Over 12 years of experience in financial services with a proven track record of driving strategic transformation initiatives that enhance operational efficiency, foster innovation, and empower talent. Passionate about fostering a culture of accountability, transparency, and continuous improvement, while maintaining a relentless focus on delivering exceptional outcomes for stakeholders and clients.
Overview
12
12
years of professional experience
Work History
Director, Business Aligned COO - ISG Engineering
Apollo Global Management, Inc.
06.2023 - Current
Reporting to the CIO of ISG Engineering, managing daily operations, business management, and transformation initiatives for 30 applications supporting over 2,000+ users across ISG, Athene, and Apollo.
Developed and implemented a streamlined schedule for Town Halls, Executive Leadership Meetings, and engineering offsites, focused on accelerating information flow and enabling data-driven decision-making.
Governed a $47M engineering budget, delivering precise forecasting within P&L targets and effective variance management. Achieved $4.2M in annual savings, including $2.58M in non-cap run cost reductions.
Partnered with senior leadership to restructure a 150+ member organization, aligning teams with key business verticals, including AAA, Third-Party Insurance, and Liquidity. Focused on improving output and optimizing the 24-hour clock for maximum efficiency.
Led cultural transformation through initiatives like Engineering Office Hours, the Summer Analyst Program, and the inaugural Engineering Summer Event to enhance cohesion, diversity, and knowledge sharing.
Associate Director, Manager of Business Analyst
Apollo Global Management, Inc.
09.2019 - 06.2023
Managed a nine person Project Delivery Office Business Analyst team within Engineering, directly interfacing with business units across ISG, Athene, and Apollo.
Lead Business Analyst for ISG's migration and decommissioning of BRS Aladdin to IHSM thinkFolio, successfully managing the transformation of 60+ custom business workflows across trading, portfolio management, allocations, and middle-office operations.
Co-authored a white paper on the Project Management Framework & Principles to streamline requirements gathering, improve project delivery, and ensure cross-team alignment.
Designed a centralized repository for business workflows, prioritizing SOX/SOC1 controls and integrating technical architecture components to improve compliance, refine end-user process narratives, and establish a higher standard for documentation and transparency.
Partner closely with Trading, Operations & Engineering leadership to plan and execute annual project roadmaps, opportunities and OKRs including new vendor opportunities and workflow automations to streamline business workflows.
Senior Associate, Risk Business Analyst
Pacific Investment Management Company LLC
10.2014 - 09.2019
Partnered with portfolio managers, traders, and support teams to design and optimize trading, portfolio management, and risk solutions, ensuring alignment with business goals and operational efficiency.
Led Bloomberg's implementation of Freddie Mac and Fannie Mae's joint venture - UMBS, overseeing conversion activities of our $200B Agency portfolio.
Developed and deployed a customizable reporting framework in S&P Global EDM, optimizing counterparty exposure tracking, removing redundancies, and enhancing borrowing footprint analysis for valuation and liquidity management.
Directed project management and business analysis activities for Bloomberg's ABS-CMO reclassification, integrating transaction logic from Intex Mortgage data to optimize workflows and resolve data exceptions for our Mortgage Analytics and Modeling team.
Senior Business Analyst
City Loan
03.2014 - 10.2014
Designed a custom borrowing base and private credit score model, while enhancing sales metrics and asset reporting for executive management.
Managed data vendor contracts and relationships, ensuring optimal ROI and vendor performance.
Business Analyst
Citibank N.A.
01.2013 - 03.2014
Led project management and business analysis activities for the firm's $200M Regional REO portfolio and servicing platform.
Education
Master of Business Administration - Digital Innovation and Information Systems
Pepperdine University-Graziadio School Of Business
Malibu, CA
2015
Bachelor of Science - Business Administration
Pepperdine University-Graziadio School Of Business
Malibu, CA
2013
Accomplishments
Eagle Scout & NESA Member - 2001
Timeline
Director, Business Aligned COO - ISG Engineering
Apollo Global Management, Inc.
06.2023 - Current
Associate Director, Manager of Business Analyst
Apollo Global Management, Inc.
09.2019 - 06.2023
Senior Associate, Risk Business Analyst
Pacific Investment Management Company LLC
10.2014 - 09.2019
Senior Business Analyst
City Loan
03.2014 - 10.2014
Business Analyst
Citibank N.A.
01.2013 - 03.2014
Master of Business Administration - Digital Innovation and Information Systems
Pepperdine University-Graziadio School Of Business
Bachelor of Science - Business Administration
Pepperdine University-Graziadio School Of Business
Director, Insurance Solutions Group International at Apollo Global Management, LLC., Capital Markets FinanceDirector, Insurance Solutions Group International at Apollo Global Management, LLC., Capital Markets Finance