Strategic Executive empowering fintech software and service teams to achieve their potential by optimizing and aligning people, processes, and technology.

With 30 years of expertise in the banking software and services sector, I founded NewWave FinTech Consulting LLC to transform the operational frameworks of FinTech firms and financial institutions. By aligning human capital, workflows, and technological innovation, we deliver sustainable operational enhancements and drive measurable business results.Key Contributions:» Business Strategy Development: Created and executed a comprehensive marketing strategy and developed impactful business assets to establish market presence.» Operational Transformation: Revolutionized operational frameworks for FinTech firms and financial bodies, enhancing efficiency and scalability.» Technology Integration: Strategically aligned business processes with cutting-edge technologies to enable innovation and growth.» Process Optimization: Spearheaded initiatives that streamline workflows, reduce costs, and improve customer satisfaction.» Technology Advisory: Provided guidance on adopting impactful tech solutions, including AI strategy, generative AI prompt engineering, vendor selection, and implementation project planning.Core Focus Areas:» Optimizing Operational Results | Enhancing Customer Satisfaction» AI Strategy & Generative AI Prompt Engineering» Vendor Selection | Implementation Project Planning

Advised senior leadership on pivotal post-M&A Operations and IT initiatives to reduce operational costs and achieve a cohesive customer experience. This positioned the organization to drive higher customer retention and to realize new sales opportunities.» Enhanced operational efficiency by conducting strategic assessments to optimize processes, enhance tooling, and maximize workforce potential. » Drove a customer re-contracting strategy, spearheading pricing adjustments, and campaign acceleration, culminating in a remarkable 98% customer renewal rate.» Identified and engaged vendors to optimize the current HubSpot implementation and delivered comprehensive proposals for consolidating multiple business units into a unified instance, projected to reduce costs by 15 – 20% cost reduction and greater operational efficiency.» Dramatically revitalized customer satisfaction metrics by spearheading transformative initiatives, achieving a 75% reduction in case backlog and heightened system stability. Conducted comprehensive analysis and optimization of processes, refined change control procedures, introduced analytical tools for prioritizing customer requests, established and aligned service level standards, empowered the support team to manage expectations, initiated customer surveys, and set a baseline for continuous improvement.» Championed operational streamlining by recommending the elimination of redundant processes and by consolidating key business functions—education, project management, and customer success—into Centers of Excellence, significantly enhancing efficiency.» Advocated for organizational optimization by proposing consolidation of key operational systems— including service management, CRM, and project management—to enhance efficiency.

Accomplished Managing Director with a proven track record of delivering new software solutions, revitalizing distressed business units, driving operational excellence, and achieving significant revenue growth. Skilled in leading cross-functional teams, optimizing customer-facing departments, and deploying innovative fintech solutions.» Leadership Impact: Transformed underperforming teams, doubling implementation velocity and reducing case backlogs by 50% in 60 days.» Revenue Growth: Delivered $70M+ annual topline revenue, increased margins by 8-10% YOY, and spearheaded new revenue streams, adding $1M+ through professional service enhancements.» Operational Excellence: Reduced employee-related expenses by $750K and achieved $1.2M in cost savings through strategic restructuring and process improvements.» Technology Innovation: Pioneered emerging tech solutions, including cloud computing and Kubernetes, to enhance performance, scalability, and competitiveness.» Crisis Leadership: Successfully created, maintained, and implemented a business continuity plan, ensuring seamless remote transition for 200+ associates during unprecedented pandemic.

Coordinated the efforts of the product backlog, development, and quality assurance teams, for six customer, account, and lending origination lines of business.» Launched two new product lines that generate over $21M in annual revenue, with teams leveraging development technologies such as RPG, C#, ASP, WPF, Entity Framework, and SQL.» Spearheaded the adoption of agile methodologies to streamline project execution and enhance efficiency.

Managed development and deployment of a new account and loan origination system.» Leveraged multiple strategic partnerships to assure the product met the needs of banks with assets exceeding $1B.» Led acquisition of 12 employees to drive completion of the new account and loan origination system.

MANAGER – PRODUCT, DEVELOPMENT, QUALITY ASSURANCE – ARGOKEYS ACCOUNT & LOAN ORIGINATION SOLUTION» Launched new product lines derived from partnership ship Argo Data Resources. » Introduced product lines as part of customer segmentation strategy targeted at JHA customers with $1B+ assets. Led to customer acquisition and expanded revenue opportunitiesMANAGER – PRODUCT, DEVELOPMENT, QUALITY ASSURANCE – PEERLESS21 CORE BANKING SOLUTION» Responsible for design and delivery of core banking solution enhancements» Introduced formalized quality assurance processes improving product quality» Initiated new product backlog management strategy that resulted in improved customer satisfaction and retention. SENIOR PROGRAMMER ANALYST – PEERLESS21 CORE BANKING PROFESSIONAL SERVICES» Documented customer requirements, developed, tested, and delivered complex software customization projects driving additional revenue and improving customer satisfactionSENIOR SOFTWARE ENGINEER/TEAM LEAD – PEERLESS21 CORE BANKING SOLUTION IMPLEMENTATIONS» Engaged customers to document data conversion requirements, completed coding, executed data conversion, and performed initial data quality assessments» Represented conversion team to financial institution executive team, managed onsite project activities and assured successful completion of implementation Implementation Analyst – PEERLESS21 CORE BANKING SOLUTIONCustomer Support Representative - INFORM CORE BANKING SOLUTION