pAIwares is a digital experience platform for merchant services, merchant acquiring, and embedded banking providers. ● Business Development. Partnered with Chief Revenue Officer to drive company sales and strategic partnerships ● Advisory. Developed strategic plan for new merchant services line of business for top 50 bank – estimated $0.23 EPS accretive. Developed a valuation of top 40 bank merchant services portfolio for sale.

XUP was acquired by KeyBank as FinTech arm focusing on embedded payments and embedded banking. ● Business Development. Embedded payments business development targeting healthcare SaaS platforms. ● Healthcare Strategy. Developed strategic plan connecting siloed KeyBank healthcare lines of business.

Responsible for developing customer insights to drive client acquisition and deepening strategies across the financial advice spectrum. Led efforts to integrate advanced analytics into top-of-the house strategic business cases. Served as player/coach, independently managing a portfolio of projects while supporting others with their project portfolio, career goals and mobility. Key liaison between statisticians and business functions on predictive model development to identify highest opportunity prospects

Responsible for providing comprehensive competitor and consumer research analytics to support development of critical enterprise, line-of-business, and marketing strategies within TIAA’s Individual Financial Services businesses spanning products (IRAs, brokerage, managed accounts, banking, individual life and annuity, and 529s) and channels (advisory, direct, and unaffiliated RIA).

Insurance Operations Strategy – Managed consultant team to develop a target operating model for a top five US insurance brokerage. Recommended structure estimated to deliver $31.3M in reoccurring EBITDA gain. Recommendations centered on: consolidating non-client facing activities into servicing centers; focusing sales people and leadership on selling and away from operations management responsibilities; right-fitting servicing for small clients to improve segment margin.Private Brand Innovation: Led consultant team to identify product development opportunities to catalyze client’s private brand (PB) presence across all its retail platforms. The project spanned change management, process redesign, organizational management and innovation portfolio planning. The new innovation platform focused on: alignment and partnership between existing roles and the addition of new functions designed to grow PB innovation; an organizational paradigm shift moving from selling products to building brands; establishing new processes in consumer research, new product management / development and innovation planning; and leadership advocacy and confidence that Private Brand innovation is a core focus. Quantified the new innovation platform to yield $20M in recurring EBITDA.Big Box Retail - developed business plan to establish Merchandising, Marketing, Operations, and Creative objectives for client’s website peak retail months. Created business planning playbook utilizing: i) primary customer research, ii) macroeconomic data, iii) historical sales and website performance, and iv) competitor tracking. Initial peak holiday sales exceeded plan by 15% after business plan recommendations were implemented.