent period to make sure payments got out on time • Modeled bond cash flows using BondScript, a proprietary modeling language, including trigger events and waterfall payments to ensure accuracy of models and minimize financial risk exposure to the bank • Performed reverse cash flow engineering for RMBS deals employing PWC’s Asset Securitization AnalysisPro under various prepayment scenarios and underwriter’s assumptions on defaults, losses and interest rates



JPMorgan Chase

• United States
• Investment Management

• Analyst - Bond Analytics

  • Aug 2005 - Oct 2006

  • Produced monthly certificate holders reports by analyzing reports provided by servicers, and reconciling funds using Excel, Access, and proprietary systems (LRPS, ORION and ASAP) • Analyzed legal documentation (Prospectus Supplements, Private Placement Memoranda, Pooling and Servicing Agreements, Yield Maintenance and Swap Agreements, etc.) and inculcated different checks into user defined templates to provide accurate reporting • Interacted with underwriters, investors, servicers… Show more • Produced monthly certificate holders reports by analyzing reports provided by servicers, and reconciling funds using Excel, Access, and proprietary systems (LRPS, ORION and ASAP) • Analyzed legal documentation (Prospectus Supplements, Private Placement Memoranda, Pooling and Servicing Agreements, Yield Maintenance and Swap Agreements, etc.) and inculcated different checks into user defined templates to provide accurate reporting • Interacted with underwriters, investors, servicers, credit risk managers, rating agencies and bond administrators on all aspects of a deal’s life from origination to termination • Monitored 100+ securities to ensure compliance with governing documents in regard to distribution of funds, allocation of losses and interest shortfalls, etc. Show less • Produced monthly certificate holders reports by analyzing reports provided by servicers, and reconciling funds using Excel, Access, and proprietary systems (LRPS, ORION and ASAP) • Analyzed legal documentation (Prospectus Supplements, Private Placement Memoranda, Pooling and Servicing Agreements, Yield Maintenance and Swap Agreements, etc.) and inculcated different checks into user defined templates to provide accurate reporting • Interacted with underwriters, investors, servicers… Show more • Produced monthly certificate holders reports by analyzing reports provided by servicers, and reconciling funds using Excel, Access, and proprietary systems (LRPS, ORION and ASAP) • Analyzed legal documentation (Prospectus Supplements, Private Placement Memoranda, Pooling and Servicing Agreements, Yield Maintenance and Swap Agreements, etc.) and inculcated different checks into user defined templates to provide accurate reporting • Interacted with underwriters, investors, servicers, credit risk managers, rating agencies and bond administrators on all aspects of a deal’s life from origination to termination • Monitored 100+ securities to ensure compliance with governing documents in regard to distribution of funds, allocation of losses and interest shortfalls, etc. Show less