Experience

OptiFunder

• United States
• Software Development
• 1 - 100 Employee

• Founder

  • Jan 2019 - 5 years

  Greater St. Louis Area OptiFunder is a Fully-Integrated and Automated Warehouse Management Platform for mortgage originators. OptiFunder was created to optimize where originators should fund every loan. It has since evolved to a fully integrated and automated Warehouse Management Platform. You best-ex your loan sales, now you can best-ex your warehouse funding. Until now, the funding process for independent mortgage originators has been a forgotten part of the origination process. OptiFunder revolutionizes the way… Show more OptiFunder is a Fully-Integrated and Automated Warehouse Management Platform for mortgage originators. OptiFunder was created to optimize where originators should fund every loan. It has since evolved to a fully integrated and automated Warehouse Management Platform. You best-ex your loan sales, now you can best-ex your warehouse funding. Until now, the funding process for independent mortgage originators has been a forgotten part of the origination process. OptiFunder revolutionizes the way originators fund loans to achieve the absolute lowest cost of funds. Show less



The McFadden Group

• Canada
• Hospitality
• 1 - 100 Employee

• Founder & Executive Director

  • Jun 2017 - 6 years 7 months

  Greater St. Louis Area McFadden Group is comprised of experts in data science & architecture, financial analysis, and transactions to turn data into a valuable asset that drives outperformance. Unfortunately, for many mortgage companies, data has been a liability. McFadden Group was created to fill the void the residential mortgage industry had in trying to make sense of all the data that was being collected. Just like Bill James revolutionized the game of baseball with sabermetrics, McFadden Group is… Show more McFadden Group is comprised of experts in data science & architecture, financial analysis, and transactions to turn data into a valuable asset that drives outperformance. Unfortunately, for many mortgage companies, data has been a liability. McFadden Group was created to fill the void the residential mortgage industry had in trying to make sense of all the data that was being collected. Just like Bill James revolutionized the game of baseball with sabermetrics, McFadden Group is revolutionizing the residential mortgage industry with powerful data analytics. Show less



ShuttrPlace

• Photography
• 1 - 100 Employee

• Co-Founder

  • Jun 2016 - Jun 2017

  Greater St. Louis Area ShuttrPlace is the go-to destination to be matched with your ideal photographer for any occasion.



Stonegate Mortgage Corporation (NYSE: SGM)

• Financial Services
• 100 - 200 Employee

• Senior Vice President Finance

  • Feb 2015 - May 2017

  Indianapolis, Indiana Area Member of the Executive Committee responsible for driving and reporting on the financial performance of the organization. Primary responsibilities include producing internal monthly financial statements, publishing monthly financial forecasts, conducting ad hoc financial analysis to improve decision making, producing annual budgets, creating presentation materials for Board of Directors meetings, and serving as the Investor Relations Officer for the company. I lead the organization through… Show more Member of the Executive Committee responsible for driving and reporting on the financial performance of the organization. Primary responsibilities include producing internal monthly financial statements, publishing monthly financial forecasts, conducting ad hoc financial analysis to improve decision making, producing annual budgets, creating presentation materials for Board of Directors meetings, and serving as the Investor Relations Officer for the company. I lead the organization through the $211 million sale to Home Point Financial.

• Chief of Staff

  • Jul 2013 - Feb 2015

  Indianapolis, Indiana Area Serving as the Chief of Staff for Stonegate Mortgage, I am responsible for conducting analysis pertaining to corporate development opportunities, capital structure, and capital budgeting. During Stonegate’s IPO process, I developed the valuation model for the investment bankers and research analysts. I, along with the CEO and CFO, met with numerous institutional investors as part of the IPO roadshow. On October 10, 2013, Stonegate raised over $120mm in its initial public offering. Following… Show more Serving as the Chief of Staff for Stonegate Mortgage, I am responsible for conducting analysis pertaining to corporate development opportunities, capital structure, and capital budgeting. During Stonegate’s IPO process, I developed the valuation model for the investment bankers and research analysts. I, along with the CEO and CFO, met with numerous institutional investors as part of the IPO roadshow. On October 10, 2013, Stonegate raised over $120mm in its initial public offering. Following the IPO, I took ownership of the Investor Relations efforts for the company.



EY

• Entertainment Providers
• 1 - 100 Employee

• Valuation & Business Modeling

  • Jan 2013 - Jun 2013

  Cleveland/Akron, Ohio Area In Valuation & Business Modeling at EY, I gained experience valuing businesses and intangible assets for tax reporting and financial reporting purposes included ASC 805 (Purchase Price Allocations) and ASC 350 (Goodwill Impairment Testing). I have experience with many valuation methods including Discounted Cash Flow, Relief from Royalty, “With and Without”, Guideline Public Company, and Guideline Transaction. I also have experience valuing businesses, technology, trademarks/trade names… Show more In Valuation & Business Modeling at EY, I gained experience valuing businesses and intangible assets for tax reporting and financial reporting purposes included ASC 805 (Purchase Price Allocations) and ASC 350 (Goodwill Impairment Testing). I have experience with many valuation methods including Discounted Cash Flow, Relief from Royalty, “With and Without”, Guideline Public Company, and Guideline Transaction. I also have experience valuing businesses, technology, trademarks/trade names, customer relationships, in-process research and development, assembled workforce, etc. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Senior Derivatives Trader

  • Jul 2009 - Jan 2013

  Indianapolis, Indiana Area