Sep 2023 – Present · 2 yrs 8 mos · Austin, Texas Metropolitan Area

• Providing consulting and advisory services to help companies on their growth journey. Taking on fractional CXO role to enable robust implementation and transition. Supporting individual development and professional success through mentorship and coaching.

Jun 2022 – Sep 2023 · 1 yr 3 mos · Austin, Texas, United States

• Accountable for driving business growth through product and market expansion while achieving operational efficiency and executional excellence. Provided leadership on the successful sale to CoreLogic. Direct responsibility for Product, Service Delivery, Customer Support, Governance, Risk & Compliance (GRC), and People & Talent teams and functions. Took on additional responsibility for Sales, Client Success, Marketing, and FP&A functions during transition to CoreLogic.

Sep 2018 – Jun 2022 · 3 yrs 9 mos · Dallas-Fort Worth Metroplex

• P&L responsibility for the Opendoor Home Loans business. Built and launched a full correspondent lending business from the ground up in under six months including developing the business strategy, identifying the technology stack and vendor partners that would allow a rapid go to market, securing a warehouse line of credit, signing on investors and a sub-servicer, and building a team of talented and motivated professionals.

Oct 2017 – Sep 2018 · 11 mos · Dallas, Texas

• Responsible for accelerating revenue growth at Apex Clearing (an innovative leader in digital wealth technology solutions) and furthering its position in the wealth management industry through leadership of all commercial activities including Sales and Marketing, Client On-Boarding, Client Services and Customer Experience, and Product Management. Helped establish the go-forward vision for Apex and developed new go-to-market strategies and capabilities. Refined organizational structure and enabled processes and technology as appropriate to ensure the organization could scale.

Jan 2015 – Jan 2016 · 1 yr · Dallas-Fort Worth Metroplex

• Responsible for driving revenue growth and increasing market share while scaling the business while also leading a successful liquidity event for Optimal Blue (sale from Serent Capital to GTCR in July 2016). Direct responsibility for Product Management, Sales, and Marketing functions. Broader responsibility for leading the 250+ person organization through transformation.
• Led presentations to multiple organizations, strategic and financial buyers, as part of a recapitalization process resulting in the successful sale of the company to GTCR which represented one of the largest Mortgage Technology M&A transactions at the time.

Jan 2014 – Jan 2015 · 1 yr · Dallas-Fort Worth Metroplex

• Responsible for developing a comprehensive growth strategy and transforming Optimal Blue (a SaaS business that is digitizing the mortgage marketplace) to support future plans. Aligned people, processes, and performance to deliver on aggressive goals. Established a formalized Product Management function as well Sales Operations. Interim responsibility for Software Development.

Jan 2012 – Jan 2014 · 2 yrs

• Led the Business Risk Office, the Program Management Office, Process Excellence, and Customer Experience for the Home Loans division. Elevated the risk management function to achieve effective and efficient business risk management as regulatory expectations kept shifting and rising. Aligned and drove programs that achieved the strategic intent of the business. Built well-managed processes to ensure consistent, high quality delivery in a complex business and measuring impact to customer experience.

Jan 2010 – Jan 2012 · 2 yrs

• Led the Home Loans Retail Sales business, including Direct Sales and Distributed Sales. Managed a team of over 150 associates in multiple locations. Established the strategic direction for the business and restructured the organization to align with desired intent. Built the organization, integrating processes, people and systems, and hired talent into the business. Worked as part of the Home Loans Senior Leadership team and provided executive direction for the Mortgage Direct Sales team and then expanded to all of Retail Sales. Developed and implemented multiple channels to generate mortgage leads for both inbound and outbound sales.

Jan 2009 – Jan 2010 · 1 yr

• Business Risk Officer for Capital One's Financial Services (FS) Businesses, including Automobile Financing and Home Loans. Led an integrated risk organization, managing a team of over 70. Specific responsibilities included identifying, assessing, mitigating and monitoring business risk. Managed federal regulatory exams (Office of the Comptroller of the Currency and Federal Reserve Bank). Led Process Excellence, Business Continuity Management and Disaster Recovery, Third Party Management Compliance, IT Risk Management, and SarBox controls and testing across the FS businesses.

Jan 2006 – Jan 2009 · 3 yrs

• Responsible for identifying and managing all business risk across the enterprise. Expanded the Business Risk Office to include the IT Risk Office and create an integrated risk organization.

Jan 2002 – Jan 2006 · 4 yrs

• 2004-2006: Headed the US Card Complexity Reduction Program Management Office. Also led three workstreams.
• 2002-2004: Created and implemented the first Subprime Balance Build strategy, to stimulate usage by existing customers. Led all aspects of the business including development of product, marketing and segmentation strategies and implementation.

Jun 2001 – Aug 2001 · 2 mos · Austin, TX

• Assisted Project Team with all aspects of engagement management and execution on an Enterprise Resource Management project for a large Public Sector client. Designed a tool for analyzing client-wide processes and controls. Developed a Change Leadership plan.

Jan 1998 – Jan 2000 · 2 yrs · New Delhi, India

• Incorporated, established and successfully managed a growing enterprise to provide Risk Assessment and Management Services in the Financial Services Industry in India. Identified and evaluated a business opportunity in the consumer credit industry. Developed a comprehensive business plan and strategy. Raised seed capital through negotiations with investors. Reached profitability within three months and quadrupled value of company within 18 months.

Jan 1994 – Jan 1998 · 4 yrs · New Delhi, India

• Joined as first employee with a mandate for setting up the organization. Developed and implemented a comprehensive business plan and strategy. Created statistical models for measuring risk of not fulfilling financial/credit transactions. Developed and documented business processes as well as associated detective and preventive controls. Established five offices across India, with complete responsibility for all their budgets, operations, resource requirements, and investment outlays. Recruited and supervised a team of over 40 across all five offices. Conducted seminars, advertising campaigns, and press conferences to increase market awareness. Secured several prestigious clients for the company.