Management Consulting, Business Strategy, and Advisory to the Global Financial Services Industry and early stage / emerging FinTech companies.

Rocket Financial drives the full promise of embedded finance, delivering API accessible banking, payments, and compliance functionality into any business through our RocketKOR Platform. We also use RocketKOR to deliver our own Fintechs, specifically PrimaryAccount (Business Banking), and later RocketBNK (Consumer Banking) and RocketMOV (Payments as a Service). We also have RocketCOMS (Business Massaging) delivering compliant messaging of all types, including financial transactions.Rocket Financial is:RocketKOR - Broadly featured embedded finance platform. (BaaS but done right)Fully API-accessible embedded finance solutions allow fintechs and technically enabled businesses to unlock new revenue streams and engage their customers with embedded banking, payments, cards, lending, and enhanced features. www.rocketkor.comPrimaryAccount - Business Banking rethought and reimaginedUnlocks the power of consolidation for businesses with multiple bank accounts from various financial institutions. PrimaryAccount offers a single interface that streamlines all your transactions, money movements, and analytics, eliminating the hassle of managing multiple accounts. www.primaryaccount.comRocketCOMS - Business MessagingCommunicate with customers instantly with SMS. Effortlessly communicate with your customers using RocketCOMS fully featured, API powered Business Messaging. Stay compliant while easily notifying, updating, and marketing to your audience. www.rocketcoms.com

What’s LimeLight: (now Sticky.io)Simple fact: dynamic, performance marketing based businesses need a lot more from their e-commerce platform then a mom & pop sweeter store. (no disrespect sweater stores - I’m a big fan of sweaters)If you live in the highly fluid multi-channel, multi-campaign, high engagement world of subscription or vertical brands you need a serious end-to-end processing and data platform. You need a broad range of processing, risk management, service, and marketing features, and you need cold hard analytic facts. Simple plugins need not apply.This is Limelight.We let businesses sell however customers want to buy - single sale, subscription, trial subscription, complex multi-product subscription, anything. We call it Agile Billing. We also understand that you can’t manage what you can’t measure, so we added sophisticated reporting and predicative analytics. And we understand that selling and engagement never ends, so we added Segmented List Builder and Smart-Tags to drive relationships and growth.If your e-commerce business has evolved beyond “sweater store platforms”, LimeLight may be the solution.Accomplished since I joined (as of Jan 2018):- tripled revenue in two years- doubled the organization; added support/service, sales, and dev resources- increased revenue streams from single SaaS subscription to multiple value added services; more then doubled average customer revenue- maintained earnings throughout growth- modernized and meaningfully enhanced entire platform: migrated to cloud; implemented market leading Analytics; major enhancements to core functions; redesign of customer, product, and billing model architecture; deep integration of key partner (revenue generating) services; redesigned the platform’s UI/UX- implemented numerous predicative and machine learning based features- developed strategy and broadened focus into a new market - customer oriented vertical brands

Advisory & investment services to early/medium stage companies looking to grow and/or change. Services include business strategy development, transaction and change assistance, organizational design, operational improvement, and capital raising.

Suvara, was started to offer a safe alternative to UV tanning without the nasty result and chemicals of typical spray-tanning. To achieve this, we developed a proprietary, 100% natural, vitamin rich, chemical and preservative free tanning solution. Additionally, we designed a best-in-class application method and a training program to ensure repeatable results.The result: Within a year Suvara became the #1 Rated Spray Tan by numerous national fashion magazines (Cosmo, Vogue, InStyle, etc.) and was crowned "The Best" by Allure Magazine in their October 2010 The Best of Beauty edition.Within its first 18 months, Suvara opened 14 locations with 24 staff located in some of the highest rated salons in New York City, Connecticut, and Long Island. Additionally we developed and sold several proprietary in-home tanning and tan-maintenance products.

Aligned technology spend with business strategy, revenue opportunity, and cost objectives. Other core responsibilities included organizational design and change, change management, cost alignment, and cost containment - intimately involved in the annual budget process.

Primary industry group of focus was Global Financial Services. Specific responsibilities included new client acquisition, ongoing client management and follow-on sales, and programs and project designs and management.

The Hawthorne Group was a strategy advisory firm that worked with both established enterprises in the Financial Services industry, and smaller, early stage technology ventures (most focused on the Financial Services Industry). Our approach was to work from the customer in, challenging senior management to think creatively and expansively about their business, their marketplace and their customers. Themes included: corporate strategy, comprehensive business planning, go-to-market strategy, operating plan development, and as required, infusion of executive bandwidth (often in COO like roles, Business Development, Sales/Sales Management, or Professional Services). For many of our earlier stage clients we assisted in capital raising.