Independent Director

• Sep 2023 - Present

Adam Portnoy, Chair of DHC’s Board, made the following statement: “On behalf of the DHC Board, I am excited to welcome Phyllis as our newest Board member. Phyllis is a recognized industry veteran with substantial executive and finance experience. We look forward to drawing on her insights and perspectives as we consider alternatives to address DHC’s near term financing needs and generally oversee DHC’s path forward.” Adam Portnoy, Chair of DHC’s Board, made the following statement: “On behalf of the DHC Board, I am excited to welcome Phyllis as our newest Board member. Phyllis is a recognized industry veteran with substantial executive and finance experience. We look forward to drawing on her insights and perspectives as we consider alternatives to address DHC’s near term financing needs and generally oversee DHC’s path forward.”

TRUSTEE Executive Committee Member MoMA BAC | Guild Hall+Skowhegan+SVAAS

• Nov 2017 - Present

Media Platform / Cerebral Women Art Talks /

• Jan 2018 - Present

Content Creator | Media Outlet. Content Creator | Media Outlet.

Independent Director

• Mar 2022 - Sep 2023

Independent Director. Focused on Real Estate and Mortgage Finance expertise. Independent Director. Focused on Real Estate and Mortgage Finance expertise.

President/ CEO

• Sep 2014 - May 2018

Big picture perspective. Proactive vs Reactive leadership approach. Successfully restructured platform driving revenues and strategy. Established Financial Advisory group focused on Dodd-Frank Regulations - Regtech/Fintech Sold technology solutions to financial institutions- Stress Testing/ Model Validation/ Derivative Pricing. Worked with audit and risk teams. CCAR/ DFAST/ AML/ KYC. Clients include CDFI community banks. Managed Compliance and Financial reporting teams. Oversaw SEC and FINRA audits. Created and maintained online presence for Veterans On Wall Street (VOWS) founded by Citigroup/Deutsche Bank/ Goldman Sachs. Show less

Mortgage securities & derivatives sales/trading. Capital Markets Specialist

• Jan 1983 - Jul 2014

Sold, analyzed and traded Mortgage backed securities, derivatives and other asset backed securities to Institutional Investors.Managed sales and trading, taxable fixed income syndicate and capital markets. Sold, analyzed and traded Mortgage backed securities, derivatives and other asset backed securities to Institutional Investors.Managed sales and trading, taxable fixed income syndicate and capital markets.

President

• Jan 2000 - Jan 2010

Provided strategic planning and executive management consultation to startups and established businesses aiming to build administrative infrastructure, fine tune business processes and raise capital. Provided strategic planning and executive management consultation to startups and established businesses aiming to build administrative infrastructure, fine tune business processes and raise capital.

Co-Founder/ Executive Management

• Jan 1992 - Jan 2000

Co-founded and managed one of Wall Street’s most successful minority-owned financial services companies, encompassing an investment bank, an asset management firm and two private equity funds with CRA component.Managed sales, syndicate and capital markets. Co-founded and managed one of Wall Street’s most successful minority-owned financial services companies, encompassing an investment bank, an asset management firm and two private equity funds with CRA component.Managed sales, syndicate and capital markets.

Systems Engineer/ Sales Representative

• Jun 1978 - May 1983

Completed renowned one year sales/ systems training program. Sold/ Installed/ Modified code – Business and System applications/ hardware. Studied antiquated operational processes and sold innovative technology solutions to various industries: retailers, manufacturers, distributors. Worked with SME’s executives to analyze the day-to-day operations of the business, recommend system and business application software and hardware. Completed renowned one year sales/ systems training program. Sold/ Installed/ Modified code – Business and System applications/ hardware. Studied antiquated operational processes and sold innovative technology solutions to various industries: retailers, manufacturers, distributors. Worked with SME’s executives to analyze the day-to-day operations of the business, recommend system and business application software and hardware.