Piano / Music / Arts
Proven finance executive with 20+ years of experience driving capital markets strategy, trading execution, and economic risk management across structured credit, mortgage banking, and treasury operations. Known for translating macroeconomic trends into clear, actionable strategies that strengthen institutional resilience, optimize liquidity, and unlock growth. Personally executed over $100B in MBS and Treasury trades, led cross-functional teams through volatile market cycles, and advised C-suite leaders on risk, pricing, and capital allocation. An early contributor to proprietary LOS development and fintech integrations, with deep experience in audit readiness, investor relations, and multi-site operational scaling. Equal parts strategist and operator—comfortable in the boardroom, on the trading desk, or building new systems from the ground up. Seeking to apply private sector expertise in mission-driven, high-impact environments spanning public sector, think tanks, ESG finance, capital markets, or next-gen platforms.
Online courses taken during recovery for personal growth:
Theological Courses (online) at Dallas Theological Seminary
Foreign Policy, Ancient Christianity Courses (online) at Hillsdale College
Led trading operations across mortgage-backed securities and U.S. Treasury futures, executing over $100B in trades.
Designed strategies that enhanced risk posture and drove $300K–$1M in annual upside.
Served as the only non-executive on the Interest Rate Risk Committee, advising C-level leadership and the EVP of Capital Markets on firm-wide strategy.
Managed relationships with 25+ institutional broker-dealers, including onboarding, KYCs, and contract oversight.
Led audit preparation for 10+ years, ensuring cross-departmental compliance.
Directed margin call strategies to protect liquidity, mentored new hires and interns, and contributed to internal think tanks on macro trends, risk modeling, and fintech integration.
Directed capital markets strategy for a national reverse mortgage lender expanding into conventional products, navigating new market complexities with disciplined risk management and macroeconomic insight.
Designed and implemented hedge models
aligned to dynamic rate environments and portfolio shifts, ensuring resilient performance.
Advised executive leadership with fast-turn analysis and scenario modeling to guide capital deployment, liquidity strategy, and product rollouts.
Led end-to-end investor and broker-dealer onboarding, enhancing pricing efficiency and market access.
Delivered steady financial leadership
through transformation, volatility, and regulatory shifts.
Appointed by the FDIC to lead capital markets operations during institutional closure and asset disposition, with oversight of trading strategy, risk exposure, and asset wind-down in coordination with regulators.
Designed and launched a proprietary loan origination system, streamlining internal workflows and eliminating manual errors.
Partnered with the board and executive
leadership to deliver strategic recommendations and real-time reporting on liquidity, market positioning, and asset-liability management.
Served as Capital Markets representative at all board meetings and instituted internal controls to ensure full
audit readiness.
Developed deep expertise in the S&L model managing liquidity against expiring CDs, money market flows, and balance sheet sensitivity—insight that continues to inform strategic thinking across finance and risk roles.
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