PHILOSOPHY
Solving problems before you know they exist.
Successful operations result from accessing the situation and identifying problems early on. As a seasoned operations leader, I've had the privilege of guiding platform companies through explosive growth phases. I bring a unique blend of strategic vision and hands-on execution, aligning the organization towards ambitious goals. I understand that innovation and adaptability are the cornerstones of scaling success.
As a result, I have a proven track record of successfully scaling multiple fintech platforms during high-growth phases. Adept at driving operational excellence, optimizing processes, and building high-performing teams. Have over 15 years of experience utilizing technology to streamline and scale processes, reduce costs, and increase profit margins. Manage client relationships by anticipating needs and instilling confidence.
TRACK RECORD
Providing practical solutions to complex problems.
In today's rapidly evolving landscape, technology plays a pivotal role in driving sustained growth. By harnessing data-driven insights and applying practical technology solutions to complex problems, I've enabled companies to maintain operational integrity even as they expand their horizons.
Specializing in operations and implementation management within the growth-stage FinTech sector I'm known for developing innovative training programs, resource models, and operational frameworks that lead to substantial efficiency improvements and significant business expansion.
Proven 12 Month Results:
PROFESSIONAL EXPERIENCE
Vice President @ iCapital
Operations & Implementation
April 2021 - Present
- Scaled department operations, yielding a 100% headcount expansion and driving a 75% increase in operational efficiency over an 12 month period.
- Lead a lean team of implementation managers, successful execution of 50+ implementations to date each varying in scope and client size. Managed timelines ranging from 6 weeks to 12+ months. Notable clients include wire houses, banks, investment advisory firms, and fund managers.
- Designed a comprehensive training and onboarding strategy that facilitated a twofold increase in department headcount within 12 months. Reduced onboarding duration by 85% from 3 months to an efficient 4 weeks.
- Developed a resourcing model to staff and monitor deal flow of a 50+ person department both domestic and global team, resulting in streamlined operations and enhanced team cohesion
- Implemented an operational framework leading to 75% increase in departmental efficiency and productivity over 12 months.
- Initiated the development of a fully automated solution that led to an annual cost reduction of $500,000 for a prominent wire house. Execution required seamless cross-departmental coordination with the product, data, and engineering teams.
Director @ DebtX
Operations & Deal Management
2008 - 2021
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Roles: Contract Attorney (2008) → Project Manager (2009) → Assistant Vice President (2010-2011) → Vice President (2011-2012) → Associate Director (2013-2016) → Director (2017-2021)
Key Highlights:
Operational Excellence: Developed fully scalable operations for loan sale division of fintech platform. Managed over 200 projects end-to-end. Portfolios totaling over 250,000 assets and a $45B balance. Budgets range from 10K to 100K and revenue ranges from $400M to over $10MM. Reduced overhead by 80% within 24 months.
Technology & Implementation: Designed a proprietary software to automate due diligence for a $5 billion residential portfolio that reduced annual expenses by $75k and increased throughput by 50%.
Product Development: Developed a product roadmap and framework to liquidate $2 billion dollars of residential loan sales within 4-6 weeks on behalf of major banks and investment banks where the investors were hedge funds and private equity firms. Beating industry standard by 60%.
Team Building: Built and led 100-person team with 24-hour onboarding time. Team building was efficient and lean which reduced overhead costs by 30%.
Team Building
My approach to team building draws inspiration from the principles of Division I athletics. Just like assembling a winning sports team, I believe in combining diverse talents, fostering a culture of collaboration, and instilling a shared sense of purpose. By championing a growth mindset and valuing each team member's unique strengths, I've consistently cultivated teams that excel under pressure and thrive in high-paced environments.
EDUCATION
New England School of Law
J.D. 2004-2007
Providence College
B.A. 1999-2003
Commonwealth of Massachusetts Bar
Law License
Providence Field Hockey
Division I | Captain
CONNECT
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