Provocative, structured debates to bring academic rigor and challenging opinions to Financial Services

Serve as Secretary for the non-profit, a local organization focused on FinTech and reinventing finance through design, innovation & entrepreneurship.Serve on executive committee to plan chapter events and set schedule and topics for the year.

Enjoying a break in my career to spend time with family and follow a few passions. Stay tuned for exciting things to come!

Served as second-in-command for Levvel's Financial Services & Payments practice, with responsibilities including team sales, people management, hiring, project staffing, and client delivery.Operated as a senior leader across Levvel, mentoring in consulting best practices and career development, and assisting with enterprise-efforts including designing new internal processes in support of Levvel's growth.Managed Levvel's relationships with our three largest bank clients and several key industry partners, including sales, legal reviews, writing / approving SOWs, project staffing and overall project success and delivery.Developed partnerships with EWS (Zelle) and The Clearing House (RTP) to further development of each respective network.Supported marketing efforts via content creation of video blogs, blog posts, white papers, and client case studies.Oversaw success for a variety of client engagements including:- Creating a three-year strategic plan to guide a top-60 bank to launch an enterprise innovation lab, including defining lab goals, refining the approach with stakeholders, and building the initial pilot app for new features- Leading efforts to help a client launch a digital bank, including vendor selection, architectural analysis, and evaluation of the full ecosystem of required bank capabilities (e.g. compliance, fraud)- Guiding multiple banks in design and implementation of new payments rails including Zelle and RTP

Oversaw all client engagements, from kick-off through final deliverables, covering topics including Real-Time Payments, Zelle, digital payments, and merchant payments. Responsibilities included overseeing Levvel project team(s) and serving as client escalation point of contact.Supported sales efforts, created pitch decks, drove sales engineering discussions, scoped client work (including team size and cost), and wrote SOWs.Managed Payment's team hiring including initial screening, interviews, and driving ultimate decision across internal teams.Served as Account Manager for key bank client, including relationship development and oversight of all engagements.Managed PayStream Advisors subsidiary (acquired Aug 2016), including P&L management, sales, consulting, research and marketing.

Senior leader in the payments practice, responsible for leading both strategic and technical client engagements. Duties also included business development and relationship management for customers ranging from top-10 banks to payments enablers to start-ups.Projects included:- Creating an enterprise payments strategy for a top-20 bank, including topics such as Faster Payments, Real-Time Payments, Digital & Mobile Wallets, Zelle, Card-on-File Tokenization, Commerce & Offers, Blockchain, and International Remittance- Designing both business and technical architectures for top-10 U.S. bank to integrate with Zelle and The Clearing House's Real-Time Payments rail

We work with people-centric leaders to make workforce financial well-being easy, accessible, and rewarding - starting with emergency savings.

Advisor / Mentor for participants in RevTech and QC FinTech programs; three-month tech accelerator focused on early-stage mobile, software and web companies; provides free work space, mentorship and programming all geared toward revolutionary technology startups

PayCLT is an industry group dedicated to creating a payments hub in Charlotte - the group's mission includes both educational and social components.www.payclt.comSpecific role & responsibilities:- Part of the PayCLT executive committee- Responsible for speakers & content for semi-monthly events- Help drive awareness of Charlotte's payments community by connecting people & ideas

Payments and Commerce leader responsible for the launch of Apple Pay and the coming launches of Android Pay, Samsung Pay and other payments initiatives. Created a multi-year strategy for Bank of America's digital wallet platform and capabilities.

Evaluated new initiatives for Digital Banking team and delivered insights to executive governance forum.

Explored and designed new product opportunities, including concept research, voice-of-customer studies, competitive intelligence, business case creation, scope definition and requirements documentation.

Managed suite of customer rewards and value-add products for credit and debit card products.

Fostered innovative partnerships with external entities, including venture capital firms, start-ups and major tech partners.

Provided operational support for vendor application, enabling faster expansion and management of Bank of America’s core technology infrastructure.

Executed multiple short-term initiatives for operations team supporting tools to monitor and manage core infrastructure.

Directed development efforts of 30 North American trading clients and provided sales support to major banks, hedge funds and trade shops in their utilization of eSpeed's trading system.Supported and developed applications for Excel-based trading product (AutoSpeed).

Initiated and managed key initiatives to increase efficiency and eliminate risks from fixed income teams and data sets.

Served as subject-matter expert for new initiatives impacting all fixed income instruments.

Supported data entry for US Agency bond issuance.