Experienced go-to-market business advisor for fintechs looking to enter the financial services market and grow customers/revenue I. GlassTower Digital - Delivering first-of-its-kind technology B2B FX platform for corporations and institutions using money market funds instead of bank accounts.II. Balanced Trust - A new type of Risk & Compliance Management platform, designed to help Bankers consolidate their BAAS fintech portfolios and risk management controls in one platformIII. Codat - Provides a Business Data Streaming Service that enables banks and fintechs to easily connect to their customers ERP/Accounting systems to deliver high quality data in real time to derive revenue – generating insightsIV. JJ4Tech – JJ4Tech provides real-time payment processing to financial institutions in the United States.V. Charm Solutions - Charm Solutions organizes the world's SMB data using an AI-based data and analytics model to provides banks the ability to better deliver products/services to their SMB customers

Helping clients grow their business

Leader of go-to-market efforts for Australia-based fintech using AI to deliver SAAS-based predictive analytics for operational risk management to financial institutions. - Developed plant to target US Banks >$30Bn in assets - At time of bankruptcy filing (Aug 2024), pipeline was 22 banks engaged/12 banks demo and 2 banks in advanced discussion

Tassat is a FinTech company that provides the TassatPay digital payments platform and has achieved a substantial track-record in driving customer and deposit growth for U.S. Banks.Tassat has delivered the first ever digital asset payments platform approved by the NYDFS and FDIC -- with its industry-leading digital payments platform with Signature Bank (white-labelled as Signet), and is now rolling out its Tassat Pay platform to US Banks.

Ninth Wave is the leading enabler of secure data connectivity between financial institutions and third-party applications such as Fintech apps, accounting and ERP solutions, wealth and investment portals, tax prep software, and other consumer and business solutions.Our technology has been deployed for over a decade at the world’s leading financial institutions. Current clients include three of the top five U.S. banks and nine of the top ten U.S. wealth managers.

Member of founding team responsible for all revenue-generating aspects of FI.SPAN business to include bank sales in US, Canada, UK, Australia and EU.

Lead business development efforts for CGI payments opportunities in North America, South America and the Caribbean targeting banks and other financial institutions. Specific products include payments processing/payment hubs (BESS/All Payments), financial messaging (BESS/FWO/FES), sanctions screening (HotScan), fraud screening (Centaur), central bank RTGS systems and CLS management (CLS Manager). Partnerships with Ripple, Oracle and Volante.

Lead business development efforts for Earthport's first deals in North America with top US banks and key US financial services providers. Subject matter expertise in International payments, cross-border ACH, SWIFT, NACHA, foreign exchange and payment processing systems. Signed customers included PNC Bank, BB&T, Bank of America, State Street, CIBC and Citizens Bank. Partnerships with Fiserv, FIS (Clear 2 Pay), Bottomline Technologies, ACI and Fundtech. Partnered with Ripple, Align Commerce and other blockchain providers.

Lead eBillme's business development activities to include partnerships with financial institutions (SunTrust, Chase, etc.), online bill pay providers (Fiserv, FIS, Yodlee, etc.), online banking providers (ORCC, S1, Jack Henry) and e-commerce platfroms (GSI, Commercialware, etc.).

Developed framework for Argus' new-to-the market deposit access study including product requirements. Developed sales pipeline to target Top 30 US banks (Chase, Citi, Well Fargo. etc.)

Employee #2 at early stage startup. Responsiblities included business development, sales, marketing, talent acquisition and strategic planning. Key customers included Wamu, GE Money, RBS, Citi, Fifth Third.

Major Account Lead - USAA - led team of functional experts assigned to generate new business and service current business for MasterCard's key US customerCustomer Marketing Team Lead - led newly formed team of marketing professionals to deliver MasterCard marketing assets seemlessly to MasterCard bank customers to increase acquisition, activation and usage.Sponsorship Team Lead - Arts & Entertainment properties - managed MasterCard's Arts & Enternatianment properties including most prominently Universal StudiosChief of Staff - Chief Marketing Officer - Led marketing department strategy development, budgeting process, and all key cross functional intitiatives (e.g. Disney and NFL pitches)