Washify is the most advanced POS system for the car wash industry. Our SaaS based system was built by a car wash owner for car wash owners. Washify’s system goes beyond transaction handling by offering a suite of automated marketing tools, integration with QuickBooks, advanced remote reporting and much more.Washify sold to DRB Systems in 2021

LeaseQ is an online market place that connects businesses, equipment dealers, and leasing companies to make selling and financing equipment fast and easy. The LeaseQ Platform is a free, cloud based SaaS solution with a suite of on-demand software and data solutions for the equipment leasing industry. We utilize the Internet to provide business process optimization (BPO) and information services that streamline the purchase and financing of business equipment across a broad array of vertical industry segments.LeaseQ sold to TimePayment in 2019

Oversee all financial management functions of the Corporate Marketing division. Develop and manage all aspects of a $150MM expense budget, coordinate planning and governance to ensure all marketing activities are aligned with business goals and overall bank priorities.Manages the development and execution of weekly, monthly, and quarterly reporting as it relates to the performance of the Marketing team.Build measurement and ROI models to evaluate the effectiveness of business line marketing initiatives and corporate advertising and marketing.Lead annual budget planning process for Marketing & Advertising CMU, Corporate Marketing and Corporate CommunicationsProject manager for annual three year strategic marketing road map for the bank which supports strategic plans of business areas.Research, recommend and support implementation of efficiency exercises within marketing division to drive effective execution of bank wide goals

Reporting to Chief Financial Officer, providing leadership to staff of four accounting and finance professionals• Grew investment portfolio $90MM+ and improved yield by 30 bps despite declining interest rates. • Improved processes by launching FDICIA Internal Control program that identified 150+ procedures and controls. Effort contributed to subsequent rollout of Enterprise Risk Management (ERM) system. • Grew non-interest income 100%+ ($1MM – $2MM+) by introducing income-producing initiatives such as Bank Owned Life Insurance and SBA Loan Sales. • Selected and implemented new suite of general ledger, budgeting/ forecasting, and relationship profitability systems; decreasing month end closing by 30%

Coordinated financial reporting and analysis of $2.5B Florida-based banking subsidiary. Reported to CFO. Directed reporting and budgeting for New York, Boston, and Philadelphia regions.• Captured $20MM+ additional income by driving implementation of a new fee management system• Introduced Customer Relationship Management (CRM) system that added $15MM net interest income and fee revenue.• Facilitated due diligence for eventual divestiture to a multibillion-dollar international investor.• Supported corporate finance division with Bank of New York/ Mellon Financial merger integration; suggested industry best practices and defined new procedures.

Supported SVP/Portfolio Risk Manager with overall reporting and analysis of a $1.5B commercial loan portfolio. Conducted monthly and quarterly portfolio analysis reports. Served as key member of multiple cross-functional teams. Formally Credit Trained (OMEGA & Massachusetts Bankers)• Played significant role in New Markets Tax Credit Initiative that yielded $40MM+ savings.• Developed new value-added reports for board of directors and senior management, allowing for strategic decision making• Positioned key revenue gains by revamping sales pipeline system and implementing enhanced Access/SQL database structure.