Thirty plus years working and consulting with banks and financial services companies. Led and managed a number of different business teams and units at the executive level in the financial services industry. Involved with strategic planning and implementation, budgeting and forecasting, market research for the financial services industry. Managed, worked and interacted with cross functional work units. I was a mentor and provided sales support. Other areas of experience include corporate development, due diligence, financial analysis, underwriting and managing commercial lending and commercial deposit services products. Participated in industry initiatives to improve the payments system. Supported Fixed Income sales initiatives. Previously licensed through FINRA with a Series 7 and 63 license.