Financial Services - Philadelphia, Pennsylvania, United States
Executive Advisory Services: transactions, capital management, financial services start-ups, business transformation, platform implementation, and executive leadership. Specialties developed over 20 years at leading financial services institutions and private equity firms.● Trading, M&A and transaction management engagements include structuring, negotiating, settlement, and post settlement services (whole loans, RPLs/NPLs, MSRs, loan syndication and CLO transactions, MBO of a credit sensitive residential mortgage investment advisor, acquired mortgage banking branches, banking division divestiture)● Capital management (complex product pricing, yield replacement, cash/warehouse line management, investor relationship management)● Start up engagements (mortgage banking originator and servicer)● Business transformation engagements include strategy, planning, and execution (trading process/execution, product/pricing strategy, debt restructuring, operation / sales monitoring solutions, business right-sizing, financial close consolidation)● Platform implementation engagements include design, planning, and execution (third party origination platform, Optimal Blue pricing platform)● Executive leadership (served as Head of Capital Markets, Chief Investment Officer consulting services, lead crisis management, lead business transformation)
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