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Gregory Nelson

Quantitative & Credit Analysis


Skilled financial analyst with significant experience structuring capital market transactions
Former investment banker (Prudential, UBS/PaineWebber), specializing in infrastructure financing for NYC/NYS agencies
Specialist in developing complex financial models for a variety of financing transaction services

Career Highlights

Senior quantitative analyst for numerous investment banking firms
Structured infrastructure financing for multiple NYS agencies: DASNY, Thruway Authority, Local Government Assistance Corp
Financial advisor to the New Jersey Economic Development Authority
Developed lease financing structures for Barnes & Noble, L-3 Communications, Carmike Cinemas, and other corporations
Developed loan securitization programs
Designed in-house bond analytic systems for Prudential
Developed treasury portfolio optimization model for escrow and construction funds

Gregg has diverse experience in public financing with major Wall Street investment banking firms, giving him a broad perspective on funding strategies. As ThinkForward’s Senior Credit Analyst, he brings significant insight into overcoming the limitations of large investment banking firms.

Public-Private Sector Experience

For twenty years, Gregg has specialized in capital markets financing for the corporate, public, and non-profit sectors. His responsibilities include quantitative and credit analysis for financing transactions. He has served as a senior member of an investment banking boutique practice.

Gregg’s work often involves taxable, tax-exempt, and lease financing bond structures, as well as the securitization of loan portfolios, mortgage-backed securities, derivative products, refunding escrow portfolios, and the reinvestment of bond proceeds.

Prior to his current position, Gregg spent three years at UBS/PaineWebber, where he specialized in New York State infrastructure financing. In this capacity, he worked closely with several major New York State agencies, including the Dormitory Authority, Thruway Authority, and Local Government Assistance Corporation.

Before joining UBS, Gregg was a senior quantitative specialist in the Capital Transactions Group at Prudential Financial. He structured financings for all areas of public finance.He also designed in-house bond analytic systems for Prudential. Gregg later joined the company’s State Revolving Fund Group, where he was responsible for the securitization of leveraged loans for bond issues under the Clean Water Act.

Education & Certifications

BS, Business Administration, Bryant University, Smithfield, RI
FINRA licensed as General Securities Principal, Municipal Securities Principal (Series 7, 27, 63)

Next Step

Lee Winter