Chief Executive Officer
CurrentPresident and CEO of The Oakleaf Group, a Risk Management, Finance, and Technology advisory firm serving the mortgage, banking, and financial regulatory industries. I set the firm’s strategic direction, manage development of the firm’s core capabilities, and develop strategic client relationships.Our firm has been privileged to be able to serve a major role in responding to the financial crisis. A few examples include:* Developing CCAR and Operational Risk Modeling solutions for banks* Helping pension funds, asset managers, and institutional investors recover billions of dollars of losses in RMBS through Repurchase Claims and RMBS Litigation* Helping over 432,000 homeowners (as of 6/13) avoid foreclosure by working with the U.S. Treasury and Fannie Mae to establish the Making Home Affordable HAMP program* Minimizing impact of bank failures to the U.S. economy by helping the F.D.I.C. establish the Loss Share program - providing orderly resolution for hundreds of bank failures* Enabling the recovery of the housing market by improving Fannie Mae’s ability to forecast home prices and performance of mortgages, thus reducing the cost of housing finance* Facilitating the availability of multifamily housing finance by helping Beech Street Capital * Building the financial foundations to avoid future financial crises by improving banks’ ability to manage model, credit, financial, and other types of risk* Building the financial foundations to avoid future financial crises by helping the U.S. Treasury Office of Financial Research establish a library of economic models and data* Facilitating stronger regulatory oversight of U.S. Financial markets and participants by helping the S.E.C. with a finance transformation and modernization program* Building the next generation national housing finance structures by helping Fannie Mae with numerous strategic business and technology initiatives
