Patty joined RiskSpan in 2005 and is responsible for business and staff development and engagement management. She has expertise in developing reports related to finance and accounting matters for executive management. Patty supports client projects focusing primarily on banks and financial services companies. She leads engagements in the areas of finance and accounting, including valuation of assets using fair value methodologies, mortgage servicing rights valuation and policies, and securities and whole loan valuations. Patty assists clients in developing and documenting appropriate discount rates for valuation and preparing audit-ready documentation.
 
She has over 20 years of professional experience, from investor relations to accounting and financial management. Patty has worked for a GSE, a conglomerate, and various public companies. Her capital markets experience includes performing due diligence and company valuations, working with investment banks on corporate restructuring, and conducting road shows for IPOs. Patty has been an oversight and voting member of an investment committee that managed a large portfolio of RMBS and a member of a GSE pricing task force. Prior to GSE employment, she worked for Deloitte & Touche, where she managed a variety of public and private-sector engagements. 
 
Patty volunteers for non-profit and foundation boards and serves as a volunteer Treasurer.
 
Patty received an MBA from Georgetown University and multiple BA degrees from Boston College. 
 
Connect to Patty Phillips on LinkedIn.