Manager Management

Mark Meisner

**** ****** *** ***** • Westerville, OH • Phone 253-***-**** • Email ************@*****.***

Overview

Seeking a challenging management opportunity in which I may optimize my education, financial and investment backgrounds,

analytical, technical and problem solving skills to be an immediate and effective asset to the organization.

Skill Summary

Industry management experience in fixed income and Strategic project management and product

• •

consumer lending markets with specialization in mortgage development experience.

pricing and the MBS market. • Applied knowledge and understanding of micro/macro

• Industry management experience in the retail banking sector economics, technical and fundamental analysis and

with specialization in pricing and analysis of consumer statistical analysis.

deposit products. • Advanced financial modeling skills using Excel,

• Industry analytic experience with the following types of Access, VBA and SQL.

funds: US equity, International equity, complex fixed, • Strong leadership, client service, teamwork,

overlay, hedge, private equity, venture capital and complex interpersonal, presentation and technical skills.

derivative accounts. • Extensive problem solving, prioritizing, and multi-

• Considerable retirement plan performance analytic tasking abilities.

knowledge across a broad range of asset classes. •

Professional Experience

J P Morgan Chase M arch 2009 – Present

Product Manager I – Retail Financial Services/Deposit Pricing Columbus, OH March 2009 – Present 2009

Product Manager for Consumer Banking, Product and Marketing. The Consumer Deposit Product and Marketing Group is responsible for

managing the tactical execution and implementation of the Consumer Bank’s national deposit pricing framework. This group works in

conjunction with treasury, finance, marketing, consumer analytics and field management to create and implement pricing strategies that impact

the Bank’s revenue, deposit margin and balance growth. Responsibilities involve gathering daily market and data analysis from various corporate

partners to create and implement sound pricing and product strategies.

Achievements include:

•

Effectively created and maintained relationships with Efficiently managed the multi-billion dollar retail rate

• •

business, private and commercial channels to coordinate and exception desk for the consumer channel by facilitating

optimize pricing strategies. communication with various levels of field and executive

• Improved methodology for tracking product cannibalization management.

trends through flow of funds reporting to better optimize • Independently created a comprehensive historical rate

channel and product pricing strategies. database that allows for price elasticity analytics, competitive

• Actively managed strategic pricing initiatives for a $280 environment analytics and portfolio duration back-testing.

billion consumer deposit portfolio.

Washington Mutual Bank D ecember 2006 – January 2009

Senior Strategic Development Analyst – Deposit Pricing Seattle, WA June 2008 – January 2009

Strategic Analyst for the Retail Bank. The Consumer Deposits Product Group is responsible for the pricing and analytics of all retail deposit

products in the bank. Aggregate pricing is derived from various forward rate curves, in-house FTP calculations and competitive market valuations.

This group works closely with finance to integrate pricing strategies and growth goals within the retail bank’s overall funding strategy.

Responsibilities involve daily market and data analysis to provide the senior management team with information to enable the development of

sound pricing and product strategies.

Achievements include:

Enhanced and automated existing competitive pricing Consistently supported project management, product

• •

models which allowed the team to provide more accurate development and strategic pricing initiatives for a $140

and timely analytics. billion consumer deposit portfolio.

• Independently created and implemented multiple databases • Diligently assisted in preparing monthly forecasts for

used to track product balances and analyze net changes on a multiple consumer deposit products.

daily basis.

Effectively enhanced promotion pricing reporting tools

•

that allowed the team to effectively track the progress

and impacts of promotional pricing initiatives.

Portfolio Analyst II – Manager of Home Loan Pricing Analytics and Operations Dec 2006 – June 2008

Portfolio Pricing Analyst for the Retail, Wholesale and Consumer Direct Lending Channels. The Home Loans Risk Management organization is

responsible for pricing valuations and analytics of all home loans originated by the bank through the three prime mortgage channels. Aggregate

pricing is derived from secondary trading, in-house servicing calculations and third party valuations. This group works closely with capital

markets to derive daily competitive pricing marks to the mortgage markets. Responsibilities involve daily mortgage pricing calculations and

publications of rate guides, profit and loss analysis, competitive positioning and portfolio valuations for a portfolio in excess of $190 billion.

Achievements include:

Independently constructed new competitive pricing models Consistently supported project management, product

• •

and systems to replace all previous ones. Models were development and strategic pricing initiatives for a loan

implemented department-wide and created the ability to portfolio in excess of $190 billion.

compare pricing from multiple competitors at all note rates • Vastly reduced the time for many tedious processes and

in a user friendly manner. increased pricing accuracy by automation and creation of

• Implemented an automated pricing log that gave senior more efficient pricing models.

management an effective tool to track the progress and • Independently created, designed and implemented multiple

timing of all Home Loan pricing and policy changes. automated audit tools which led to significant increases in

• Created and filled the role to lead and mentor the pricing pricing accuracy and timing.

analytic and pricing operation teams that allowed analysts to

more effectively attain career development goals.

Bank of New York-Mellon J anuary 2000 – December 2006

Performance Analyst – Pension Consulting Tacoma, WA

Performance Measurement Analyst. The Performance Analytic Group is responsible for creating, coordinating and delivering accurate and timely

performance measurement products for multi-billion dollar defined benefit and defined contribution portfolios within a $6 trillion portfolio;

analyzing daily performance results to ensure time-sensitive, high-quality reporting and effectively assisting internal/external clients in the use of

performance data and products.

Achievements include:

Independently produced timely and accurate performance Created a company-wide program used to strategically

• •

products based on client committed deadlines for complex allocate project management resources that is still currently

investment portfolios. in use.

• Responsible for the analysis, research and resolution of • Independently created models used to calculate attribution,

performance return issues for clients to allow for consistently composites, indexes and universes.

accurate reporting. • Consistently engaged in client service with custodians,

• Advised and made recommendations to pension fund investment fund managers and pension fund managers.

managers to enhance investment strategies and increase

portfolio returns.

Education

Washington State University

Bachelor of Arts in Economic

Bachelor of Arts in Business Administration-Finance

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