William Storms

About William Storms

Investment and Product Manager with deep background in complex mortgage…

Experience

1. Managing Director, Product Manager, Strategy

   Andrew Davidson & Co., Inc. Ad&co

   Jan 2013 — Present · Raleigh, NC, US

   Product Manager CRT Index (2018 - Present)- Managed the product team, systems, financial engineering, and marketing resources responsible for the creation of the AD & Co US High Yield Mortgage Credit bond index, the first benchmark index representing credit risk transfer bonds.Worked with third party publishers, GSEs.Product Manager LoanKinetics (20••••18)- Conceived, designed and implemented all functionality, UI, for LoanKinetics, the firm’s flagship whole loan analytical platform- Product revenue has grown at 40% annually and now accounts for 15% of total firm revenue. The system\'s capital estimation metholodology was recently adopted by an NSRO as its national ratings standard for MI and reinsurance companies- Managed UX, coding resources, wrote all technical documents, educated sales force, designed marketing strategy and made client presentations and visits.Managing Director, Strategy (2016 - Present)- Defined corporate identity and developed strategy using a value-focused enterprise approach- Analyzed competitive trends, impact of technology, fintech evolution and regulatory and accounting trends- Currently leading the technology transition of financial engineering applications from desktop to SaaS.Manager, Raleigh Office (2014 - Present)- Selected office location and recruited, managed and mentored professional staff.

Education

• University of South Carolina

  Master of Arts - MA, Economics

  1994 — 1996

• New York Institute of Finance

  Certificate, Quantitative Finance

  2017

• University of South Carolina

  Bachelor of Science - BS, Economics

  1980 — 1984

Skills

• Financial Modeling
• Derivatives
• Asset Management
• Valuation
• Hedge Funds
• Portfolio Management
• Capital Markets
• Fixed Income