Selected experience
The work behind
the expertise.
Career engagements, technical projects and owner-operator work. The case studies draw on Adam’s résumé, work archives and descriptions of his contributions.
Building a lending business from the ground up.
Pricing, structuring and loan-performance models for a new single-asset lending and securitization business.
Read case study Structured financeModeling a mortgage securitization from collateral to tranche.
Cash-flow waterfalls, pro-forma statements and rating-methodology analysis for a rental-property mortgage securitization.
Read case study Credit portfolio valuationUnderwriting recoveries in distressed consumer debt.
Portfolio waterfall models and recovery analysis across charged-off consumer credit and other distressed receivables.
Read case study M&A & due diligenceTesting the financial case for an acquisition.
Financial-statement due diligence for the acquisition of a regional real-estate law firm.
Read case study Independent model validationChallenging the models behind bank decisions.
Validation leadership across treasury, balance-sheet and regulatory-capital models for major North American banks.
Read case study Financial engineering | Technical projectEngineering a mortgage cash-flow toolkit in Python.
Mortgage collateral, payment waterfalls, prepayment scenarios and reinvestment analysis in a historical development project.
Read case study Financial modeling | Owner-operator experienceConnecting operating decisions to cash and owner returns.
An integrated business model linking launch investment, revenue, staffing, debt financing and investment-return sensitivities.
Read case study Mortgage assets & servicing rightsAnalyzing mortgage assets and servicing economics.
Mortgage-servicing-rights valuation and modeling, alongside analytics for private-label mortgage-backed securities.
Read case study Stress testing & scenario modelingExamining the scenarios behind capital planning.
A bank capital-planning validation workstream covering time-series and macroeconomic scenario forecasts.
Read case study Agentic AI | Development & educationDesigning agentic AI around tools and evidence.
Practical curriculum and implementation workflows for tool-using agents, memory, verification and human review.
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