Responsible for all types of consulting to the financial industry Specialties include business analysis, payment operations, strategic account management, contract negotiation and management, operational consulting, presentation and proposal development, competitive analysis, top talent recruiting and training, P&L management, strategic alliances, process improvement, compliance, engagement consulting.

Responsible for all areas of consulting engagements in financial institutions including: market, customer, competitor and cost analysis; operational reviews; financial models; business research; presentation creation and delivery; recommendation buy-in from C-level executives; new areas of business; industry conditions; external economic factors; technical implementation, tracking and core processor interfaces; and compliance. Review bank and credit union documents and processes for compliance to Electronic Funds Transfer Act (Regulation E), Truth in Savings Act (Regulation DD), Final Joint Guidance on Overdraft Protection Programs and FDIC Overdraft Payment Supervisory Guidance. Advanced analytical and extraction skills with Monarch and Microsoft Excel.

Responsible for recruiting, evaluating, training and developing strategic alliance partners to resell treasury management solutions including remote deposit capture, ach, debit and credit card services.

Managed the Southwest Region selling teller, check processing and back-office solutions and services to financial institutions.

Member of management committee, reported directly to company president. Managed team of six direct and three indirect salespeople plus four-member marketing team. As part of the executive committee, created and executed business plans which included revenue forecast, marketing, implementation and product development. Adjusted business policies and procedures to improve efficiency, make internal communications more effective and resolve internal conflict. Re-organized corporate structure and managerial practices to be more in line with standard operating procedures to prepare company to be sold. Coordinated and conducted weekly meetings with staff to ensure that customer needs were being met, product development projects were on track and employee resources were properly allocated. Created sales collateral, sales training, pricing strategy and commercialization strategy specifically to take advantage of the new Check 21 legislature.

Managed all aspects of financial industry strategic alliance relationships including contracts, training, logistics, pipeline management, sales, forecasting and order management. Helped develop Financial Systems Division channel strategies by gathering information on potential partners, analyzing products, financials, operations, pricing, managerial practices and credit condition to determine the risk of potential relationships. Drove cross-company business initiatives, removed technical barriers, managed channel conflict and helped close business. Managed a direct sales provincial territory in Texas for 6 ½ years before moving into management at company headquarters. • Supported partnership revenue growth from $35M to $78M in two years. • Expanded marketing relationship with a Master VAR from $2.8M to $12M in 3 years while maintaining a 60% gross margin. • Delivered $10.9 M revenue on annual quota of $8M to finish as top U.S. District Manager with 137% attainment. Attained NCR’s Highest Sales Goal (Century Point Club) 12 times. • Recruited, hired and managed a team of 10 customer service professionals and 8 administrative people focused on the financial industry.

Helped put KMRK on the air and advised operations until it was sold in 1999.