As a Managing Principal at Agile Financial LLC, I provide financial consulting and expert witness services to clients in various sectors, such as wealth management, banking, and fintech. With over 20 years of experience in the financial industry, I have extensive knowledge and skills in valuation ...more

As a Managing Principal at Agile Financial LLC, I provide financial consulting and expert witness services to clients in various sectors, such as wealth management, banking, and fintech. With over 20 years of experience in the financial industry, I have extensive knowledge and skills in valuation of complex portfolios of derivatives and illiquid securities, asset based lending, repo trading, and product management. I have successfully launched and led two risk management departments for global financial institutions, where I implemented solutions to comply with regulatory requirements and examinations, such as stress testing, Volcker rule, and SR11-7. I have also collaborated with senior executives to define risk appetite, set limits and key risk indicators, and develop sustainable product strategies. Additionally, I have managed and delivered changes to mission critical financial systems, saving millions of dollars annually. I am passionate about applying my expertise to help clients achieve their financial goals and solve their challenges.less