Experience

Access Finance Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Advisor

  • Jul 2023 - 6 months



B9

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Board Advisor

  • Jun 2023 - 7 months



SportsBiz

• United States
• Marketing Services
• 1 - 100 Employee

• Advisor

  • Jun 2023 - 7 months



FinWise Bank

• United States
• Banking
• 100 - 200 Employee

• Consultant

  • Jun 2022 - Jun 2023

• Chief Strategy Officer

  • Jan 2020 - Jun 2022

  Rockville Center, New York At FinWise Bank, I serve on the Executive Committee and directly report to the CEO for all strategic initiatives including our recent successful IPO, Credit and Deposit Sponsorship Programs, Joint Ventures, and FinTech Partnerships Key Accomplishments: • Successful IPO of FinWise Bank • Owned and led creation of a capital strategy and developed strategic programs with credit rating agencies, asset buyers, and securitizations • Directed product innovation for services… Show more At FinWise Bank, I serve on the Executive Committee and directly report to the CEO for all strategic initiatives including our recent successful IPO, Credit and Deposit Sponsorship Programs, Joint Ventures, and FinTech Partnerships Key Accomplishments: • Successful IPO of FinWise Bank • Owned and led creation of a capital strategy and developed strategic programs with credit rating agencies, asset buyers, and securitizations • Directed product innovation for services creation and bank/technology company partnerships resulting in nearly $12BN of loan originations • Established business lines through partnership engagement, legal review, and compliance frameworks for successful onboarding of 13 companies including 3 publicly traded companies, Upstart (UPST), Opportunity Finance (OPFI), and Elevate Credit Inc. (ELVT), to lead 70% of all bank revenue • Grew and established a FinTech Partnerships Division from onset to a 70-employee national team launching 13 platforms and leading Banking as a Service (Baas), Credit and Deposit Sponsorships Programs, Joint Ventures, FinTech Partnerships, and Capital Market opportunities

• SVP, Director of Specialty Lending

  • Dec 2017 - Jan 2020

  Rockville Centre, NY and Sandy, UT As SVP, Director of Specialty Lending, I served as part of the Executive Management Team and directed a cross-functional team of 35 employees encompassing the Compliance, Risk, IT, Project Management, Treasury, and Operations within the FinTech Partnership Division. • Managed to launch and grow the FinTech Partnership Division in consumer and commercial asset classes • Developed the Point of Sale (POS) Division into a team of two which caters to customer financing through… Show more As SVP, Director of Specialty Lending, I served as part of the Executive Management Team and directed a cross-functional team of 35 employees encompassing the Compliance, Risk, IT, Project Management, Treasury, and Operations within the FinTech Partnership Division. • Managed to launch and grow the FinTech Partnership Division in consumer and commercial asset classes • Developed the Point of Sale (POS) Division into a team of two which caters to customer financing through installment loans in niche verticals for homes improvement, pianos, and spas

• VP, Director of Specialty Lending

  • Mar 2016 - Dec 2017

  Rockville Centre, NY and Sandy, Utah Initially onboarded as a principal contributor, I developed a team business case leading to the management of a 35-employee support team servicing IT, Project Management, Operations, Compliance, Risk, and Treasury. • Developed and executed FinTech Partnerships with 3 technology platforms including Liberty Lending (National Debt Relief), Forward Line, and LendingPoint to provide consumer/commercial lending and served as bank of record while managing waitlisted partner relationships for… Show more Initially onboarded as a principal contributor, I developed a team business case leading to the management of a 35-employee support team servicing IT, Project Management, Operations, Compliance, Risk, and Treasury. • Developed and executed FinTech Partnerships with 3 technology platforms including Liberty Lending (National Debt Relief), Forward Line, and LendingPoint to provide consumer/commercial lending and served as bank of record while managing waitlisted partner relationships for further business development • Hired and directed a project manager, compliance specialist, and systems developer to build internal APIs for integration with partnered technology platforms



Cross River

• United States
• Financial Services
• 700 & Above Employee

• VP, Director of Specialty Lending

  • Jun 2013 - Mar 2016

  Fort Lee, NJ • Established and developed a growing Government Guaranteed Lending Department including S.B.A. and U.S.D.A. lending, growing the originations over 3 years • Developed and executed FinTech Partnerships with over 21 technology partners including LendingClub, Marlette Funding, Rocket Loans, Affirm, and Freedom Financial to credit sponsorship establishing a 40% return on equity and over 100% year-over-year (YoY) growth for the bank

• Director, Loan Servicing

  • Jan 2012 - Jun 2013

  Fort Lee, NJ • Promoted to direct the Loan Servicing Department and developed a business case for team expansion leading to the management of a 5-employee team • Analyzed loan and financial system functionality leading to the implementation of a middleware to streamline management of loans

• Assistant Treasurer

  • May 2008 - Jan 2012

  Teaneck, NJ • Led Cross River Bank’s management of commercial, residential, and business portfolios as the 4th employee with the de novo Bank • Developed a team business case leading to the hiring and training of a 3-employee team focused on accounting, accounts payable, and credit analyses



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Securities/ Data Management Specialist

  • Sep 2005 - May 2008

  New York, NY • Partnered with traders and portfolio managers to monitor fixed income products for private banking clients through comprehensive knowledge of all investment products, securities processing, and client advisor set-up • Trained over 30 client advisors and 55 client advisor assistants in corporate, individual and trust documentation Investigated and cleared all cash and share discrepancies and improved the current reconciliation process. Maintained all documentation… Show more • Partnered with traders and portfolio managers to monitor fixed income products for private banking clients through comprehensive knowledge of all investment products, securities processing, and client advisor set-up • Trained over 30 client advisors and 55 client advisor assistants in corporate, individual and trust documentation Investigated and cleared all cash and share discrepancies and improved the current reconciliation process. Maintained all documentation tracking reports (annual risk assessment, risk assessment, pre-merger, new accounts follow-up) to verify that outstanding account items are resolved in a timely manner; decreasing outstanding client items. Assisted in identifying flaws in the account opening process while creating a new framework to make the process more efficient. Trained over 30 client advisors and 55 client advisor assistants in all aspects of Corporate, Individual, and Trust documentation. Show less



Evergreen Funding Inc.

• Loan Officer

  • Aug 2004 - Sep 2005

  Brooklyn, NY • Worked with clients to obtain residential loan opportunities