| Investment banking, real estate finance, partnership structuring, mortgage securitization and tax-exempt finance, affordable housing development, tax and accounting policy. Founder, Winslow Financial Company. Winslow Financial Company LLC Founder and Managing Director 2020-Present, 1992-2005 · Established company in 1992 to provide investment banking and real estate-related services to corporations, institutions and individuals interested in raising capital or participating in specially structured investments. · Placed approximately $90,000,000 of equity and debt for real estate projects qualifying for low-income housing tax credits or historic tax credits. · Financial and IT consulting for various non-profit and for-profit organizations. US Department of Housing and Urban Development FHA, Multifamily Development 2010-2020 Policy and technical work in FHA’s Office of Multifamily Development. FHA’s mortgage insurance programs. Focus on risk mitigation, and various technology initiatives designed to enhance credit analysis, consistency, transparency and processing efficiency. Raymond James Tax Credit Funds, Inc., Director of Acquisitions 2003- 2005 Responsible for property acquisitions and new business in the northeast section of the United States. Nomura Securities International Vice President, Mortgage Securities New York City 1990-1992 Managed structured finance relationships with FNMA, Freddie Mac, and other issuers; Mortgage securitization. Merrill Lynch & Co., Inc. Merrill Lynch Capital Markets New York City 1981-1990 Merrill Lynch Mortgage Capital, 1987-1990 International and Corporate Finance Departments, 1984-1987 Public Finance Department, 1981-1984 United States House of Representatives Washington, DC 1977-1979 Staff member of two members of Congress focusing on Finance and Banking and Commerce Committee matters. Institute for International Studies and Training Fujinomiya, Japan 1976 English and American studies teacher. Education University of the District of Columbia, Clarke School of Law, Candidate for JD, 2023 Harvard University, John F. Kennedy School of Government, Master of Public Administration, 2006 Cambridge, MA Episcopal Divinity School Certificate, Religion and Public Goods, 2007 Cambridge, MA University of Virginia, MBA, 1981 Princeton University, BA, 1975 Papers and Interests Ø Harvard University, Kennedy School of Government, Global Governance course paper: Establishing International Norms Promoting the Enhanced Use of Technology in Education to Advance the Cause of International Stability – A plan of action from the United States Secretary of State. Ø Harvard University, Graduate School of Education class presentation: Towards an International Education Regime. Ø Harvard University, Kennedy School of Government independent study report: A Guide to Municipal Wireless Network Sponsorship for Government Officials. Ø Author: Evaluating Equity Offers – Considering Structure, Price and Fit, April 2003; Equity Offer Analysis – A Lower Price May be a Better Deal, January 2003; Evaluating REMIC Residuals, 1988. Ø Created a Microsoft Excel-based spreadsheet program that analyzes complex real estate transactions. Ø Became a CT-licensed EMT in 2003 as part of Darien’s Post 53, a youth-staffed volunteer ambulance service. Ø Founder of Safe Places and Crisis Help.org. (2000-2002) a website devoted to helping children and families in crisis. Ø Past President, Episcopal Academy New York Area Regional Alumni Association, President for 6 years, author of by-laws and mission statement. Ø Democratic Town Committee, Town of Darien, CT; member, seven years. Ø Board of Assessment Appeals, Town of Darien, CT, three-year term, 1997. Ø St. Luke’s Parish, Darien, CT: Building and Grounds Committee, six years; Usher, ten years. Volunteer, St. Luke’s Lifeworks, HomeFront projects; One to One Another, committee member, website author. Ø Darien Community Recreation Association: Coach, Soccer, 5 years. Ø Father of two girls and two boys, all grown. |