Mortgage-Backed Securities Expert Witnesses in Rhode Island

This qualified expert of Electronic Signatures obtained her BA from Smith College. She is certified in Mortgage Standards and has 8+ Publications related to the field of Technology and Software. She is a member of the Property Records Industry Association, the Structured Document Technical Committee, and the ASTM Committee. She is currently the President of a Technology Company on the East Coast and a Consultant & Adviser at a Mortgage Technology Services.

This highly qualified expert has over 30 years of experience in the field of risk management and insurance and asset management. He earned his BA in the history of science and his MBA in finance from the University of Chicago Graduate School of Business. He is very active in his field as a member of several professional societies including the Professional Risk Managers International Association, the Buy Side Risk Managers Group, the Investment Company Institute, and the Boston Security Analysts Society. In addition, this expert is a Chartered Financial Analyst (CFA) with over 10 publications. He formerly held many roles including portfolio manager of derivates & mortgage-backed securities at Allstate Life Insurance, head of derivative strategy and head of alternative investments at Putnam Investments, and board member of TIAA-CREF Life Insurance Company. This expert is currently a risk manager at a federal reserve bank in Massachusetts.

This expert has over 15 years of experience in financial services, consulting with Financial Advisors, Registered Investment Advisors, and Broker-Dealers.

This mortgage expert has 30+ years of lending experience, including management positions in residential and consumer lending, secondary marketing, loan servicing, compliance, and operations. He is an accomplished third-party underwriter and quality control reviewer of mortgage loans and operations for several classifications of mortgage lenders. He has been a national-level instructor for over 20 years and has taught hundreds of lenders, as well as taught examiners and regulators on the state and federal level for banks, credit unions, and mortgage bankers/brokers. He worked with the NMLS in designing the SAFE Act federal MLO exam and in reviewing and auditing SAFE Act licensing education programs. The expert is a past Director of the Community Lending Institute Education Department for the American Bankers Association and is also the past Board Director, Strategic Planning Committee Chair, and Education Committee Co-Chair for the Connecticut Mortgage Bankers Association. In addition, he is the author of an industry standard residential mortgage textbook that is used in several hundred U.S. colleges and universities. The expert current runs two small consulting practices that specialize in mortgage and consumer lending/compliance.