Omaha Metropolitan Area
With 20+ years of extensive professional background in various industries, such as financial services, technology, asset management, litigation finance, real estate, healthcare/insurance, manufacturing, telecommunications, and transportation, I am equipped with comprehensive business and industry insight that guarantees success. Applying my competencies and deep financial, technical, and business acumen, I have continuously improved the bottom line, optimized investment strategy, leveraged analytical methods, and sustained an organization’s profitability. As a Certified Lean Six Sigma Black Belt, I utilize my unparalleled expertise integral to business process management while spearheading continuous process improvements. My insatiable appetite for learning new and emerging techniques and strategies to gain a competitive edge in an ever-evolving business landscape, I have achieved the following accomplishments: • Analyzed 17 years of historical purchases in the tax lien and foreclosure space and created stress-related models to illustrate changes to macroeconomic variables, leading to risk-adjusted return rates, financial stability, and business continuity. • Executed Technology Roadmap for 2019-2020, which included firm-wide SharePoint system built from the ground up as well as workflow system optimization for optimized data extraction and reporting. • Interfaced with several entities, such as High Rise Financial, Fitzgerald Advisors, Cherokee Funding, LLC, US Government (Dept of Education), West Corp, Union Pacific and several regional/national banks. Throughout my career, I am recognized as a well-respected leader with a team-player mindset and formidable work ethics; possesses a strong sense of responsibility and distributive leadership with a consistent track record of dependability, pooled with absolute integrity. It is my mission to drive capital management, investment strategy, and financial analysis. You may reach me via [email protected]. I believe that we can get it done together! Expertise: Portfolio Management | Data Analysis | Client Engagement | Project Management | Business Intelligence | Business Strategy | Business Development
RNN Digitally Transforms the Payment to Recovery Lifecycle by providing one platform for creditors and consumers to manage their financial relationship.
Leveraging my financial acuity, I perform freelance analysis in multi-areas of financial analytics, strategic analysis, including process improvement, project management, and operations management. This role has afforded me to handle several clients in the finance industry. I provided strategic and technical consultation on the plaintiff and medical lien funding space for High Rise Financial. Additionally, I was engaged for predictive analysis and data mining projects for a private contract using indicators from the World Bank Economic Development Database; rendered valuation, analysis, and investment advisement on portfolios of distressed receivables. Lastly, I worked for Cherokee Funding, LLC, to evaluate, analyze, and forecast revenue on a massive book of open and closed litigation finance loans.
Boutique real estate investment firm that focuses on the purchase and servicing of distressed real estate assets across the local and national landscape. As a member of the executive team of the organization, I successfully oversaw and managed the finance and technology teams in the pursuit of integrating big data with investment strategy and analysis. By analyzing 17 years of historical purchases in the tax lien and foreclosure space, I implemented stress-tested models to illustrate changes to macroeconomic variables leading to risk-adjusted return rates. This includes creating and executing Tech Roadmap for 2020, which included system optimization for optimized data extraction and reporting, as well as the construction of a data warehouse.
Having served at a cutting-edge technology firm that offers portfolio management and wealth planning services nationwide, I was keynoted for my strengths in implementing project management system while creating a PMO using best practices to manage, communicate, and execute projects internally and externally with a focus on the organization's strategic and long-range goals. With my expertise in business data and statistical methods, I was able to provide insight into business performance and suggest areas for improvement while implementing analytical approaches and methodologies and interpreting results. Fundamentally, I planned and executed ad-hoc projects as a dotted-line report to both CFO and COO, primarily related to strategic and financial initiatives of the firm over both a short-term and long-term forecast horizon.