Advising both OakNorth Bank and OakNorth Credit Intelligence

• Responsible for global research and modeling with ownership of R&D, analytics, and quantitative advisory. • Managed external stakeholder relationships as most senior expert spokesman. • Led largest and most critical client engagements involving analytics products at top financial institutions, advised senior management at key clients on risk management issues.• Formulated R&D and business development strategy and successfully captured new business opportunities around CCAR, IFRS 9, CECL and ESG/Climate Risk.• Stewarded ML/AI transformation of analytics product development.• Chaired 300-person San Francisco office and led office-wide Employee Resource Group and Corporate Social Responsibility initiatives.

• Served on editorial board of dedicated credit risk journal with a panel of top academic and industry experts. • Reviewed and refereed submitted research papers and book proposals.

Taught a credit risk modeling class

• Led research function and quantitative product strategy. • Successfully rebuilt group after a number of key personnel departures.

• Led subject matter expert division of firm’s North America sales organization. • Collectively owned and achieved sales targets in 2005 and 2006 with Relationship Managers.• Successfully set up structure, procedures and process of working with Relationship Managers, Client Support Team, and Product Management Function.

• Managed strategic client relationship of large accounts that include global commercial and investment banks, international insurance companies, large asset managers, hedge funds and regulators.• Accumulated international sales experience in Americas, Australia and Asia.• Achieved 170% of sale quota without any client attrition in 2004 - 2005.

• Contributed significant enhancements to research and product development areas of EDF Model, Global Correlation Factor Model, single obligor credit risk and portfolio analytics.• Helped build the research team under the direction of Stephen Kealhofer, cofounder of the company.• Managed research team of seven and firm’s day-to-day research operation. • Led major product initiative targeting private firm credit analytics involving a cross-functional team of researchers, software developers, quality assurance technicians and client service representatives.