Serial specializes in interactive entertainment. Its mission is to boldly reinvent recreational services for maximum fun. Reach out to us for any of our offerings: virtual team building, IRL corporate workshops, hosted game shows, or unique event venue in Bellevue, WA.

I am the owner and founder of Avexa. I combine my own entrepreneurial success and knowledge of game theory to advise others on business strategy. For areas outside of my expertise, I make referrals from the Avexa Collective, a group of vetted and trusted CEOs that have a proven record of success. Together, we help executives navigate the difficulties of owning a business.

Azimuth Advisors is a consulting firm providing strategic, financial, trading, and risk management advisory services to the mortgage and financial services industries - Led engagements in our Asset/Liability Management (ALM) and Quantitative Risk Management (QRM) Consulting Services - Main designer behind Azimuth’s proprietary Horizon tool that automatically documents and analyzes the settings of a client’s QRM implementation.- Designed, documented, and implemented all forecasting… Show more Azimuth Advisors is a consulting firm providing strategic, financial, trading, and risk management advisory services to the mortgage and financial services industries - Led engagements in our Asset/Liability Management (ALM) and Quantitative Risk Management (QRM) Consulting Services - Main designer behind Azimuth’s proprietary Horizon tool that automatically documents and analyzes the settings of a client’s QRM implementation.- Designed, documented, and implemented all forecasting process behind the CCAR/DFAST stress test for several banking institution ranging from $40 to $95 billion in asset size.- Trained new hires in the QRM framework, advanced financial modeling, and ALM fundamentals Show less

Solely responsible for the consultation leg of Aventur Partners, providing QRM & ALM consultation to various financial institutions.- Integrated best practices with existing ALCO processes for three different financial institutions, each valued over $45 billion in assets.- Designed, documented, and implemented Stress Test forecasting process for one of the FHLB system banks valued over $100 billion in assets.- Optimized QRM framework performance; in one case, reducing monthly… Show more Solely responsible for the consultation leg of Aventur Partners, providing QRM & ALM consultation to various financial institutions.- Integrated best practices with existing ALCO processes for three different financial institutions, each valued over $45 billion in assets.- Designed, documented, and implemented Stress Test forecasting process for one of the FHLB system banks valued over $100 billion in assets.- Optimized QRM framework performance; in one case, reducing monthly reporting turnaround time from 2 weeks to 5 days. Show less

Project lead of QRM 16.1 implementation for the Market Value and Planning (Income forecasting) components of QRM for a $150+ billion balance sheet which contained Advances, Mortgage-backed securities, whole-loans, callable debt and complex derivatives.

Evaluate financial impact of proposed changes to Home Equity policy, profitability study of the Home Equity convertible products.

Income forecasting & market value risk for $55B REIT. Implemented QRM framework and upgraded several versions. Prepared ALCO and board packet presentations.