EXPERIENCE
MMI Development/MMI Management
Partner May 2010 - Present
Cantor Fitzgerald Securities – Charlotte, NC
Senior Vice President / Partner – Institutional Fixed Income Sales
Aril 2004 - May 2010
• Negotiated the purchase and sale of over $12 billion original face across asset classes including MBS, ABS, CMBS, Treasuries, Agencies, Municipals, CDOs, Corporates and Re-Purchase Agreements.
• Traded at both ends of the capital structure and across the yield curve • Regularly traded with over 30 counterparties including Insurance companies, Banks,
Hedge Funds, REITs, Money Managers, Re-Insurance companies, State funds and
Trust companies. Assets under management ranged from $50 million to $100 billion • Cold called daily in my effort to build a business from the ground up • Top 30% producer every year. • Produced actionable trade ideas for my accounts through relative value analysis
utilizing both empirical data and forward looking opinions of technical and fundamental trends
Residential Funding Securities Corporation – Bethesda, MD
Director – Institutional Fixed Income Sales
October 2002 – March 2004
• Involved in the pricing and distribution of proprietary fixed income mortgage products including the RFMSI, RAMP, RASC, RFMS2 and RALI shelves.
• Coordinated with the syndicate desk and institutional accounts to effect primary transactions. Average deal size was approximately $400 million.
• Involved in the purchase and sale of various secondary mortgage asset classes including CMOs, Derivatives, Hybrid Agency Arms and Residential Asset Backed Securities
• Built a book of business from scratch through extensive cold calling and networking • Counterparties included Banks, Insurance companies, GSEs, Trust companies, REITs
and Money Managers. Assets under management ranged from $50 million to $900 billion
iCap Realty Advisors – Orlando, FL
Director – Commercial Mortgage Brokerage
February 2000 – September 2002
• Involved in the origination of commercial mortgage loans including multifamily, office, industrial, mobile home parks and retail. Predominately concentrated in the southeast
Lehman Brothers – New York, NY
Analyst – Commercial Mortgage Origination February 1998 - February 2000
• Involved in the origination and underwriting of over $300 million of conduit loans including multifamily, office, industrial, mobile home parks and retail nationwide
• Responsible for each deal from the quoting stage through rating agency and B-piece buyer questions
• Daily responsibilities included borrower relationship management, loan sizing and quoting, application preparation, property inspection, management of third party underwriters (or in-house underwriting), 3rd party review and negotiation, insurance review, borrower credit review, loan committee presentations, management of legal counsel, rate lock, loan closing, rating agency file preparation and loan defense against rating agency and B-piece buyer scrutiny.
• Managed both direct borrowers and mortgage banking relationships
EDUCATION
University of Florida – Gainesville, FL August 1993 - December 1997 Bachelor of Science in Business Administration
• Finance major with 3.6 GPA in upper division
• Dean’s list
• Graduated with honors
• Member Alpha Tau Omega
LICENSES
• Series 7, Series 63
COMPUTER SKILLs
• Excel, Word, PowerPoint, Bloomberg, Yieldbook, Intex