ABOUT FIDELIUM SERVICES
The worlds of finance and public policy are now more intertwined than ever. Public sector leaders are teaming with the financial markets to accomplish innovative and ambitious goals, including the transition to a low-carbon economy; strengthening American infrastructure; restoring competition in the nation’s economy; rebuilding American leadership in manufacturing and defense; and continuing longstanding support for housing, education, rural areas, and small businesses.
New programs and missions call for new strategies. Combining the resources and perspectives of private-sector investment professionals and public-sector agency leadership, Fidelium Services LLC can help craft innovative solutions for ever-changing needs.
LEADERSHIP
PROFESSIONAL RECORD
Private Sector Finance
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Co-founder Aegle Health Partners (fintech startup for healthcare plans)
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Head of structured products, Allied Capital Corporation
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Asset Backed Securities at Bear Stearns & Lehman Brothers
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Public Finance at Citigroup
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Director at Grant Thornton
Public Policy Roles and Engagements
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Senior Policy Advisor, Troubled Asset Relief Program, US Treasury
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Senior Policy Advisor, Federal Housing Finance Agency
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Canada Mortgage & Housing Corporation
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Department of Agriculture
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Department of Housing and Urban Development
SELECTED EXPERIENCE
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Strategic analysis of commodities markets, investor protection compliance, and antitrust oversight for major federal agency
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Structured and issued nearly $8 billion of CDOs and securitized products; placed debt with banks, alternative asset managers, pension funds, insurers and other institutions
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Successfully executed over $700 million of municipal financings, including ISTEA-backed transportation infrastructure and facilities for health care and education
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Led Treasury Department team reporting on administration of Troubled Asset Relief Program, including oversight of housing and ABS investment subprograms; identified $6 billion of crisis-era federal recovery opportunities
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Delivered briefings to House and Senate staff on complex financial instruments
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Work cited by the New York Times, Atlantic Monthly, and Wall Street Journal
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Publications and speaking engagements on topics including risk measurement in federal loan programs; policies and programs surrounding Opportunity Zones; and addressing risks in federal mortgage and loan programs