Functional Skills
Business Development
Business Planning
Market Research
Risk Management
Data Governance
Regulatory Compliance
IT Asset Management
Communications
Content Strategy
Compliance and risk
Finance Transformation
Content Marketing
Business Operations
Business Unit Strategy
Financial Management
Sector Experience
Business Services
Media & Entertainment
Fortune 500
Experience
PROCYON CAPITAL MANAGEMENT
Start-Up
CONSULTANT
5/2024 - Present
Serving as a strategic advisor and equity partner in Procyon Capital Management, a platform revitalizing the AmNet Mortgage brand to re-enter the consumer lending space. Spearheading strategy and market planning for a vertically integrated, consumer facing mortgage origination and investment business focused on refinance, HELOC, and retail lending solutions.
• Spearheading the relaunch of AmNet Mortgage, a licensed non-QM originator, with full operational oversight across origination, processing, underwriting, funding, and loan sale execution.
• Developed and implemented full-stack mortgage origination model focused on refinance and HELOC strategies, with near-term plans to expand into non-QM and investor loans.
• Leading loan buyer engagement and investor marketing efforts; building relationships with secondary market participants including family offices and structured finance buyers.
• Overseeing coordination across legal, compliance, and technology providers to mitigate risks a
• Spearheading the relaunch of AmNet Mortgage, a licensed non-QM originator, with full operational oversight across origination, processing, underwriting, funding, and loan sale execution.
• Developed and implemented full-stack mortgage origination model focused on refinance and HELOC strategies, with near-term plans to expand into non-QM and investor loans.
• Leading loan buyer engagement and investor marketing efforts; building relationships with secondary market participants including family offices and structured finance buyers.
• Overseeing coordination across legal, compliance, and technology providers to mitigate risks a
MOVEMENT ASSET SOLUTIONS
Operations
CHIEF OPERATIONS OFFICER / HEAD OF BUSINESS MANAGEMENT
6/2022 - 7/2024
• Oversaw launch of digital MSR and mortgage investment platform with emphasis on high-yield, non-agency products.
• Managed cross-functional governance and controls framework across Legal, Risk, Tech, and Finance; ensured compliance with OCC and SEC standards.
• Led the development of investor presentations, strategic marketing collateral, and branding initiatives for Movement Asset Solutions, while managing the New Business Development Committee to support fund launches and platform expansion.
• Designed and executed business plans for new product launches including blockchain MSR marketplace and REIT structures.
• Built and implemented internal data infrastructure and recurring financial reporting workflows, collaborating with fund administrators and finance teams to support ongoing performance monitoring and investor reporting for the MSR and REIT funds.
• Established firmwide operational metrics and internal reporting frameworks to monitor fund performance and drive investor
• Managed cross-functional governance and controls framework across Legal, Risk, Tech, and Finance; ensured compliance with OCC and SEC standards.
• Led the development of investor presentations, strategic marketing collateral, and branding initiatives for Movement Asset Solutions, while managing the New Business Development Committee to support fund launches and platform expansion.
• Designed and executed business plans for new product launches including blockchain MSR marketplace and REIT structures.
• Built and implemented internal data infrastructure and recurring financial reporting workflows, collaborating with fund administrators and finance teams to support ongoing performance monitoring and investor reporting for the MSR and REIT funds.
• Established firmwide operational metrics and internal reporting frameworks to monitor fund performance and drive investor
BlackRock
Operations
GLOBAL FIXED INCOME
3/2016 - 8/2022
• Advised global heads of Fixed Income on controls, strategic product rollout, and governance through chairing and managing the Fixed Income Product Council.
• Directed cross-regional fund launches including direct lending and whole loan platforms; aligned operating models and controls with strategic objectives.
• Served as the global lead for the Red Oak Fixed Income marketing platform, overseeing its end-to-end rollout across regions. Developed the operational framework and process manual to ensure consistent implementation, and coordinated with compliance, marketing, legal, and distribution teams to drive global alignment, content governance, and risk mitigation.
• Harnessed Blackrock Aladdin's operational and risk modules to enhance new issue allocation, performance analytics, and compliance tracking across a $160B securitized assets platform. Supported data governance, trade execution workflows, and reporting enhancements within Aladdin to align with global fund objectives.
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• Directed cross-regional fund launches including direct lending and whole loan platforms; aligned operating models and controls with strategic objectives.
• Served as the global lead for the Red Oak Fixed Income marketing platform, overseeing its end-to-end rollout across regions. Developed the operational framework and process manual to ensure consistent implementation, and coordinated with compliance, marketing, legal, and distribution teams to drive global alignment, content governance, and risk mitigation.
• Harnessed Blackrock Aladdin's operational and risk modules to enhance new issue allocation, performance analytics, and compliance tracking across a $160B securitized assets platform. Supported data governance, trade execution workflows, and reporting enhancements within Aladdin to align with global fund objectives.
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BlackRock
Legal
VICE PRESIDENT, LEGAL AND COMPLIANCE ADVISORY
7/2011 - 3/2016
• Supported launch and governance of multi-jurisdictional funds including CLO and direct lending strategies.
• Led migration of the Credit platform to Alternatives, aligning processes and positioning across legal, operations, and business management.
• Redesigned the Information Barrier Management within the Aladdin platform, replacing manual compliance workflows with a fully automated, auditable solution. Worked cross-functionally with compliance, tech, and portfolio management to safeguard sensitive information and meet regulatory requirements.
• Served as a key accountable executive on multiple oversight committees, including the Policy Oversight Committee, Trading Oversight Committee, and Conflict Management Committee, contributing to firm-wide governance, risk mitigation, and strategic decision-making.
• Engaged in client-facing initiatives, supporting due diligence meetings, onboarding processes, and fixed income presentations. Contributed to sales planning efforts and helped
• Led migration of the Credit platform to Alternatives, aligning processes and positioning across legal, operations, and business management.
• Redesigned the Information Barrier Management within the Aladdin platform, replacing manual compliance workflows with a fully automated, auditable solution. Worked cross-functionally with compliance, tech, and portfolio management to safeguard sensitive information and meet regulatory requirements.
• Served as a key accountable executive on multiple oversight committees, including the Policy Oversight Committee, Trading Oversight Committee, and Conflict Management Committee, contributing to firm-wide governance, risk mitigation, and strategic decision-making.
• Engaged in client-facing initiatives, supporting due diligence meetings, onboarding processes, and fixed income presentations. Contributed to sales planning efforts and helped
J.P. Morgan Asset Management
Legal
TRANSACTION SURVEILLANCE AND RISK MANAGEMENT ASSOCIATE
1/2008 - 7/2011
• Reviewed and approved fund prospectuses, investment strategy changes, shareholder communications, and key documentation to support new product launches and strategic business initiatives, ensuring regulatory compliance and operational readiness.
• Led the transition of Chase Trac investment guideline monitoring from Compliance to Risk Management, training the Investment Risk team and conducting a comprehensive review of fund matrices to ensure continued adherence to portfolio guidelines and regulatory standards.
• Developed and maintained the risk and compliance framework for U.S. mutual funds managed from the UK under the Investment Company Act of 1940, including oversight of ERISA-related accounts and cross-trade monitoring in accordance with Rules 17a-7, 10f-3, and 17e-1.
• Led the transition of Chase Trac investment guideline monitoring from Compliance to Risk Management, training the Investment Risk team and conducting a comprehensive review of fund matrices to ensure continued adherence to portfolio guidelines and regulatory standards.
• Developed and maintained the risk and compliance framework for U.S. mutual funds managed from the UK under the Investment Company Act of 1940, including oversight of ERISA-related accounts and cross-trade monitoring in accordance with Rules 17a-7, 10f-3, and 17e-1.