Experience

Labrador Lending
• United States
• Real Estate
• 1 - 100 Employee
• Fund Manager

  • Jan 2023 - Present


New England Notebuyers, LLC

• Founder & President

  • May 2013 - Present

  My company creates opportunities for investors in performing and non-performing residential mortgage debt while aiming to keep borrowers in their homes. Our goal is to empower savvy investors to diversify their portfolios—and invest in real estate with ease. Thanks to a rigorous evaluation process and proprietary formula, we bring carefully vetted mortgage notes to the table. This formula was developed over the course of our own notebuying experiences. Your investments receive the same level of care—and are held to the same high standards—as our own. Get to know New England Notebuyers (NENB) at www.NewEnglandNotebuyers.com Show less



Epilepsy Foundation of New England

• Financial Consultant

  • Apr 2012 - Apr 2013

  In order to operate at peak efficiency and minimal cost, I conducted an overall financial health assessment, highlighting key operational and performance efficiencies to be implemented. Targeting strategic, business, and capital financial planning, I worked as an independent consultant to set up the Epilepsy Foundation of New England for new growth. A crucial initiative was leveraging Salesforce within the organization, which has streamlined their processes and revealed new revenue streams. This innovation positioned them to expand services to even more individuals within the Greater Boston area. Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Investment Performance & Analytics Manager

  • Feb 2010 - Apr 2012

  I directed the daily Performance & Analytics work of four analysts and six offshore direct reports. Serving various global clients, I supported daily and monthly investment performance measurement and reporting. While redesigning the future global operating model, I spearheaded my team's analysis of disparate procedures and optimization of the end-to-end process. Operational savings were a highlight of this role—one of three I’ve held at State Street. My leadership involvement in their global location strategy generated significant operational savings. In another instance, a pilot group I led redesigned the business model, creating automation opportunities and efficiency gains that saved approximately $3.2M. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Reporting Lead Analyst

  • Jan 2008 - Feb 2010

  I was a member of the leadership team for the Financial Reporting segment conversion of JPMorgan Chase’s acquisition of Washington Mutual’s $300B in assets. As these assets migrated to JPMorgan Chase, I ensured all production schedules were adhered to without disruption. This entailed directing the financial reporting production process, calendar, and relationship. Throughout the migration of assets, I performed risk-based reviews of client financial statements and guaranteed that every regulatory filing to the SEC was on time. Acting as central communication liaison, I coordinated the implementation of new regulatory requirements and disclosures that impacted client financial statements and relevant findings. Show less



Brown Brothers Harriman

• United States
• Financial Services
• 700 & Above Employee

• Senior Fund Administration Analyst

  • Aug 2004 - Jan 2008

  I was selected to lead a pilot group for optimizing and standardizing the Fund Administration core process to align with the target operating model. At the same time, my group planned and executed a long-term plan to transition to offshore support in low-cost hubs. While maintaining an oversight team onshore for escalation, I implemented the offshore transition of the Fund Administration process (savings of $2.3M). Additionally, I planned the successful transition of 13 clients to a standardized review process, resulting in a savings of $490K. Show less

• Senior Investment Operations Analyst

  • Jul 2001 - Aug 2004

  I was chosen by management as a lead analyst in the conversion of Deutsche Bank's global securities services. With assets totaling $1.5B, this was the largest acquisition in State Street’s history. The acquisition led to State Street becoming the largest custodian worldwide. During this conversion, I led operational readiness activities, monitoring that share breaks were identified, researched, and resolved. I oversaw junior members throughout the process, smoothing the way for a successful transition. State Street’s management team recognized my work with a Commitment to Excellence Award. Show less