Experience

CURevl

• United States
• Financial Services
• 1 - 100 Employee

• Chief Investment Officer

  • Mar 2021 - Present



Laguna Education Services

• Washington D.C. Metro Area

• Managing Director, Education/Consumer Lending

  • Nov 2009 - Mar 2021

  I advised public, private and not for profit entities regarding mergers and acquisitions, business development (sales and strategy), and capital markets. I am responsible for delivering executive-level financing and servicing of consumer and educational products while building and maintaining strong working relations with educational institutions, banks, and merchants. I have successfully negotiated portfolio sales to banks, hedge funds, and investor groups of educational and consumer portfolios with a total value of more than $2 billion. Show less



Motolease, LLC

• Greater Los Angeles Area

• Director, Business Development

  • Jan 2015 - Apr 2020

  Responsible for boosting revenue growth for Motolease’s motorcycle power sports sales and consumer lending division be developing and executing effective sales and business development strategies. I managed the client relationship throughout business implementation and execution stages. Was responsible for analyzing market trends and customer needs to identify new business opportunities. Played a key role in increasing overall sales for Motolease's consumer lending division and add-on products division over the last three years. Show less



Nelnet, Inc.

• Washington D.C. Metro Area

• Executive Director

  • Jan 2001 - Feb 2008

  Assisted in the mergers and acquisitions division for Nelnet, growing its assets from $2 billion to $26 billion over 7 years. Created and executed business strategies to maximize and diversify fee income for the company, including educational services in loan servicing, payment processing and asset management Assisted in the mergers and acquisitions division for Nelnet, growing its assets from $2 billion to $26 billion over 7 years. Created and executed business strategies to maximize and diversify fee income for the company, including educational services in loan servicing, payment processing and asset management



Sallie Mae (now Navient)

• Washington D.C. Metro Area

• Director of Business Development & Strategic Alliances

  • Jan 1991 - Dec 2000

  Assisted Sallie Mae (now Navient) in acquiring over $12 billion in assets, including the 2nd, 4th, and 5th largest competitors in the student loan industry. Also served as Vice President, Investment Banking for Education Securities Inc. (ESI), a Sallie Mae subsidiary. In this capacity, served as lead underwriter and co-manager for the underwriting of student loan revenue bond and higher education bond transactions. Structured the underwriting of over $500 million in revenue bond transactions for colleges & universities. Show less



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Senior Research Associate

  • Jan 1988 - Dec 1990

  Assisted clients in acquiring commercial banks and savings & loan institutions. Analyzed over $10 billion in assets for commercial banks and savings and loans institutions pursuing government-operated financial institutions supervised by the Resolution Trust Corporation. Assisted clients in acquiring commercial banks and savings & loan institutions. Analyzed over $10 billion in assets for commercial banks and savings and loans institutions pursuing government-operated financial institutions supervised by the Resolution Trust Corporation.