Download PDF

Summary

Portfolio Risk Manager with extensive experience in global structured finance. Demonstrated success for more than twenty years, with significant proficiency in a broad array of asset classes, consumer and commercial, including non-performing loans. Skilled at training junior team members. Fluent in multiple languages. Areas of expertise include:

>  Credit Management and Analysis           >  Performance Monitoring  
>  Work-Out Cases                                                   >  Relationship Management              
>  Deal Restructuring                                            >  Non-Profit Leadership

Languages: Italian and English (native, bilingual proficiency), French and German (professional working proficiency), Spanish (elementary proficiency).

Objective

Senior portfolio risk manager, structured finance, in a challenging environment.

Work History

2010Present

Director, Portfolio Risk Management

EAA Portfolio Advisers (f/k/a Portigon AG, f/k/a WestLB AG)

Portfolio manager, winding down risk positions of the former WestLB, a German bank.

  • Risk manager for asset-backed (ABS) transactions, secured by diverse collateral, including American and European residential and commercial real estate (RMBS, CMBS), auto loans, future flows, structured settlements, sport stadiums, container leases and distressed assets.
  • Portfolio management responsibilities include: writing credit analysis, assigning internal rating, performing due diligence, reviewing legal documentation, generating internal reports and monitoring collateral performance.
  • Actively involved in managing special situations, including litigations.
  • Manage a portfolio of more than 30 transactions, for a combined volume in excess of $900 million.
  • Frequent analysis of high risk exposures.
  • Perform periodic recovery analysis and propose appropriate reserves, as soon as potential losses are identified.
  • Restructure distressed transactions, mitigating losses.
2001Present

Member of Board of Directors (President 2009-2014, Treasurer 2014-present)

Swiss Benevolent Society of New York

Non-Profit organization, providing social services and scholarships.

  • Oversaw activities of a mid-sized charitable organization, including planning events and managing of a staff of four.
  • Headed Executive Committee, with principal decision making responsibilities. 
  • As Treasurer, supervise financial reporting, including budget and accounting and liaise with external auditors.
20082010

Independent Financial Advisor

HD Vest Financial Services
  • Participated in various educational events of the structured finance industry. 
  • Submitted comments about proposed rules to FDIC and SEC.
  • Advised private investors about long term investment strategies.
19922006

Director

Credit Suisse

Conduit and Credit Products

  • Structured, negotiated and executed ABS transactions, warehouse financings and liquidity facilities for Commercial Paper Conduits, with special expertise in credit cards, consumer loans, trade receivables and Mexican residential mortgages.
  • Wrote credit analysis, steered internal approval process and coordinated with all departments.
  • Oversaw transactions post-closing, performed due diligence, supervised portfolio performance, conducted periodic credit reviews and handled amendments.
  • Organized syndication process and managed ongoing relationship with lending group; reduced credit exposure, allowing for additional transactions to be originated.
  • Established and maintained relationships with clients, coordinated with investment banking and ABS underwriting teams.
  • Additional asset classes included insurance premiums, auto loans, home equity loans, time share receivables and manufactured housing loans.
  • Instrumental in driving significant transactions, including:

    • Was credit card conduit securitization specialist for over 10 years, managing relationships with all major originators. 
    • Supervised four transactions related to originators that filed for bankruptcy and receivership, without any loss to Credit Suisse or commercial paper investors.
19851991

Credit Officer

Credit Suisse, Zurich, Switzerland

Western European and North American divisions.

  • Coordinated credit approval process for transactions originated by foreign offices, with specialization in structured finance, following requirements set by the Executive Board.
  • Monitored credit exposures with international financial institutions, corporate clients and of structured finance products, ensuring approved terms were met.

Education

19911992

Credit Suisse International Bankers School

Graduate of Corporate Finance and Capital Markets Training Program, a full time intensive program taught by professors of Columbia and the New York University Business Schools.

19831991

Quartermaster Sergeant

Swiss Armed Forces

15 months of combined service in the Swiss infantry.

1982

Diploma

Centro Professionale Commerciale, Chiasso, Switzerland

Awarded prize for highest GPA.