Joined the team to lead global initiatives to digitize and enhance the client experience in the Corporate and Investment Bank lines of business.KEY CONTRIBUTIONS:⇨ Accountable for transforming of J.P. Morgan’s account management procedures from manual to automated, digitized processes.⇨Conceived, executed, and launched the J.P. Morgan Data Once TM product to transform end-to-endimplementation of bank services for large global corporations. Currently lead the launch and commercialization of the Data Once platform across 22 countries around the world.⇨ Defined and executed a unique multi-channel approach for capturing and automating KYC, accountmanagement and bank product set-up requests from corporate clients. Lead the launch and commercialization of the Data Once platform across 22 countries around the world.⇨ Direct product strategy, budgeting, architecture, and development for internal and client-facing account management components; provide oversight for the development of market messaging, collateral materials, and public relations related to the improved processes, working alongside the Sales team to ensure seamless implementation with clients.⇨ Launched the first commercially available account management process based on the ISO20022 eBAM standard.⇨ Proposed and lead a Common Global Implementation (CGI) group for eBAM in the Treasury industry, bringing together global banks, vendors and corporations to foster the broad adoption of ISO20022 eBAM standards. ⇨ Positioned J.P. Morgan as the undisputed industry leader in the execution of automated , entity, account and authority management processing

Retained by Wall Street Systems following the acquisition of Speranza Systems to assist in the acquisition integration process and drive initiatives to increase the company’s revenue across all products in the corporate treasury market.KEY CONTRIBUTIONS:⇨ Collaborated with key leadership to position Wall Street at the forefront of the eBAM market. Efforts more than doubled recurring revenue from the eBAM product within 12 months.⇨ Directed sales, pre-sales, and account management teams across the US and the UK and refocused efforts on a solution selling approach.⇨ Guided the Treasury sales team to achieved greater than 150% of software revenue quota.⇨ Secured deals with global financial institutions, hospitality, and restaurant brands.⇨ Implemented client outreach programs, resulting in improved customer retention numbers (90%-97%+).⇨ Led and integrated the team through the acquisition of a competitive treasury management vendor.

Built this company from the ground up to meet the market demand for an effective means to manage and control banking activity by corporations resulting from increasing regulatory requirements aimed at paper based and error prone business process. Sourced and closed sales to nationally-known brands across multiple industries. Served as a key driver in coordinating and executing the acquisition of Speranza Systems by Wall Street Systems, providing full oversight for the integration of the customers, employees and products into Wall Street operations.KEY CONTRIBUTIONS:⇨ Supported operations and administration of the Board of Directors by advising and informing Board members on operations and finance. Acted as liaison between the Board and operating staff.⇨ Directed the design, marketing, promotion, delivery and quality of programs, products and services.Recommended yearly budget for Board approval and prudently managed organizational resources within those budget guidelines according to current laws and regulations, mitigating potential financial risk factors.⇨ Recruited a top-tier management team to cover functional areas of the company and manage the organization’s human resources in accordance with stated policies and performance goals.⇨ Assured the organization and its mission, programs, products and services consistently presented a strong, positive image to the treasury market and relevant stakeholders.⇨ Directed capital planning initiatives, including identifying resource requirements, researching funding sources, establishing and executing Series A and B venture capital rounds.

Brought on board to direct sales for the North American subsidiary of this $40M global provider of working capital management solutions. Provided oversight for all revenue-generating activities in North America.KEY CONTRIBUTIONS:⇨ Rejuvenated new business sales, improved customer service, and increased deal size, leading to the successful turnaround of the North American operation, generating annual revenues of $12M within 18 months.⇨ Turned around a negative customer attrition trend; cut attrition rate in half in 2002 and again in 2003. Established “farming” team to maximize revenue from existing clients, generating 25% of new license revenue from existing customer base.⇨ Generated major revenue gains by replacing a failing legacy project with a reengineered and repackaged enterprise-level solution. The new product doubled year-over-year quarterly revenues.⇨ Transformed a dysfunctional sales organization; trimmed underperformers, recruited proven sales leaders, built a strong mentoring system, and structured the new team around vertical markets that maximized specialized knowledge.⇨ Revitalized national pre-sales strategies and materials. Replaced feature-centric demonstrations with benefit-focused presentations and integrated consulting experts into the pre-sales process.⇨ Created a customer relations team and client advisory board to increase and maintain insight into client needs and company performance. ⇨ Developed an alliance program focused on building partnerships with globally-recognized companies that provided complimentary services, products, and marketing opportunities. Achieved early career success in roles as Sales Director-Major Accounts and Account Executive-National Accounts at MarketMax, Inc. (1999-2001), as Director Sales & Marketing for KPMG Information Solutions (1998-1999), and as Director-Treasury Resource Group and Senior Sales Executive for ICMS International (1993-1998).