Founding partner of startup enterprise offering an innovative, cost-effective financing alternative to stop-loss health insurance for employer and group health plans

Developed and implemented business transformation plan for boutique financial advisory and consulting firm focused on federal financial agencies, including Federal Deposit Insurance Corporation and Small Business Administration.

Responsible for business development and delivery of advisory and review services to financial institutions. Awarded over $25 million in mandates by six clients
Developed innovative thought leadership on emerging topics for financial services industry clients. Examples include risk management for federal credit programs and swap counterparty risk

Developed relationships and oversaw delivery of financial and technological consulting projects for federal departments and agencies, financial institutions, and international organizations

Senior advisor to Troubled Asset Relief Program (TARP) and GSE oversight inspectors general
Organizational subject matter expert on capital markets, securitization and housing finance; educated Inspector General and senior staff on financial products and markets
Managing editor for TARP and FHFA inspector general’s periodic reports to Congress; led project teams of up to 15 staff and managed operating budgets of up to $4 million

Led private equity firm’s collateralized loan obligation (CLO) investment efforts
Investment experience with diverse range of structured products: cash flow CLOs and warehouses; credit opportunity funds; credit derivatives/synthetic securities; interest rate swaps
Developed $446 million portfolio via primary and secondary market purchases; sponsored $4.7 billion in middle market and syndicated loan CLO transactions
Spearheaded acquisition of competing CLO asset manager