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Throughout the years, I’ve earned a reputation for being one of the most knowledgeable consultants in the Mortgage and Banking Industry. My team and I have over 35 years of experience in fixed income and financial services, with extensive regulatory risk management and compliance experience, counter-party risk management  as well as a strong mortgage operations background. I have held the position of Chief Risk and Administrative Officer at MAXEX, a Director in the Risk and Regulatory practice for PwC, a Complex Financial Institutions Risk Manager at the FDIC, and a Managing Director and Business Head of the Global Mortgage Conduit for Deutsche Bank. Prior to that, I served as the EVP for sales and marketing for Bank of America, the EVP COO for all of IndyMac Bank business lines, and the EVP of capital markets for Lehman Brothers’ mortgage conduit. I received my executive M.B.A. from the Wharton School at the University of Pennsylvania and hold the credential of CRCM.


The interests of our clients are always our first priority, and we go above and beyond to make sure they get the results they need on time and on target.

Whether you’re about to launch a new project, preparing your loan portfolio for a seasoned loan sale or need advice on expanding your business, with new products, investors or warehouse financing, or would like a timely tip on matters big or small in the regulatory and compliance space - We are your go-to source. Contact me today to set up a meeting and find out more about what our team can do for you.

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