We provide information protection solutions, or cyber security solutions, designed to meet today's biggest source of threats - human error and advanced persistent threat attacks. Our solutions are effective against known and unknown malware, and reduce insurance costs, help increase sales success, and ensure you meet regulatory requirements for information security and protection.

Founding partner and CEO of CashFlow Insights LLC. CashFlow Insights, LLC (“CFI”) is focused on helping customers manage their commercial relationships to increase customer loyalty, which improves ROA dramatically by reducing expenses while increasing revenues. A single percentage point reduction in customer attrition can increaser profitability by up to 15%.

Developed new $5 million market with the industry leading duplicate payment detection system, one of the first systems to move research related work into the initial payment processing effort. Added demonstrations and reorganized product information on the CONIX web site to support sales efforts. Introduced new activities and a dramatic new booth look to trade shows, increasing booth traffic significantly. First six years with CONIX I generated approximately $1 million per year in sales.

Ensured on time and budget completion of the Bristol-Myers Squibb project to select and install a new outsourced consumer marketing database as project manager.

Doubled profit and asset growth rate of core non-credit card products from 18% to 36% per year. Increased productivity of marketing staff 400%, measured as new applications or accounts per staff member. Successfully launched 2 new products - home equity loans and computer purchase financing. Directed teams of up to 25 professionals in product management and development, advertising and promotion, research, reporting, and internal sales. Administered $30+ million annual budget.

Reduced checking account acquisition cost 50% by creating direct response sales channel targeted on new homebuyers. Exceeded projections by 100% and achieved profitability in first year for branch-based annuity sales program. Increased branch securities and mutual fund sales and profits by 50% annually through better targeting of sales efforts. Increased money market account balance by 33% by launching a tiered rate structure. Doubled ssales close rate for deposit, annuity and securities products through financial planning based sales approach in branches. Initiated and led time deposit automation project, reducing operating costs for CDs, IRAs and retirement products by 70+% and increasing account retention by over 100%.

Created consumer marketing function to support 10 independently operating banks. Accelerated deposit growth by 20% on average. Opened lines of communication between banks, developed sales management and competitive research programs, introduced common product promotions, and launched new common products/services.