Our MIssion is to collaborate with businesses to streamline their payment processing fee environment, striving to produce the lowest overall total cost possible. Our unique approach involves sharing in the tangible savings we generate — real money that our clients would not have saved or recouped without our expertise. This is not just our claim, but a testament echoed by our past clients.Our mission is the same mission we had PE Systems 1.0 from 2001-2010. Generated over $282 million in savings for clients by meticulously reviewing and analyzing more than $110 billion in credit card revenues.Spearheaded the growth of our business from a ground-zero starting point to a remarkable annual revenue of over $8 million, maintaining impressive 40% profit margins.Elevated operational efficiency by designing proprietary software to automate the cost-saving process associated with credit card acceptance fees. This innovation culminated in securing a full US Patent for our groundbreaking software.Successfully onboarded a prestigious local university as a client within the first year, strategically expanding our client portfolio to encompass lucrative university accounts across the United States.Provided exceptional service to a diverse clientele, including 300+ universities, esteemed MLB and NFL organizations, and a total of over 3,000 clients.

During my tenure with this organization, I assumed a leadership role where my primary objective was to assist clients in realizing substantial cost savings on critical profit and loss (P&L) components. These included but were not limited to credit card fees and waste and recycling expenditures. My responsibilities encompassed a wide spectrum of tasks, including the development and implementation of sales and business growth strategies.I also provided valuable counsel to companies on crafting optimal corporate payment strategies. This involved structuring their existing payment processes to operate at the lowest feasible cost for payment acceptance. In parallel, I kept a vigilant eye on evolving technology trends and ecosystem shifts that had an impact on customer requirements. I was also responsible for constructing business cases, financial models, pricing proposals, and delivering sales support for strategic partnerships. Throughout my tenure, I consistently fostered and maintained positive, enduring relationships with our valued clients.During my time here, I achieved several notable milestones, including:Facilitating savings amounting to millions of dollars for a prominent multinational client. This was achieved through a concerted effort to reduce Interchange and other merchant fees associated with their acceptance of credit card payments from customers.Effecting annual cost reductions in the tens of thousands for a major local hospital client, particularly in the domain of waste and recycling. This was accomplished through a comprehensive assessment of their existing operational framework and the implementation of cost-effective operational adjustments. These changes involved collaboration with existing vendors to enhance efficiency and decrease costs, as well as the introduction of new vendors in areas where cost savings had not been explored previously.

I co-founded and led the operational, financial, and business processes for this multi-million-dollar company providing cost-saving solutions to reduce costly merchant fees for large businesses. I held full profit and loss (P&L) accountability, establishing strategic insight, operational guidance, and leadership related to the company's short- and long-range business objectives. My role involved developing and implementing effective policies and programs to support the organizational mission and vision. I also monitored relevant changes in the marketplace and worked to continuously position the company to take advantage of opportunities. In addition, I developed and presented reports to Board of Directors (of which I was one).