I’m a strategic leader helping fintechs and finserv win marketshare. Most notably, I drove Geezeo’s marketing efforts as CMO and a key investor. Geezeo grew to 550+ domestic clients, reached profitability and became a leading SaaS white-label fintech firm offering digital financial management and data solutions to financial institution, core and digital banking companies. We sold the company to Jack Henry & Associates in July, 2019. These days I spend my time in philanthropy, mentoring and working as an advisor. With a diverse marketing and product management background in financial services, I enjoy public speaking and have done so for American Banker, ABA, NAFCU and a variety of state associations. You'll also find me on X where I post about banking, fintech,the economy and marketing. I live in coastal Virginia where I’m involved in our community. I’m past Chair of the Board of the Center For Children & Family Services, a former Board Member of The Peninsula Fine Arts Center and a 2006 graduate of Leadership Hampton Roads.