Mr. Snow is a consultant with Bates Group and is based in Bethesda, Maryland. He uses his extensive experience in banking, lending, portfolio management, and structured products to help banking, mortgage, and other financial services clients value loan and other securitized assets, including MBS, RMBS, and ABS, and perform operational, credit, and due diligence reviews. In addition to providing consulting services through Bates Group, Mr. Snow is available through Bates to serve as an expert witness and consultant in banking, securities, and other financial service disputes regarding a wide-range of structured products, loan origination, credit, and servicing issues.
As a founding partner of Carillon Capital, Mr. Snow works directly with banking and mortgage clients and performs portfolio management, asset valuation, risk management, and due diligence services relating to loan and structured finance assets. Prior to founding Carillon, Mr. Snow held senior management positions with BankBoston and E*TRADE Financial, where he was responsible for loan origination activities, portfolio management, and securitization. Over the past 22 years, Mr. Snow has purchased and sold over $15 billion in whole loans, and he has been responsible for the structuring, issuing, and trading of asset-backed and mortgage-backed securities. Mr. Snow also has led mortgage, home equity, auto, and credit card business lines and managed one of the largest boat and RV lenders in the country.
Carillon Capital LLC, Managing Member, 2008-2013
Snow Portfolio Management LLC, President, 2006-2008
E*TRADE Financial, Vice President of Retail Lending, 2000-2006
BankBoston, Director of Portfolio Management, 1989-2000
Babson College, M.B.A.
Middlebury College, B.A.
Series 7, Full Registration/General Securities Representative
Series 63, Uniform Securities Agent State Law Examination
Bates Group is with you every step of the way. Contact us today for more information on how our End-to-End Solutions can help your firm.Contact Bates Group