- Work with the management teams of B2B clients to help them measure, manage and improve their customer and employee experiences.- Design software and service solutions tailored to the specific needs of our clients.- Provide management consulting based on research results.- Lead product strategy and road map for ExperienceConnect, our proprietary SaaS software.- Advance the company's role as a thought leader in B2B customer experience.- In conjunction with the president… Show more - Work with the management teams of B2B clients to help them measure, manage and improve their customer and employee experiences.- Design software and service solutions tailored to the specific needs of our clients.- Provide management consulting based on research results.- Lead product strategy and road map for ExperienceConnect, our proprietary SaaS software.- Advance the company's role as a thought leader in B2B customer experience.- In conjunction with the president, establish strategic and financial plans and manage major activities of the firm, including: Sales and Marketing, Client Service (ExperienceConnect), Finance, and Administration.- Lead a team of ~50 associates to deliver superior results for clients. Show less

- Led the Marketing function for Small Business and Middle Market customer segments. - Built and launched new online direct sales channel, including website, online application and credit risk analysis, and integration with existing phone and field sales operations.- Strengthened digital marketing capabilities, leading to Small Business chat and phone sales increases with positive return-on-investment. - Oversaw Channel and Field marketing team.

Identified and executed corporate growth initiatives involving third party partnerships and new sales channels. Key accomplishments:- Strategic Partnerships. Initiated two strategic partnerships to address: a) the opportunity to enter the emerging tablet point of sale system market, and b) a distribution opportunity for our newly launched mobile payment product. - Market Analysis. Analyzed growth opportunities and oversaw exploratory dialogues with potential third party… Show more Identified and executed corporate growth initiatives involving third party partnerships and new sales channels. Key accomplishments:- Strategic Partnerships. Initiated two strategic partnerships to address: a) the opportunity to enter the emerging tablet point of sale system market, and b) a distribution opportunity for our newly launched mobile payment product. - Market Analysis. Analyzed growth opportunities and oversaw exploratory dialogues with potential third party partners in target sectors: Healthcare, Mobile, eCommerce/ Marketing, Government, and Gaming. Show less

Developed mobile and alternative payments product strategy and launched mobile payment product. Responsibilities:- Product Development and Strategy. Oversaw the development and national launch of Bank of America Mobile Pay, a smartphone based method of accepting credit card payments. Developed company perspective and strategy for mobile payments.- Strategic Consulting. Engaged with senior managers at Fortune 500 clients in retail, restaurant, and transportation sectors to share… Show more Developed mobile and alternative payments product strategy and launched mobile payment product. Responsibilities:- Product Development and Strategy. Oversaw the development and national launch of Bank of America Mobile Pay, a smartphone based method of accepting credit card payments. Developed company perspective and strategy for mobile payments.- Strategic Consulting. Engaged with senior managers at Fortune 500 clients in retail, restaurant, and transportation sectors to share company perspective on mobile payments, and assess client needs and product gaps. - Thought Leadership. Contributor to Mobey Forum banking industry white papers: The MPOS Breakthrough: How the Power of Mobile has Disrupted Payments, and The MPOS Impact: The Shifting Balance of Power. Show less

Responsible for Credit and Fraud Loss Management, Data Security, and Third Party Risk and Compliance for Bank of America Merchant Services. Represented company on PCI Board of Advisors to help develop global information security standards for the card payments industry.

Merger & Acquisition Management Consulting. Provided investment banking services to public and private technology companies. Responsibilities included merger and acquisition deal sourcing, due diligence, and market analysis.