• Create customized value added solutions for portfolio of key Regional Financial Institutions and Fintech partners in Northeast, Central, Mid Atlantic. Products and services include Digital Issuance, Push Provisioning, Instant Payments - FedNow, Visa Direct, RTP, Fraud Tools and more • Retain clients by preparing contracts, collaborating, leveraging innovation and technology • Engage clients for productive relationships and meet their business objectives while balancing quota o 2023-2024 Fiscal Year: 230% - with 311% bookings goal, 100.9% revenue goal on $42MM

• Delivered against scorecard metrics consistently including pipeline, and profitable revenue wins with 5 Enterprise level financial services firms including Citi, Deutsche Bank, AIG, Credit Suisse, UBS • Recognized monthly for top performance with closing deals in various areas of legal practice• Developed strong client relationships by solving challenges, providing data driven guidance with actionable insights

• Recruited, interviewed and built virtual team of 8 Managers to grow B2B sales with small and mid-market companies with $5-300MM revenues• Created and executed strategic vision, account plans, training, and upselling, coaching for successful sales teams using future focused Challenger Model with sense of urgency for exceptional results• Collaborated across ecosystem with key partners to sell and implement payables automation SaaS and web based solutions, Business/Corporate cards, working capital, travel products • Leveraged Salesforce data analytics and industry trends to optimize efficiency, growth, pipeline, profitability • Drove customized pricing deal constructs to maximize profitability and exceeded KPI• Created Prominent Vertical – provided excellent experience for high profile Entertainment and Sports clientso 2021: 137%, $580MM o 2020: 102%, $520 MM (141% in March pre-COVID)o 2019: 143%, $565 MMo 2018: 124%, $407 MMo 2017: 122%, $350 MM o 2016: 104%, $266 MM

• Managed sales team of 11 Managers with territory of 16 US States. Maximized customer engagement and profitability by building loyalty and providing value added products, services and networking events• Collaborated with key stakeholders across ecosystem to build partnerships that drive business • Delivered customized solutions and provide consultative services to optimize high value customers• Created and led strategic initiatives with verticals to maximize spend with enterprise account• Consistently exceeded all targets and recognized nationally with President’s Pinnacle Award (2014), Centurion Club and Gold club (2012)

• Managed 50 key strategic accounts with C-level executives to develop solutions that enable payments • Collaborated with key internal partners: Pricing, Marketing, Merchant Financing teams to deliver value to clients• Managed pipeline, analyzed industry research, profitability modeling, forecasting and competitive analysis• Consistent top performer and winner of Chairman’s Recognition Award for being #1 (2010

• Responsible for 20 key retail accounts and cross selling value added products and services • Created and implemented programs to achieve booked charge volume targets with focus on driving merchant acceptance and activation by selling value proposition• Established strong relationships based on knowledge of merchant customer needs• Partnered with Network Development to create more efficient processor partnerships• Leveraged broad knowledge of B2B financial levers to educate merchants on maximizing working capital

• Managed team of 4 that led strategy and technical design for internet/intranet Financial Advisor website Created technical business requirements for IT to code design, manage data feeds and tools for launches • Led Institutional and Retail-focused cross functional team with Technology, Marketing, Strategy, Sales • Trained Sales Executives on new site capabilities and led focus groups to assess future strategic needs

• Created strategic value marketing for Card acceptance and driving more spend with government businesses • Leveraged data to maximize emerging trends and build business, create compelling advertising campaigns • Built government data with 3rd party vendor research driving card insistence with key merchant holdouts• Negotiated contract deal terms with Merchant Acquisition, Contracts, Government agencies