- Managed acquisitions group which including pricing, acquisition, closing, portfolio management and servicing. - Managed market, underwriting and performance risks to ensure acquisitions were most likely to perform. - Drove team to integrate qualitative considerations into a very quantitative analysis and risk management process.- 2017 Invested $88M and purchased $391M in policy benefits over 255 policies.- 2018 forward, full time focus on portfolio management with departure of prior portfolio manager.- Expanded portfolio analytics, designed validation testing on analytics and instituted systematization and modernization of data storage and reporting.- Identified key areas of portfolio over or under performance and provide further risk adjusted pricing and valuation to shape acquisition decision making.- Implemented third party professional servicing firm and new pricing model vendor for modernization and increased servicing performance.- Continued involvement of audits, financial reporting and public filings.

- Continued support and refinement of company and portfolio valuation, financial analysis and public reporting.- Credit, debt, equity and initial public offering analysis and structuring.- Identified and worked with underwriting and actuarial firms to develop short form underwriting and custom mortality table specific to small policy population demographics to build and increase purchases in an under served market segment.- Lead all acquisitions in the secondary and tertiary market spaces to grow life settlement portfolio by investing $203M and purchasing 560 policies with nearly $1B in face amount.

- Designed and maintained corporate finance model including full GAAP Income Statement, Balance Sheet and Cash Flow Pro-Forma models.- Provided analysis and structuring of private transactions, public equity and debt offerings.- Integrated assumption and stress factors in secondary market projections, portfolio performance, capital raise, debt servicing and G&A to project earnings and company valuations. - Supported and expanded company acquisition and portfolio management reporting and analytic abilities.

- Developed and expanded business lines and service offerings while providing support to pricing and analytics teams.- Worked on structuring premium finance program with international commercial bank.- Created simplified acquisition program underwriting and process to enable company to acquire policies directly from partner agents without the cost of additional intermediaries and a traditional lengthy competitive process.- Built, programmed and refined custom rated securitization model according to published ratings criteria.- Provided funds with optimal securitization structure and analysis.

Temporary contract position to kick start offshore Life Settlement fund.Evaluated policies through risk model for portfolio acquisition and negotiated offers through a market provider.

Analyzed and priced life insurance policies for funder acquisitions.Generated and evaluated pricing according to funder specific purchase parameters.Obtained funder approvals and communicated offers to market brokers.