Consulting and advisory services to users, and providers, of commercial payments. Currently working with a multi-national company helping to implement a multi-currency corporate card program. Please see our website (www.clearly-financial.com) for more information on how we can serve you.

Developed global (Americas, APAC, MENA, EMEA) partnership and channel strategy for UL’s IMS business line which includes solutions ranging from cybersecurity, IoT, automotive security, and payment test tools Interim leadership over global and North American enterprise account managers, leading to exceeding 2020 revenue goalsDeveloped 2021 Go-To-Market (GTM) plan for North American sales.Exceeded Q2 2021 revenue goals

Business development and engagement manager at PayTech, a global commercial payments consulting firm providing direction to financial services providers and Fortune 1000 companiesProvided sales effectiveness training and overall consulting services to commercial card and treasury salesforce and account management teams at several major U.S. and Canadian banksCreated and delivered curriculum around partnering with and competing in the FinTech and ePayables space for several US based banks/issuersChair and panel moderator at PayExpo 2019 in LondonChairman and moderator of several panels at the EuroFinance/CPI (Commercial Payments International) Global Summit, and their Middle Market Summit, in 2017Co-led research project for one of the leading payments networks in Canada, providing the state of commercial payments in Canada and recommendations for them and their issuing banks to increase market shareSpoke at NAPCP (National Association of Purchasing Card Professionals) Canada annual conference in 2016 on the global commercial payments landscapePerformed validation and analysis for large multinational company regarding their current provider contract for commercial cards

Wholesaling and direct sales of U.S. Bank's Corporate Payment Systems' offerings, including corporate cards, purchasing cards, electronic payables solutions, and fleet/aviation cards throughout a 6 state region in the southwestern U.S.#1 in sales/revenue production in 2010, 2011, 2012 nationally within the business unitPinnacle award recipient for top performance company-wide (top 2% in the country) - 2011Spoken at and prepared materials for industry events eligible for Continuing Education (CE) credits for the Certified Treasury Professional (CTP) designation

Sold purchasing and expense management solutions via American Express's Corporate Card and Corporate Purchasing Card to mid-sized businesses in Colorado.

Managed a team of seven Marketing Managers responsible for telesales consulting to Consumer Card Marketing. Set strategy and managed execution of all outsourced consumer inbound and outbound telemarketing campaigns across American Express’s credit card, charge card, lending, and insurance product lines, including acquisition, loyalty and cross-sell programs. Managed call forecasting, training and script development for Blue, the first CHIP card introduced in the U.S.

Responsible for strategic planning and implementation of outside sales channels to attract higher-end customers for American Express Small Business Services’ financial services and card products.

Directly responsible for attaining revenue goals for QuikPages, an entrepreneurial company that was formerly the largest developer of Internet Web sites in the U.S. Drove results of web site sales through the management of a team of inside salespeople at several outsourced telemarketing vendors and a team of employed outside salespeople. Increased monthly sales output by 100% in 1997 while reducing acquisition costs by 50%.

Managed and had P&L responsibility for a $4 million residential long distance operation in the Midwestern U.S. Achieved 1996 market share objectives in less than six months.