Functional Skills

Risk Management
Corporate Finance
Agile Software Development
Benchmarking
Blockchain
Business Intelligence
Regulatory Compliance
Strategic Planning
Process Improvements
Business Process Outsourcing

Software Skills

SQL
Python
SAS
VBA
Microsoft Access
PowerBI
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Visio

Sector Experience

Business Services
Financial Services
Real Estate
Social & Public Sector
Technology

Experience

CONSTRUCTIVE TRANSFORMATIONS Management Consulting
Managing Director
8/2016 - Present
Providing interim management services with a focus on software tools to help clients in crisis or transition reach an inflection point.

•Transformed the data services delivery division for RealINSIGHT, an alternative asset management SaaS company and Fortress Investment Group portfolio company.
•Completed a digital transformation and business process automation engagement for CohnReznick Realty Capital Advisors.
•Collaborated on the development of an ERP/IoT platform serving the brewed/distilled beverage industry.
•Co-developed blockchain use cases and proof of concept for a major manufacturing company.
•Interim CFO for a $10 million revenue continual care retirement community (nonprofit).

Federal Deposit Insurance Corporation Management Consulting
Senior Program Manager, Division of Resolutions and Receiverships
7/2010 - 5/2016
U.S.banking regulatory agency with $97B in total assets & $10B in annual revenue.

• The only consultant (out of 800) to serve on the Franchise and Asset Marketing Branch operations committee.
•Won an award for leading a cross-functional team to uncover $1 Billion in saleable assets from failed banks.
•Created methodologies to analyze risk exposure and enhance compliance policies for a $52.7 Billion portfolio of failed bank assets managed under the agency's loss share program.
•Identified $1.1 Billion in over-payments by the FDIC and assisted in the recovery of $220 million.
•Supervised 7 contractors in developing business intelligence tools (hybrid waterfall/agile methodology) for the Directors and FDIC Chairman guiding the disposition of the FDIC's $15.3 Billion receivership portfolio.
•Created processes to realign vendor relationships saving 7.5% on the original $200 million ratified contracts.
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BNS ENTERPRISES, INC. Management Consulting
Principal & Chief Operating Officer
4/2005 - 7/2010
Strategic planning, operational improvement, financial advisory and risk management services to regional portfolio companies of individual and institutional investors. Expanded scope beyond traditional restructuring/turnaround consulting.

• Recovered $30 million in damages for clients in a class action lawsuit against eBay as an expert witness.
•Completed a creditor advisory engagement on a $4B REIT for the unsecured lenders ($985 MM exposure).
• Completed a $45 million corporate recapitalization, implemented business process improvements and automated the online lead generation program for a specialty finance company.
• Completed platform acquisitions totaling $50 million for an international call center company headquartered in India. Continents explored: South America and Asia.

BRIDESTUFF.COM, INC. Start-Up
Chief Operating Officer & Chief Financial Officer
3/2002 - 4/2005
Bootstrapped,online wedding accessories retail start-up which scaled to $5MM & 18 employees within 3 years.

• Developed vision and strategy growing revenues 100% annually while increasing gross margins 10%.
• Reduced annual operating expenses by 10% annually and reduced returns by 50%.
• Negotiated 90 channel partnerships in 26 months with 100% retention.
• Created an export logistics platform while redesigning the fulfillment and order processing operations, making the company the only international retailer in the wedding category.

Southwest Securities Group, Inc. Finance
Vice President, Investment Banking & Corporate Finance
5/1995 - 1/2001
Public(ticker:SWS), full-service regional investment banking firm which grew from $200MM to $450MM in revenue.

• With a team of 3 junior bankers, closed 30 public equity offerings, mergers & acquisitions, and private placements representing $700 million in transaction value. Sectors: Healthcare, Real Estate and Technology.
• Completed the company's only sole-underwriter IPO.
• Co-creator of the Metroplex Capital Growth Conference and servant leader to the Dallas 100, Southwest Venture Forum and other regional conferences.