Hired in 2018 by the founders of PrecisionLender, a SaaS based pricing and profitability platform for commercial and corporate banks, to lead their Sales team following a 4-year relationship as a client and member of the company’s Client Advisory Board. Served as founders' trusted business leader, earning an executive charter to accelerate software sales and position PrecisionLender for a $510M sale to Q2 in November 2019.Accelerated revenue growth of this 11-year-old fintech company, winning new clients by leveraging banking experience to drive product innovation and subsequently bring new offerings to market. ➣ Rebuilt GTM approach to focus sales and marketing resources on the largest regional and enterprise banks in North America. Critical pivot that accelerated high-value client wins and included redefining market segments, aligning a sales coverage model around them, creating dedicated Account Executive and Sales Engineer roles, and deploying an OKR framework to drive ownership and accountability to short and long-term goals. ➣ Successfully brought several new products to market, including PrecisionLender’s Market Insights offering, which monetized the company’s substantial data asset and transformed the market intelligence industry by delivering analytics-based insights to bankers via smart technology in the moment of negotiations with customers. ➣ Established sales and marketing partnerships with a host of leading fintech and consulting firms to supplement the lead generation and sales efforts of the internal team. ➣ Earned promotion to Q2 Global Head of Sales in January 2022, running go-to-market for their North American Enterprise business along with operations in APAC and EMEA.Selected Highlights:➤ Operated as an influential Head of Sales prior to and following company sale in November 2019.➤ Enabled double-digit YOY revenue growth (2018 – 2020).➤ Delivered 100%+ revenue retention in (2018 – 2020).

Sourced to rebuild bank strategy in the wake of a 50% downsizing in early 2014. Delivered rapid revenue and profitability growth by leading sweeping change across Popular’s commercial and retail banks. Combined careful research with natural business instincts to modernize and grow a 50-year-old institution.➣ Revamped Popular’s commercial business, coupling new technology and leadership with expanded product offerings to double the bank’s assets from $5B to $10B between 2015 – 2018.➣ Led comprehensive retail transformation initiative, critical for growing the bank’s deposit base and modernizing a 50-year-old brand and branch network.- Rebranded Banco Popular to Popular Bank, boosting franchise appeal to a broader demographic of customers. Accelerated customer acquisition via partnerships with the New York Road Runners, Miami Dolphins and Miami Heat.- Overhauled bank’s consumer and digital product offering, launching a new mobile app and website focused on transactional simplicity and modern customer journeys.- Launched a Private Bank (popularprivateclient.com), attracting previously disconnected affluent customer segments.- Diversified bank’s funding strategy by launching a nationwide, online direct bank with over $1B in deposits (populardirect.com).- Leveraged 40% reduction in branch traffic due to transaction digitization to curtail 75K square feet of retail space, delivering $10M in annual cost savings.Selected Highlights:➤ Doubled bank assets from $5B to $10B, with significant EBITDA growth, in three years.➤ Grew bank deposits by $3B while simultaneously reducing our branch footprint by 61%.➤ Increased digital transactions from 15% to 50% of total volume in three years.➤ Delivered $10M of annual cost savings through branch efficiency initiative.

Leveraged big bank experience to transition to smaller bank leadership role, immediately taking charge of rebuilding the company’s strategy and finance organizations following a major 2014 restructuring exercise. Helmed long-term business strategy and operational optimization effort, earning a promotion to a front-office executive responsible for delivering the results coveted in our strategy.➣ Established a strategic vision and collaborated cross-functionally with department heads to translate strategy into functional deliverables. Performance managed each bank function, measured deliverables, and regularly pivoted to stay on course.➣ Advocated adoption of advanced technology into daily functions – rebuilt bank’s corporate finance function from the ground up and rallied leadership behind a common goal of operational excellence and profit optimization.➣ Led cross-functional effort with corporate risk to redesign bank’s commercial asset pricing model – improving loan portfolio return on equity while maintaining Popular’s pristine asset quality.➣ Collaborated with executive leadership about risks and opportunities to the company’s objectives, regularly recommending actions that were successfully undertaken to drive value to the organization.➣ Overhauled management and Board of Director reporting to simplify business management and provide full transparency into company financial and strategic performance.Selected Highlights:➤ Championed acquisition of Doral Bank in February 2015, including integration of its assets and people.➤ Modernized MIS platform to strengthen analytical capabilities and financial discipline.➤ Deployed comprehensive, integrated Commercial Banker toolset that was instrumental in driving aggressive asset growth.

Led the global financial planning and analysis function for JPMorgan's Treasury Services (TS) organization, comprising regional teams in London, Hong Kong, Sao Paolo, and New York.➣ Championed company-specific research and analysis, including financial planning and analysis, financial modeling, management reporting, and detailed valuation.➣ Maintained constant and consultative communications with LOB Executives to drive business performance.➣ Maintained deep understanding of financial strategies, financial/business operations planning, and an intuitive discernment for technological processes to support organizational objectives.➣ Drove fiscal stewardship within the organization to improve the underlying effectiveness, transparency, and control environment.➣ Developed financial models and analyses for running the business and supporting strategic initiatives, translating to executive-facing reporting and assisting leadership in decision making.➣ Credited with developing real-time sales productivity management framework, driving global leadership agreement on KPIs and providing constant visibility into sales performance.Selected Highlights:➤ Integrated four disparate forecasting models and processes across NA, APAC, EMEA, and LATAM.➤ Enabled 5% cost savings during 2013 and 2014 budget efforts.➤ Led TS stress testing (CCAR) for annual review with US Federal Reserve Bank.➤ Concept-to-execution leader of the TS sales platform and data model re-architecture initiative, consolidating a multitude of legacy sales tools onto a single Salesforce CRM instance used globally by 1.5K bankers.

Earned progressive responsibilities and promotion based on stellar performance in initial Corporate Financial Analyst role.➣ As Director of Product Development, led development of all new and existing B2B products, delivering client solutions via in-house technology as well as sourced partnerships.➣ Led product vision, definition, strategy, and product line roadmap in support of business goals, competitive solutions, end-user needs, industry standards, and emerging technologies.➣ As financial analyst, led migration of company onto IBM Cognos TM1 platform for all forecasting, budgeting, and financial reporting, providing a level of transparency and analytical discipline critical to accelerating growth and creating a culture of accountability.➣ Segmented company P&L into regions and aligned it with management performance targets. Efficiently managed delivery of senior management and board-level reporting.Selected Highlights:➤ Architected company financial model on IBM’s Cognos TM1 platform, covering all organizational FP&A activities.➤ Developed Turnkey CRM platform providing businesses with customer level transaction analyses and the ability to target reward offerings.➤ Designed and implemented sales scorecard used for front-office incentive compensation.