Company name: Ygrene Energy Fund

Company size: 250 employees

Role in this company: Built greater operational maturity as the company has grown. Streamlined redundant policies, introduced new technologies and replaced one-size-fits-all controls. Enabled the company to surpass legacy competitors to become #1 in industry. Implemented an enterprise risk management process. Developed the business continuity plan that enabled work from home 100% without disruption during the COVID-19 shelter-in-place. Implemented and managed the industry’s leading contractor oversight program.

Company name: Credit & Risk Insights LLC

Company size: 1 employee

Role in this company: Provided advisory, interim management and implementation services to 21 leading edge clients nationwide who are transforming their markets. Included private equity backed de novo fintechs, growing banks adding new products and services, firms seeking deep expertise and banks in need of a change agent.

Company name: Aurora Bank FSB

Company size: 2,000 employees

Role in this company: Developed and implemented an enterprise risk management framework and improved compliance, restructured the business and resolved regulatory issues. Was elected CEO.