Capital Markets
- Loan Syndications
- Derivatives
- Foreign Exchange
- CRE Permanent Finance
- Commodities
- Broker-Dealer
- CRE: Designed a CRE capital markets lending platform (FNMA, Freddie Mac, HUD, CMBS, and LifeCo take-outs) for a $100+ billion bank to include a business plan with market summaries, process maps, staffing models, and financial projections.
- Derivatives: Documented procedures for Derivatives Product Group at a $50+ billion bank identifying gaps to best practices and highlighting over 30 areas for improvement.
- Hedging: Provided subject-matter expertise for a major life insurance company evaluating derivatives hedging effectiveness, reporting, and governance.



