Helping the kids learn new things, working with friends in their businesses and helping those who are less fortunate.

Owns strategy, direction, life cycle and financial results for an offering portfolio.

As the VP of Product Management & Business Leadership I updated and maintained my skills in:• Product Management and Project Management• Product Development• Software security and BYOD• Building high potential leaders• Business technology trends related to Cloud and Big Data

• Led business with $10M operations budget and over 80 professionals including 6 director and senior director level members. • Led technology development, product management and support teams and direct business operations from needs assessment and conception to product launch. • Identified and defined product features and needs to develop the Go-To-Market strategy.• Engaged competitive environment analysis to identify emerging trends and opportunities such as state filing needs and client outsourcing services.• Created transparent processes for product development requests while allocating resources with cost justification for product enhancements.• Achieved higher product quality and delivery improvements through Agile methodology implementation, thereby increasing programming velocity, performance and per resource throughput .Key Responsibilities• Financial Oversight – Managed financial performance of the business by analyzing trends, monitoring P&L, and developing appropriate plans. Managed against annual operating and capex budgets consistent with market strategy. Assisted in pricing and structuring deals to acquire new business with the objectives of maintaining a high rate of growth, increasing market share, and improving profitability by achieving operating leverage.• Revenue Management – Achieved revenue growth by leading sales, product management, technical development, services and support in developing, identifying and implementing go-to-market strategies. Created, negotiated and ensured SLA terms were met. Developed and maintained highly successful relationships with key clients.• Operational Excellence, Standards & Compliance – Reviewed and analyzed resource allocation, business capacity, challenges and opportunities. Managed Third-party risk assessments.

• Developed $3 million business case to fund, develop, rebrand and implement a new business to profitability in 4 years. • Grew revenue from $1.1 million to $21million in 8 years through strategic product management, product development, sales and marketing. • Introduced a new managed service solution enabling clients/prospects to better utilize existing resources and allow them to focus on core competencies.

• Led the product management, design, development, delivery, support and maintenance of client server software in use by banks, law firms, trust companies and mutual fund companies.• Built and led a team of 18 programmers and accountants with an annual budget in excess of $1 million.• Led software development, security requirements and data management for a solution used by 400 trust tax operations processing over 1.2 million tax returns each year. • Consistently achieved or exceeded all financial and product development goals for delivery, accuracy and client perception.

• Led the product management, product development, production and support of new distributed computer software to interface with mainframe computer systems.• Built and led high performing team of 22 accountants with an annual budget in excess of $750,000.• Led the product management and development of the first client server fiduciary software delivered in the industry.

• Created and implemented product and market development goals, objectives, and strategies.• Negotiated and delivered agreements, pricing, and order forms.• Implemented strategic partnership with a big six public accounting firm to outsource and manage the production of over 5,000 1987 tax returns for two large banks during their merger.• Led marketing efforts, including creation of sales brochures and client communications.

• Lead tax department with 10 team members and increase revenue from zero to $700,000 in 3 years.• Increase tax preparer performance from 500 returns per person to over 1,400 returns per person through technology, processes and incentives.