- Innovating mortgage technology- Leading growth initiatives through disruptive product partnerships, M&A, and enterprise sales

Leading business building initiatives around proprietary tech assets- Led the $250m transaction with Warburg Pincus and Sagent, a mortgage tech portfolio company, to partner in the creation of the industry's first cloud-native servicing platform- Drove business building initiatives for a machine learning platform focused on mortgage documents and real-time data insights

- Equity and structured debt investments in high growth companies, investments include: Loadsmart (Logistics) / NepFin (Fintech) / Tongo (Fintech) / Gaia Design (DTC) / Crehana (Edtech) / Karvi (auto marketplace)

- Zilch (fka Neptune Financial)- Integral role working alongside Nepfin founding team on product development and funding partnerships. - Key role in successful sale and merger with Zilch, the leading UK commerce card with 3 million customers.

Latam private equity fund with over $650 million mobilized, from global institutional investor base- Senior role in the sourcing, analysis, negotiation, and execution of buyout investments- Direct responsibility for portfolio company performance and execution of business plans- Led turnaround in legacy portfolio company, taking deputy CEO role, triggering exit opportunity- Board member of three portfolio companies- Senior role in talent planning, recruitment, and development within the firm and portfolio companies

$900mm private equity backed bank holding company buying and operating distressed banks. Investors included Crestview Partners and Oak Hill Advisors- Created a $10bn regional bank via a distressed bank roll-up - Executed 7 transactions in 2 years, deploying over $850 million in capital- Merged under one brand and operating model- Nasdaq IPO- Subsequently acquired by First Horizon (Nasdaq: FHN)