Primary contact. Day-to-day project management, strategic advice, transactional analysis, documentation negotiation.
24 years experience as a senior financial markets professional in the areas of public finance and financial derivative products. After more than a decade of governmental service, joined Citibank as an investment banker in the public finance area; became head of public finance, and shifted the business to focus exclusively on tax-exempt derivative products. Supervised first tender option bond program. Began structuring tax-exempt swaps, caps, floors and collars early in market’s history, prior to establishment of the SIFMA/BMA Index. At Euro Brokers, headed up tax-exempt and end-user activities for the firm; built successful program for issuers to access swap market through competitive bidding on complex derivative structures that previously had been done only by negotiation. Founded Swap Financial Group in 1998. Handles the firm’s senior client relationships, including major state agencies.
Harvard University, A.B. 1974 cum laude; Harvard Kennedy School of Government, State and Local Government Executives Program, 1979.
Managing Director, Swap Financial Group, 1998 – present; Senior Vice President, Euro Brokers, 1993 – 1997; Vice President and Department Head, Citibank, 1987 – 1993; County Executive, Essex County, New Jersey, 1978 – 1986; State Legislator, New Jersey State Assembly, 1976-1978.