Meet Phoebe Moreo
Partner, Deloitte & Touche LLP
Phoebe Moreo is a partner with Deloitte’s Securitization Transactions team which is comprised of over 50 client service professionals located in the New York office. Phoebe has 25 years of public accounting experience, primarily within the financial services and real estate industries.
Over the last 20 years, she has provided transaction services for collateralized loan obligations (CLO), collateralized debt obligations (CDO) and credit linked note issuances of all types, including those backed by corporate loans, high yield securities, commercial mortgage-backed securities (CMBS), asset-backed securities and credit derivatives. She is a well-known consultant on the generally accepted accounting principles (GAAP) and tax issues inherent in CLO securitization transactions and a noted authority on the accounting treatment and valuation of CLO securities.
Phoebe has assisted her clients in a broad range of transactions including CMBS and CLO issuances, disposition strategies, portfolio restructurings, conduit issuances and structured financings. Her involvement has included strategic business planning and GAAP and tax consulting for commercial banks acting as asset managers and/or servicers in the CLO and CMBS arenas.
As used in this document, “Deloitte” means Deloitte & Touche LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.