Adrian Katz has been involved in the asset-backed securitization industry for more than 30 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 has served as a member of the Board of Directors of the Association of Trade & Forfaiting in the Americas. Mr. Katz graduated from Princeton University with a BSE in Electrical Engineering and Computer Science.
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 30 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 accounts receivable 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.
Jeffrey Gulbin is responsible for corporate finance, treasury, tax, human resource finance, trustee management and operations and real estate activities. Mr. Gulbin has over 25 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 Chartered Global Management Accountant. He was recently named 2015 CFO of the Year (mid-size business category) by the Fairfield County Business Journal. The awards were determined by a distinguished panel of business and academic leaders from the State of Connecticut. Mr Gulbin holds a BBA in Accounting from Saint Bonaventure University.
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 30 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.
Brooke Davies leads Finacity’s Product Management team, and is responsible for the translation of new deal requirements into operational processes and technical capabilities. Ms. Davies 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. Davies helped design and build the current business systems. Prior to joining Finacity, Ms. Davies 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. Davies started her career with Andersen Consulting (now Accenture), where she was involved in projects with several large financial services clients. Ms. Davies holds a BSE in Biomedical and Electrical Engineering from Duke University and a MPH from Columbia University.
Peter J. Grennan heads up Finacity’s Servicing Operations department, where his responsibilities include leading Onboarding efforts, analyzing client business practices, interpreting AR activity, integrating data, overseeing the ongoing management of all client asset portfolios, and serving as the primary point of contact for client operational issues. Mr. Grennan has over 20 years of 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.
Jason Kim serves as Director of the Deal Management & Execution team. Mr. Kim leads and manages the execution efforts for Finacity’s Non-LatAm business. Mr. Kim also plays an integral role in marketing support, structuring, modeling, and conducting due diligence on receivable securitizations across a variety of industries, including shipping, healthcare, and construction. Mr. Kim holds a BSE in Biomedical Engineering and BS in Economics from Duke University and a MMS from Duke’s Fuqua School of Business.
Mr. Martinez leads Finacity’s Latin American efforts, directing the firm’s structuring, product management, operations, and technology efforts to achieve the business and financing objectives of Finacity’s clients in Latin America, as well as the Iberian Peninsula. Mr. Martinez joined Finacity from Casey, Quirk & Associates, a boutique management consulting firm specialized in advising senior professionals in the investment management industry. Mr. Martinez led engagements in organizational strategy, M&A advisory, investment and distribution platform assessment and enhancement, strategic partnership development, and company start-ups. Among his clients were many of the world’s leading traditional and alternative investment money managers within the U.S., U.K., Europe, Japan, and the Middle East. Mr. Martinez graduated from Tufts University with a B.A. in International Relations.
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 30 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.