Lead strategy and innovation for traditional brick and mortar - OMB Bank.Lead OMBx separate business division supporting embedded finance and Fintechs.

🏆 Leads Operations to ensure OMB has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively support and grow the organization. ✔ Responsible for leading and developing multiple units of the bank - including deposit operations, retail and business banking, compliance, and IT.

Design Thinking Advisory BoardMissouri State is a public university with students from across the nation and the world. Our Design Thinking Certificate Program represents a unique opportunity to learn to apply principles that drive innovation. Using techniques developed by top firms, our faculty experts guide you through every step. The DT faculty includes noted authors and C-Level executives in the DT space. Our expert DT faculty will help you combine both creative and analytical thinking to solve complex, real-world problems, while employing a set of methods and a corresponding mindset to promote a human-centered look at innovation.

🏆 Leads Operations overseeing 1,200 commercial clients with 101 employees and 8M users of 35 online products, managing $79M in revenue and $55M in profit.✔ Responsible for teams processing $4M/month and annual licensing maintenance of $15M.✔ Delivered training at educational conferences for audiences of >300.✔ Guides teams through handling ~70K Tier 1 support cases per year.✔ Eliminated monthly error margins from ~$15K to $0.✔ Realigned mobile tech support processes to cut $100K annually.✔ Researched, developed and proposed new pricing structure to slash $400K per year. ✔ Streamlined outdated billing, taking process from 2+ weeks to only 2.5 days.✔ Leads crisis management efforts, plummeting tech issues by 71% in only 3 years.✔ Renegotiated vendor contract to trim $1.2M annually—a 44% expense reduction.✔ Boosted total revenues by ~$6M in 2 years while raising margins 8.3%.✔ Eliminated the need for 14% of headcount within 4 years.✔ Streamlined processes for a $182K annual reduction and established faster platform installations for an additional annual savings of $450K.

🏆 Developed cross-functional reporting process for “Gold” customers, catapulting responsiveness to 99.8%; this achievement resulted in being honored with the Leader of Excellence Award. ✔ Served as unofficial Chief of Staff for Managing Director of Back-Office Operations.✔ Grew offshore team from 115 to 275, to boost savings by $1.4M annually.✔ Won numerous coveted awards for Leadership and Customer Support.✔ Optimized monthly forecasting accuracy from ~95% of $4M monthly processing operations to >99%.

✔ Part of AT&T’s Financial Leadership Program, an executive training program covering marketing group finance, internal audit and Sarbanes/Oxley compliance issues.

✔ Created an automated data conversion package that allowed for a “one-touch” full customer data conversion, becoming the company standard.