Josh Biller, Mba Email & Phone Number

Orlando, Fl, Us

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.

Perkasie, Pa, Us

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

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

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

The Villages, Florida, Us

The Villages, Florida, Us

The Villages, Florida, Us

Master Of Business Administration (M.B.A.), Executive Mba Program

Bachelor Of Science, Labor And Industrial Relations / Engineering / Business

Aba Stonier Graduate School Of Banking, Wharton Leadership Certificate