LONGFORD CREDIT RATING ADVISORS - Key Persons
Job Titles:
- Advisory Member to Longford 's Board
- Team Leader in Investor Relations and Marketing at UK
Ashley has served as an advisory member to Longford's Board since its founding. Ashley is a team leader in investor relations and marketing at UK private equity firm Apax Partners' Digital Fund in New York. Previously, she worked in risk analysis, underwriting and data management at Zurich Insurance in New York and on the floor at Lloyd's of London with member firm AXA XL Group. Vanderbilt University BA magna cum laude in Corporate Strategy/History, Lawrenceville.
Longford's founder and CEO has 30 years of investment banking corporate finance experience in senior roles with Citigroup, Merrill Lynch, Moody's and MUFG. Dan is one of the top Wall-Street Ratings Advisors and has held leadership posts in New York, London and Tokyo and speaks Japanese. CUNY Baruch College MBA in International Finance, University of British Columbia, University of Hawaii Manoa, and Urasenke Institute in Japan. FINRA registered Series 24, 7, 63.
Job Titles:
- Senior Consultant / Rating Advisory
With 30 years of corporate finance analytical experience and a demonstrated track-record of integrating information technology (IT) and data security platforms, Gerry brings a strong knowledge base for TMT, FinTech and emerging industries clients. At Moody's, beyond his IT work, Gerry covered a broad portfolio of industrials in a senior capacity. Prior work includes corporate banking at the Bank of New York. Rensselaer Polytechnic Institute BS, Columbia University MBA.
Job Titles:
- Chief Data Scientist & Analytic Head
Jeff serves as Longford's Chief Data Scientist and analytical head and is the team specialist in statistics, complex modeling, forecasting, and interpreting data. Jeff left academia to build applied corporate finance teams and develop new analytical approaches at UBS and Citigroup Global Markets & Banking in New York. As a Director, Jeff led the financial modeling team in Citi's Financial Strategy Group (FSG). University of British Columbia PhD in Corporate Finance. Sector Focus & Expertise Capital Structure Complex Valuations Risk Analytics Financial Services Gaming Consumer Services Cryptocurrency Cybersecurity Logistics Precision Manufacturing Close Bio
Job Titles:
- Principal Consultant / Credit Rating Advisory
Joel brings 37 years of corporate finance experience with a career that includes serving as a Senior Credit Officer at Moody's, a Managing Director in Ratings Advisory at Credit Suisse, and SVP in Financial Restructuring at Lehman Brothers. Joel offers clients broad experience in virtually all corporate and financial sectors with a strong record for achieving targeted rating outcomes across the credit spectrum. SUNY Albany BA; Columbia University MBA.
Job Titles:
- Principal Consultant / Credit Rating Advisory
With 35 years of credit and investment banking experience, John offers a demonstrated credit risk and ratings advisory skill set across diverse industries. Prior to Longford, John served as a Managing Director and senior member for the Americas in Barclays' rating advisory group and as a Managing Director in ratings at Lehman Brothers and as an Associate Director at Moody's. Bucknell University AB; University of Pennsylvania Wharton School MBA.
Job Titles:
- Principal Consultant / Advisory Practice & Development
Mike is Longford's ratings practice and criteria specialist with over 25 years at S&P Global Ratings, including part of the Global Corporate Ratings (GCR) leadership team. Mike has significant and in-depth knowledge of corporate credit analysis with extensive investor outreach and media experience. Post S&P, Mike focused on business development and consulting opportunities in the broad ratings space. Monmouth University MBA, University of Delaware Economics BA.
Job Titles:
- Senior Consultant / Rating Advisory
Rick brings 36 years of corporate finance experience and deep knowledge of credit risks and ratings across broad technology and related sectors. Rick was a seasoned lead analyst and thought leader at Moody's and previously as a corporate coverage banker in industrials at Barclays and Chase's Risk Asset Review Group. He is well known for his bespoke "rapping" on a variety of technology, tax, ESG and first-time rating topics. University of Connecticut BS.