Financial technology consulting to private sector clients.Provide deep analysis and advise on technological integrations and upgrades as well as custom development projects involving portfolio management, secondary trading, risk management, inventory management, and security profiles as well as various other specialties.

- Quickly built largest pipeline in under 6mos out of total worldwide sales team from Insurers, Corporations, Banks (Tier 1 and regionals), Asset Managers, Hedge Funds, Private Equity, and REITs.- SAAS solutions regularly sold consisted of legacy innovation, E-Platforms, Customized Application Builds (CAB), End-User Computing, Cloud Services, Security Improvements, Regulatory & Compliance Workflow Automation, and overall operational workflow optimization solutions.- Specialized approach in determining how to maximize productivity, efficiency, and data analysis.Key Achievements and Responsibilities:- Led effort to redesign and redevelop structured story for sales pitch deck and overall firm introduction to clients to better align solutions with that of their targeted client base. Starting with client type, down to individual personas which resulted in increased meetings scheduled and improved sales cycle closing times.- Contributor to Monthly Sales Education Group which was established to assist broader sales members to better understand their client base from a variety of perspectives as well as hone pitching and communication skills.

Hunted, built, and expanded both vertically and horizontally a diverse client book, providing strategic solutions around analytics, surveillance, research, trading, regulation and compliance.- Structured products (MBS, CMBS, RMBS, CLO, and ABS) as well as loan solutions and services.- Performed monthly portfolio analysis, interpreted market events, and predicted policy impacts to better align products and solutions to client needs and potential future requirements.- Client demographic was comprised of regional up to tier 1 banks, Asset Managers, Hedge Funds, Credit Unions, Insurers, Re-Insurers, Private Equity as well as funds.Key Achievements and Responsibilities:- Led process effort to redesign, develop, and obtain approval for new products and tools to improve efficiency and user-friendliness in structured product sector, specifically ABS, CMBS, CLO, and RMBS.- Leveraged industry experience and relationships, worked with selected client advisors and internal committees to inform, and advise on all platforms.Impacts:- Utilized analytical skills to increase portfolio diversification across all client bases from a singular CLO-dominant product solution to a multi-asset solution suite, resulting in increased annualized revenue across all sales books.- Advised senior management on actions and initiatives to increase sales through packaging solutions tailored specifically to a user’s role and focus, led to improved user experience, and prevented 4 pending agreement cancellations totaling $3M in avoided losses through 2021.- Championed the development of the company’s excel-based template solutions initiative that provided clients for the first time the ability to enable features previously unavailable such as pre-purchase setup, surveillance, and ongoing management of portfolio resulting in the first $2mm multi-year total solution suite sale out of our division.

Key Achievements and Responsibilities:- Special coordinator to head of IMM group for assistance with identifying, tracking, and analyzing client demographic penetration.- Responsible for diverse client base totaling over $860bln AUM consisting of Private Equity, Asset Managers, Banks, Municipalities, Governments, REITs, Insurance Companies and Corporations.- Primary sales focus of Agency MBS (TBAs, Spec Pools, CMOs, Hybrid ARMs, & Derivatives) and ABS (New Issue and Secondary Trading), TIPS, US Treasuries, Corporates (IG & HY), SSAs, Agency Debentures, Munis, REPO (Agency & Non-Agency), Interest Rate Swaps (EUR/USD/GILT/YEN/CHR/AUD), CLOs and Futures- Spearheaded the creation of an internal credit line risk monitoring system for use with accounts that require MSFTAs which reduced workload of risk department by over 60% as well as credit line overages by 30%.- Built account dashboard for sales that connects data from various internal sites and applications that reduced onboarding time of clients to under 2 weeks from over 45 days.- Beta-tester and developer of social velocity applications and sales/trading protocols such as LinkedIn, Twitter, and other networking implementations that allow sales access to more data on prospects and current client bases as well as obtain more knowledge over products and sectors in real-time.

Managed Fixed Income and Equity divisions responsible for $15mm in combined annualized revenue. Oversaw strategic planning and project management across entire organization. Guided organization towards the completion of quarterly goals, projects, and action items. Ensure that the organization is applying leadership principles into every area of its culture, policies, and practices. Collaborate with Executive Team and Leadership teams on daily operations oversight and identify solutions for obstacles, resourcing challenges, and gaps to meet stated goals.Key Achievements and Responsibilities:- Analyzed group of diverse taxable fixed income portfolios, analyzed risk variables, priced fixed income portfolios, cash flow projections, yield, and duration scenarios, and reassessed calculation and models which resulted in more efficient client portfolio management system and increased trade revenue by 3% on quarterly basis totaling $2.2mm in additional annualized revenue- Streamlined portfolio analytics process and worked with CTO to develop BWIC matching system that provides historical account purchases that match daily BWIC lists, which incentivize salesmen to contact accounts with opportunities to add to their existing positions, resulting in +35% in executed trades each month and increased annualized revenue over $3mm.- Delivered and improved portfolio analytics that were provided to portfolio managers which included attribution analysis and cash flow analytics which reduced improved client dialogues between salesmen and accounts and increased rapport.

Key Achievements and Responsibilities:- Co-built MBS Origination business to an annualized trade flow of $45bln from GSEs, Banks, and Non-Bank Lenders- Expanded Dealer sales to annual flow volume of $40bln (+38% from YE2015) comprised of Agency & Non‐Agency MBS, ABS, CLO, STRIPS, TIPS, US Treasuries, Covered Bonds, Corporate Debt (IG & HY in all geographic sectors), Euro Govies, Agency Debentures, Munis, SBAs, REPO (Agency & Non‐Agency) and Interest Rate Swaps (EUR/USD/GILT/YEN/CHR/AUD)- Expanded products and services sold to clients through educational campaign comprised of research, trade ideas, and meetings on unfamiliar businesses and sectors which increased cross‐sales of bank services by 15% from the prior year.- Structured monthly repo deals with Hedge Funds, Asset Managers, and Private Equity clients which averaged $500mm in collateral monthly with an average of three‐month roll periods resulting in avg monthly revenue of $2-3mm.- Member of Credit, Risk and Onboarding Committees which focused on the streamlining of the new account opening process where my proposed revision of current workflow resulted in approval turnaround time to 30‐60 days vs 90‐120 prior.- Responsible for managing and mentoring trading assistants, junior salesman and middle office associates for MBS desks.- Appointed Client Relationship Manager to several of bank’s most high‐profile accounts that were responsible for 10% of Capital Markets Division’s revenue.

Key Achievements and Responsibilities:- Primary Responsibility of Agency MBS sales with additional volume sales of CMOs, RMBS, CMBS, ABS, and resi whole loans to banks, private equity funds, hedge funds, and asset managers.- Championed the structuring of two Agency MBS Jumbo Securitization deals totaling $750mm through collaboration with client base, whole loan desk, and FHLMC resulting in $500k revenue for desk.- Increased the firm’s Prime Brokerage business by 2% through select marketing campaign to client base enhancing.- Crossed bonds consistently to maintain revenue targets while developing client trading profiles to better understand and forecast client trading and hedging strategies.- Forecasted changes in origination markets to assist trading and risk in mitigating losses potentially incurred by client defaults.

Key Achievements and Responsibilities- Led Agency MBS sales volume over $1 billion (3,348% increase from prior year 2010‐2011).- Responsible for inflow volume obtained from Tier 1 Banks and Non-Bank Lenders averaging $6bln monthly.- Managed $200mm CRA portfolio and developed risk mitigation strategy while initiating new investments to reduce duration risk bringing extending 1st loss probability out an additional 6mos on CRA portfolio.- Analyzed residential mortgage market, assessed various risk impacts on portfolio and consistently investment strategy to align with corporate risk tolerance.- Reduced portfolio duration by 3 years, executed transaction with Fannie Mae to securitize existing loans to mitigate additional credit losses in the portfolio and sell at a sizable gain.

Managed Residential Mortgage Division operations while acting as liaison between C-Suite and Co-Heads of Resi and Commercial funds. Responsible for creation and management of investor reporting for Resi-related funds and liaised with investors daily to field inquiries during quarterly result reporting.- Seconded to GMAC by Cerberus in 2009 (Cerberus was largest majority stakeholder at time) to assist with conversion of GMAC into Bank Holding Company (BHC). - Assisted with BHC establishment and expedition of bank charter process. - Additional responsibilities required restructuring of mortgage subsidiary (ResCap) and build out of Capital Markets division which later became Ally Bank.Key Achievements and Responsibilities:- Collaborate with team to develop models that support our RMBS and SFR investment strategies.- Developed real estate financial models including asset valuation, housing price appreciation projection, credit risk, rent price, and environmental disaster impact.- Provide actionable insights to portfolio managers, traders, and risk managers.- Create and manage investor reporting, presentations and fund marketing materials associated with division.

Acted as sole intermediary between Global Head of Fixed Income Division and all business lines both domestic and international. Managed day-to-day Capital Markets Division operations while ensuring implementation trade strategies, risk metrics, and more were carried out within the Fixed Income division.Key Achievements and Responsibilities - Daily analysis of Global Fixed Income Division P&L reporting to ensure accuracy and risk tolerances were not breached. - Managed operational aspects of fixed income division inclusive of procurement, real estate, marketing, human resources, recruiting, expansion, new market developments, vendor contract negotiations, intern program, floorplan trading moves and seating, technology, and system-wide prop system integrations to ensure compliance with internal protocols and bank regulatory and compliance requirements. - Assisted in the design and implementation of electronic risk‐limit alert system to help mitigate breaches of trader limits and reduce the need for physical reports.- Analyzed and investigated monthly variances on balance sheets and produced reports denoting causes for fluctuation in revenue to management and C-Suite. - Coordinated & conducted morning risk meetings, organized internal economic forums and global town halls.

Key Achievements and Responsibilities: - Responsible for the creation, production, and presentation of client pitch books. - Selected as Client Relations Manager Liaison for the Investment Banking Healthcare sector in 2005. - Championed organization, production, and coordination of the 2004 and 2005 Miami Global Healthcare Conference. - Responsible for production of internal monthly reporting to senior management on division revenue and deal market share. - Member of technology committee and responsible for beta testing software before approving for rollout to Investment Banking Division. - Reduced 2005 division expenses by 25% annually through vetting of vendors and renegotiation of existing contracts to meet firm 2006 target requirements.

Key Achievements and Responsibilities: - Responsible for maintaining daily equity & fixed income trading floor operations on behalf of COO. - Responsible for production of monthly business review presentations to the CEO. - Created system and methodology for cost‐efficiency which resulted in departmental savings over $1mm annually on technology hardware. - Led hardware inventory rollout program which recouped $400,000 in lost and misplaced equipment through asset tracking system. - Assisted in the renegotiations of trading system and hardware provider lease contracts which resulted in consistent monthly savings, averaging over $100,000 a month.