My resume Resume Details

EXPERIENCE        

THE CARLYLE GROUP - US LEVERAGED FINANCE                                                                                  NEW YORK

US Leveraged Finance manages $4.6B in commitments; investments include loans, bonds and distressed securities

Principal                                                                                                                                                                          1/08 - Present

Vice President                                                                                                                                                                 8/06 - 1/08

Head of risk management group and chairman of risk management committee

• Lead biweekly risk management committee, which reviews current markets, fund and manager performance, concentration limits, margin and liquidity analyses, and specific investment recommendations
• Guide the evaluation and analysis of structured products and hedging portfolios
• Implemented economic capital model; continue to utilize the model in risk-based pricing and profitability analyses, portfolio reporting, investment screening, and portfolio optimization

Member of senior management within Carlyle U.S. Leveraged Finance

• Oversee team of five including risk management and middle office groups
• Serve as a voting member of risk management, portfolio valuation, and finance committees

ERISK                                                                                                                                                                               NEW YORK

Provider of enterprise risk management solutions and economic capital analytics for financial services organizations; acquired by SunGard Data Systems Inc. in 2005

Managing Director                                                                                                                                                        4/05 - 8/06

Director of Analytical Services                                                                                                                                  3/02 - 4/05

Product Manager                                                                                                                                                           3/00 - 3/02

Product Developer                                                                                                                                                         8/99 - 3/00

Developed and managed senior relationships with ERisk's software and consulting clients, including:  

• Farm Credit System: sold and managed projects to build capital adequacy models for all five District banks ($125B of assets) incorporating the Farm Credit System's waterfall-like capital structures
• MIGA, member of the World Bank: created pricing methodology and model for assessing political risk insurance policies in emerging markets; project success led to four follow-on engagements for ERisk within the World Bank
• Bank of Oklahoma: measured risk-based capital requirements by business line for regional bank with $15B in assets; results incorporated into 3^rd Quarter 2003 10-Q filing and all subsequent quarterly and annual SEC filings

Supervised Analytical Services team in delivery of consulting engagements, product implementations, and new product R&D

• Hired, trained, and managed staff of analysts and associates in client delivery of proprietary risk analytics
• Ensured client satisfaction for 30+ corporate relationships
• Developed "Rapid Installation" implementation methodology; decreased cost of implementations by 40% and quadrupled number of implementations per year

Product-managed ERisk Abacus, the flagship risk and capital analysis product designed for capital adequacy assessments, strategic planning, limit-setting and risk-based pricing initiatives for regional banks

• Increased revenues from ERisk Abacus implementations and licenses by an annual average of 80% since 2001; revenues from Abacus now represent 65% of the $8MM+ annual revenues of ERisk
• Conducted enterprise risk management educational sessions for federal regulators including the Federal Reserve, the Office of the Comptroller of the Currency, the Office of Thrift Supervision, and the Farm Credit Agency

OLIVER, WYMAN & COMPANY                                                                                                                            NEW YORK

Financial services consulting firm; acquired by Mercer Consulting Group in 2003

Consultant                                                                                                                                                                        8/98 - 8/99

• Received top review in class and selected by Chairman to develop ERisk venture

EDUCATION

Wharton School of Business                                                                                                                                      2004 - 2006

M.B.A. Program for Executives with Concentration in Finance, 2006, Honors

Princeton University                                                                                                                                                    1994 - 1998

• A.B. in Economics, 1998, Summa Cum Laude (top 5% GPA in department), Phi Beta Kappa Society

CONFERENCES AND PUBLICATIONS

Conference presenter, "Enterprise-Wide Risk Management Workshops" in 2003, 2004, and 2005 hosted by RMA

Co-author with Peter Nakada, "Start Today for Enterprise Risk Management in 2006", The RMA Journal, Nov 2002 

Co-author with Peter Nakada, "Putting the Risk into Risk-Adjusted Profitability", The RMA Journal, Feb 2003

Co-author with Til Schuermann,  "The Puzzle of U.S. Credit Card Chargeoffs", OWC Report, Fall 1999