Provide strategic positioning, consultation and implementation services of new/improved products and services, largely within the financial and technology arena. Serve large organizations (financial services technology companies, wealth management firms, credit unions), local and national financial services industry associations, and startups (challenger bank, health tech).Scope of engagements include planning and execution: creating and building all aspects of new multi-million dollar deposit adjacency business for one of the nation's best known fintech brands; multi-horizon strategic planning; real-time payments; design thinking; product management; product and operations build out for a challenger bank; marketing, including go-to-market strategies and digital campaigns; value proposition/market positioning; focus groups (with an emphasis on millennial attitudes and behaviors); pricing/marketing; and due diligence for targeted acquisitions. Serve as board-level advisor to start-up companies, and thought partner for more established firms looking to re-invent their offering, value proposition and/or customer experience.

Operations planning and payments product management. Varo Money is a challenger bank backed by Warburg Pincus, with one of the largest rounds of fintech funding.

Managed the digital assets, marketing operations/automation for full-services investment advisory firm. Created/implemented B2C and B2B go-to-market strategy and digital marketing initiatives to expand reach at scale.

Managed Digital Banking product management, marketing, business development, and national markets strategy functions within the Intuit Financial Services Division, providing digital banking and bill payment services to nearly 1000 financial institutions. Developed new digital banking user interface that was rolled out to 800+ financial institutions and 12M online banking users, including 4.3M bill pay users and 4.8 mobile users. Drove Mobile Money pilot (near field communications for point-of-sale payments), the first use of real-time, good funds payments. Led strategic vision and positioning for durable data connectivity, engagement and revenue growth opportunities for large financial institution relationships, and product planning/annual budget.

Led product management for strategic payments infrastructure initiatives supporting multiple business units across Intuit.Developed strategy and led various initiatives including person-to-person (P2P) payments and account verification services.

Led the internal business support functions for Small Business-IT services.

Managed global relationship management team and technical business support activities. Developed and implemented five-year IT business and financial plan, setting the organizational vision for both the long-term and short-term horizons. Led integrated planning across the organization -- costing, workforce and capacity planning, business resumption.

Business manager for all aspects of nationwide electronic bill presentment and payment business strategy. Managed in-house pay anyone payment engine. Increased electronic delivery rate from 50% to 73% - the highest electronic delivery rate in the country and 32% higher than industry average.Led ACH product management team that developed and implemented electronic payment services for commercial customers. First financial institution to implement a comprehensive risk management program which promulgated industry-wide adoption of ACH processing limits. Conducted internal and industry training.