Senior operating executive with 25 years of experience leading enterprise operations, organizational transformation, and business growth across investment banking, capital markets, commercial real estate, and professional services. Former Chief Administrative Officer and founding Operating Committee member at Eastdil Secured, where I helped lead the firm’s separation from Wells Fargo and subsequent expansion as an independent global business. My experience includes scaling organizations, integrating and separating businesses, building operating infrastructure, modernizing technology and data platforms, and establishing financial discipline and executive governance. I bring a practical, execution-oriented approach to private equity value creation, combining institutional financial experience with hands-on operational leadership. My interests include portfolio company COO/President roles, portfolio operations, operating partner opportunities, and enterprise transformation mandates where I can help businesses scale, improve performance, and navigate complex transitions. Based in Charlotte, NC, and open to U.S.-remote opportunities and significant travel.
Experience
Founder
CorrenJan 2026 – Present
I founded Corren during an executive transition, developing practical approaches to enterprise operating models, AI-enabled workflows and sustainable organizational growth informed by 25 years of operating leadership.
Chief Administrative Officer
Eastdil SecuredJan 2016 – Jan 2026
I served as a founding Operating Committee member and Chief Administrative Officer, building and leading six enterprise functions while overseeing approximately $60M in operating expense. I led the two-year carve-out from Wells Fargo through Legal Day One, established standalone systems, governance and controls, and helped architect a cloud-native technology and data environment with more than 30 enterprise applications. I helped scale the firm from approximately 400 to 700 employees and from 14 to 21 offices across nine countries, while establishing enterprise risk, audit, policy, vendor-control and global workplace infrastructure.
Director, Investment Banking & Capital Markets - COO Organization
Wells Fargo Securities / Wachovia Capital MarketsJan 2014 – Jan 2016
I led Facilities & Workplace Solutions, Business Risk Management, Technology Enablement, Project & Change Management, and Reporting within the Investment Banking & Capital Markets COO organization. I helped establish Wells Fargo Securities Canada and open offices in Toronto and Calgary, while leading business-critical processes and strategic initiatives for executive leadership.
Operational Risk Management
Wells Fargo Securities / Wachovia Capital MarketsJan 2013 – Jan 2014
I transformed operational risk management across Investment Banking, Capital Markets and Eastdil Secured by creating a unified function. I supported risk assessments, internal and regulatory audits, policies and controls, and new-product initiatives.
Markets Clearing & Futures Execution
Wells Fargo Securities / Wachovia Capital MarketsJan 2009 – Jan 2013
I served as an operational lead in establishing a regulated Swap Dealer and Futures Commission Merchant. I developed risk and controls and multi-currency funding infrastructure supporting swaps and futures clearing across four regulatory classes and 26 currencies.
Global Funding & Cash Management
Wells Fargo Securities / Wachovia Capital MarketsJan 2003 – Jan 2009
I managed complex Fixed Income and Emerging Markets funding and liquidity activities. I secured more than $1.2T in external lending supporting securitizations and arranged an $8B secured loan from Wells Fargo that funded Wachovia through the weekend preceding regulatory confirmation of the merger.
Global Securities Operations Group
Bank of America SecuritiesJan 2000 – Jan 2003
I was selected for the firm's Management Associate Program and advanced through roles spanning Syndicate Support & Documentation, Repo and Securities-Lending Trade Support, Fixed Income Collateral Management, and the Central Funding Group.
Education
Business Management & Economics
Coursework in Business Management & Economics
Skills
Languages
- English