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With a focus on empowering teams, I am a visionary leader with drive and a passion for innovation. My career in the financial services industry working with global commercial banks, regional banks, Fintechs, mature start-ups and consulting agencies has afforded me a wealth of experiences and perspectives. I am fulfilled by challenging opportunities that allow me to make a difference in the lives of the people I work with and for the customers and stakeholders that I serve. Driving revenue, operational efficiency and shareholder value are always top of mind for me as I develop market-leading products through customer centricity, design thinking and thoughtful go-to-market strategies.
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Founder And CeoRubyfiveCharlotte, Nc, Us -
Founder And CeoIncite Leverage 2019 - PresentA unique and refreshingly different firm - Incite Leverage specializes in providing clients results by leveraging the power of digital to boost productivity, improve customer experience and maximize profitability. Our goal is to support small to midsize financial institutions in their technology and digital product evolution. Serving in advisory roles, Incite Leverage also works with Fintechs looking to refine product strategies and drive sales in the banking industry. -
Head Of Banking And PaymentsNinth Wave May 2022 - Aug 2024New York, Ny, UsNinth Wave is an enabler of secure data connectivity between financial institutions and third-party applications including aggregators, FinTechs, accounting solutions, tax prep software, and other consumer & business solutions. -
Board MemberPdma - Product Development And Management Association 2019 - Oct 2023Minneapolis, Minnesota, Us -
Vp Of PaymentsAvidxchange, Inc. 2020 - 2022Charlotte, Nc, UsAvidXchange revolutionizes the way companies pay their bills by providing a solution that streamlines the entire Accounts Payable process--from invoice receipt through vendor payment. All of AvidXchange's solutions are SaaS based, which means that there is one platform for clients to login to for anytime, anywhere access to all invoice and payment data. -
Svp Head Of Digital Strategy & InnovationSouth State Bank 2018 - 2019Winter Haven, Florida, UsLead for the strategic digital transformation across Retail, Small Business and Treasury bringing new online banking, payments, CRM and commercial lending platforms to the bank. -
Vp Head Of Digital Partnerships & Strategic ConsultingWells Fargo 2015 - 2018San Francisco, California, UsPartnered with Commercial division executives bringing emerging technologies and digital product management expertise to advance division-level growth and efficiency objectives across Treasury Management, Commercial Financing and Corporate and Investment Banking. -
Vp Complex Payables And ReceivablesWells Fargo 2009 - 2015San Francisco, California, UsBusiness leader with end to end accountability for digital small business, payments and account aggregation products with annual revenues of $100MM+. Innovator behind the thought leadership and execution success for some of Wells Fargo's most successful digital product offerings - Online Wires, Control Tower and Secure Data Exchange (Open Banking API). Transformed multiple product lines and maximized gross margins during multi-year merger of Wachovia and Wells Fargo, one of the largest and most successful historical bank mergers.
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Sr. Digital Product ManagerWells Fargo 2001 - 2009San Francisco, California, UsHeld roles across the horizon of retail, small business and commercial segments driving digital product strategy and managing high profile, complex software development. Introduced industry leading products such as Wachovia Global Connect - the wholesale portal providing centralized services for Commercial lines of business, real-time digital credit card application and an award winning experience for Investment Real Estate Services. Also led merger activities for commercial products in the First Union/Wachovia acquistion.
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It Project ManagerWells Fargo 1995 - 2001San Francisco, California, UsLaunched many of the first digital bank offerings throughout the dot.com era, first providing online reporting and then advancing into transactional applications working with multiples business lines across the Retail Bank. Introduced agile methodologies for software development and the evolution to three-tier architecture.
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Project ManagerBank Of America 1993 - 1995Charlotte, Nc, Us
Lori Burns Skills
Lori Burns Education Details
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University Of Wisconsin-MadisonManagement -
University Of North Carolina At CharlotteMasters Work In Data Science And Business Analytics
Frequently Asked Questions about Lori Burns
What company does Lori Burns work for?
Lori Burns works for Rubyfive
What is Lori Burns's role at the current company?
Lori Burns's current role is Founder and CEO.
What is Lori Burns's email address?
Lori Burns's email address is lo****@****rgo.com
What is Lori Burns's direct phone number?
Lori Burns's direct phone number is (800) 956*****
What schools did Lori Burns attend?
Lori Burns attended University Of Wisconsin-Madison, University Of North Carolina At Charlotte.
What skills is Lori Burns known for?
Lori Burns has skills like Vendor Management, Banking, Financial Services, Integration, E Commerce, Business Analysis, Management, Portfolio Management, Risk Management, Relationship Management, Process Improvement, Strategy.
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