A seasoned financial services expert with deep experience in helping banks and other financial institutions succeed. Throughout my career, I have held multiple senior level positions such as Planning Director, External/Regulatory Director and Controller. My primary banking expertise resides in planning forecasting, budgeting, management reporting, M&A
 financial analysis (internal)
, accounting & regulatory reporting (external), offshoring/outsourcing, contract negotiations and bank profit optimization.Vitex is a national strategic consulting firm dedicated to assisting bank and financial institutions in achieving their business objectives through people, process and technology. I am responsible for leading Vitex team of experts and seasoned consultants as we help our clients improve profitability and solve their other challenges in today’s dynamic environment. Bringing an unbiased and renewed perspective to community banks and financial institutions, our team combines deeply experienced, senior consultants with efficient, action-oriented processes, to help clients balance expense management, operational efficiency and revenue generation in a way that achieves high performance. Expert Services: Executive Strategy (bank profit optimization, board presentations, organizational analysis, organizational efficiency and strategic planning), Revenue Generation (vendor decisions, business intelligence, CRM strategy, multi-channel delivery and product innovation), Expense Management (contract negotiation, purchasing card programs and AP micro review), Operational Efficiency (core decisions, mergers and integrations, payment strategy, strategic IT planning and workflow re-engineering), and Project and Strategy Execution.