Established Autobooks partnerships with multiple top 20 US FIs to provide bank business clients with tools to: (1) send digital invoices to customers, (2) accept and manage online payments, and (3) automate bookkeeping.

Established partnerships between Bill.com and multiple top US FIs - including Bank of America, Wells Fargo and KeyBank - to offer business customers leading-edge payments capabilitiesCreated and executed strategy to establish contact, generate demand, guide discussions, and close deals. Collaborated with Bank Partners to enable sales and accelerate adoptionDrove awareness and interest in Bill.com’s Connect Platform and payments product suite, developed specifically for FIs to integrate and brand in their own digital ecosystems for their business customersLed engagement activities during lengthy bank sales cycles to nurture FI relationships, garner and cultivate internal influencers and supporting stakeholders, and shepherd partnership discussions to successful completion

Senior Consultant in Teradata’s Banking Industry group. • Drove growth opportunities for Teradata and its Bank partners • Identified bank opportunities to acquire and engage more customers through Teradata offerings improving analytics and underpinning customer segmentation, targeting, marketing, and servicing• Led efforts to identify new applications in the industry for Teradata technical & analytical capabilities and services. For example, identified use cases in marketing and customer experience to draw insights from integrating non-traditional customer data with transaction and account data

Created team in Customer Segments organization and defined new strategies to engage customers with substantial cross-sell potential:- Assessed past activities and customer data to develop approach for acquiring higher quality customers more profitably and to cross-sell products and features to current customers more effectively- Developed and launched multiple promotions – in record time – in branches and online- Designed promotions to reward only those customers who establish and maintain their principal checking relationship with Bank of America- Developed approaches for analyzing promotion results to ascertain customer behavior and promotion profitability, as well as to identify improvements to subsequent efforts- Promotions exceeded performance expectations in sales and quality of customer- Accomplishments recognized by senior leadership as a model for customer-driven strategy

- Created team and developed and led new strategy to re-invent and focus products and services for small business customers - Managed all aspects of checking and savings products and related services for ~3.5MM small business customers, including:1) Business Checking, Savings and Debit – multiple product packages for each2) Online Banking and Bill Pay as well as several more advanced services3) Exceeded annual revenue (> $2B) and income (>$1.2B) goals in all three years as executive. -Exceeded annual revenue (> $2B) and income (>$1.2B) goals in all three years as executive by updating products, and by improving marketing and sales positioning that led to deeper customer relationships. Examples include:1) Launching new online payment products and new relationship packages 2) Improving sales processes across all channels 3) Improving product positioning in marketing and collateral

- Led all activities to grow revenue and market share for the bank’s $2.5B debit business among consumer and small business checking customers- Updated the bank’s approach to customer segmentation, targeting, and offer development activities - improving marketing efficiency and business results- Developed and launched multiple products, product enhancements and sales process improvements which led to more customers taking the product and using it more often- Drove growth-related activities with external and internal business partners (e.g., Visa / MasterCard), marketing, technology, and channels (branch, e-commerce, and phone) -- resulting in more promotions launched, higher awareness of the product in sales and service channels, and ultimately higher usage and improved customer experience - Recognized and sponsored into top talent executive mentor program

Led independent team in identifying business opportunities based on assessing company and customer data and competitive bench-marking.

Key responsibilities:- Design and complete management consulting assignments for national and international financial institution clients. Typical engagements include competitive strategy, growth opportunity development, industry benchmarking, product development and market entry. - Develop and enhance the firm's intellectual capital and reach in the payments and financial services industry. - Establish, manage and grow client relationships.- Promote the firm's reputation as a premier provider of management consulting and capital advisory services in the payments industry by executing engagements, through active participation in industry forums & conferences, and by publishing articles in various media.

- Program Manager, Navy Recruiting Command in Washington, DC: Coordinated three nationwide recruiting programs which enlisted thousands of new sailors annually. - Officer, USS Philadelphia (SSN-690) in Groton, CT: Led various teams in operating a nuclear-powered fast attack submarine.- Naval Submarine Service Training Schools in Florida, New York, and Connecticut: Trained in nuclear engineering, strategy, leadership, and operations directed toward leading sailors in highly technical work under stressful conditions.