Managing Director, Product Manager, Strategy
CurrentProduct Manager CRT Index (2018 - Present)- Managed the product team, systems, financial engineering, and marketing resources responsible for the creation of the AD&Co US High Yield Mortgage Credit bond index, the first benchmark index representing credit risk transfer bonds.Worked with third party publishers, GSEs.Product Manager LoanKinetics (2013 - 2018)- Conceived, designed and implemented all functionality, UI, for LoanKinetics, the firm’s flagship whole loan analytical platform.- Product revenue has grown at 40% annually and now accounts for 15% of total firm revenue. The system's capital estimation metholodology was recently adopted by an NSRO as its national ratings standard for MI and reinsurance companies.- Managed UX, coding resources, wrote all technical documents, educated sales force, designed marketing strategy and made client presentations and visits.Managing Director, Strategy (2016 - Present)- Defined corporate identity and developed strategy using a value-focused enterprise approach.- Analyzed competitive trends, impact of technology, fintech evolution and regulatory and accounting trends.- Currently leading the technology transition of financial engineering applications from desktop to SaaS.Manager, Raleigh Office (2014 - Present)- Selected office location and recruited, managed and mentored professional staff.
