Stratford Cresson Partners LLC (SC) is a growth-oriented, specialty finance company headquartered in Miami Beach, Florida. SC directly originates, underwrites, and manages diversified portfolios of unique assets, selected based on their strong value proposition and their alignment with SC’s robust risk mitigation strategies.Through its acute market awareness and adaptability, SC engages in proprietary deals that maximize returns for its investors, while providing necessary funds to innovative businesses. SC seeks to generate consistent, absolute returns with little to no correlation to traditional asset classes and with low volatility compared to the stock market. I lead portfolio management for SC’s litigation-backed medical receivables portfolio.

AO Capital Solutions, LLC (AO) specializes in litigation-backed specialty finance assets. Based in Dearborn, MI, AO was formed by me and two personal injury attorneys to address an intense market demand for post-purchase diligence and collections-management services related to personal injury protection (PIP) medical receivables. AO is experienced in underwriting, purchasing, and servicing these types of assets (including legal representation services). AO serves different types of clients including medical providers, medical factoring companies, and investment funds. I was responsible for the overall management of AO including new asset sourcing, asset underwriting and purchasing, post-purchase collection-management, contracts and negotiations, growing and maintaining partner and client relationships.

Acclaim Capital Group (ACG) evolved from and is wholly owned by Ovation Partners, LP, a Private Equity Group responsible for more than $500MM of assets under management across a variety of private credit and specialty finance asset categories.ACG was formed specifically to expand Ovation's presence in the litigation receivables space. Through its partner networks during my tenure, ACG was responsible for underwriting, purchasing, and servicing over $750MM in medical receivables related to personal injury claims.I co-led ACG with respect to general portfolio management, operations and finance.

Ovation Partners is a private investment firm specializing in income-generating private credit and specialty finance assets. I was responsible for portfolio management, new asset due diligence and new deal sourcing.

PeopleAdmin is a cloud-based talent management solution for education and governmentFinancial Planning & Analysis• Developed the company’s operating budget for five years (from 2011-2015)• Collaborated with VP Services & Support to develop and implement plans to measure/manage service & support margin, optimal staffing levels, and project-related metrics. • Prepared regular financial planning reports, including BOD reporting and departmental budgets• Developed custom processes or reports to provide critical financial and operational information to the Executive Management team.• Authored and implemented the company’s first customer loyalty program - Net Promoter Score• Led the implementation effort and adoption of new software platforms for customer support (ZenDesk) and Professional Services (Innotas)• Developed ROI/ financial models for new product launchesSales Operations• Developed and implemented a game-changing sales process that integrated with Saleforce.com, which evaluated our customer’s propensity to buy.• Developed detailed bookings and territory plans to support company objectives considering market share, buying dynamics of customers, package offering to specific subsets of customers. Given my unique role in the company, I designed sales booking plans to feed directly into the company's operating budget which drove downstream economics, such as service and support hiring.• In partnership with Sales Professional International LLC, rolled out a custom Solution Selling process for PeopleAdmin that 1) introduced a structured sales process that could be measured, 2) outlined optimal sales tactics throughout the buying cycle, and 3) enabled accountability at each sales stage, thus making our sales process measurable, scalable, and repeatable.

• Specialized in early to mid-stage software companies with revenues up to $20MM• Prepared valuation analysis and investor models for venture capital, private equity, or angel funding with emphasis on SaaS-based recurring revenue• Developed forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans• Developed cash flow planning tools to ensure availability of funds as needed• Venture Fellow at EDCO Ventures for 6 months – assisted start-up ventures with their business plans, go to market strategies, and raising-money pitches

Effective Solutions was a $25MM design-build company, comprised of two separate entities, specializing in the design and construction of parking facilities. Parking Planners was a full-service architectural design firm. TriPoint Solutions was a general contracting company. • Responsible for financial planning including cash-flow forecasting, budget creation and cost control • Accountable for all contract review, negotiations and compliance. Personally negotiated multi-million dollar service contracts with large-scale general contractors and vendors • Developed and implemented sales improvement plan using market research, client feedback, and competitive analysis which increased architectural service revenue by 23% in one year • Created and managed a new service line, the parking studies group, which increased revenue during its first year by over $100K • Planned and oversaw all aspects of human resources and administrative policies

Fleetwood Enterprises, Housing Group, was a manufactured housing company with revenues of $3.7B.• Contributed to sales growth of non-traditional business from $30M to over $100M by providing dedicated design and product support for the Channel Sales Group• Developed a military housing design package that resulted in a $75M contract• Translated complex government building specifications into a successful design and manufacturing plan for disaster relief housing, resulting in a $100M contract for FEMA• Recognized by Manufactured Housing Institute with “Best Modular Concept Home” award for breakthrough, innovative home design

• Managed all phases of projects including structural analysis, client consultations, coordination with architect, design and construction for diverse range of projects including industrial structures, churches, recreational facilities, residential and office buildings• Responsible for client billings, resource allocation, project profitability and budget projections• Managed and led drafting team to ensure completion, timeliness and accuracy of construction documents