Honored to be part of this extraordinary university system focused on creating interpretative value, not just value in a vacuum. Free air tickets to a Hawaii cruise may have great monetary value, but not to someone who has a fear of flying or sea sickness.

Business Process Outsourcing of financial accounting, IT support, state tax filings and online marketing for small and medium sized businesses.Advisory services to private equity companies related to AML/KYC compliance and global depository solutions.Benefit-cost analysis and advisory services to U.S. municipalities regarding infrastructure loans and grants for infrastructure development.

Sold the company in August, 2024.Clean Origin was the world’s largest digitally native purveyor of conflict free, lab grown diamond engagement rings and related fashion jewelry. 💍 Our D2C platform was founded in 2017 to be the premier place to find the highest quality jewelry that differs from mined only in its origin and its price. Our online channels were later complimented through 6 physical stores in Dallas, Chicago, Washington DC, Houston (2), and Columbus.

• Growing de novo FI practice through joint product development with established FinTech partners• Created, marketed, and implemented Finastra’s first SaaS hosted solution of an enterprise product for the community market, a 2,000+ customer segment for Finastra • Established a LIBOR transition practice leveraging proprietary technology for document remediation, P&L impact analysis and workflow/process management• Established GreenPoint as a leader in FinTech SME through a series of thought leadership initiatives

MSQE Capstone course

• Hired with dual mandate to grow revenue through capital markets wins and mitigate balance sheet costs through restricted balance sheet deployment• Closed a record number of lead arranger capital markets mandates across multiple currencies resulting in $50MM+/year in direct fees and establishing revenue bases for expansion into new markets• Quarterbacked the remediation of numerous, multi-billion-dollar, complex exposures to RBC’s largest insurance, bank and broker-dealer counterparties through the financial crises without net loss• Adjudicated daily exposure and client communication to RBC’s largest counterparties including limits for bulk derivatives, FX, CLS, cash settlement, bespoke securitization, repo and credit/lending facilities• Established and chaired a global operating committee to adjudicate all bank and sovereign counterparty risk across RBC ($600Bn+)• Established RBC’s first institutional client management and ratings advisory practices driving $70MM+ in incremental cross-sell revenues• Achieved 20% CAGR in transaction banking/trade finance businesses by applying “Rule of 9” sales strategies to prompt RFP generation• Hired, repositioned, mentored and promoted individuals across the organization

• Promoted to VP & Manager to drive revenue by hiring a team of 5 corporate banking officers focused on the insurance and healthcare verticals• Requested to assume management of broker-dealer portfolio including the acquisition of 8 additional loan officer and operations personnel with a mandate to streamline headcount while growing revenues• Created Financial Industries in 2001 by combining insurance, broker-dealer healthcare insurance and adding CLO sub-verticals• Reduced combined headcount from 12 to 8 through cross training of loan officers and redeployment of some officers out of the organization• Revenue CAGR of Financial Industries was 36% from inception until my departure in 2004 derived from products including capital call lending, CLO & structured repo against bespoke collateral, and conduit finance as well as more traditional trade finance, daily funds management, corporate lending, IRS, and FX