NYPAY.ORG, is a leading industry nonprofit organization that connects innovators and leaders in the payments space: issuers, acquirers, networks, merchants, FinTech startups, regulators, and others. Since 2006, NYPAY has been hosting events in NYC that replicate the best parts of multi-day conferences: insights from expert panelists, interactive Q&A with attendees and great networking having ad-hoc conversations with interesting people in this space.Prior Events: AI, APIs, Blockchain, Cash vs. Cashless, Financial Inclusion - Unbanked | Underbanked, , IoT and Payments, Real-time payments, The OCC FinTech Charter, UK FinTech Regulation & Innovation, The NYC FinTech eXtravaganza: #FinTechX.Board Member | January 2020 - PresentStrategic Marketing | March 2014 - PresentSponsorship and Events | February 2012 - PresentPartnerships | Marketing | Communications | Branding | Sponsorship and Events

FinTech Connector is where professionals, entrepreneurs, organizations, and capital providers connect to collaborate on and create the next generation of financial services innovation.

Networking organizations for NY metro area professionals in Financial Services and other industry domains. Hold quarterly networking events.

I provide PRODUCT MANAGEMENT and DEVELOPMENT / GTM / BUSINESS DEVELOPMENT / CRM / MARKETING / SALES ENABLEMENT and DIGITAL / BUSINESS TRANSFORMATION consulting and contract expertise to startups on up to global firms.☛ Social eCommerce and Payment FinTech, NY, NY✔ Develop global partnerships in Retail, FS, other verticals, and VCs✔ Collaborate with internal stakeholders - Founder, Dev-Ops, UX, Marketing/SM - on strategy, product, operations and GTM☛ Cohen & Steers Asset Management, NY, NY✔ Partnered with Sales leadership to set and lead strategic initiatives in line with sales goals✔ Developed and implemented programs and campaigns through all channelsOver my career, ever before the 'gig economy' became the norm I provided consulting and contract services. Often, I was subsequently asked to join the company as a direct-hire. These experiences have honed my adaptability in dynamic environments, critical thinking, EQ, and leadership skills - invaluable, especially navigating after the pandemic.CONSULTING / CONTRACTING WORK PRIOR TO 2018☛ JP Morgan Treasury Services, NY, NY✔ Developed and implement a multi-faceted global B2B marketing strategy to align with central business goals while addressing the regional needs of Fortune 500 US multinationals✔ Supported Sales with direct and digital (web/email/social) campaigns, events, and tools to engage clients and position the bank as a thought leader. Within six months contributed to >$1.6MM in revenue☛ Wells Fargo Home Mortgage, Edison, NJ✔ Analyzed and recommended lead generation program enhancements to senior management to meet new market and compliance conditions✔ Spearheaded RFI to identify vendor; introduced sales force efficiencies; mitigated compliance and risk exposure☛ SmartStream Technologies, NY, NYActing Director of Marketing for the Americas of this global UK SaaS firm✔ Introduced two product lines nationwide✔ Initiated the first sales webinar and digital marketing campaign

✔ Evaluated small business digital banking products to expand offering. Assessed RFIs and developed revenue projections.✔ Conducted cross-sell banking rewards analysis and recommended best practices and strategies to management.Product Development and ManagementProduct Marketing | Sales EnablementAcquisition | Retention | Cross-sell | Loyalty | RewardsCompetitive Analysis | Market Analysis | Revenue AnalysisRFIs | Due Diligence

Provide MARKETING, PRODUCT, SALES ENABLEMENT and DIGITAL TRANSFORMATION expertise. ☛ JP Morgan Treasury Services, New York, NY✔ Developed and implement multi-faceted global B2B marketing strategy toalign with central business goals while addressing regional needs of Fortune500 US multinationals for Treasury Services unit of global bank.✔ Supported Sales with direct and digital (web / email / social) campaigns,events and tools to engage clients and position bank as a thought leader.Within six months contributed to >$1.6MM revenue.B2C | B2BCompetitive Analysis | Market Analysis | Revenue Analysis |Integrated Marketing | Go-To-Market | Digital Marketing | Branding |Communications |Loyalty | Rewards | Acquisition | Retention |Field Marketing | Sales Enablement | Training |Events | Sponsorship | Conferences | Trade shows | Round tables

Identified B2C, B2B and B2B2C markets and developed acquisition strategy involving digital marketing / growth hacking (SEO | Web | Email | Social) and building a sales force that engaged patients/doctors/hospitals.*A Mayor Bloomberg office and SUNY Levin Institute initiative for Financial Service professionals to transfer / apply their knowledge and skills to opportunities at start-ups where entrepreneurs may not have the expertise and grow Silicon Alley in NY.B2C | B2B | B2B2C | Digital Marketing | Growth Hacking | Content Strategy and Development | Acquisition | Retention | Customer Experience | Customer Journey |Business Development | Sales | Customer Success

Identified as an emerging leader and selected, as the only female that year, for an INTERNATIONAL EXPATRIATE ROLE as part of a highly regarded and competitive global development program for senior (i.e. SVP/VP) high potential employees.Supported business in excess of AUD $11Billion in sales and AUD $4 Billion in revenue.✔ Established new pipeline of co-brand and white label consumer lending and card opportunities via partnerships and portfolio acquisitions across multiple industry verticals (Retail, Transit, Travel, Health, Education)✔ Created an online real time credit approval system gaining a significant competitive advantage.✔ *Designed credit card micro-site and banner campaign to promote card portfolio.Business Development | Partnerships | CRM Market and Financial Analysis | Risk and Compliance | Contract NegotiationsDigital Marketing | SEO | Paid Search | Content Management | Acquisition and Retention Marketing

Managed strategic programs for the ThankYou Network, an industry premier loyalty reward program serving over 12 million customers. Led initiatives from concept to delivery. Developed value propositions - positioning - messaging, business cases, requirement documents, project plans and led new releases. Participated in strategy prioritization sessions. ✔ Achieved growth of over 120% in reward membership together with increased merchandise redemptions (>26%) and customer satisfaction by developing diverse capabilities, value propositions and supporting digital campaigns: new rewards; new partner integration; improved customer experience; operating efficiencies; enhanced web / SEO.✔ Directed executive task force collaborating across LOBs and functions to integrate ThankYou into multiple card portfolios.Product Management | Product Development | Product Life Cycle | Program Management | Product RoadmapBusiness Cases | Business Requirements | User Experience | User Testing | Release Test Management | Project ManagementRewards | Loyalty | Strategy | Customer Experience | CRM | Digital Transformation | E-commerce

Developed strategic initiatives and partnerships which acquired and retained high-net-worth clients and increased brand awareness. Managed $2MM budget.✔ Partnered with Private Bankers and product teams to develop campaigns via multiple channels and events. Supported initiatives with communications, thought leadership, research and measurements.

Provided global marketing, communications, branding and demand generation experience to a variety of financial and technology clients.Representative Clients:☛ Wells Fargo Home Mortgage, Edison, NJ✔ Analyzed and recommended lead generation program enhancements tosenior management to meet new market and compliance conditions✔ Spearheaded RFI to identify vendor; introduced sales force efficiencies;mitigated compliance and risk exposure☛ SmartStream Technologies, New York, NYActing Director of Marketing for the Americas of this global UK software firm.✔ Introduced two product lines nationwide✔ Initiated the first sales webinar and digital marketing campaignMarketing | Communications | Branding | Acquisition | Retention |Sponsorships & Events | CRM |Lead Generation | RFIs | Due Diligence | Best Practices | Risk Management |Compliance | Vendor Relations | Digital Marketing | Product Launches | FieldSupport | Trade Shows | Conferences | Enterprise Software | SaaS

Provided thought leadership including customer insights, analytics and direction as an internal consultant to the Individual and Health LOBs. Targeted high-potential segments; multicultural, female, affluent and small business through acquisition, retention and x-sell initiatives.✔ Conducted the first multicultural growth strategy program. Completed market assessments / competitive analysis. Created and implemented an integrated marketing plan✔ Increased sales result by 10% year one through the introduction of a national Female Market growrh strategy program. ✔ Hand-selected by senior management to lead a cross-functional team to analyze corporate-wide lead generation needs and industry best practicesCustomer Insights | Analytics | Strategy | Go-To-Market | Segmentation | Thought Leadership | Acquisition | Retention | Cross-sell | Lead Generation | Field Training |Multicultural | Ethnic | Female | Women | Affluent | SME | Small Business |

☛ CHASE INSURANCE AGENCY, INC. and CHASE INVESTMENT GROUP (CIG) NY, NYProduct ManagerAsked to lead the development of the new term life insurance product under the newly merged bank. Designed and launched direct distribution initiatives and campaigns.✔ Generated over $2MM in sales Q1 with extensive direct mail campaigning. ✔ Established an inbound sales center and developed an online quoting technology platform to support campaignsOperations & Technology Manager Promoted to create a new, from the ground up, nationwide life insurance and annuity service center.Lead the operations and technology team by setting priorities and allocating resources✔ Managed staff of 5, budget, reports, compliance adherence and training. ✔ Automated commission payments and improved application turnaround with new technology enhancements and processes.Operations & MIS OfficerProvided operations management support to CIG, a branch investment program via 120 plus Financial Advisors.✔ Coordinated a seamless conversion to another broker/dealerAfter completion of the Chase Retail Bank Management Program was placed in a fast-tracked career path at the company.

Recruited staff for Wall Street firms.