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Kevin Heal is the Vice President of Sales and Business Development for the TRUST Mutual Funds where he is responsible for the sales, distribution and marketing of the firm’s family of mutual funds. He is a seasoned financial services professional with nearly three decades of proven experience in sales management and securities trading. Kevin has held senior leadership positions at many top financial and securities firms, including Deutsche Bank, Freddie Mac, BNP Paribas Securities and PaineWebber. He has managed both large and small accounts for major Wall Street institutions, created client-focused business solutions, and consulted on asset/liability modeling for depository clients. Kevin is a strategic thinker with exceptional problem solving skills and a demonstrated ability to maintain strong client relations. His strategic approach to portfolio reviews, coupled with his strong interpersonal skills make him an outstanding partner for investment management engagements and consultations.
Kevin holds a B.A. in Economics from Northwestern University, as well as FINRA license series 7, 24, and 63.
Kevin Heal, vice president of Callahan Financial Services, discusses how to use the U.S. Treasury yield curve to price loans.
Credit union investments are shrinking, but they continue to make up a significant portion of the industry’s total assets.
SchoolsFirst CFO Francisco Nebot discusses the current state of mortgage lending and calls for a credit union owned solution for the secondary mortgage market.
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Many MBS pools look alike on the surface but digging deeper can reveal major differences. Part 2 looks at how the Conditional Prepayment Rate can affect yield.
Many MBS pools look alike on the surface but digging deeper can reveal major differences.