Josh Biller, Mba

Josh Biller, Mba Email and Phone Number

Founder and CEO @ Gonzo Invest
Orlando, FL, US
Josh Biller, Mba's Location
Greater Orlando, United States, United States
Josh Biller, Mba's Contact Details

Josh Biller, Mba work email

Josh Biller, Mba personal email

Josh Biller, Mba phone numbers

About Josh Biller, Mba

I am an accomplished and ambitious finance/investment leader with a comprehensive background in designing and implementing investment and financial strategies in line with business policies related to ALM and capital requirements. I have strong knowledge of blockchain technology, cryptocurrencies, Fintech solutions, commercial banking, M&A, and financial products.I have a proven track record of overseeing mortgage secondary market operations, developing proprietary credit risk models, and managing credit products including leveraged loans, corporate bonds (IG and HY), municipals, and other complex fixed-income products. I have a strong entrepreneurial spirit and financial insight to deliver new products and services to the market and maintain a solid foundation and reputation of the organization. I am instrumental in identifying and securing investments using proprietary data analytics, creating dynamic financial models, conducting market research, due diligence, and trend analysis and preparing investment memoranda. I have significant acumen in delivering strategic insight into critical aspects of investments and expert-level guidance on portfolio management and operational best practices. I am known for conducting effective training and development programs for employees and leading teams to achieve shared visions and goals. I tackle life and career management scenarios with meticulous strategies based on my expertise in the following areas:*Loan & Investment Portfolio Management*Market Research & Investment Analysis*Financial & Operations Due Diligence*Structured Credit Underwriting*Banking & Finance Management*Credit Risk Management*Profit & Revenue OptimizationHappy to connect across mutual interests.

Josh Biller, Mba's Current Company Details
Gonzo Invest

Gonzo Invest

View
Founder and CEO
Orlando, FL, US
Website:
gonzoinvest.com
Employees:
1
Josh Biller, Mba Work Experience Details
  • Gonzo Invest
    Founder And Ceo
    Gonzo Invest
    Orlando, Fl, Us
  • Gonzo Invest
    Founder & Ceo
    Gonzo Invest Jul 2024 - Present
    As the founder and CEO of Gonzo Invest, I have leveraged a wealth of industry knowledge and a passion for technological innovation to create groundbreaking financial technology solution to transform the way institutions invest.Founder of FinTech building next generation investment and credit management solutions for high performing institutional investors.
  • Penn Community Bank
    Senior Vice President
    Penn Community Bank Sep 2023 - Jul 2024
    Perkasie, Pa, Us
  • Citizens First Bank
    Senior Vice President | Chief Investment Officer
    Citizens First Bank Jan 2018 - Sep 2023
    The Villages, Florida, Us
    As Senior Vice President and Chief Investment Officer, I led the the management and optimization of a top 150 bank investment portfolio to optimize returns for the organization. I developed and implemented a proprietary credit risk model, delivering top performance across corporate bonds, high-yield loans (broadly syndicated and leveraged finance), municipal bonds (taxableand tax-exempt), ABS, and CLOs.Here are some of my key accomplishments:* Directed strategic management of 70% of total bank assets including $3B on balance sheet investment portfolio as well as syndicated loan portfolio with a total return focus and performance at the 90th percentile across all banks* Executed and managed over $5B of transactions within three years.* Achieved $100M of run rate revenue by administering credit products, such leveraged loans, corporate (IG and HY), municipals, and agency fixed-income products.* Led mortgage secondary market function with $1.5B transaction volume over the past two years* Generated $50M additional income within two years through performance improvement and stable risk profile management
  • Citizens First Bank
    Senior Vice President Of Loan Capital Markets | First Vice President Of Loan Capital Markets
    Citizens First Bank Aug 2016 - Jan 2018
    The Villages, Florida, Us
    In my previous roles at Citizens First Bank, I was responsible for the development and management of entire mortgage secondary market function, including pipeline hedging and optimization, in parallel with developing a program to acquire leveraged loans, along with loan sales and trading, and reporting functions related to both new operating business lines.Here are my key contributions:* Established and directed buy-side department for the acquisition of broadly syndicated and leveraged loans* Increased leveraged loan portfolio from $0 to $170M through the development and execution of robust investment plans, adding additional $6M of net income at greater than 20% return on invested equity* Optimized overall bank asset/liability mix with significant leveraged loan portfolio growth* Executed over $400M of first year mortgage loan sales, generating $10M in additional revenue
  • Citizens First Bank
    First Vice President | Vice President | Assistant Vice President | Risk Management Officer
    Citizens First Bank Jan 2012 - Aug 2016
    The Villages, Florida, Us
    In these roles, I was responsible for the development and implementation of initial enterprise risk management framework methodology, process, and documentation. I arranged and led bank wide training and knowledge-sharing sessions related to leading organizational change, employee engagement, productive and workflow management, and advanced/basic MS Excel. I managed strategic performance efforts to develop a bank wide incentive program tied to key metrics focusing on improving return on equity. Key achievements of theses roles are:* Administered bank through key regulatory exams and audits at a critical part of the historic growth story, driving crucial rating upgrades and saving $500k in annual assessment fees* Operationalizing enterprise risk management framework that saved $100k in operational expenses tied to redundant tasks* Managed process and department restructure of loan production and processing to modernize with technology, optimize task processing, and reduce manual work, resulting in a 25% reduction in risk profile
  • Citizens First Bank
    Credit Officer
    Citizens First Bank Aug 2009 - Dec 2011
    The Villages, Florida, Us
  • Citizens First Bank
    Portfolio Manager
    Citizens First Bank Jul 2008 - Aug 2009
    The Villages, Florida, Us
  • Citizens First Bank
    Management Associate
    Citizens First Bank May 2006 - Jul 2008
    The Villages, Florida, Us

Josh Biller, Mba Skills

Risk Valuation Credit Risk Derivatives Capital Markets Trading Hedge Funds Hedging Commercial Lending Credit Analysis Portfolio Management Credit Fixed Income Risk Management Commercial Banking Market Risk Risk Analysis Investment Banking Banking Equities Financial Modeling Investments Loans Financial Reporting Securities Financial Risk Financial Analysis Cash Management Corporate Finance Financial Markets Commodity Finance Private Equity Management Leadership Financial Services Strategic Planning Analysis Public Speaking Strategy Relationship Management Due Diligence Asset Management Team Building Mortgage Lending Retail Banking Consumer Lending Mergers And Acquisitions Business Analysis Treasury Management

Josh Biller, Mba Education Details

  • Crummer Graduate School Of Business At Rollins College
    Crummer Graduate School Of Business At Rollins College
    Executive Mba Program
  • Penn State University
    Penn State University
    Labor And Industrial Relations / Engineering / Business
  • Aba Stonier Graduate School Of Banking
    Aba Stonier Graduate School Of Banking
    Wharton Leadership Certificate

Frequently Asked Questions about Josh Biller, Mba

What company does Josh Biller, Mba work for?

Josh Biller, Mba works for Gonzo Invest

What is Josh Biller, Mba's role at the current company?

Josh Biller, Mba's current role is Founder and CEO.

What is Josh Biller, Mba's email address?

Josh Biller, Mba's email address is jo****@****hoo.com

What is Josh Biller, Mba's direct phone number?

Josh Biller, Mba's direct phone number is +172488*****

What schools did Josh Biller, Mba attend?

Josh Biller, Mba attended Crummer Graduate School Of Business At Rollins College, Penn State University, Aba Stonier Graduate School Of Banking.

What are some of Josh Biller, Mba's interests?

Josh Biller, Mba has interest in Private Equity, Canoeing, Investing, Outdoor Activities, Education, Just To Name A Few, Environment, Hedge Funds, Reading, Science And Technology.

What skills is Josh Biller, Mba known for?

Josh Biller, Mba has skills like Risk, Valuation, Credit Risk, Derivatives, Capital Markets, Trading, Hedge Funds, Hedging, Commercial Lending, Credit Analysis, Portfolio Management, Credit.

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