Experience

Triad Financial Services, Inc.

• United States
• Financial Services
• 200 - 300 Employee

• Chief Operating Officer

  • Jul 2021 - Present

• Executive Vice President, Business Development

  • Jan 2020 - Jul 2021

  • Responsible for corporate strategy and capital allocations• Establish and manage key strategic initiatives to drive medium and long term results• Manage Lender Development Relations and Commercial Finance divisions



ECN Capital

• Canada
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Corporate

  • Feb 2017 - Present

  • Oversee financial strategy and business operations for ECN’s Manufactured Housing specialty finance vertical - Triad Financial Services • Responsible for operational results, strategic growth and business analytics • Source, forecast, and value strategic M&A and investments at both a corporate and business vertical level • Joined Corporate Development team in 2017; assisting ECN in its business transformation which led to the acquisitions of Service Finance LLC, Triad Financial Services, and Kessler Group Show less



Folger Hill Asset Management

• Greater New York City Area

• Analyst - Financial Services Sector

  • Feb 2015 - Mar 2016

  • Senior Analyst / Co-PM for equity team focused on the Financial sector • Sub-industry focus on Fin Tech, Payments, and Specialty Finance • Maintained economic, macro, and industry views • Designed quantitative models to assist with optimal risk, timing, and sizing • Responsible for derivatives strategies incorporating fundamental views and/or risk • Senior Analyst / Co-PM for equity team focused on the Financial sector • Sub-industry focus on Fin Tech, Payments, and Specialty Finance • Maintained economic, macro, and industry views • Designed quantitative models to assist with optimal risk, timing, and sizing • Responsible for derivatives strategies incorporating fundamental views and/or risk



Nomura

• Financial Services
• 700 & Above Employee

• Executive Director

  • Sep 2013 - Dec 2014

  • Analyst for the global financial services sector team • Conducted in-depth modeling and analysis on an industry and company level • Continually positioned portfolio to optimize for macro, sub-industry, and technical views • Designed internal portfolio monitoring tool to improve risk and portfolio management • Equity Principal Strategies Division shut down in Jan 2015 • Analyst for the global financial services sector team • Conducted in-depth modeling and analysis on an industry and company level • Continually positioned portfolio to optimize for macro, sub-industry, and technical views • Designed internal portfolio monitoring tool to improve risk and portfolio management • Equity Principal Strategies Division shut down in Jan 2015



Sunyata Global Value LLC

• New York, NY

• Head of Trading

  • Apr 2012 - Aug 2013

  • Attempted to launch global value asset manager • Recruited by KBWAM PM for Hedge Fund launch • Attempted to launch global value asset manager • Recruited by KBWAM PM for Hedge Fund launch



KBW

• United States
• Financial Services
• 300 - 400 Employee

• Senior Vice President

  • Jul 2002 - Jan 2012

  • Head Trader for several funds at KBW AM; including Large Cap Equity, Small Cap Equity, Private Equity, and Credit funds. • Researched both new ideas as well as hedging/enhancing investments with derivative strategies • Built proprietary portfolio monitoring tool and quantitative models • KBW Asset Management unit shut down in Jan 2012 • Head Trader for several funds at KBW AM; including Large Cap Equity, Small Cap Equity, Private Equity, and Credit funds. • Researched both new ideas as well as hedging/enhancing investments with derivative strategies • Built proprietary portfolio monitoring tool and quantitative models • KBW Asset Management unit shut down in Jan 2012