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Jerry Wagner |
www.ReverseMortgageHomePage.com
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Resume of Gerald C. Wagner |
See
en
viager sur Paris |
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employment |
NETIREMENT.com,
Inc. & IBIS CAPITAL, LLC |
San Francisco, CA |
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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). |
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1976-1990 |
SAN DIEGO TRUST & SAVINGS BANK ("SDT")
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San Diego, CA |
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a subsidiary
of SAN DIEGO FINANCIAL CORPORATION ("SDFC") |
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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. |
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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 financial planning. Initiated
and supervised profitable diversification within permitted
BHC activities. |
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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. |
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1971-1976 |
UNIVERSITY
OF ILLINOIS |
Urbana, IL |
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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.
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education |
HARVARD
BUSINESS SCHOOL |
Cambridge, MA |
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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 Research Assistant in Business Administration (working
for Lintner). Numerous awards and fellowships. Ranked first
in first-year class by grade average (1968 Steven's Medal).
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1961-1967 |
UNIVERSITY
OF ILLINOIS |
Urbana, IL |
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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. |
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personal background
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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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