Initiated, developed, and maintained relationships with the secondary marketing groups of over 50 mortgage lenders and originators in support of the Agency’s mission to expand affordable housing and bring global capital to local communities. Managed lender loan pipelines by executing transactions to buy whole loans and MBS securities. Negotiated funding terms to help customers optimize margins. Provided liquidity and execution outlets by marketing bonds to investors and broker dealer portfolios.

Researched and developed relocation policies for Fortune 500 companies. Audited financial records and researched relocation expenses for company executives.

Managed an $80 billion balance sheet to meet the financing and USD cash management needs of the firm’s institutional investor client base, including multi-strategy hedge funds and central banks (Europe, North and South America). Led legal and credit discussions central to the development of new strategic trading relationships with corporate and institutional investor clients, requiring the negotiation of master agreements.

Acted as a liaison between private client sales force and OTC trading desk to execute trades. Analyzed and distilled market news, research opinions and trader commentary to brokers, and pertinent client trends to traders.

Delivered solutions for online brokerage clients, including trade execution and account management services.