Wilary Winn - Estimation of Fair Value, Asset Liability Management (ALM), and Valuation of Illiquid Financial Instruments

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Wilary Winn Proudly Announces a New Partner to our Firm

Wilary Winn is proud to announce the addition of Matt Erickson into the partnership of the firm. Matt joined Wilary Winn in 2010 and over the past seven years has played an increasingly important role in the development, implementation and management of several of our key product lines. Matt currently serves as a Director and leads the firm’s Current Expected Credit Loss (CECL) valuation and on-going asset liability management (ALM) business lines.  In addition, he provides managerial support for Wilary Winn’s merger and acquisitions and ALM validation services. We welcome him to the partnership. 

We would also like to announce the promotions of several members of our team:

Ipshita Borgohain has been promoted to Senior Financial Analyst. Ipshita joined Wilary Winn in 2015 and has since become a key asset in our fixed income product lines. In her new role, Ipshita will tackle more complex valuations and will supervise our team on valuations of non-Agency MBS, TDRs, and ASC 310-30 loans.  Ipshita will also be a member of our CECL analysis group.

Anneliese Ramin has taken on the new role of Senior Financial Analyst. Anneliese also joined the firm in 2015 and has since played an essential role on our mortgage servicing rights and TruPs valuation teams. As a Senior Financial Analyst, Anneliese will supervise these lines of business as well as continue to assist the firm with various fair value engagements and CECL analyses.

Joe Trabant has recently been promoted to Financial Analyst II. Upon joining the team in 2016, Joe has focused on asset liability management, concentration risk management and CECL analyses. As a Financial Analyst II, Joe will continue to work in these areas while assuming supervisory responsibilities. 

Cole Schulte will also take on the new position of Financial Analyst II. Cole joined Wilary Winn in 2016 and has since been a key contributor to the firm’s fair value engagements, specifically mergers and acquisitions, goodwill impairment tests, TDRs, ASC 310-30 and fair value advice related to footnote disclosures. In his new role, Cole will perform supervisory tasks in addition to assisting the team with its fair value engagements and non-Agency MBS valuation.

Mike Tessier has been promoted to Financial Analyst II. Mike has been with the firm since 2016 and has primarily focused on ongoing asset liability management, reverse mortgage valuations and CECL compliance engagements, among other services. In his new role as a Financial Analyst II, Mike will assume supervisory responsibilities as he continues to contribute to these product lines.

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