Jeffrey Hulett Email & Phone Number

Personal Finance Reimaged is a decision-making and financial education platform. Our objective is to help people and their organizations achieve a consistent, repeatable decision process for a lifetime of wealth and health.

The Curiosity Vine mission is to encourage realization and growth of our natural curiosity.

Reston, Virginia, Us

Definitive is a choice architecture firm. We provide decision sciences enabled software and consulting solutions. We specialize in facilitating technology and business investment decisions using world-class techniques for prioritizing alternatives and optimizing time and resources.

Harrisonburg, Va, Us

I teach Personal Finance in the College of Business.

I help the Hulett Brothers manage their risk and see into the future.

Our vision is to empower under resourced people, communities, and businesses to achieve their greatest potential through optimal decision-making. We provide chooser led choice architecture that builds decision making confidence.

Washington, District Of Columbia, Us

Provide risk and compliance related advisory services to large and mid market financial services organizations. My time at Promontory was heavily impacted by client pandemic-related needs. We helped mortgage companies implement CARES Act and related legal requirements. We helped clients comply with regulatory needs including customer support during the pandemic. We helped clients navigate supplier risk management needs during this very dynamic time, impacting third party relationships.Leadership and adaptation was essential during this time. I led my teams to embrace mobile client delivery. We very quickly embraced realities of delivering high quality professional services during a difficult time. I’m VERY proud of my teams.

New York, Ny, Us

Jeff was a Managing Director leading KPMGs Mortgage and Consumer Lending Practice, providing Credit Operations and Credit Risk Management advisory services. Our advisory services include remediation based risk services as well as strategic design services for the road ahead in the Mortgage and Consumer Lending arena. Areas of focus include:• Digital Mortgage and RPA / Intelligent Automation / Machine Learning based credit and compliance solutions • Credit Operations Model transformation• Insource / Outsource / Offshore strategy and implementation• Quality Management / Control function design and implementation• Algorithm / model development and validation• Mortgage Servicing, including Default Management Program Management• Rep and Warranty / Repurchase risk management / Originations risk and control design and surveillance• Loan Transaction DiligenceOur clients include top to middle market FInancial Services companies and lending related Federal entities.

Rockland, Massachusetts, Us

Board-Level Strategy and Financial Leadership• Led board-level strategy development focused on real estate markets, lending environments, and product strategies. Directed scenario planning exercises to guide long-term growth and risk management.• Drove direct marketing efforts that generated $2M in NIAT contribution and $.12 EPS, with $200M in Home Equity originations and 5,000 new households.• Developed and implemented credit loss forecasting systems for retail products, maintaining credit losses at only 16bps during the 2007 financial downturn.• Designed and led loan-level asset pricing systems, driving changes in product, pricing, and market segmentation strategies.• Provided strategic leadership for the bank’s Business Intelligence system, enhancing data-driven decision-making through tactical planning and resource management.• Created and documented credit policies for all retail lending products, ensuring regulatory compliance and market adaptability.

San Francisco, California, Us

Led division consisting of professional, line management and production personnel. Responsible for budget of $30 million in controllable expenses, $250 million in revenue, $2.5 billion in annual production, $5 billion loan portfolio. 2002 produced $85 million pretax profit. • Responsible for multiple direct marketing channels, including direct mail and email, telemarketing, internet / digital (wachovia.com), aggregator, banner, portfolio and internal cross sell initiatives. Deep focus in RCT-based hypothesis testing to drive business knowledge and results. • Implemented national direct marketing production, credit analytics, and testing data platform. Warehoused CB data, courthouse, demo, psycho, and proprietary data on all US home owner households. • Responsible for multiple sheltered lending products, including loans and lines, fixed and variable, super prime and Alt A, purchase money, and niche investor products.• Sponsored installation of sheltered lending internet presence, utilizing automated decision engine.• Chaired several corporate councils. Member of Lendingtree’s Lender’s Advisory Council and Wachovia’s Real Estate Vendor Management company (Greenlink, LLC) advisory board.• Credit losses and prepayment rates below forecast.

New York, New York, Us

Behavioral Economics based Randomized Control Trial (RCT) hypothesis testing and quantitative analysis to optimize credit card credit policies. Applied Behavioral Economics-based techniques to optimize credit learnings.

Business Administration, Finance And Economics

Economics, Econometrics And Quantitative Methods