As Chief Research Analyst, serves as a thought leader and industry expert. Analyzes complex proprietary internal relatable datasets and publicly available information and economic conditions to uncover and refine insights that result in actionable intelligence for our community financial institution partners. Collaborates as a resource across multiple teams (B2B, Analytics, Business Intelligence, Client Management, Marketing, Sales, Product, Leadership Suite) to ensure internal and external alignment on white papers, articles, webinars, and published research. As an Executive Strategist, serves as a subject matter expert for Kasasa’s products and services. Develops strategies for prospective clients using data-driven pro forma models, market demographics, prospect financials, and interactive demos. Works directly with executive management and boards during the sales cycle. Collaborates with Kasasa Regional Directors and Sales Leadership to drive sales growth. Acts as a strategic partner internally to aide in the development and refinement of go-to-market strategies of Kasasa products. Develops and maintains multiple pro forma tools as a primary internal resource for financial modeling.

Kasasa empowers community banks and credit unions to win back market share from megabanks. Our Kasasa® product strategy provides the ultimate silver bullet against megabanks: strategic co-opetition.Responsible for deepening and developing relationships with a portfolio of clients and executing overall retail banking strategies and initiatives. Develop and deliver data driven strategies, solutions and recommendations that enhance the client’s business initiatives and drive program performance.Work with client’s senior level management staff (CEO, Senior Marketing Officer, CFO, Operations / IT Management and program sponsors).Utilize industry expertise, analysis of consumer behavior and trends, market research, and extensive client data to develop and execute retail banking strategies.

Cogsy, an Austin, Texas based technology startup, is an online website builder and hosting platform, hand-crafted to save small businesses time and money. Co-founded and assisted in early formation and planning of product development. Ongoing management of day-to-day financial operations, including accounting, human resources and financial planning. Work closely with legal counsel to review and develop company agreements, investor agreements, end user licensing agreements, terms of use, privacy policies, employment agreements, vendor contracts, local and international tax issues, trademark applications, as well as general early stage business legal matters.Establish marketing strategies for both on-line and affiliate channels. Perform keyword analysis and develop test campaigns for pay-per-click search engine marketing. Utilize existing contacts and network within local organizations (TeXchange, MeetUps) to develop potential affiliate partners. Assist in planning structure for both referral partnerships and white label partners.Manage customer support coverage scheduling for high availability, integrated support structure. Perform all aspects of customer support, including on-boarding, website maintenance, website design, and payment inquiries.Sought out and presented to individual investors, angel investors, and venture capital firms. Prepared executive summaries, pitch decks, and multi-year financial projections. Researched and prepared investment strategies for investment structure, dilution analysis, debt reduction, and valuation methodology.Developed basic programming skills in HTML, CSS, Javascript, JQuery, and Backbone.js. Utilized these skills to develop a knowledge base application prototype.

Small, Austin, Texas based investment bank that served the US community banking industry. Sheshunoff & Co. specializes in mergers and acquisitions (whole bank, failed bank, branch sales, mergers of equals), stock valuations (for employee stock option plans, estates, tax purposes, goodwill impairment) and strategic planning (capital planning, shareholder value maximization, current market merger and acquisition valuations).Collaborated closely with clients and manage expectations regarding company stock valuations and sales of financial institutions. Efficiently directed multiple, simultaneous projects while prioritizing delivery of results. Discussed banking institutions and markets with clients. Prepared and presented stock valuation results to Executive Management and fairness opinions to Boards of Directors. Coordinated due diligence between potential buyers and sellers of banking organizations.Successfully completed approximately 45 stock valuations of privately held banking companies on a yearly basis. Expertly analyzed dozens of merger and acquisition transactions within financial services industry including dilution analysis and pro-forma performance estimates.

- Analyzed bond transactions of Texas local government entities- Created summaries of bond issuance for selected Texas local government issuertypes- Reviewed and prepared analytical summaries of Texas State bond issuer issue applications; create debt service schedules from issue information- Prepare fiscal note requests for Texas Legislative BudgetBoard- Prepared Annual Report- Assisted in the Private Activity Bond Allocation Lottery- Responded to inquiries from citizens and State officialson various bond topics- Maintained databases that contain Texas State bondissuer information- Researched “Tuition Revenue Bonds”- Compiled and prepared customer survey data for strategic plan