Principal/ Managing DirectorGenerate profitable, customer-driven sales, marketing, and portfolio management strategies across a broad range of industries including: financial services, retail, insurance, and healthcare

Senior Vice President of Strategic Partnership Analytics & Portfolio Advisory Served as Kessler’s senior finance executive specializing in strategic analytics for partnership development and portfolio advisory services. Managed Strategic Marketing Analytics team • Participated in partner portfolio evaluations for Capital One’s acquisition of HSBC’s $30 billion affinity and co-branded consumer credit card portfolios.• Conducted financial portfolio evaluations for over 150 credit card, unsecured consumer or medical loans for Kessler’s key clients over a 20-year span including top 50 U.S. banks, credit unions, affinity and cobranded partners.• Developed strategic business plans, manage multiple partner relationships and analytics staff, growing the bottom line of complex P&Ls. • Achieved 2-3 times above industry sales and balance growth averages for a mature cobranded portfolio. Vice President of Strategic Marketing and Analytics Worked collaboratively with clients to manage consumer and business credit card and unsecured loan portfolios comprising over $2 billion in balances. Developed annual marketing plans, financial projections, and multi-channel strategies for credit card, unsecured loan, mortgage and insurance businesses.• Successfully launched a winback co-branded card program to recapture best customers utilizing best-in-class database analytics. • Developed customer data driven marketing strategies which turned around a cobrand credit card business resulting in a doubling of efficiency along with asset growth of +128% in three years. • Built a financial model for complex portfolio conversions. Achieved excellent post-conversion statistics through a robust and targeted customer driven strategy.

Assistant Treasurer – Corporate Strategic Planning and Development• Analyzed prospective Chase merger and joint ventures.• Created financial models to perform company valuations. • Prepared strategic planning presentations for senior management.

Investment Analyst – Corporate Finance Group • Performed due diligence reviews on potential originated financings, restructuring, and refinancings.• Determined a company’s present financial condition and its ability to meet debt obligations.• Monitored existing clients in the transportation, manufacturing, and retail industries by performing competitive strategy analyses.