So they're all tied in..how convenient.
Stewart Wolmark,
Managing Director
e-mail: stewartw@cdrfp.com
direct line: (310 )247-5635
Stewart is a Managing Director of CDR Financial Products. For the past 15 years he has managed the municipal reinvestment and swaps group for offices in Los Angeles, New York, Atlanta, Richmond, Virginia, and Columbus, Ohio. Under Stewart’s leadership, CDR’s Public Finance unit has executed over 1500 deals involving proceeds exceeding $60 billion. He has over twenty years of experience delivering investment services and products with demonstrated strength in the corporate and public sector.
Stewart’s keen ability to negotiate complicated financial agreements effectively, while maintaining client confidence and trust, is a key driver of CDR’s ability to exceed client expectations. His capacity to quickly find a common ground to intricate problems insures his clients are positioned to act decisively and obtain an excellent result. Especially noteworthy are the following derivative related accomplishments:
Negotiated a unique funding agreement which met the needs and eliminated the concerns of multiple clients, closing a $300 Million deal that ultimately opened the door to an additional $2 Billion in new business.
Introduced the Municipal Option Escrow that resulted in 6 to 8 new deals weekly and over $1 Billion in sales annually.
Over the past three years, executed over $1 Billion per year in public finance/derivative related transactions.
Consulted to several major financial institutions on establishing their swaps and derivative desks.
Advised Capital Markets groups on risks associated with several off-Balance sheet products.
Stewart earned his Bachelor of Arts in Accounting from Loyola University and a Ph.D. in Theological Studies from Ner Israel Rabbinical College. His professional affiliations include the Life Insurance Actuarial Management Association, National Housing Rehabilitation Association and the Bond Buyers Association. He is the founder of an interactive group that helps individuals achieve their potential; and has been active for many years, assisting the unemployed in his local community to find new employment. Stewart resides in Los Angeles with his wife and children.
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