USAdvisors.org is the source for news, projects and information about EB-5 Regional Centers and their investment projects. We guide you to analysts, economists, accountants, statisticians and mathematicians that produce EB-5 Regional Center project comparative analysis reports for foreign national investors based on topics covering job creation methodology, the strategic plan, management, risk factors, risk mitigation, safety, return, exit strategy, escrow and industry overview among many others.
Taylor brings deep experience in Capital Markets/Treasury both internationally as well as experience in asset management, deal structuring and risk management. He assists USAdvisors with developing and expanding complex financial models using both traditional and non-traditional risk based analysis techniques. His principal role is in helping analyze risk using USAdvisor’s proprietary models, value and stress test complex cash-flow modelling for various complex EB-5 structures and investments.
Taylor's principal role is to help evaluate both the systematic and non-systematic risk found in EB-5 visa Regional Center projects beign offered to investors and compare those with similar structures both within that industry and among EB5 projects being offered. This role is crucial to understanding and measuring the risk involved in the project offerings and his experience brings a wealth of knowledge to our reporting.
EDUCATION AND CERTIFICATIONS
11/2009 Financial Risk Manager (FRM) – Certified by Global Association of Risk Professionals
08/2007 Chartered Financial Analyst – CFA® Charterholder
01/2001 – 12/2001 INSEAD/Wharton MBA Programme France/Singapore
09/1989 – 04/1996 Brigham Young University Provo, UT
Investment Banker/ Consultant
Salt Lake City
GMAC 11/2005 – 10/2009 Trader/Risk Manager – GMAC Ally Bank Canada
11/2005 – 04/2008 Global Management Program – GMAC Rescap Minneapolis, The Hague
Program would choose top performers and place them into key sectors of the global business. Designed to gain exposure to Risk Management, Treasury, Asset-Liability Management, Deal Structuring and M&A
Guild Finance Corp
07/2003 – 11/2005 Assistant VP/Trader – Secondary Marketing San Diego, CA
Guild Financial Corporation is one of the largest private mortgage finance companies originating 3 billion dollars in mortgages p.a. and services a 3 billion dollar portfolio.
HGC Financial Group
03/2002 – 07/2003 Acquisitions and Investment Analyst
San Diego, CA
The HGC Financial Group purchases, trades and packages mortgage portfolios on the secondary market. Manages over 40 million dollars of assets (par value).
Alltel Information Services
01/1998 – 12/2000 Sr. Consultant Dallas, TX
Alltel Financial has been bought by Fidelity National Financial and performs technology and management consulting for financial services markets.
04/1996 – 12/1997 Analyst Plano, TX
Strategic Banking Systems
EconomyPolitics Editor and contributor on world economy and markets
Seeking Alpha Contributor Interest Rates, MBS and Canadian Banks
10/2008 – Secondary Market Executive Regular Contributor
Microsoft Excel expert, Access, VBA, SQL, Bloomberg
Languages: Fluent: Spanish, Portuguese, Japanese; Conversational: French.