Growth expert focused on revenue optimization through strategic planning and automated processing of sales commissions and other incentivized compensation.

BHG delivers sales performance management and incentive compensation solutions that include strategy consulting, ICM implementation, enablement services, and managed services across a wide variety of industries. We have some of the best and brightest with deep industry knowledge to support your transformation - optimizing ROI and maximizing the long-term impact of your capital investment.

Heading up the GTM strategy for Carefull, a family money services platform designed to protect and engage aging seniors and support their financial caregivers. Offering partnership solution through banks, credit unions, wealth managers, and financial advisors.

Responsible for market growth with a focus in the financial services vertical and strategic partnerships with key benefits providers. Mid-market and enterprise account development. Husk (formerly Globalfit) offers high value health & wellness solutions covering Rewards, Reimbursements, Fitness, Nutrition and Mental Health.

Responsible for GTM, client experience, and business development for VBOverified - platform that provides background verifications, HCM and other HR technology services to small and mid-sized businesses focusing on healthcare and other skilled labor industries.

Proven track record in consultative IT and SaaS sales. Bank core system provider.Directly involved in all aspects of sales, client experience, and back office processing for Insite Data Services (IDS) / Automated Systems, Inc (ASI), fintech core banking solutions provider to community banks.

Professional services consulting within Fintech and Healthtech organizations.• Financial Services and Healthcare GTM strategy including marketing, sales, and experience.• Industry-specific strategic partnership development. • Conversion/Transition Projects

Digital Business Banking Product Owner. D3 Banking was a new to market #fintech company offering an omnichannel consumer online banking platform. My strategic initiative was to provide bank-centric expertise to the development and product areas as the company expanded the product into digital business banking.Key components of the D3 Banking business online banking strategy were to offer user administration and financial management tools embedded within the digital banking experience similar to PFM tools for consumer banking.Digital Banking, Bank Core systems, Payments expertise.

Founding employee of a CFTC/NFA-registered managed foreign exchange investment firm. Series 3 and 34 licensed. Provided luxury-brand level investment services world-wide to high-net worth clients in the alternative asset space. As a founding employee, I was responsible for initial office space build-out, technology, and telecommunications infrastructure. Internal processes, trade, and settlement functions were developed following ISO 9000. Developed internal trade margin management tools, client management system and managed the internal administration, international strategic alliances and support teams.The firm's advisory board consisted of the top academic talents in strategy, decision modeling, predictive analysis, finance and ethics from LSE, Duke, Babson, and Creighton.

Retail and small business banking management working with clients in the west Omaha market. This was a client focused sales management role. Part of the team that implemented a new CRM system along with Incentive Compensation Management (ICM) system, which provided the opportunity to spearhead sales strategy focusing on inside sales opportunities across the top profit segments. My background in fraud and more specifically fraud data analytics taught me that data output is only as good as the data input. Thus, the sales strategy initiative would only be as good as the data in the CRM. I used this unique perspective to help other sales managers and bankers to see the value of CRM and sales strategy. A reward my team enjoyed was being honored for the 8th highest cross-sell in the entire bank nationwide as well as an overall market growth of 32% during my tenure.

This was a key role in transitioning my career from fraud, investigations, and loss prevention into a more traditional financial services professional. Bank of the West was acquiring Commercial Federal Bank. This Card Services management role was located in northern California and was to be transitioned to Omaha over a six month timeframe during and after the acquisition. I accepted this challenge and through an incredible team effort, we moved the group to Omaha, adding and saving 45 jobs in the Omaha market. Over my two-year tenure, the first year was primarily implementing Lean efficiency contributions to the overall card services operations and support processes. While the bank grew 50% and card portfolio grew 26%, operational expenses were reduced and process efficiency was increased with a reduction in process steps and errors. The second year was focused on enhancing external metrics and analytic with MasterCard and internally with product management. Several projects were successfully implemented with new services benefiting clients, merchants, and partners.

Developed a fraud investigations and loss prevention area within the Risk Services division. Various teams, departments, and independent investigators responsible to identify, investigate and ultimately deter and prevent fraud losses to the bank. Extensive use of fraud analytic and reporting including Falcon, BankDetect and other internally developed proprietary tools to detect fraud activity. Worked closely with business analysts and IT to develop and continuously improve fraud identification processes. Partnered with MIS Audit to perform data mining to identify fraud pattern activity and suspicous data in the bank's GL, reconciliation, accounts payable, consumer and business loan portfolios and other areas with fraud-related risks.Alligned with key internal stakeholders to identify fraud-based risks within internal processes and policy as part of the bank's enterprise risk strategy to minimize fraud related losses and ensure regulatory compliance.Certified Fraud Examiner

Fraud Audit focusing on both external and internal fraud-based risks to the bank. Supported the investigations of deposit fraud, check kiting, counterfeiting, loan fraud, and internal embezzlement as well as internal audit initiatives that focused on fraud based risk for a regional bank across five Midwestern states. Used data mining to identify potential fraud within acquisition related reconciliations during a two-year time frame when the bank had acquired multiple financial institutions across multiple states.