Trading Services
PHOENIX is the premier MSR and Whole Loan advisor, offering best-in-class trading & transaction management services to ensure clients achieve optimal results across all deal structures.
Transaction Management
NDA
Data Preparation
Offering and Marketing Process
Bid Date and Bid Analysis
Post LOI
Post PSA
Our Track Record
By applying our cumulative, specialized knowledge and comprehensive transaction management tailored to their specific needs, PHOENIX clients consistently enjoy optimal price and near certainty of closing their MSR & Whole Loan transactions. PHOENIX strives to be a long-term partner with every client, and our success and loyalty is demonstrated in our statistics below:
MSR Trading
- $ 2 T+ In MSRs Successfully Traded Since 2013
- 98 % Success Rate of Transactions Taken to Market
Whole Loan Trading
- 165 Whole Loan Trading Clients
-
Success Rate Post LOI
93
%
Your Trusted Advisors
The PHOENIX Trading team provides industry-leading expertise in MSR and Whole Loan transaction strategy and execution. The seasoned executive team averages more than 20 years of experience in the MSR and Whole Loan markets. One of PHOENIX Trading’s distinguishing traits is its Transaction Management Division (TMD), a team of experienced deal managers and analysts with diverse skill sets, all focused on ensuring a seamless and optimal trading experience for our clients and providing the most comprehensive service in the industry.
Stephen Fleming
Executive Vice President - Trading
Kelly Garland
Fund Manager - Whole Loan Trading
Brady DuPuis
Senior Vice President – Trading
Doug Mayers
Senior Vice President - Trading
Brian Cerise
Senior Vice President - Whole Loan Trading
Jason Eisendrath
Senior Vice President - Whole Loan Trading
Julie Riccatone
Senior Vice President - Whole Loan Trading & Contract Finance
Kelton Carter
Senior Vice President - Trading
Connie Miller
Senior Vice President - Trading
Garrett Jimenez
Senior Vice President - Trading
Colby Sides
Assistant Vice President - Trading
Luke Mueller
Assistant Vice President – Trading
William McPartlon
Assistant Vice President – Trading
Alexandra Garland
Senior Contract Finance Associate - Whole Loan Trading
Sam Wheeland
Senior Transaction Analyst - Trading
Linh Nguyen
Senior Transaction Analyst - Trading
Dat Vu
Cloud Engineer
Kelsey Winters
Contract Finance Associate - Whole Loan Trading
Jessica Lee
Transaction Associate - Whole Loan Trading
John Zhang
Transaction Analyst - Trading
