- Consummated Carlyle’s largest corporate investment and one of the largest buyout transactions in its history- Built a high-growth, resource-light, tech enabled business focused on insurance companies- Responsible for $4.7B Alternatives portfolio and product development for one of Carlyle’s most important clients- Raised and managed $2.6B of equity capital from high-quality institutional investors into Fortitude Re

- Supported a $4.1B franchise of buyout, growth, and venture capital-style investment funds- Oversaw transaction structuring and execution, reporting and forecasting, tax, and investor relations

- Won US government approval to be the 1st financial institution ever to shed its ‘Too Big to Fail’ status- Created $6.3B of shareholder value upon the US Financial Stability Oversight Council’s (FSOC) rescission of GE Capital’s Systemically Important Financial Institution (SIFI) designation- Drove GE share price to an 8-year high immediately following submission & press releaseMedia coverage:Wall Street Journal: http://www.wsj.com/articles/ge-capital-sheds-systemically-important-label-for-too-big-to-fail-firms-1467205963

- Responsible for critical risk areas commonly associated with institutions that are "Too Big to Fail"​- Defined GE Capital’s strategy and actions to respond to extreme economic stress scenarios- Orchestrated the hypothetical unwind of the 7th largest financial services company in the US, including exit strategies for all portfolio investments and assets

- Strategic and financial leadership for the #1 firm in the vehicle fleet financing industry, with more than $1B in annual revenue and 600 employees- Accountable for FP&A; controllership; pricing; tax; funding; capital markets; and growth, innovation, and cost-out initiatives- Financial oversight of multi-million dollar, multi-generation technology investments and deployments of powerful data analytics, data visualization, and predictivity tools for Fortune 500 customers and drivers of their corporate fleet vehicles- Enhanced performance and positioning of division, enabling sale to Element Financial in 3Q15 at a premium relative to peer transactionsMedia Coverage:Wall Street Journal: http://www.wsj.com/articles/ge-to-sell-fleet-businesses-in-u-s-australia-and-new-zealand-1435561946Bloomberg: http://www.bloomberg.com/news/articles/2015-06-29/ge-sells-fleet-assets-to-element-financial-for-6-9-billionFleets and Fuels: http://www.fleetsandfuels.com/new-products/2015/04/brightworks-insights-from-ge-fleet/

- Independent oversight of 4 US and European divisions and HQ, with $230B of collective assets and $21B in revenues- Directed teams in audits of multiple sectors (i.e. aviation, energy, retail, financial services) and deal constructs (including as senior secured lender, equity investor, limited partner, and joint venture partner)- Advanced to highest level in GE’s prestigious audit and advisory program in 5 years (CFO Insider: https://www.businessinsider.com/ge-green-beret-executive-development-program); Managed 200 auditors- Recognized for business partnership & risk identification in aftermath of global financial crisis

- Excelled in global M&A, Pricing, FP&A, and audit assignments in GE’s acclaimed early career programs (CFO Magazine: http://bit.ly/1Hrl2uz)- In-depth experience and exposure to multiple financial products (including credit cards, mortgages, personal loans, cash flow loans, leases, and real estate investments) and transaction types (including acquisitions, divestitures, sharing agreements, securitizations, and syndications)

Produced in-depth research for an innovative paper published in the Journal of Economic Integration on foreign investment & joint ventures in developing & emerging markets, authored by a respected WTO Senior Advisor