Adrian Katz, Chief Executive Officer

Adrian Katz has been involved in the asset-backed securitization industry for 25 years, working in both the investment banking and specialty financing industry. As an investment banker, Mr. Katz was a Managing Director at Smith Barney responsible for all issuance of new asset-backed and mortgage-backed securities. Prior to Smith Barney, Mr. Katz worked for Prudential Securities where he was a Managing Director and Co-Head of the Mortgage and Asset Capital Division. Mr. Katz was the Chief Operating Officer, Chief Financial Officer and Vice Chairman of AutoBond Acceptance Corporation, where his duties included building a centralized servicing and underwriting platform, developing supporting technology infrastructure and organizing a national marketing effort. Mr. Katz graduated from Princeton University with a BSE in electrical engineering and computer science.

Michael Rodgers, Executive Vice President

Michael Rodgers is responsible for credit underwriting, servicing operations, corporate finance, treasury, tax, human resources, and real estate activities. Prior to assuming this role, Mr. Rodgers was SVP of Servicing and Credit Underwriting. Mr. Rodgers has over 24 years of financial management, service center development, process engineering, credit underwriting and working capital management experience with large multinational, manufacturing firms. Prior to Finacity, Mr. Rodgers was Vice President, Global Credit Operations at Georgia-Pacific Corp where he managed centers of excellence in five countries overseeing an annual portfolio of $26 Billion of trade receivables with over 350,000 clients. Other firms where Mr. Rodgers held senior financial positions include, Fort James, First Brands and Union Carbide. Mr. Rodgers holds a BA in Accounting from the University of Connecticut.

Jeremy Blatt, Managing Director, Deal Structuring and Execution

Jeremy Blatt is responsible for the analysis, structuring and ongoing execution of Finacity's deals. Mr. Blatt has developed many of the innovative features that make Finacity’s transactions superior funding vehicles for its clients. In his previous roles, he developed the analytical models for Finacity's products; and led the Analytics team, which plays a critical role in every phase of each transaction. In over 19 years of software, analysis, and management experience, Mr. Blatt acquired a detailed business understanding of CMO Trading, Asset-backed Deal Structuring, and Automobile Loan Collections and Servicing. He has applied this knowledge to lead Bell Laboratories, Lehman Brothers, Smith Barney, AutoBond Acceptance Corporation, and others to successful implementations of mission-critical financial enterprise systems. Mr. Blatt holds a Bachelor's in Electrical Engineering and Computer Science from Princeton University and a Master of Science in Computer Sciences from The University of Texas at Austin.

Michael Young, Director, Technology

Michael Young is responsible for global technology operations. Mr. Young is responsible for all business systems, among which are client data integration, reporting development, production and infrastructure. His background includes over 20 years of software development and management experience spanning numerous verticals including financial, e-commerce, and the government sector. In the financial sector Michael held senior technology roles on behalf of Charles Schwab and Wells Fargo.

Brooke Shaby, Vice President, Product Management

Brooke Shaby leads Finacity’s Product Management team, and is responsible for the translation of new deal requirements into operational processes and technical capabilities. Ms. Shaby oversees client and investor reporting, and manages the business requirements for Finacity’s proprietary execution platform. As one of the early members of the company, Ms. Shaby helped design and build the current business systems. Prior to joining Finacity, Ms. Shaby was a project manager and business analyst for an internet start-up that developed an online application to facilitate a collaborative RFP process for IT services. Ms. Shaby started her career with Andersen Consulting (now Accenture), where she was involved in projects with several large financial services clients. Ms. Shaby holds a BSE in Biomedical and Electrical Engineering from Duke University and a MPH from Columbia University.

Peter Grennan, Vice President, Servicing

Peter Grennan heads up Finacity’s Servicing Operations department, where his responsibilities include leading “Onboarding” efforts—analyzing client business practices, interpreting AR activity and integrating data—overseeing ongoing management of all client asset portfolios, and providing the primary point of contact for client operational issues. Mr. Grennan has over 15 year’s revenue cycle, customer service and systems implementation experience. Prior to Finacity, Mr. Grennan spent ten years with James River/Fort James/Georgia-Pacific, where he oversaw the order-to-cash process for strategic customer accounts; managed the design, development and delivery of systems training for corporate-wide ERP implementations; and led the communication and organizational development efforts for the James River / Fort James merger. Mr. Grennan holds a BA in music from Fairfield University in Connecticut.

Jair A. Martinez, Vice President

Jair Martinez serves as Finacity’s deal manager. Mr. Martinez directs the internal efforts of Finacity’s Structuring, Product Management, Operations, and Technology teams toward the execution of trade securitization programs. Mr. Martinez also plays a significant role in conducting on-site due diligence and annual reviews for Finacity’s new and existing clients. Prior to joining Finacity, Mr. Martinez was a project manager at Casey, Quirk & Associates, a boutique management consulting firm specializing in advising senior professionals in the investment management industry. Mr. Martinez led assignments in organizational strategy, M&A advisory, investment and distribution platform assessment and enhancement, strategic partnership development, and company start-ups. His client engagements encompassed both traditional and alternative investment clients in many of the major global financial markets: U.S., U.K., Europe, Japan, and the Middle East. Mr. Martinez holds a B.A. in International Relations from Tufts University.

Jeffrey Gulbin, Vice President Treasurer & Controller

Jeffrey Gulbin is responsible for corporate finance, treasury, tax, human resource finance, trustee management and operations and real estate activities. Mr. Gulbin has over 18 years of capital markets experience in finance. Prior to Finacity, Mr. Gulbin was Director of Strategic Planning & Analysis for Dillon Read Capital Management LLC, a Hedge Fund within UBS Global Asset Management. He has also held numerous senior finance positions within the Investment and Private Bank divisions of UBS. In addition to UBS, other firms where Mr. Gulbin has held various control, financial reporting and audit positions include, Citigroup Asset Management, Marsh & McLennan Companies Inc. and Deloitte. Mr. Gulbin is a licensed CPA and holds a BBA in Accounting from Saint Bonaventure University.

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