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Customer Service Project Manager

Location:
7675
Posted:
October 15, 2010

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Resume:

RUSSELL E. LONG

* ******** ***** ****: 201-***-****

Old Tappan, New Jersey 07675 Mobile: 201-***-****

*******.****@*****.***

SUMMARY

Senior Financial Services Executive with significant credit market,

focusing on credit performance and oversight, securitization, portfolio

risk analysis, and credit standards compliance and reporting. North

American Chief Credit officer at Standard & Poor's, designing and

implementing rating criteria methodology and tracking systems, and

interacting with regulatory bodies, as well as manager of mutual fund and

pension fund analysis in U.S., Latin America, and Europe.

AREAS OF EXPERTISE

. Portfolio Risk Analysis . Credit Research/Compliance .

Counterparty Risk Analysis

. Credit Risk Mitigation . Portfolio Management Assessment .

Rule 2a-7

. Structured Finance . Latin American Markets .

Client Relations

PROFESSIONAL EXPERIENCE

STANDARD & POOR'S, New York, NY 1987 - 2008

Managing Director, Ratings Services (2005 - 2008)

Primary rating analyst for 50+ Collateralized Debt Obligations backed by

corporate loans (broadly syndicated and middle market) and mortgage and

asset backed securities. Rated approximately 30 RMBS transactions. Rating

Committee Chair. Managed research staff of seven analysts.

. Conducted capital structure analysis on transactions

. Analyzed projections of defaults and losses

. Reviewed trust indentures and other pertinent legal documents and

negotiated with underwriters and deal counsel

. Met with collateral managers to review investment philosophies and

policies and procedures

North America Chief Credit Officer (2000 - 2005)

Member of Ratings Policy Board and Senior Analytical Committee for all of

Rating Services.

. Implemented Ratings Criteria consistency procedures throughout the

different analytical disciplines including financial institutions, public

finance, corporate finance, and structured finance

. Reviewed new analytical methodology and changes to existing methodology

. Project manager for Analytical Resource Center (database of analytics)

and SCSR (management reporting system) and developed and taught training

programs for each

. Directed annual Quantitative Models Symposium bringing together the best

quantitative analytics throughout the firm

. Established Academic Council and spearheaded academic outreach program to

independent academic research on credit issues

Director/Managing Director, Fund Ratings Group (1992 - 1999)

Manager of Money Market Fund Ratings in US and Europe, managing staff of 15

based in New York, London and Paris. Established and managed Latin America

fund ratings (1995 - 1999). Managed staff in Mexico City, Sao Paulo, and

Buenos Aires.

. Established first mutual fund ratings in Mexico and Brazil

. Developed methodology for assigning ratings to Mexican private pension

funds

. Supervised integration of fund rating activities after acquisition of

Risk Analysis in Argentina

. Supervised integration after acquisition of Fund Research (UK mutual fund

analytic service)

. Served as Rating Committee Chair for mutual fund ratings

. Headed criteria committee for money market funds

. Developed criteria for rating local government investment pools

Assistant Vice President/Vice President, Fund Ratings Group (1989 - 1992)

. Founding member of S&P Fund Ratings Group

. Lead analyst on over 100 bond and money market funds

. Developed criteria for fund ratings and made enhancements to existing

criteria

Rating Specialist/Rating Officer, Structured Finance (1987 - 1989)

. Lead analyst for state housing revenue bonds and collateralized letters

of credit transactions issued by savings and loans

OTHER

Mentor in McGraw-Hill Mentoring Program

Founding member Standard & Poor's Customer Service Council

GOLDMAN SACHS & CO., New York, NY 1984 - 1986

Purchase and Sales Department (1984-1985)

Control Department (1986)

DEAN WITTER REYNOLDS INC., New York, NY 1981 - 1984

Purchase and Sales Department (1981 - 1983)

Customer Service Department (1983 - 1984)

EDUCATION/PROFESSIONAL DEVELOPMENT

MBA, Finance, New York University Stern School of Business, New York, NY,

1987

B.A., Summa cum Laude, Criminal Justice, Minor in Economics,

Long Island University, C.W. Post Center, 1981

University of Virginia, Darden School of Business

Executive Development Program customized for Standard & Poor's, 1996

Executive Education Program in Power and Leadership, 2002

BOARDS OF DIRECTORS

Financial Management Association, 2006 - 2008

Northern Valley Soccer Club (Treasurer), 2007 - Present



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