To improve access to justice for the injured and harmed by supporting the legal industry with strategic capital, all while delivering exceptional results for our investors.

Mortgage365’s apps and MortgageOS unlocks the full power and potential of the Microsoft Stack for lenders looking to create BETTER, SMARTER, FASTER loan experiences.  Built on Microsoft Power Platform, our proprietary WorkSurface desktop and mobile apps combined with our services and APIs allow our users and customers to do more with less.Featuring lights out integrations with credit, pricing, fees, home valuation, borrower portals, back end transaction systems and automated underwriting systems - lenders can finally give their sales team the tech that will boost their productivity and slash loan origination costs.Responsible for the design, development and implementation of all product lines.WORKSURFACE - Harnessing latest user friendly tech and practices, the worksurface features lights out integrations to support all loan officer activities from lead to close. Our users close more loans faster by allowing them to focus on what they do best, producing loans. Seamless desktop to mobile experience that includes our responsive, and compliant customer presentations and texting solutions.MORTGAGE OPERATING SYSTEM - Giving customers back something valuable they have been giving away for free - their data! Pre-built, scalable integrations to industry leading vendors, user friendly interfaces to manage mapping and connection health and real-time data tools are all deployed and operated in our customer's private cloud. Includes the ability to create intelligent automation to begin eliminating the mundane tasks that are strangling productivity.

I work with founders, executive teams, boards and investors to design and deliver strategies designed to fuel profitable growth.

Partnered with banks and mortgage companies to align technology with strategic objectives, designed to boost customer and employee satisfaction and grow revenues. Focused primarily on lead management and sales best practices for consumer direct and mortgage origination.STRATMOR has been in business for 31 years serving exclusively the mortgage banking sector of the financial services business. Our five principals bring deep exposure to the business from all vantage points. When you hire STRATMOR, you get years of experience typically at a fixed price based on the scale of the engagement. What you will not get is a runaway project with billable hours exceeding the value of the engagement. Our specialties include: Strategy Consulting - helping banks and independent mortgage bankers determine profitability, risks and opportunities for various business channels. Mergers and Acquisitions - STRATMOR has participated in buy or sell transactions in the industry. We help companies choose the right investment partners, leveraging our years of experience and rich understand of profitability and operational metrics. IT Consulting - we have participated in over 25 LOS procurement projects in the the past two years. Get unbiased insights on all the major LOS providers BEFORE you invest. Peer Group and Benchmarking - STRATMOR is best known for its ongoing partnership with the MBA in conducting the MBA/STRATMOR Peer Group Benchmarking Program, providing insight to top mortgage firms since 1998.

Velocify (during my tenure) was the market leader in cloud-based intelligent sales automation and was ranked on Deloitte’s Technology Fast 500™. I focused on innovation that would fuel scalable growth and delivered the first patents for Velocify, which assisted in the successful acquisition by Ellie Mae.Led the Product, UX and Big Data teams for all product lines - Flagship SaaS app, SalesForce.com app, Hadoop, Partner Integrations Platform, Dialer, Email and iOS app.Highlights:* Established a Product Lab to drive innovation and future growth, that also doubled annual patent filings.* Championed rapid prototyping to validate new product ideas with customers and market experts earlier.* Unified product and UX to focus on the customer to ensure new product offerings are useful, usable and valuable.* Drove out revenue and cost estimates on all roadmap items to ensure priorities were growth focused and measurable.* Created a searchable repository for competitive and market research to assess product fitness and inform the go-to-market strategy.* Re-architected product search engines to enable larger enterprise-size deals to be closed and significantly reduce churn that was hampering sustainable growth.* Brought to market a new mortgage product to enable customers in the company's largest vertical to transition successfully to new product lines following a significant market shift in 2013/14.* Submitted a new patent in the CRM/Lead Management space to open up new markets for a maturing product line.

Thomson Reuters Elite is the leading global provider of an end-to-end enterprise business management solution for law firms.Led a product management team responsible for defining, developing and executing a strategy to move the industry leader's flagship product profitably from the introduction to growth stage of its product life cycle.Responsibilities included:* Creating a vision to integrate a suite of products spanning contact and relationship management, forecasting, financial management, planning and reporting.* Developing methods to gather regular and actionable data on users, customers, partners and competitors to guide roadmaps and development towards high value, competitive solutions.* Leading and developing a team of product managers spanning technology, strategy, global expansion and product development.* Implementing new agile methods and processes to speed up the time to value for customers.

EHI is the holding company for Enterprise, National & Alamo car rental brands and is one of America's largest private companies.Led a product and UX team responsible for designing, developing and executing the strategic direction of EHI's operational products supporting 3 mega brands, targeted to increase market share, sales and customer satisfaction. Cross-functional roadmap covering Web 2.0, Kiosk & Android Mobile solutions, designed to support growth of 25 million customers by servicing them faster and smarter, away from rope lines and counters.* Responsible for partnering with stakeholders and high ranking executives to define and review business vision, goals, KPIs, product strategy and roadmaps; including regular updates on status, risks, decisions and ROI.* Led cross-functional product roadmapping, scope definition and product alignment to business objectives.* Established, led and trained a group of Product Managers & UX professionals who engage on key strategic initiatives and develop new business opportunities.* Conducted contextual end user tests and field studies to clarify customer needs and wants against business andmarketing goals, strategies and assumptions throughout the full software development lifecycle.* Designed and delivered iterative hi-fidelityweb and Android prototypes to capture stakeholder buyin, perform end user testing and deliver final product framework and development specs.* Created PRDs detailing product strategy, functionality, risks, opportunities, business goals and competition analysis.* Delivered Interaction Design Specs, HTML Prototypes, Style Guides and HMTL, CSS, JavaScript code.* Measured and reported KPIs and product metrics via analytic tools such as TeaLeaf, Crystal & Business Objects.

* Designed, developed and implemented EU market centric CRM, Sales and Management solutions to capture new business and grow existing revenue streams.* Defined a cross-functional product vision and strategy to support exceptional business growth during international expansion that would allow European fleets to achieve current and future growth targets profitably.* Led requirements, design and testing on products developed out of the world head office and created a proof-of-concept strategy to transition mission critical homegrown products to centralized global support infrastructure.

* Primary architect of the vehicle planning, acquisition and sales division for Scotland.* Orchestrated an alternative marketing strategy of consultative direct-sales technique to maximize sales price whilst enhancing consumer experience.* Diversified inventory to create a distinct competitive differentiator and marketing tool that yielded a new and diverse customer base, alongside significant revenue and cost advantages.

* During start up, opened two of the first car rental locations for Enterprise in Scotland, including the first onsite repair facility store.* Implemented alternative marketing strategy to establish a diverse and high yielding customer base.