A Business Strategy and Finance professional with two decades of experience in multiple facets of the financial services industry including Business Strategy and Implementation, Sales, Capital Markets, and Mergers & Acquisitions. Additional experience includes Compliance & Risk Mitigation Strategy, Operational Risk Management and Legislative Affairs. · Strong leadership and crisis management skills · Skilled in cultivating and managing relationships · Expertise in strategic analysis and complex problem solving to drive meaningful organizational change
Jun 2018 - Present
Doyen Consulting Group
Providing strategic consulting services to a wide array of clients, focusing on new business line development, existing business transformations, acquisition and disposition of assets, financing and securitization, transaction management, business and organizational strategy, risk mitigation, and asset management.
Sep 2018 - Apr 2019
Strategy Consultant, Residential Mortgage Asset Management
Aug 2012 - Jun 2018
Director, Capital Markets Strategy
Development and implementation of liquidation strategy for a portfolio of over $50 billion in subprime consumer loan assets through the utilization of various capital markets strategies. Responsible for over $25 billion in legacy NPL/ RPL whole loan sales over a four year period, as well as sales coverage and advisory for secondary market mortgage acquisitions and divestitures across multiple HSBC business lines, including Consumer Lending, Retail Banking, Commercial, and Private Bank. Position reported to the CEO of HSBC Finance Corporation. • Led the development and implementation of a full-scale liquidation strategy for HSBC’s legacy subprime consumer mortgage portfolio, to include capital markets strategy, sales, and holistic management of whole loan transactions, as well as support for securitization wind down and recourse management • Ground-up development of a whole loan sale program for several asset classes, to include unsecured and secured performing, non-performing, and re-performing loan strategies, as well as niche execution sales (bankruptcy, foreclosure, REO, scratch and dent, litigation) • Led the successful execution of $33B in secured and unsecured NPL/ RPL/ scratch & dent whole loan sales and $17B in MSR sales over a 5-year period, with full scope responsibilities including: o Market analysis and strategic planning to optimize timing, structure, and execution of individual trades, o Management of pre-sale due diligence activities to facilitate asset selection and pool structuring o Management of investor interactions transactional/ investor due diligence, o Negotiation of trade stipulations and legal documents, o Trade logistics, reconciliation and settlement o Full scope investor relations, marketing and sales • Establishment and ongoing management of Retail Bank forward flow whole loan acquisition program with CRA focus
May 2010 - Aug 2012
Director, Default Analytics
Lead a team of 16 quantitative analysts in the strategic analysis of various HSBC debt servicing operations across North America, Europe, Latin America, and Middle East regions
Jan 2007 - Apr 2009
Vice President, ABS/ MBS Risk Management
Risk management, strategic planning and policy implementation for Asset Backed and Mortgage Backed securities (ABS/ MBS) business channels within HSBC Securities and HSBC Mortgage subsidiaries
Aug 2005 - Jan 2007
Opus Capital Markets Consultants
Director of Advisory Services and International Business
Responsible for business development and relationship management for domestic due diligence services and ad-hoc consulting projects, as well as international business and new product development.
May 2003 - Aug 2005
Compliance Analyst - Mortgage Backed Securities
Coordination and management of due diligence operations for Fannie Mae securitizations and portfolio acquisitions, as well as development and implementation of Fair Lending policy.
Jan 2002 - May 2003
U.S. Senator Charles Grassley