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• As part of the senior leadership team, responsible for the development and implementation of the strategic direction of the organization, as well as providing functional oversight and management of all Business Operations including: Partner and Client Management, Business Development, M&A and Integration, Strategic Partnerships, Human Resources & Administration, Product Management, Customer Support, Vendor and Risk Management, Facilities and Community Involvement• Work in collaboration with the other senior leaders of the business, to develop corporate and operational strategies, and implement these strategies and initiatives across all business operational areas to achieve revenue and growth goals,• Provide the leadership, management and vision necessary to ensure that the company has the proper talent and resources, operational controls, systems and processes, along with administrative and reporting procedures in place to effectively grow the organization and to ensure financial strength and operating efficiency. • Identify Strategic opportunities for market share and capability acquisitions, complete due diligence and business analysis.• Lead the team and process responsible for the integration of business acquisition, IdentityForce• Ensure that the mission, vision and values of the company are consistently reflected in all policies, practices and operations• Facilitate mentoring and leadership development opportunities across all teams, promoting best in class service and teamwork• Managing key/strategic relationships with partners, prospects, external organizations, and vendors.

(formerly part of parent-company Custom Direct, LLC)Provide functional leadership for all areas related to Human Resources and Administration, to include talent acquisition, leadership development, performance management, employee engagement and culture, employee relations, benefits, training, compliance, risk management and facility management. Also responsible for account management, client services, sales operations, customer support, and legal administration. Developed and implemented operational processes including partner implementation, sales methodology, salesforce.com, balanced scorecard program, and over 40 standard operating procedures. Manage customer support team that maintains > 9.6/10 satisfaction ratings and > 80% Net Promoter score. Accountable for legal department including sales contracts, litigation, intellectual property, and vendor contracts.

(formerly parent-company of EZShield - Acquired by Deluxe Corporation, 04/10)As an Officer and member of CDI’s Executive Team, establish the vision and strategy regarding human capital management, and provide overall strategic HR leadership to all business units of the Company. • Key accomplishments: o Member of corporate executive team responsible for driving the separation of CDI and EZShield into 2 independent companies, and navigating the sale of CDI to Deluxe Corporation. o Created all HR processes, benefits and systems for EZShield Inc., as a California based entity. o Developed and Implemented Management Training Program for managers, supervisors and senior executives.

Provided oversight, focus and leadership for the Client Operations function including 65 employees within Client Services, Account Management, Implementation, Systems Integration and Information Exchange. Responsible for ensuring teams were equipped to deliver contracted services, identify and proactively address client needs, and grow the Company's client portfolio to achieve revenue targets.• Key accomplishments:o Shifted existing Client Service strategy by creating 3 cross-functional Client Operations Teams incorporating all client-facing functions noted above, dedicated to strategic business lines. o Developed strategies to enhance products and services, while doubling client base in first 12 months and managing internal resources to properly support growing business.

Provide functional oversight, focus and leadership for human resources activities within this 550-1500 employee company. Key areas of responsibility included: Compensation/Benefits and Incentive Programs, Employee Relations, Policy Creation, Management Consultation, Employment, EEO/AA Compliance, and Training and Development.• Key accomplishments:o Developed the company’s first Human Resources strategy, infrastructure and team while helping to grow this start-up company from 80 employees to 1500 employees in 14 months.o Provided strategic leadership on all HR matters surrounding the complex acquisitions of eight companies over two years; created HR due diligence and merger integration methodologies while serving as a key member of the due diligence and post-acquisition integration team.o Planned and executed $60 million+ workforce reduction between Q2–01 and Q4-03 and designed comprehensive transition packages for all impacted employees.o Divested all three business units in separate transactions.o Provide Human Resources support for national employee base across 6 East and West coast offices, and International employee population including the UK, Mexico, and Canada.

Functioned as a key member of senior management, acting as a consultant/ resource with regard to all HR issues.• Key accomplishments:o Developed resources (Human, Systems) within HR department; initiated program to cross-functionalize entire HR staff, in order to enact a Generalist environment.