Powered by today’s only integrated real-time digital bill presentment, payment and money movement network, Paymentus is transforming bill management and payment, loan repayment and real-time money movement to put customers in complete control of their finances.

Nest Egg brings wealth management and financial advice to the masses through our community bank and credit union partners. Our combination of professional financial advisors and best-in-class digital experience opens up wealth management to those who may have never benefitted from expert advice. Led transformation of the firm’s servicing & new account onboarding experience by overhauling and insourcing the existing software platform. We acquired third party source code and made it our own after negotiating an exclusive license and executing a major technical conversion initiative.Lead our outsourced engineering team through our client and advisor-oriented road map. We keep our business needs as close to our code as possible by regularly identifying our most urgent revenue-impacting and cost-generating problems and collaborating on speedy solutions.Learned from scratch the leading FinTech custodial platform, Apex. With this knowledge, was able to dramatically improve development pace with AI-based tooling including Github Autopilot and GPT-Engineer.Lead the company operations team - focused on improving all non-investment advice activities in the organization. Improved output by identifying opportunities for automation, implementing proper program management to reduce non-revenue-producing call and work time.Own the company’s full infrastructure for: advisor communications, CRM, business intelligence, web and mobile experience, marketing website, internal collaboration tools, marketing analytics, customer communications, compliance reporting, vendor management, compliance certification (e.g. SOC 2 Type II).

Chosen by the Board to lead the company’s turnaround growth strategy via new product development and entrance into the digital accounting, invoicing and electronic payments space, building on Neat’s historical strength in document capture and storage.Implemented new vision and values, instituted culture of transparency and increased collaboration in the face of COVID pandemic, as office-based team transitioned to remote work with silos that needed to come down.Generated over $3MM in net cash flow during my tenure that revitalized Neat’s balance sheet (debt eliminated). We achieved this while simultaneously investing in new product development and marketing strategies - all while combatting legacy customer base erosion year over year.Successfully brought new NeatBooks® digital accounting product to market that diversified Neat’s revenue stream by adding payments revenue into the business to diversify our income beyond subscription fees.Led a complete overhaul of company KPIs and processes for gathering and measuring, built out centralized business intelligence and reportingContinuously improved team—removed under performing sales function, reorganized legacy MIS function, recruited key leadership team members from organizations like Comcast, PayPal and recruited an independent director in the SMB digital marketing space.Implemented management cadence around yearly, quarterly and monthly planning cycles and established the next level of leadership by creating Neat’s Senior Leadership team to improve our bench strength. Integrated customer feedback via outreach, advisory programs and rigorous UX research practices. Increased product delivery velocity year over year with revisions to software development lifecycle and team.Led re-branding exercise and holistic overhaul of product user experience, recognized by PC Mag as a key advantage for Neat.

Recruited to join the board of Philadelphia-based portfolio company of Edison Partners. Advised on digital strategy, software development, talent assessment and product/market fit.

After Walletron's sale to Western Union, our division (Speedpay) was acquired by ACI Worldwide. I managed the on-going growth of moBills (30 additional enterprise contracts in less than a year) and integrated our team and platform into ACI. Led ACI's strategic entry into the subscription payments space, specifically product strategy, M&A opportunities and channel partner growth.

Founded and grew our mobile wallet software platform - wrote the initial software, raised strategic capital, recruited core team, landed contracts with 35 enterprise clients in 2.5 years in the utility, consumer finance, telecom & insurance verticals, granted two US patents and exited to Fortune 500 company (Western Union).Built Walletron’s software platform from scratch by learning Java EE to drive enterprises' presence in Apple Wallet and Google Pay for bills, membership cards, loyalty programs and coupons.Established strategic partners for distribution including FIS, Western Union, ACI Worldwide, Deluxe—each publicly traded, billion $ organizations.Walletron was acquired by Western Union and subsequently sold to ACI Worldwide in February of 2019

Recruited to craft the company's product management function. Once the product team was established, I also took on strategic alliances and indirect sales. We grew the company's collections platform into an industry-leading solution trusted by 3-4 of the top ten banks in each of our strategic regions: the US, UK and Australia. My team established and drove major distribution partnerships including TSYS, Genesys, Veda (Australia). Grew ARR from $500k to $12MM during my tenure.

Was the leading salesperson for 2008 on the commercial side of the business, producing a quarter of all 2008 company revenues @ $1.3MM in sales.

Promoted in the product management organization to lead a team delivering web self-service and payment solutions for top US credit card issuers. Led construction of the unique "Virtual Collection Agent" product from scratch that was implemented in 4 of the top ten US credit card issuers.