Terry Lee

Terry Lee Email and Phone Number

Chief Revenue Officer @ Arkatechture
Boston, MA, US
About Terry Lee

I have been primarily focused over my career on helping fintechs grow through sales, partnerships, product, marketing as well as streamlining and ramping operations. Growing a business is about fixing problems and building relationships. There is something new almost every day and it never gets old. At Informed, we are focused on using artificial intelligence and other technologies to help lenders make more loans, reduce risk and costs while also expanding credit to more people. In addition to Informed, I am also an advisor and investor with various start ups such as TWIGD, where we are taking companies from now to digital using branded games like The Waiting Game to turn the bad experience of waiting into a more delightful experience with your brand.Before Informed, I worked with a direct to consumer lender Avant to spin out a new entity Amount. At Amount we helped financial services companies accelerate their digital transformation to bring in more customers, quickly offer new products and expand their footprint while also improving the customer experience and reducing fraud. Prior to Amount I spent two years at FIS helping to grow a recently acquired business unit within Sungard. Integrated Payables worked with banks to help their commercial clients automate corporate invoicing and payments. Before FIS, I spent a year at Intel leading a product effort where we launched compliance and fraud solutions leveraging their newly acquired Saffron cognitive computing AI platform. Before Intel, I was President of Exari for about 8 years, where I helped grow the company substantially and prepare it for the eventual sale to Coupa. By providing contract management solutions, Exari leveraged analytics, NLP and machine learning. Prior to Exari, I ran the U.S. enterprise banking business at Efunds until we were acquired by FIS and subsequently spent about 6 months at FIS leading a team of product solution consultants. Before eFunds, I spent 6 years at IBM in various management, consulting, sales and business development positions focused on what we now call fintech. I was also part of the first AML Certification class from ACAMS. Way back in the day, I spent about 5 years as a co-founder of various technology startups and spent over 10 years on Wall Street in several positions including management, sales and compliance at what is now Citigroup and JP Morgan Chase. When not working, I try to get fit by trail running, climbing mountains and playing Ultimate frisbee while trying to avoid Ben & Jerry's Ice Cream.

Terry Lee's Current Company Details
Arkatechture

Arkatechture

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Chief Revenue Officer
Boston, MA, US
Terry Lee Work Experience Details
  • Arkatechture
    Chief Revenue Officer
    Arkatechture
    Boston, Ma, Us
  • Informed.Iq
    Chief Revenue Officer
    Informed.Iq Nov 2021 - Present
    San Francisco, Ca, Us
    Driving growth for a company that is changing the game of consumer lending by increasing the number of booked loans, reducing manual reviews, cost and fraud and giving lenders more insight into their customers. Informed does this by automating the verification of income, assets, residence, identity and more in real time using AI and RPA. We raised our Series A from two great VCs Nyca and USVP in 2021. Come check us out at informediq.com.
  • Twigd - The World Is Going Digital
    Advisor
    Twigd - The World Is Going Digital Jul 2020 - Present
    Ontonagon, Michigan, Us
    The World Is Going Digital - TWIGD - is helping move your message from now to digital. Starting with branded digital games and moving on to digital goods like NFTs, digital events and the metaverse, TWIGD can help you grow your business, engagement and retention.
  • Amount
    Vice President Of Sales
    Amount Oct 2019 - Nov 2021
    Chicago, Illinois, Us
    Joined Avant in October 2019 to help spin out a new b2b digital infrastructure fintech called Amount. Helped build the new sales and business development team and led sales efforts with large banks. In the 2+ years I was there Amount raised approximately $250m from QED, Goldman, Hanaco, Westcap and others and achieved unicorn status.
  • Fis
    National Sales Executive
    Fis Sep 2017 - Sep 2019
    Jacksonville, Fl, Us
    Worked with banks to help them provide corporate payables solutions to their commercial customers.
  • Intel Corporation
    Product Managament Ai
    Intel Corporation Jan 2017 - Oct 2017
    Santa Clara, California, Us
    Led product development team focused on creating new products in the financial services vertical focused on AML/KYC and Fraud for Intel's newly acquired Saffron Cognitive Computing Division. Launched products in Anti-Money Laundering, Fraud and Payments related areas with several large global and national banks.
  • Exari Systems
    Member Board Of Directors
    Exari Systems Sep 2009 - Dec 2016
    Boston, Ma, Us
    Served on the Board of Directors.
  • Exari Systems
    President
    Exari Systems Apr 2009 - Dec 2016
    Boston, Ma, Us
    Responsible for global sales, marketing, operations, finance, product and technology. Grew company 20x through the very challenging environment of the banking crisis. Exari eventually exited to Coupa Software in 2019 for approximately 20x revenue and Coupa was subsequently acquired by Thoma Bravo.
  • Exari Systems
    Vice President Sales And Marketing
    Exari Systems Jun 2008 - Apr 2009
    Boston, Ma, Us
    Vice President of Sales and Marketing at Exari Systems. Led all revenue generating activities for growing start up.
  • Fidelity National Information Services
    Evp - Sales And Business Development
    Fidelity National Information Services Oct 2007 - Jun 2008
    Jacksonville, Fl, Us
    Fidelity Information Systems (FIS) acquired eFund for $1.8bn in 2007. During the transition, ran large team of subject matter experts supporting all product sales in the United States.
  • Efunds
    Svp - Major Accounts
    Efunds Apr 2006 - Oct 2007
    Us
    Created and ran a new business unit that focused on sales, business development, account management and professional services for the top 100 financial institutions in the United States. Built business substantially prior to exit to Fidelity Information Systems (FIS) for $1.8bn in 2007.
  • Ibm
    Client Executive
    Ibm Jan 2005 - Apr 2006
    Armonk, New York, Ny, Us
    Led client team responsible for relationship with State Street Bank. Managed all existing relationships and ongoing services as well as being responsible for all net new sales.
  • Ibm
    Head Of Payments Risk And Compliance With Focus On Aml/Kyc
    Ibm Jan 2002 - Jan 2005
    Armonk, New York, Ny, Us
    Led team who worked with IBM financial services customers to build solutions around payments, risk and compliance. Team focused on wholesale and retail EFT payments, wire transfer, cash management, fraud, Patriot Act compliance, AML, and Basel II. Achieved certification as Certified Anti-Money Laundering Specialist in first certification class offered by ACAMS.
  • Coverage Connect
    Founder, Cio And Board Member
    Coverage Connect Nov 2000 - Jan 2002
    Cofounded and led all technology and development for a company focused on helping financial institutions automate the sales and support of property and casualty insurance using an expert system. Worked with another cofounder to recruit a very senior group of Wall Street executives to raise money, sit on the board and take on executive positions such as CEO. Raised about $6m, hired IBM to build the application and eventually sold the company.
  • Onstream Media
    Svp - Business Development
    Onstream Media Nov 2000 - Nov 2001
    Responsible for all sales and business development as well as working on new product development. Created partnerships with Comcast, NBC and Yahoo.
  • Bluestone Capital Partners
    Managing Director
    Bluestone Capital Partners Jan 1999 - Nov 2000
    Responsible for investment banking, trading, sales and research as well as being responsible for managing the Boca Raton, FL office. Helped a number of small technology companies raise private capital and create partnerships that helped them expand their business.
  • Laidlaw Capital
    Managing Director
    Laidlaw Capital Jan 1998 - Jan 1999
    Manager of Florida office. Responsible for investment banking, trading and sales.
  • Jpmorgan Chase & Co.
    Account Executive
    Jpmorgan Chase & Co. Jan 1996 - Jan 1998
    New York, Ny, Us
    Responsible for sales of financial services products and services to regional institutions at Bear Stearns prior to the financial crisis and the subsequent forced sale to JP Morgan.
  • Smith Barney
    Account Executive
    Smith Barney Jan 1991 - Jan 1996
    New York, Ny, Us
    Responsible for sales of financial services products and services to regional institutions and individuals

Terry Lee Skills

Start Ups Strategy Business Development Sales Saas New Business Development Account Management Strategic Partnerships Enterprise Software Management Leadership Salesforce.com Cloud Computing Solution Selling Business Analysis Financial Services Marketing Strategy Sales Management Sales Process Document Automation Business Direct Sales Investment Banking Capital Markets Venture Capital Entrepreneurship Commercial Real Estate Anti Money Laundering Operational Risk Management

Terry Lee Education Details

  • Carleton College
    Carleton College
    English Literature
  • Lancaster University
    Lancaster University
    Italian
  • Stillwater Area High School
    Stillwater Area High School
    Hs Diploma
  • Troy High School
    Troy High School

Frequently Asked Questions about Terry Lee

What company does Terry Lee work for?

Terry Lee works for Arkatechture

What is Terry Lee's role at the current company?

Terry Lee's current role is Chief Revenue Officer.

What is Terry Lee's email address?

Terry Lee's email address is tb****@****ail.com

What is Terry Lee's direct phone number?

Terry Lee's direct phone number is +150880*****

What schools did Terry Lee attend?

Terry Lee attended Carleton College, Lancaster University, Stillwater Area High School, Troy High School.

What are some of Terry Lee's interests?

Terry Lee has interest in Education.

What skills is Terry Lee known for?

Terry Lee has skills like Start Ups, Strategy, Business Development, Sales, Saas, New Business Development, Account Management, Strategic Partnerships, Enterprise Software, Management, Leadership, Salesforce.com.

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