As an Independent Executive Fractional Consultant with over 20 years of experience, I’ve been a driving force in tech innovation within the fintech and mortgage technology sectors. I’ve introduced disruptive technologies, scaled startups into top-50 mortgage technology service providers, and played key roles in two major software exits. Some say I bring a touch of magic to the industry—I say it’s just a lot of coffee and a passion for problem-solving.My expertise includes developing next-generation software platforms, pioneering AI solutions, and fostering strategic partnerships. At Fiserv, I brought advanced AI technologies to market, including a digital human for online banking and mortgage services and an omnichannel chatbot. Think of it as bringing a little sci-fi into your daily banking routine, minus the dramatic music.I’ve been deeply involved in successful acquisitions, ensuring seamless integrations and maximizing value. As a co-founder and investor in multiple startups, I actively support strategic development and product innovation, driving growth and market expansion. Basically, if it involves innovation and a bit of creative chaos, I’m in.As a thought leader and co-host of TechStack Radio, I engage with industry trends and best practices, sharing insights (and the occasional tech pun) that foster continuous improvement and innovation. Recognized with multiple industry awards, I continue to influence and inspire the fintech and mortgage technology landscape.Key Achievements:- Introduced disruptive technologies that transformed the mortgage and fintech industries.- Played a key role in two successful software exits.- Scaled startups into top-50 mortgage technology service providers.- Led strategic initiatives resulting in successful acquisitions and seamless integrations.- Developed industry-changing platforms such as Product Eligibility & Pricing Engine (PPE), Loan Origination Systems (LOS), Point of Sale (POS) platform, and Loan Quality Audit Platform.- Pioneered advanced AI technologies at Fiserv, including a digital human for online banking and mortgage services, and an omni-channel chatbot.- Co-founder of new startup tech platforms.
Listed skills include New Business Development, Team Leadership, Strategic Partnerships, Agile, and 40 others.