Piano / Music / Arts
Strategic business operator with 15+ years of experience optimizing financial systems, driving cross- functional alignment, and mitigating risk in fast-paced, high-stakes environments. Proven track record advising senior leadership on market strategies, operational enhancements, and system transformations. Personally executed over $100B in capital markets trades, with a reputation for making order out of financial chaos. Equal parts data translator and chaos wrangler, with a bias for actionable insights and measurable results. Pursuing consulting roles where two decades of capital markets experience can be leveraged to solve complex challenges, optimize risk, and bring clarity to chaos.
Online courses taken during recovery for personal growth:
Theological Courses (online) at Dallas Theological Seminary
Foreign Policy, Ancient Christianity Courses (online) at Hillsdale College
Personally executed over $100B in capital markets trades across mortgage-backed securities and U.S. Treasury futures—balancing risk exposure, seizing market inefficiencies, and driving bottom-line gains. Engineered trading strategies under volatile market conditions and positioned the firm to capitalize on shifting macroeconomic environments.
• Developed and deployed trading strategies that materially boosted profitability and improved organizational risk posture.
• Spearheaded regulatory audit preparation and compliance operations across multiple departments.
• Negotiated and maintained relationships with over 25 institutional broker-dealers, delivering high leverage outcomes.
• Advised C-level leadership as part of Interest Rate Risk Committee, translating complex market signals into actionable strategic moves. These actions earned recognition as Plaza MVP in 2019, helping translate market chaos into smart, measurable business outcomes.
Originally hired to help expand the mortgage lending division of the S&L, with a focus on building trading infrastructure and scaling capital markets capabilities. When the bank failed, I was selected by the FDIC to serve as the capital markets liaison and consultant during the institution’s wind-down.
• Appointed by FDIC to lead capital markets functions during institutional closure and asset disposition.
• Designed and launched an internal loan origination system to streamline operations and minimize manual
errors.
• Collaborated with executive leadership and board members to provide strategic recommendations and high-impact reporting.
• Instituted operational controls that ensured audit readiness during final regulatory review.
Worked across firms to strengthen trading capabilities and inform capital strategy through precise, data-driven execution. Known for sharp timing, deep market reads, and tactical hedging built on macroeconomic forecasting.
• Built hedge models aligned to shifting interest rate environments and portfolio composition.
• Provided fast-turn market analysis that enabled executive teams to act on volatility in real time.
• Supported capital deployment and liquidity planning by translating technical market trends into accessible strategies.
2019 MVP, Plaza Home Mortgage
2019 Select Circle, Plaza Home Mortgage
Piano / Music / Arts
Natural Wonders
Adventurous Travel
Creativity in the Kitchen
Geography
Keeping plants alive