Enabling revenue growth through improved sales and marketing processes and better communications.

Advised and qualified small business owners to gain access and eligibility to Economic Injury Disaster Loans (EIDL); loans to offset pandemic related economic hardship.Joined to Shuttered Venue Operators Grants (SVOG) underwriting workflow design launch team. Built eligibility and underwriting standards into salesforce workflow tool.Reviewed grant submissions to determine applicants' eligibility within the program guidelines.

Led Payment Solutions' small business indirect financing program.Optimized sales and marketing resources to capture new customers and expand current customer's wallet.Key accomplishments:• Created flexible indirect and direct sales organization to support customer discovery and engagement.• Built demand generation capability across customer demographics and program alliances, or specific initiatives.• Grew high-capacity, low-cost test environment for current offers… Show more Led Payment Solutions' small business indirect financing program.Optimized sales and marketing resources to capture new customers and expand current customer's wallet.Key accomplishments:• Created flexible indirect and direct sales organization to support customer discovery and engagement.• Built demand generation capability across customer demographics and program alliances, or specific initiatives.• Grew high-capacity, low-cost test environment for current offers, sales processes, customer events or technology enhancements.• Transitioned 150 onsite and remote sales and training resources to a new, single outsourced partner.• Introduced collaborative single salesforce workflow tool to support disparate team's performance.Results:• Realized 10% annual growth in new customer acquisitions.• Grew Average Loans Receivable for existing partners by 7% annually.• Innovation accounted for 25% of incremental loan growth in last two years of my tenure. Show less

Expanded the commercializing of "Total Receivables Management" by introducing a structure and actively managing our strategic plan.Owned initiatives related to expanding geographies and solution offering.Built the Working Capital Solution brand with our employees, customers, and partners.Key Accomplishments:• Established foundational strategic organizational structure to continue growth including plan review, new product introduction and customer experience framework… Show more Expanded the commercializing of "Total Receivables Management" by introducing a structure and actively managing our strategic plan.Owned initiatives related to expanding geographies and solution offering.Built the Working Capital Solution brand with our employees, customers, and partners.Key Accomplishments:• Established foundational strategic organizational structure to continue growth including plan review, new product introduction and customer experience framework processes.• Built Commercial Excellence standards for deal tracking via single global Salesforce workflow application.• Established customer engagement standards for pricing and presentations.• Owned strategic leadership communications to over 1,500+ associates globally.• Developed external branding through co-sponsored events, deal spotlights and insight.Results:• Named Best In-House Trade Finance Business by Global Trade Review Magazine 2013.• Delivered 14% in average annual volume growth and 7% net income growth over 7-year tenure.• Netted $3B of incremental Net Earning Assets from innovation. Show less

Led team that won the first "Total Receivables Management" deal, combined software, financing, and outsourcing accounts receivable solution.Acquired GE Healthcare North America opportunity; $2.5B in net earning assets and sales support organization of 100+ people.

Led Chase's Small Business Bank product management team offering credit products including credit cards, revolving and installment loans, commercial real estate, basic documentary trade services and cash management.

Created board adopted strategic branch growth plan for Carver National Bank.Developed new business lending programs for New York National Bank.

Led due diligence teams that pursued $20 billion in consumer finance acquisitions.

Co-led corporate venture to accelerate direct lending to inner-city or minority owned businesses.Commercialized venture by expanding territory and access through acquired Small Business Administration (SBA) 7(a) lending arm.Collaborated to create recognized small business mentorship program; the GE Small Business College featured in Business Week Fall 1994.