
Timeline
About me
Fractional Fintech Legal Counsel/CLO
Education

The george washington university law school
-Jd lawالأنشطة والجمعيات:Member of the Law Review Honors Graduate

William & mary
-Ba government and philospohyDouble major with a minor in Economics
Experience

Jpmorgan chase
Aug 1999 - Apr 2007VpVP/Product-Operations Manager, 2004 to April 2007. Built new hedge fund services product line to $3.5M annual revenues. Responsible for all operations. Built and managed team of 15 with full P&L responsibility. Operations Manager, 2001 to 2004. Managed operational group providing mortgage warehouse line of credit collateral handling. Responsible for all operations. Managed 35 staff and $2M budget. Earlier: Contracts Manager, 1999 to 2006. Centralized and managed contracting process for six-location mortgage custody operation. Created contract templates for standardizing transactions. Quality Assurance & Compliance Manager, 1999 to 2006. Built mortgage quality assurance and compliance program. عرض أقل

Marix servicing llc
Oct 2007 - Aug 2010Svp, general counsel, ccoMember of senior management team. Full range of legal support to special loan servicer, including contracts, corporate, licensing, litigation management and regulatory compliance. Build and manage legal and quality control processes, create quality control testing and reporting program.

Residential credit solutions, inc
Aug 2010 - Jan 2014Svp, general counselManage legal affairs of non-prime mortgage loan servicer. Build out QC, licensing and legal functions, including Reg AB compliance and vendor management. CFPB audit/enforcement action management.

American advisors group
Jan 2014 - May 2016Chief legal officerProvide full range of legal support to 1000 employee private company, providing hands-on, daily advice on a variety of legal issues. Ensure compliance of advertising in all media. Negotiate and document complex finance and operational vendor contracts. Oversee corporate governance. Create Legal Department, managing outside counsel and bringing select work, such as advertising reviews, in-house. Manage compliance, internal audit, licensing and quality control functions. Implemented improved reporting. Instituted variety of risk management processes including information security and enterprise risk. Managed litigation and regulatory examinations, including legal aspects of CFPB CID response. عرض أقل

Brightwood ventures, llc
May 2016 - Apr 2017MemberBusiness consulting service focused on advertising compliance and anti-money laundering analysis and advice.

Kiavi
Apr 2017 - Sept 2022Provide advice on strategic and corporate finance transactions, business-purpose mortgage lending, including regulatory compliance, secondary marketing, servicing, and mortgage loan document drafting. Manage litigation. Advise on new product development, joint venture formation and marketing. Day-to-day advice to servicing, underwriting, mortgage operations, default servicing, capital markets and other operational departments. Manage legal staff. Oversee selection and implementation of legal matter management system. عرض أقل
Director - Legal at Kiavi
Apr 2017 - Sept 2022Director - Legal
Apr 2017 - Nov 2021

Backflip
Sept 2022 - Feb 2025Senior director of legal
Licenses & Certifications

Licensed to practice law in florida and dc.
Florida and dc bar
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