I have over 15 years of experience in the B2B payments and technology industry and I’m the National Sales Director for Vantage’s B2B Division with offices in Los Gatos, California. My work includes working closely with B2B and B2G clients with focuses on reducing cost on commercial card transactions and reducing the time it takes to get paid on invoices. I focus on strategies for payment processing fee reductions through card Interchange management and payment technology and help implement complete invoicing and payment solutions to help get paid faster.I also work on developing relationships with strategic partners such as software companies, bill payment companies, CPA’s, Business Brokers and Financial Advisors to provide Level 3 payment processing solutions and online invoicing and payment solutions for their clients and customers.

My background is made up of over 20 years of experience in the financial services industry and have served as President and Chairman of the Board of the International Association of Financial Planners (IAFP), Santa Clara Chapter. I was a Certified Financial Planner (CFP) for ten years, providing tax, investment and retirement planning for high net worth individuals, so I understand the challenges and benefits of living and working in Silicon Valley. I later became a managing partner of a private equity firm that provided assistance with help starting, restructuring and pre -IPO funding for Silicon Valley start-up companies.