Specialty Finance

20 years of experience; worked at Credit Suisse, Donaldson, Lufkin & Jenrette and Black River Capital; at these institutions, structured and executed principal, capital markets, private placement, structured finance and M&A transactions for corporate clients and financial sponsors; broad product and industry experience with an expertise in customized solutions. Registered with NewOak Capital Markets, LLC and holds Series 7, 24, 63 and 79 licenses. Holds MBA, BA degrees.

8 years experience; previously at Garrison Investment, UBS, and Lehman Brothers; with these firms, handled origination, negotiation, credit analysis, structuring, and asset management of a variety of ABS asset classes, including consumer and esoteric; at UBS, managed the launch of its international ABS Warehouse group after helping to roll-out domestic ABS Warehouse group. Registered with NewOak Capital Markets, LLC and holds Series 7, 63 and 79 licenses. Holds a BA degree from Harvard University.