In 1980 I earned an undergraduate degree in economics followed in 1984 by an MBA in finance with a concentration in Public Finance. With this focus on the tax-exempt market I became a municipal bond analyst at Shearson/Lehman Brothers tasked with following both general obligation issuers on the ... more
In 1980 I earned an undergraduate degree in economics followed in 1984 by an MBA in finance with a concentration in Public Finance. With this focus on the tax-exempt market I became a municipal bond analyst at Shearson/Lehman Brothers tasked with following both general obligation issuers on the city and state level as well as housing bonds secured by mortgage pools.
This experience at Shearson/Lehman Brothers followed by stints at PaineWebber and Citigroup provided a broad framework of understanding concerning the mechanics of mortgage debt in terms of prepayment experience, mortgage quality and the expected duration of a portfolio.
Leaving Wall Street I started Exeter Commercial which funded commercial mortgage loans. Title insurance was a critical part of the underwriting and closing process.
At the peak of the financial crisis, I recognized both an opportunity and need as many title insurance firms, for a variety of reasons, closed their doors. Out of this, Hallmark Abstract Service was born.
Owner | |
Hallmark Abstract Service LLC | |
February 2008 - Present (13 years 2 months) | |
Hallmark Abstract Service LLC (http://www.hallmarkabstractllc.com) was created to serve our clients title insurance and settlement services needs throughout the northeast. |
President | |
Exeter Commercial | |
December 2004 - January 2008 (3 years 2 months) | |
Formed and led this company as a correspondent lender for small balance commercial mortgage loans. |
Proprietary Equity Trader | |
Opus Trading | |
January 1995 - November 2004 (10 years) | |
Proprietary equity trader consistently in the top 10% of my peer group. Was one of the firms trainers teaching traders strategies and techniques to maximize profits while mitigating losses. |
SUNY/Albany | |
MBA | |
1982 / 1984 | |
Finance |
SUNY/Albany | |
B.S. Economics | |
1977 / 1980 | |
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