STRATEGY & ANALYTICS EXECUTIVE

Over ten years of successful experience developing and executing innovative, impactful solutions that address complex business issues within financial services, spanning start-up to multinational companies.

Accomplished in providing strategic insight, thought leadership, and structure to achieve business objectives. Collaborative leader skilled in equipping, empowering, and engaging teams to efficiently execute the agenda. Possess deep operational experience in finance, business development, risk management, and analytics. Known for leveraging data to make critical business decisions.

Key Highlights:

* Played key role in securing $50MM Series F round and $200MM credit facility, the largest in company history, with Highbridge Capital Management. Progress Financial Corporation

* Launched proof-of-concept pilot for consumer financial services start-up that generated $1MM+ in loan origination volume and reduced credit card interchange expense 10% for participating retailer. Amyntas Capital, LLC

* Delivered 12% profit above intrinsic value by negotiating $1B+ of real estate loan portfolio sales transactions as member of high profile task force team. HSBC North America Holdings Inc.

* Managed credit risk and marketing analytics functions for $6B organic non-prime credit card portfolio and $3B alternative channels credit card portfolio consisting of retail partnerships, second-look programs, and internal cross-sell initiatives. HSBC North America Holdings Inc.

Areas of Expertise:

* Business Strategy & Analytics

* Corporate & Project Finance

* New Business Development

* Strategic Planning

* Financial Modeling & Valuation

* Mergers & Acquisitions

* Entrepreneurship

* Risk Management

* Capital Raising

PROFESSIONAL EXPERIENCE

PROGRESS FINANCIAL CORP. (PROGRESO FINANCIERO) – Menlo Park, CA

November 2011 – Present

DIRECTOR, FINANCIAL PLANNING & ANALYSIS

Growth-stage for-profit community development finance institution that serves under-banked Hispanic population.

Joined company to build and lead FP&A function. Conduct strategic planning, support capital raising initiatives, perform financial reporting and analyses, and develop budgets. Report directly to CFO.

BERENSON & CO., LLC – New York, NY

February 2011 – November 2011

ASSOCIATE, INVESTMENT BANKING

Boutique investment bank that advises middle-market companies on M&A, capital raising, and restructuring.

Prepared pitch books and investor presentations, built operational and valuation models, performed due diligence, and contributed to client sourcing process.

Notable Accomplishments:

* Acted as buy-side advisor to CapitalSource Inc. (NYSE: CSE) on bid for $650MM multifamily real estate loan portfolio and origination platform from large regional bank.

* Prepared and presented fairness opinion for Westwood One (formerly NASDAQ: WWON) on its stock-for-stock merger with Dial Global (NASDAQ: DIAL).

AMYNTAS CAPITAL, LLC – Chicago, IL November

2009 – January 2011

DIRECTOR, FINANCE AND OPERATIONS

Consumer financial services start-up that provided payment processing and real-time financing options in single platform designed for businesses with in-home sales model.

Collaborated with co-founders to launch start-up. Provided strategic and operational leadership in all aspects of business.

Notable Accomplishments:

* Drove new business development with small- to middle-market retailers, community banks, credit unions, and payment processors.

* Built initial operating plan and established GAAP-compliant accounting system.

HSBC NORTH AMERICA HOLDINGS INC. – Chicago, IL and Minneapolis, MN

VP, FINANCE AND BUSINESS STRATEGY - March 2008 – November 2009

Subsidiary of one of the world’s largest banking and financial services organizations with 89MM customers and 7,200 offices in 85 countries and territories worldwide. Acquired Metris Companies in 2005.

Led financial modeling and evaluation for capital budgeting and other strategic P&L decisions for $70B+ North American Consumer and Mortgage Lending business. Managed team of analysts and managers.

Notable Accomplishments:

* Provided executive management with comprehensive cost/benefit analysis of and recommendation on participating in U.S. Treasury Department’s Home Affordability Modification Program relative to company’s proprietary loan restructuring strategy.

* Named mentor for HSBC Financial Management Training Program by executive management team.

HSBC NORTH AMERICA HOLDINGS INC. – Chicago, IL and Minneapolis, MN

SENIOR ANALYST / SENIOR MANAGER, CREDIT RISK MANAGEMENT - July 2001 – March 2008

Provided risk management and marketing analytics support for new loan origination (including targeting, underwriting, and product construct) and portfolio management (including credit line management, pricing, and usage strategies) for North American Card and Retail Services business. Led team of up to five analysts and managers.

Notable Accomplishments:

* Expanded cross-sell credit card program by nearly 20% by introducing new data elements in decision criteria; program generated over 22% ROAR.

* Led development, testing, and full implementation of new framework for credit line assignment strategies that reduced gross charge-off rates by more than 15%, while remaining revenue neutral.

* Played key role in project that migrated post-acquisition origination platform to HSBC’s proprietary Whirl system.

* Cut time in half for post mortem analyses of customer acquisition campaigns by developing and automating standardized data gathering process.

* Ranked among top 20% of peers for five consecutive years (2002-2007).

THE BRATTLE GROUP – Washington, D.C.

January 2000 – June 2001

RESEARCH ANALYST

Economics consulting firm that provides strategic advice and expert testimony in economics, finance, and regulation to corporations, law firms, and governments worldwide.

Supported senior consultants by building and solving financial and operational models, performing statistical analyses, and researching business and legal trends.

Research Assistant – The University of Minnesota, Department of Economics

EDUCATION & LICENSURE

THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS

Master of Business Administration

Concentration in Analytic Finance and Accounting - Graduated with Honors

UNIVERSITY OF MINNESOTA, TWIN CITIES

Bachelor of Science in Economics with Math Emphasis

Graduated magna cum laude

LONDON SCHOOL OF ECONOMICS

Graduate Studies

FINRA Series 79 License

Technical Skills:

Business Intelligence Platforms: Bloomberg, Capital IQ, FactSet, SNL, Thomson One Banker

Analytical Tools & Applications: SAS, SQL, BusinessObjects, Access, Excel, PowerPoint, QuickBooks

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