Co-founder & Chief Executive Officer

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Conceived and built analytics-powered customer acquisition / loan origination experience that disrupted traditional lending by removing the middle-man (big bank) and helped create the direct-to-consumer industry.

 

Technology, People Strategy & Operations:

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• Built direct-to-consumer loan origination from yellow notepad to sustainable enterprise generating up to $1B in annual volume—acquired by HSBC.

 

• Guided revenue from $8M to $48M, net income $685K to $18M annual profit over 4 years.

 

• Drove 154,000+ annual calls via direct mail, infomercial, and OOH marketing.

 

• Created and led 250+ employee workforce through 6 leaders and 11 departments.

 

• Designed / customized 18 technologies and workflows for manufacturing scale loan production.

 

• Pioneered human capital and custom technologies / tools to automate lead-scoring, pre-qualification, and conversion.

 

• Maximized customer acquisition, recapture, and retention through strategic ad spend, sophisticated sales sequences. and loan run-off minimization.