Richard McNamara

Richard McNamara's work experience includes various roles at GreenSky® and SunTrust Banks.

At GreenSky®, Richard started as a Senior Analyst in Forecasting, Modeling, and Credit Analytics in October 2012. Richard created a forecasting system from scratch using Excel VBA coding, which became the basis for corporate strategic planning, product pricing, profitability, and company valuations. Richard held this role until April 2014.

After that, Richard was promoted to Senior Manager in Forecasting and Analytics at GreenSky®. In this role, they expanded the SQL analytical database and created an integrated and internally consistent account-level predictive model. Richard provided due diligence information to investment partners, managed new bank partner integration and negotiation, and aided in negotiating loan portfolio sales. Richard held this role from April 2014 to April 2016.

Richard then became the Director of Forecasting and Credit Analytics at GreenSky®, managing two direct reports. Richard created a fully-integrated performance expectation model for client behavior and developed a pseudo-random allocation system to ensure contractual obligations were met. Richard held this role from April 2016 to April 2017.

Richard'smost recent role at GreenSky® was as the Senior Director of Quantitative Modeling and Analytics. In this role, Richard transitioned ETL and database administration to IT, integrated client and customer forecast methodologies into a single model, and created python modules for predictive analytics. Richard also created the baseline Merchant Risk Score for merchant risk segmentation. The exact end date for this role is not provided in the data.

Before moving to GreenSky®, Richard worked at SunTrust Banks. Richard held the positions of Vice President and Senior Finance Manager from July 2011 to October 2012. In this role, they were responsible for creating the Executive Forecast Summary, a comprehensive report aiding executive management in making strategic decisions. Richard also maintained relationships with LOBs and function Strategic Finance Officers.

Prior to that, Richard worked as a Vice President and Capital Markets Analyst at SunTrust Banks from December 2008 to June 2011.

Overall, Richard McNamara has extensive experience in quantitative modeling, analytics, forecasting, and credit analysis, with a focus on creating integrated and comprehensive predictive models and supporting strategic decision-making for financial institutions.

Richard McNamara completed their education as follows:

- From 2007 to 2008, they attended Bentley University - McCallum Graduate School of Business and obtained a Master of Science (MS) degree in Quantitative Finance.

- From 2003 to 2007, they attended Bentley University and earned a Bachelor of Science (BS) degree in Corporate Finance and Accounting.

- From 1999 to 2003, they completed their high school education at Wesleyan High School.

In addition to their formal education, Richard McNamara has pursued additional certifications, including being a Chartered Alternative Investment Analyst (CAIA) Candidate Level II (obtained in September 2018) and a Chartered Financial Analyst (CFA) Candidate Level III (obtained in July 2018).