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- Risk Management: Provides high-impact risk advisory services to banks, financial institutions, and investment firms.
- Executive Advisor with a 30-year track record of identifying opportunities across corporate operations, enterprise risk, and board reporting that delivered improved risk-adjusted returns and better management decision processes.
- Management expertise in operational risk, credit risk, market risk, fraud, information security, privacy, Big Data platforms, machine learning models, and regulatory compliance. Developed intellectual property for eleven fraud and commercial credit patents.
- Recent Assignments: Established operational risk frameworks for a mortgage institution. Provided a risk framework for commercial payment ventures for a private equity firm. Recommended an enterprise risk policy and taxonomy for a global asset management firm. Created a dynamic dividend strategy for an investment advisory service. Provided risk appetite policies and risk management controls for a long/short family office to enhance risk-adjusted returns using derivatives. Taught statistical techniques in modern data science as an Adjunct Professor at Florida Polytechnic University. Delivered transportation planning statistics for the State of Florida.