Featured Talent

Profile

Finance director with 11+ years experience leading mortgage derivative portfolio valuation, interest rate risk management, and forecasting functions. Drove analytics modernization at scale, cutting costs and reducing headcount while sharpening and accelerating insights. Proven ability to integrate advanced quantitative models, streamline enterprise data systems, and automate operations. Blends deep technical skill with clear, strategic action to bridge quant, tech, analyst, and executive teams in both innovative and traditional finance organizations.

Career Highlight 1: Led design and implementation of in-house valuation and risk platform for complex asset classes, leading to $5 million annual savings in vendor contracts.

Career Highlight 2: Secured executive buy-in and partnered with technology to form and lead a high-performing data engineering team; automated Finance workflows, enabling a 33% headcount reduction while enhancing analytic depth and laying the groundwork for agentic AI solutions.

Career Highlight 3: Led end-to-end redevelopment of the organization’s forecasting function, supporting FP&A and regulatory stress testing. Introduced precision, automation, and cross-team alignment—cutting turnaround time from weeks to days.

Why Hire This Candidate (In Their Own Words): Rare mix of deep quantitative expertise, modern engineering skills, and strategic leadership. Experience leading high-impact transformations— modernizing analytics platforms, automating workflows, integrating AI technology, and reducing costs. Doesn’t just build models; builds systems that scale, teams that perform, and tools that drive better outcomes across finance.

Strengths: Leadership across cross-functional teams. Materializes strategy into action.

Hobbies & Personal Interests: Most of my time away from work is spent with my wife and two sons under three. I still enjoy playing soccer, even if not as well as in the past, and like golf, swimming, tennis, hiking, and working in the yard. Indoors, I love boardgames with friends.

Credentials: CFA Level 3 Candidate
Certificate in Financial Engineering (Baruch College)

Industry Experience: Banking, Capital Markets, Financial Services, Fintech

Company Fit: Large

Management Experience: Seven years of management experience. Team sizes have ranged from 3 to 12.

Software Experience: PolyPaths
Bloomberg
QRM
QuantLib

Open To: Hybrid, In-office, Remote