A leading global provider of technology-enabled ownership, data management, analytics, and advisory products and services, AST-Equiniti serves over 6,700 companies and more than 30 million shareholders worldwide. • Serve as the Head of Product for core client Shareholder Services platforms, directly supporting margin and business growth of our largest line of business. Recruited to lead a major upgrade and modernization of data platforms, products, and client services in the Transfer Agent line of business. Manage multiple direct and offshore personnel, large offshore development teams, with ownership of the annual roadmap and budget.• Successfully turned around a struggling strategic initiative and led the team that designed and launched Issuer Central, a groundbreaking ownership data platform. Issuer Central seamlessly integrates Institutional, Registered, and Insider ownership data and analytics into a single, intuitive system, marking a significant industry first. Post-launch, client adoption grew 600% and users increased by 800%, delivering multi-million dollar annual savings.• Conceived, built, and launched a Virtual Shareholder Meeting Service in 2019, grew the client base from zero to hundreds, and delivered millions in new revenue. Worked closely with Chief Marketing Officer and Chief Strategy Officer in the launch of the industry’s first blockchain-based Proxy tabulation, analytics, and reporting platform.• Work as an advisor to hundreds of client CEOs, Board Chairs, and Directors to help implement best practices and develop tactics for virtual annual company shareholder meetings.

An innovator in SaaS digital promotions and promotion data science services, RevTrax empowers 600+ CPG and Retail brands by connecting consumer engagement to any purchase across the marketing ecosystem.• Led the product and marketing strategy, strategic account management, and the roadmap for all RevTrax platforms, with an annual revenue goal of $6M. Maintained responsibility for all platform-based solutions and value-added data science services. Built the product team from the ground up and expanded the product suite with new service and platform offerings. Managed 4 direct reports, 2 indirect resources, and a budget of $2M.• Transformed the product strategy, portfolio, and go-to-market strategy to reverse declining sales, dramatically expand the total addressable market, and accelerate growth. Restructured the product set as a value-added SaaS platform with unmatched intelligent distribution. Launched SaveInStore.com, a new consumer-direct distribution channel and conceived and launched RexAdvisors, which opened new service revenue streams that contributed 9% of total revenue in year one. Delivered new logo wins with SC Johnson, Kimberly Clark, and Sears and added $3M in new revenue, representing 60% YoY growth. • Built a new product and pricing strategy to eliminate overly complex product offerings and poor market positioning. Created the Smart SaaS bundled platform to simplify the product portfolio and streamline the sales process. Published thought leadership pieces to elevate RevTrax as a trusted advisor in the space and significantly improved competitive positioning and differentiation.• Revamped over-complicated messaging, addressed hidden issues, created new sales and marketing materials, and shifted to a SaaS-based pricing and delivery model. This initiative resulted in a new $800k deal with SC Johnson in the first four months, which was the second-largest contract in the history of the company.

A market leader in digital coupon distribution and digital media sales, Coupons.com has 550 employees and $400M in revenue. The company was rebranded as Quotient Technology (NYSE: QUOT) in 2015.• Led a turnaround of three core lines of business, Digital Coupon Processing Services, High-Value Coupon Distribution, and Digital Family Codes Management Services, representing a combined P&L of $3.8M. Managed 4 direct reports, 21 indirect team members, and an annual budget responsibility of $1.5M. • Transformed the High-Value Coupon Distribution business line, increased capacity by 10X, and doubled revenue within two years. Expanded retailer penetration for Family Codes Services from 1% to 60%, which built a dominant market position for Coupons.com as retailers moved to distributing far more promotions digitally.• Reinvented the Coupons.com go-to-market strategy to scale the Print & Mail (P&M) product line and increase production capacity for high-value products from $500k to $5M+ while increasing gross margin. Defined the project plan, designed test and QA processes, led beta-testing, and successfully launched in under 90 days. Surpassed the P&M capacity expansion target by 5X and drove $4M in annual sales in the first two years. • Developed and executed a new digital clearing strategy, dramatically scaled Print & Mail capacity, and transformed the Family Codes database into a core strategic asset. This enabled the successful launch of RetailIQ, a new retailer-based personalized offer distribution platform that quickly increased annual sales from $1M to $4M. • Secured a trial with P&G, the largest couponing company globally, won the trial, and closed an exclusive $3M contract. This increased spend with existing clients (Pepsi, Clorox, Kraft, Bayer, Reckitt) to retain share against P&G, delivered combined growth of $4M+, and contributed to the successful Coupons.com IPO in 2014.

• Managed the Sears, Kmart, and Lands’ End gift card product portfolios, encompassing $26M in operating expenses, a team of 5, and a revenue goal of $638M. Built a new B2B sales strategy, implemented B2B and B2C sales best practices, and launched new donation card products and reloadable gift cards. Effectively turned around declining gift card sales, expanded sales revenue by $30M in the first 90 days, and put the portfolio on course to achieve $640M in annual sales.

• Headed Citi’s Shell co-brand and Fleet Card credit portfolios, with responsibility for a $26M budget, 3 team members, $2B in receivables, and an annual transaction volume of $3B. Built a strategy to accurately quantify co-brand acquisition effectiveness, leverage Shell’s vast marketing reach, and repaired a strained relationship between the companies. In 120 days, drove $400M in new card spend, established a 20% growth trajectory, and earned a long-term partnership extension.