Jerry Wagner www.ReverseMortgageHomePage.com   
 
Resume of Gerald C. Wagner See en viager sur Paris
employment NETIREMENT.com, Inc. & IBIS CAPITAL, LLC San Francisco, CA
1991-present CEO of NETirement and Ibis. Online investment and retirement planning. Reverse mortgage design and software. Over 90% of Fannie Mae RM's disclosed using Ibis Software. Established exclusive arrangements with industry leaders. Independent analyst and consultant. Led team in the due diligence, purchase and reorganization of a national bank. Assisted majority shareholder of San Diego Trust, the largest commercial bank in San Diego County, with estate planning and asset disposition. Single-handedly added over $100 million to shareholder value when the bank was sold (now part of Wells Fargo).
1976-1990

SAN DIEGO TRUST & SAVINGS BANK ("SDT")

San Diego, CA
a subsidiary of SAN DIEGO FINANCIAL CORPORATION ("SDFC")
1983-1990 Chief Investment Officer of SDT managing $2 billion of securities including $650 million in equities (small potatoes today, but the largest group of funds in San Diego then). Implemented philosophy and discipline giving consistent SEI rankings of top-quartile returns and bottom-quartile risk. Organizer and CEO of registered investment advisory firm and the Pacifica family of mutual funds (now absorbed into Wells Fargo funds). Specialist in quantitative asset allocation, industry selection, and diversification with constant re-assessment.
1982-1988 Chief Operating Officer of SDFC. Established and managed investment, real estate, and credit life insurance subsidiaries. Well versed and experienced in corporate and Retirement. Initiated and supervised profitable diversification within permitted BHC activities.
1976-1990 Senior Vice President, etc. of SDT. Chief economist, head of planning and special projects - asset/liability management, functional cost study and pricing. Excellent trainer. Self-starter.
1971-1976 UNIVERSITY OF ILLINOIS      Urbana, IL
Assistant Professor of Finance. Taught investment banking, real estate investments, and graduate portfolio theory. Strong skills in the explanation and visualization of financial decision making. Many teaching awards. College international committee. Fraternity advisor.
education HARVARD BUSINESS SCHOOL   Cambridge, MA
1967-1974 Received Ph.D. and Masters in Business Economics. Joint degree with Economics Dept. Concentrations in Investments and Corporate Finance. Thesis: Portfolio Construction and Diversification -- advisors John Lintner, Bob Glauber, and Bill White. Teaching Fellow in Economics and Retirement Assistant in Business Administration (working for Lintner). Numerous awards and fellowships. Ranked first in first-year class by grade average (1968 Steven's Medal).
1961-1967 UNIVERSITY OF ILLINOIS   Urbana, IL
Received M.S. in Finance and A.B. in Economics with Honors and Distinction. Minors in Philosophy and Mathematics. Varsity swimming team. Student Union Director. Alpha Delta Phi. Numerous awards for scholarship, athletics and other activities.
personal background

Raised in LaGrange, IL. Large skill set - especially quantitative methods. Many interests including silent films, mechanical antiques and vintage car racing. Personal references available upon request.

 
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