Expert Qualifications

This highly-qualified expert has extensive experience in financial services, specializing in structured credit products, collateral and fund administration, complex derivatives, trustee and custodian roles and responsibilities, and securitization including CLO's, CDO's, and RMBSs. He received his BS in naval sciences at the Military Naval School in Lisbon before earning his bachelor's degree in management and business administration at the Universidade Lusíada. He subsequently completed a financial risk management certificate at New York University and earned his MS in finance and investments at City University London. This expert has formerly served as a junior consultant for PVA International, CDO risk analyst and CDO head of risk and compliance for Wilmington Trust Conduit Services, as well as the vice president of Wilmington Trust Conduit Services. Currently, this expert is an independent consultant for three financial consultancies.

Bio Snapshot

  • Location: NY
  • BS, Naval Sciences, Military Naval School
  • BS, Management & Business Administration, Universidade Lusíada
  • MS, Finance & Investments, City University London
  • Former, Junior Consultant, PVA International Inc
  • Former, CDO Risk Analyst, Wilmington Trust Conduit Services LLC
  • Former, CDO Head, Risk & Compliance, Wilmington Trust Conduit Services LLC
  • Former, Vice President, Wilmington Trust Conduit Services
  • Former, Independent Consultant, LECG Inc
  • Current, Independent Consultant, three financial consultancies in NY

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Expert Tags

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, ...

This expert has over 10 years of experience in risk management and regulatory compliance in the financial services industry, with a focus on identifying compliance issues and implementing solutions to mitigate risk. In his work with ...

Certified Financial Planner Expert

Certified Financial Planner Expert

State: GA

This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. ...

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