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2024
2024
2023
2023
I provide advisory, consulting, and coaching services to CEO and other executives. My focus is the Fintech industry, but have relevant experience across many different industries as well.
2016
2022
2018 - 2022
2016 - 2018
Climb Credit finances education at over 60 campuses across the country. We identify schools that consistently improve their graduates' earning potential and justify the cost of their tuition. We then provide simple, fast, and affordable loans to their students to help them meet their career and financial goals. As COO, my responsibilities are business operations, legal, compliance, and account management.
2016
2016
Advisor to CEO on all matters related to operations, finance, and strategic planning.
2022 - 2023
2022 - 2023
2011 - 2016
2011 - 2016
Orchard is the leading technology provider to institutional investors, money managers and loan originators in the Marketplace Lending sector. As an original founder of Orchard and COO, my responsibilities included: All corporate operations including Legal, Compliance, HR, Finance, Strategic Planning, Board of Directors matters, and Client Services. I scaled these functions from inception to 50+ employees, managing a team of 13 people. Established, designed and executed strategic planning function, responsibility for all company-wide operating plans and goals. Established a Registered Investment Advisor subsidiary and all required regulatory and compliance operations; served as Chief Compliance Officer. Set up and managed all financial operations, creating and overseeing accounting systems, budgeting efforts, banking relationships, billing systems, AR/AP management, vendor relationships, facilities management and financial reporting Established and ran HR function including development of core values, hiring and onboarding processes, implementation of applicant tracking system, handbook development, new hire bootcamp, learning and development programs.
2010 - 2012
2010 - 2012
Manage a team responsible for the front end credit risk lifecycle. Manage risk on all acquisition efforts including any proactive campaigns to existing or prospective customers. Develop underwriting criteria and its execution. Line assignment and risk based pricing analytics. All tracking of volumes, rates and accuracy. Tracking is provided to business leaders, auditors, regulators and business partners including finance and the salesforce.
2005 - 2010
2009 - 2010
Managed a team that was responsible for the entire underwriting process of consumer cards. Team worked on operational and analytical projects related to Underwriting.
2005 - 2009
Managed the Underwriting process from application submission to final decision. Was responsible for ensuring that all credit criteria was executed correctly. Was responsible for any major system changes or enhancement. Content expert on systems and criteria.