logo-Roadshow-OB

OPTIMAL INSIGHTS FORUM 2025
Speakers

Speakers have been carefully selected based on their knowledge of topics that matter to your business.
Check back often as our speakers evolve leading up to the event.

Speakers

Aaron Freeman Follow me on LinkedIn

SVP, Secondary Marketing
Guaranteed Rate

Kevin Jackson

Managing Director and Head of Structured Products Trading Desk Strategy
Wells Fargo

Garrett Jimenez Follow me on LinkedIn

Senior Vice President - Trading
PHOENIX

Jerry Levy Follow me on LinkedIn

Managing Director
Texas Capital Bank

Doug Luchner Follow me on LinkedIn

CFO/Head Trader
Seneca Mortgage Servicing

Gary Malis Follow me on LinkedIn

Chief Strategy & Capital Markets Officer
PRMG

Mike Merwin Follow me on LinkedIn

Vice President, MBS & HMBS Trading
Onity Financial Group

Frank Myers Follow me on LinkedIn

Senior Director Capital Markets – Pricing and Sales Desk
Fannie Mae

Mike Riley Follow me on LinkedIn

Managing Director – Risk Analytics
SitusAMC

Louis Simone Follow me on LinkedIn

Director, MBS Sales
BMO Capital Markets

Harvey Snider Follow me on LinkedIn

Senior Director
Freddie Mac

Buck Thompson Follow me on LinkedIn

Managing Director
South Street Securities LLC

Vince Zenner Follow me on LinkedIn

Managing Director, Portfolio Management
Rate Capital Markets

Optimal Blue Speakers

James Annibella Follow me on LinkedIn

Team Manager
Optimal Blue

Brian Love Follow me on LinkedIn

Hedge Account Manager Lead
Optimal Blue

Tom Bochenko Follow me on LinkedIn

Client Services Manager, Hedging and Trading
Optimal Blue

Jeff Casella Follow me on LinkedIn

Managing Director
Optimal Blue

Jim Glennon Follow me on LinkedIn

VP, Hedging and Trading Client Services
Optimal Blue

Steve Norak Follow me on LinkedIn

Senior Product Manager
Optimal Blue

Patrick Schubert Follow me on LinkedIn

Senior Product Manager
Optimal Blue

Vimi Vasudeva Follow me on LinkedIn

Managing Director
Optimal Blue

Tom Wallace Follow me on LinkedIn

Team Manager
Optimal Blue