PO Box 400952

                                Cambridge, MA  02140

                                 Cell: 203-984-1363

JohnBell@WinslowFinancial.com

Professional focus:  finance, financial and strategic analysis and business development, public interest finance. 

Experience:  Investment banking, real estate finance, partnership structuring, mortgage securitization and tax-exempt finance, affordable housing development, tax and accounting policy. Founder, Winslow Financial Company.

Special Skills: Business development, financial modeling and analytics, project management, writing.

Recent work includes modeling and analyzing a leveraged international private equity fund to invest in real estate projects and housing-related ventures in emerging market economies. Academic work at Harvard’s Kennedy School of Government focused on private sector capabilities and methods that intersect with public policy goals, domestically and internationally.

    Experience

   1992-Present

Founder and Managing Director,
Winslow Financial Company LLC
      Darien, CT / Cambridge, MA                                                                                               

·         Established company in 1992 to provide investment banking and real estate-related services to corporations, institutions and individuals interested in raising capital or participating in specially structured investments.

·         Placed approximately $90,000,000 of equity and debt for real estate projects qualifying for low-income housing tax credits or historic tax credits.

   2003-2005

Director of Acquisitions,                 
Raymond James Tax Credit Funds, Inc.
    Darien, CT                                                                                 

·         Responsible for property acquisitions and new business in the northeast section of the United States.

   1990-1992

Nomura Securities International               
Vice President, Mortgage Securities
      New York City                                                                                       

·                   Managed our structured finance relationships with FNMA, Freddie Mac, and other issuers; Coordinated trading desk, issuer, and marketing efforts; New issue volume by Agency issuers increased with enlarged structuring, trading and sales effort from less than $500 million to over $10 billion.

   1981-1990

Merrill Lynch & Co., Inc.
Merrill Lynch Capital Markets     
      New York City

Merrill Lynch Mortgage Capital, 1987-1990

·         Managed relationships with both private and public sector issuers of mortgage-backed securities. Provided financing and asset-based investment strategies, including risk-controlled arbitrage using derivative securities. Clients included FNMA, Freddie Mac, mortgage companies, banks, savings institutions and insurance companies.

International and Corporate Finance Departments, 1984-1987

·         Executed US capital markets business for non-US based companies and organizations, e.g. British Telecom’s US share offering, World Bank and Kingdom of Sweden US dollar bond issuances.  Worked on public and private debt, equity, and merger projects.

Public Finance Department, 1981-1984

·         Associate and Vice President, Housing and Corporate Tax-Exempt Departments; Structured single family, multifamily and utility financings; Volume in excess of $2 billion.

1977-1979

United States House of Representatives                                                      
     Washington, DC

·         Office of Charles Grassley. 1977-1978. Legislative Assistant with primary assignment to matters before the House Banking, Housing and Urban Affairs Committee.

·         Office of Marc Lincoln Marks. 1978-1979. Legislative Assistant with primary assignment to matters before the House Commerce Committee.

   1976

Institute for International Studies and Training
     Fujinomiya, Japan

·        English and American studies teacher.

Education

Harvard University, John F. Kennedy School of Government,
Master of Public Administration, 2006
Cambridge, MA
 

Episcopal Divinity School
Certificate, Religion and Public Goods, 2007
Cambridge, MA
 

University of Virginia, MBA, 1981 
                    Charlottesville, VA
 

Princeton University, BA, 1975
                     Princeton, NJ

Et cetera

Ø        Harvard University, Kennedy School of Government, Global Governance course paper: Establishing International Norms Promoting the Enhanced Use of Technology in Education to Advance the Cause of International Stability - A plan of action from the United States Secretary of State.

Ø       Harvard University, Graduate School of Education class presentation: Towards an International Education Regime.

Ø       Harvard University, Kennedy School of Government independent study report:        A Guide to Municipal Wireless Network Sponsorship for Government Officials.

Ø       Author: Evaluating Equity Offers – Considering Structure, Price and Fit, April 2003; Equity Offer Analysis – A Lower Price May be a Better Deal, January 2003; Evaluating REMIC Residuals, 1988.

Ø       Created a Microsoft Excel-based spreadsheet program that analyzes complex real estate transactions.

Ø       Became a CT-licensed EMT in 2003 as part of Darien’s Post 53, a youth-staffed volunteer ambulance service.

Ø       Founder of Safe Places and Crisis Help.org. (2000-2002) a website devoted to helping children and families in crisis.

Ø       Past President, Episcopal Academy New York Area Regional Alumni Association, President for 6 years, author of by-laws and mission statement.

Ø       Democratic Town Committee, Town of Darien, CT; member, seven years.

Ø       Board of Assessment Appeals, Town of Darien, CT, three-year term, 1997.

Ø       St. Luke’s Parish, Darien, CT: Building and Grounds Committee, six years; Usher, ten years. Volunteer, St. Luke’s Lifeworks, HomeFront projects; One to One Another, committee member, website author.

Ø       Darien Community Recreation Association: Coach, Soccer, 5 years.