Lead all aspects of operations and strategic direction for CPI, a leading payment technology company providing a comprehensive range of credit, debit, and prepaid card solutions, complementary digital solutions, and Software-as-a-Service (SaaS) instant issuance.

Lead all End-to-End payment solutions including Secure Card, Personalization and Instant Issuance solutions. Report to CEO.

Promoted to Operations executive from CFO role continuing to report to CEO. Direct ownership for Secure Card Solutions with indirect responsibility for many other areas of the Company.

Chief Financial Officer reporting to CEO. Partnered with CEO and Leadership team to drive double digit growth and profitability expansion year after year. CPI Card Group trades on the Nasdaq (Ticker: PMTS)

Battle-tested record of partnering with the CEO and Senior Leadership on long-term strategic plans including business model changes, operating partner maximization, cost-reduction initiatives, and capital management including structure improvements. Management style of constant improvement and top-grading. Oversight of the corporate controller’s office, analytics, internal audit, financial planning and analysis, treasury, tax, and technical and SEC accounting teams for the company. Lead multiple capital market transactions which included diligence with 20+ financial institutions and multiple roadshows. Key leader of significant business model changes and process to ultimately sell the Company. Integral in driving increased profitability and investment returns since taking role as CFO.

Senior member of the CFO organization including oversight of all treasury and banking activities, investor relations, finance compliance, and operational accounting teams. Lead contact for lender, banking, and rating agency relationships. Member of both Disclosure and Revenue Recognition committees as a key player with indirect oversight of SEC reporting. Spent significant time driving cross-departmental efficiency initiatives through process re-engineering, financial system integrations and improvements.

Key member of the accounting organization driving consistency in reporting and refining accounting policies as the Company moved from private Company to SEC filer through issuance of public notes. Heavily involved in the Company’s bond raise process, including significant involvement in due diligence and accounting changes necessary for the transition.

Lead all corporate accounting and budget overhead teams managing all internal and external financial reporting. Key resource for all accounting departments providing financial reporting and accounting policy support for a $20 billion global organization. Indirectly managed accountants within property accounting, international accounting, and joint venture accounting throughout the U.S and Europe.

Derivatives specialist. Provide risk advisory, risk strategy and consulting services to financial services, real estate and energy clients for the Capital Markets Service Line. Financial Instrument SME for the Southeast Region, specializing in policy and strategy. Key leader of derivatives team and accounting policy team on a multi-year restatement for a mortgage banking GSE. Supported nearly 50 clients annually. Managed large teams throughout the U.S.

Broad experience as an auditor with clients in financial services, biotech, energy, technology, manufacturing, mining, and media spaces. Heavily involved in the implementation of Sarbanes-Oxley for multiple clients ranging from startup to Fortune 200.