This site is maintained as an information source for finance professionals who use interest rate swaps from time-to-time.  I was not able to find such a site on my own, so I built this site for others to use.  If you find articles that are helpful, useful, etc. send them to me and I'll post them on the site, or add a link so others can find material faster.

My Background:

Education:

Drexel University, Masters of Science in Finance (www.drexel.edu)

Temple University, Bachelors in Finance (with honors) (www.temple.edu)

 

I occasionally teach at Cumberland County Community College in New Jersey and

was on the active faculty at the University of Phoenix-Philadelphia Campus.

Frequent speaker/writer on the financial services industry.

 

Professional Certifications:

Chartered Financial Analyst (CFA)   AIMR Home Page

Certified Cash Manager (CCM)        Treasury Management Association

 

Work Experience:

 

National City Capital Markets - Asset Securitization Group

Responsibilities:  Structure asset backed securitizations for leasing companies with total responsibility for transaction timeline.  Managed rating agency process, sureties, internal approval process and on-going monitoring through servicer reports.

First Union Capital Markets - Asset Securitization Group

Responsibilities:  Transaction structuring, interacting with credit agencies, sureties, documentation negotiation and closing asset securitizations for leasing companies.

CoreStates Bank, N.A. - Specialized Lending

Responsibilities:  Syndication of Agented relationships (US & Europe), cross-sell complimentary bank products, credit approval process, marketing, managing a group of lenders/analysts, maintain industry knowledge.