Steve Nelson Email & Phone Number

Phoenix, Az, Us

Phoenix, Arizona, United States

With a staff of former banking & treasury management professionals, our goal is to ensure clients are maximizing all available solutions within the commercial banking industry to support their growth and mitigate headwinds. We remain committed to becoming your trusted partner for evaluating your strategy and costs related to treasury management, bank fees, lending, merchant and foreign exchange. Connect with a team member today to learn more at info@eventus-ps.com or 602-758-1600. hashtag#banking hashtag#treasurymanagement

I was hired as one of the first 20 Portfolio Managers as part of AMEX’s new client facing team to drive revenue and account retention by managing an average of 100-150 of the company’s most profitable and high-value business/corporate accounts throughout the US.• Started with a $200 million portfolio in client revenue in 2007 and expanded to $600 million in 2023.• Drove revenue growth/profitability with Top 10 accounts, generating $3,372,806 in profit during best year.• Achieved 100%+ of annual goals (spend growth per client, customer retention, portfolio profitability) 14 of 16 years. • Exceeded expectation by achieving results with aggregate portfolio spend growth of more than 13%. • Managed and increased sales generating $500,000+ annually in profit per account an average of $20 million-$50 million/year in charge volume. • Built customer loyalty through C-level relationships, consultative selling, client visits, nationwide client entertainment, and serving as single point of contact to resolve issues with all relevant AMEX services. • Selected by President of AMEX OPEN as an AMEX Shark Tank Finalist (1 of only 4 employees) to present a business idea to Vice Chairman of AMEX at the annual Town Hall meeting in NYC that was broadcast company wide.

I was hired by this privately held startup software company based on my US Patent (7,516,883 - consumer reward-based financial transaction system) and technical understanding of payment card processing and IT Infrastructure, to increase US sales of the SaaS Loyalty & Rewards fintech platform for customer intelligence and relationship management. • Developed the C-level relationships with Certegy (spinoff of Equifax payment services division) that resulted in Certegy’s acquisition of VCMG, Inc. for $40 million. • Successfully completed consulting engagements with MasterCard International, AMEX, and Certegy. • Generated new leads with credit unions, regional banks, and big-box retailers by promoting and selling VCMG technology’s ability to build customer loyalty programs and provide cash back rewards to consumers. • Designed and implemented merchant coalitions for payment card loyalty programs resulting in 8-12% increase in incremental spend, transaction volume, and cardholder visits. • Established relationship with MasterCard Advisors resulting in joint venture with MasterCard’s RAP program.

I conceptualized and directed the startup of this provider of a card-based loyalty and rewards program technology to empower financial institutions to expand market reach, revenue, and customer base. Secured 2 US Patents (6,105,883 & 7,516,865) that rewards consumers with cash back into an investment savings account. • Called on and met with C-Level executives at Visa, MasterCard, Goldman Sachs, and TIAA-CREF to sell proprietary financial transaction system that enables cardholders to accumulate significant savings, via investments, while purchasing day-to-day products and services. • Secured $1 million in funding to finance the initial startup and growth of the company. • Developed relationships with Ernesto Zedillo (former President of Mexico) and German Fernandez (Chief Attorney to President of Mexico) who endorsed Pluris Savings technology and concept.

I received US Patent (6,258,429 - invention of one-way, see-through film for advertising on glass) and won Sweat Equity Award from University of Arizona’s Karl Eller Center and SGIA Business Promotion Awards Competition for the product invention. Secured $1.2 million in capital for development of laser production system distributed globally to 40+ countries and negotiated OEM and private label agreements with Fortune 500 companies. Chosen as guest speaker and keynote speaker for invention at industry conferences.

Business, Karl Eller Entrepreneurship Program

Activities and Societies: Selected as one of 15 undergrads for admission to Karl Eller Entrepreneurship Program

Freshman Sophmore Year Before Transfer

Activities and Societies: Soccer at SCU