• Propelled substantial growth of software company delivering revenue-driving solutions for banks and credit unions, servicing the transaction accounts of over 30 million consumers and business owners. • Led sale of the company to private equity in 2017, grew new product development (quadrupling total addressable market), significantly expanded salesforce, transformed the business into a true platform company and migrated most of our revenue to recurring SaaS income streams.• Achieved a 20x increase in EBITDA over tenure with the company, adding hundreds of new clients and achieving a leading market share position. • Conducted a subsequent sale of the business to a major bank software provider in 2024 with a very positive outcome for our investors. • Very involved in our sales processes, including leading in-person meetings to finalize deals (many with multi-million-dollar total contract value).• Successfully negotiated and integrated multiple acquisitions.• Significantly increased and expanded Velocity’s product offerings, winning multiple NAFCU Innovation Awards, including inventing and overseeing the development, marketing and sales efforts for CashPlease, an automated short-term small-dollar lending solution which now leads in market share among similar solutions.• Experience as de facto Chief Financial Officer (2006 – 2012) overseeing accounting and finance, taxes, lending arrangements, financial forecasting and human resources.

Velocity Solutions is the leading provider of revenue-driving technology solutions for banks and credit unions, servicing the transaction accounts of over 30 million consumers and business owners. Our Velocity Intelligent Platform™ powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics and drives revenue, loans, account holder engagement and non-interest income to our client financial institutions.Our solutions address the changing regulatory landscape, evolving technology and consumer needs. Our ability to swiftly and proactively develop innovative new solutions stems from our seasoned leadership team, providing a powerful mix of financial, analytical, legal, marketing and technical backgrounds. This unique blend of expertise allows us to develop a true consultative relationship with our clients and help them succeed within the ever-changing economic, technological and regulatory environments.

Velocity Solutions is the leading provider of revenue-driving technology solutions for banks and credit unions, servicing the transaction accounts of over 30 million consumers and business owners. Our Velocity Intelligent Platform™ powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics and drives revenue, loans, account holder engagement and non-interest income to our client financial institutions.Our solutions address the changing regulatory landscape, evolving technology and consumer needs. Our ability to swiftly and proactively develop innovative new solutions stems from our seasoned leadership team, providing a powerful mix of financial, analytical, legal, marketing and technical backgrounds. This unique blend of expertise allows us to develop a true consultative relationship with our clients and help them succeed within the ever-changing economic, technological and regulatory environments.

• Practiced corporate, tax and estate planning law.• Handled numerous mergers and acquisitions for both public and private companies.• Provided day-to-day legal advice for business owners from incorporation through operation and sale of clients’ businesses, acting as trusted counsel at all steps along the way.