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• Led the digital transformation of cross-functional teams with development and launch of 4 mobile apps across North America generating a 30% lift in both app usage and downloads.
• Grew new tax partnerships with H&R Block in Canada with an increase of 20% YOY growth.
• Added over 300 new business accounts which resulted in an increase in revenue by 30% for Money Mart.

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• Managed team of industry veterans who collectively grew portfolio of $170B by 18% YOY. Accomplished leader and public speaker.
• Identified, negotiated and managed multiple Tier 1 Payment Acquirer partnerships in the US and Canada that represented 68% of total company revenue (projected).
• Led cross functional team that designed and developed cutting edge payment acceptance hardware, including $12.5M project and component budget, go to market plan, manufacturing and certification processes

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• Led multiple companies through debt and equity raises and recapitalizations totaling approximately $300MM (aggregate)
• Led multiple companies through revolving credit and term loan facility closings totaling over $700MM (aggregate)
• Led company through $160MM asset-backed securitization
• Experienced working with boards of directors and approximately 20 private equity, venture capital, asset management, and family office investment groups.

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• Utilized Python Scripting and Sheets automation to increase pricing updates by 50% in a given week, while decreasing the average time spent by 5 hours per week. Pricing curves were used to drive $154 million in Q3 ‘22 revenue.
• Maintained Looker Studio dashboards for over 50 lending partners, an increase of over 20 partners YoY. Dashboard analytics includes lending volumes, target returns, and target losses on adjustable time frames, as well as reporting each metric over loan risk grades, term lengths, and geography.
• Hit KPI late/defect rates at less than 1% over 300+ yearly deliverables. Deliverables include direct measured geographical asset reporting, income/risk modeling, and household wealth estimations.

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Deep expertise in financial services.  Able to translate complicated subjects into actionable intelligence for internal stakeholders and for effective advocacy with external decisionmakers.

• Quickly established/expanded an effective nation-wide GR operation and has led direct and successful defenses of legislative and regulatory threats (15 major #wins).
• A thought leader within industry trades and can establish and direct broader coalitions (12 state and 5 national in 2015-2020).
• Effectively retained and simultaneously managed multiple external vendor/consultants (including lobbying firms (22), external comms (4), outside counsel (4) , and various data study aggregators). Responsible for a $5M+ external budget.

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• Business owner of Payment Portfolio (Credit | Installments) and tender-neutral Loyalty Program for a large specialty retailer. Spearheaded implementation & drove acquisition of ~2MM members with a high retention rate (70%). Overall, generated ~$90MM in incremental gross margin.
• Ran omnichannel growth programs for a FinTech/BNPL company to drive an incremental $700MM in sales through personalized CRM strategies.
• Expertise in leveraging data for AI/ML enabled decision management to optimize marketing investment and profitability. Drove an incremental 3% ROO on a credit portfolio for a large card issuer.

Date Posted: 9/1/20

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• Led geographically dispersed teams responsible for analysis and strategic planning specific to PLCC (Special Retail Apparel) and CBCC (T&E, Beauty/Cosmetics and Big Box) segments, driving $18B in Sales, accounted for ~50% of total company sales.
• Spearheaded effort to build scale and profitability for the CBCC portfolio, resulted in >20% 3-year Sales and Revenue CAGR; fastest growing company portfolio.
• Evaluated investment decisions and provided financial insights to optimize acquisition strategies for a PLCC/CBCC dual card portfolio, resulted in $10M incremental annual profit.

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• Guided all functional areas as Chief of Staff/Senior Management team leader of $6.3B private label credit portfolio for 15+ partners with 7-8% EBIT annually
• Sized and offset the potential impact of $500M in lost revenue due to CARD Act legislation by resetting the fees and interest baselines
• Led cross-functional team in pilot of new fixed payment lending product that created $1M volume from 75K customers in first the 45 days

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• Go-to-market leadership for the launch of 2 stored value gift cards. Grew to 8-figure business by expanding distribution into 5,000+ retail locations and dozens of online retailers.  New product development for 4 rewards-based credit cards including Miles and SMB cards.
• Executed 3 Super Bowl commercials and led business development and marketing activation of strategic partnerships with 4 NFL teams, resulting in billions of branded media impressions.
• Exceeded financial targets and KPIs for diverse 9 figure P&L product portfolio.

Global VP/GM experience with product marketing, revenue management, customer analytics, and business development.

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• Redesigned and led the implementation of a new Target Operating Model of a Fortune 500 banking group resulting in 40% reduction in back office operating costs.
• Restructured a Fortune 500 banking group operations in Central America, Caribbean, and South America by consolidating into two regional hubs delivering improved SLA’s, enhanced governance as well as 7% cost savings.
• Has a unique combination of consultancy, internal consulting, entrepreneurship and general management experience in North America, Europe and the Middle East

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• Reduced operating expense by $2.5M through new account placement strategies, solving compliance risks in credit reporting, redesigned call campaign strategy, and improved bankruptcy processing.
• Improved operational results by championing start-up of “2nd Voice” best practices driving 300+ added daily promises to pay and $7.5M in annual payments.
• Led single and multi-site centers with 1000+ agents and achieved 95% Service Levels for 500k+ monthly call volume inbound contact centers.

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• Signed 12 new enterprise level partnerships as a result of a major overhaul of the value proposition and development of a multi-channel demand generation marketing strategy.
• Grew online lead volume by 50% and drove double digit revenue growth in 3 consecutive years resulting in annual revenues of $90MM by optimizing marketing at all stages in the marketing funnel.
• Improved NPS by 50% by enhancing customer service and implementing customer feedback for a proprietary credit card portfolio.

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• Owned all aspects of marketing strategy, promotion, and communications for a top-tier client, introducing industry-leading design solutions and winning back 70% of cardholders from a previous lender’s program.
• Rolled out robust campaigns to boost below industry standard spend-per-account metricsexceeding balance targets by $25MM within the first year.
• Launched Premium network products, cultivating revenue growth, then launched 2 clients on the n products with balances of over $150MM within 12 months.

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• Developed and launched new Rewards Card, driving 40% lift in direct channel gross response rate and 30% lift in total acquisitions
• Led website Consumer Checking redesign and content strategy, contributing to an 85% increase in prospect conversions
• Increased Loyalty Product revenue 110% in 1.5 years with a multi-faceted strategy enhancing program rules and sales processes and developing and implementing branding and promotions marketing plans
• Increased bank call center credit card sales 34% with service-to-sales program
• Generated $7B+ in new branch deposits over 17 months with 5 prospect direct mail promo offer campaigns

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• Data driven strategist closing a $25M in credit loss gap, 25% YOY sales increase through Dashboard Reporting implementation, and $15M direct marketing expense save through implementation of a third party response model in last three prior roles respectively.
• Diverse Fintech skills sets engaging and leveraging subject matter between Marketing, Finance, and Information Technology Teams.
• Relationship and Team Building Executive who unifies cross functional staff, vendors, and senior leadership.

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• Product leader with 17+ years of management experience – driving innovation and growth, creating delightful customer experiences, and a track record of building high performance teams.
  • Proven success in developing complex digital products – concept to launch, and managing consumer financial programs at scale – delivering incremental annual revenue over $100MM.
  • Experience leading large (up to 100+ members) cross-functional teams (Product, Design, Engineering, Data Science, Operations, Finance) using agile methodologies, values, and procedures.
  • Excellent relationship building, collaboration, and communication skills across functions and all levels

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• In Fortune 100 C-level roles, led teams to build world-class enterprise risk management processes that enabled a $20 billion IPO spinoff and met rigorous ‘Heightened Standards’ federal regulatory requirements for large banks.
• Saved $30MM in fraud loss exposure by leading full credit card portfolio reissue of 12 million cards in a 90-day time frame to mitigate a counterfeit and money laundering crime outbreak.
• Advanced the small business credit industry by arranging collaborative data-sharing consortiums across major financial institutions for improved decision-making and capital allocation.

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• Co-founded, developed, and launched the global roll-out of a machine learning fraud risk product suite. Managed global business development strategy and secured commitments contributing $100M in annual revenue.
• Reduced chargeback loss rate from 80 bps to 8 bps by implementing and optimizing fraud risk solutions and optimizing fraud data analytics and fraud operations. Resulted in $2M + in annual fraud savings.
• Prevented defection of major client by re-gaining client trust. Worked with client to re-implement software resulting in annual fraud savings of $3M. Resulted in client re-commitment and acquisition of four new clients.

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• Identified $300M+ in external spend from loyal ASDA UK customer; drove successful conversion.
• Built Money Card (GPR) behavioral segmentation model with file of 60M customers
• Launched a Credit Card activation & utilization program in Australia
• Managed Retail, Credit Card & Loyalty programs across >25 countries
• Deployed Strategic Category Management Platform with sales projections of $300 million

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• Repositioned core checking account to the Asian market, resulting in doubled the acquisition volume, 30% growth in portfolio accounts and 20% growth in balances YOY
• Managed marketing strategy and campaigns for 7 corporate partners in the loyalty program, delivering value of  $22M+ ( in loyalty points) to their customers each year
• Revamped employee credit card sales incentive program to improve engagement & conversion, resulting in 25% increase in account acquisition vs prior 6 months

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• Created and executed product strategies supporting credit card acquisitions for a top fashion retailer generating 30% and 25% YoY growth.
• Lead all marketing, pricing and branding efforts for a new product suite of alternative financial services for a $20 billion regional consumer bank that launched successfully to 105% of plan.
• Developed and managed deposit acquisition campaign that grew deposits by $225 million over the first three quarters of 2012, 150% of plan.

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• Won C-suite buy-in around multiple strategies involving expanded populations and new processes improving approval rates by over 25% and increasing AR by $1B+ over 3 years
• Delivered $70M+ in cost savings over 5 years through renegotiation of contracts with major networks and vendors
• Launched multiple payment products with end to end P&L responsibility delivering $1B+ incremental AR, ROAs exceeding 3% and increased revenue 15%+ over 4 years

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• Successfully produced $500M increased finance volume opportunity with reduced retailer time to market and opened door to new market vertical by co-inventing patented Virtual Card Number payment solution.
• Define and optimize customer journey and delivery of professional services and support, in collaboration with sales and marketing team, resulting in 35% accelerated time to market and ramp to revenue.
• Successfully produced 20% year-over-year (YOY) sales growth and 15% YOY commission growth for large retail partner. Planned and executed new prepaid card features and marketing plan to improve customer experience and increase awareness of prepaid features.

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• Guided pursuit team in unseating a 100-year incumbent at a large, Columbus-based power company, resulting in a $60 million win
• Managed proposal development by facilitating and collaborating with proposal teams on bids; awards totaled more than $244.1 million
• Led national security proposal development teams; IDIQ wins totaled more than $1.45 billion

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• 3 promotions at American Express in a 12 year career that spanned B2B and B2C, customer acquisition and retention, and product management. Led teams of 25 – 40 employees over last four years.
• Expert in customer acquisition – 9 years of experience; led digital channels, external partnerships, direct mail and email. Drove lifts for all channels; 40% lift across digital channels.
• Led key marketing launches and transformed channels – includes customer marketing plan for the refreshed consumer Platinum Card, the Refer a Friend program for business customers, a Members Essential platform for consumer cards, and the transformation of the display and paid search channels.

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• Led multiple companies through equity raises and recapitalizations totaling over $250MM (aggregate)
• Led multiple companies through revolving credit and term loan facility closings totaling over $900MM (aggregate)
• Led company through $160MM asset-backed securitization

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• Led deployment of an innovative insurance product with fully automated underwriting exceeding expected performance with $2.8MM in premium and 4,300 insureds generated during six month pilot.
• Launched an ecommerce retail brand in the employee benefits space resulting in signing over 70 clients, partnering with 30 key brokers, averaging a 7.5% purchase rate with an average purchase of $600 and a 70%+ repurchase rate among employees within first 2.5 years.
• Developed value added services programs for consumer credit portfolio growing net revenue from $1.7MM to $50MM in under five years.

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• Currently a GM of multi-million P&L / business unit, increasing net income by over 130% in one year, and improving profit margin by over 150%.

• Lead cross-functional department including technology and business teams, launching the company’s first scale-able SaaS platform resulting in new clients generating nearly $4MM in organic card volume in one year.

• Defined growth strategy for a challenging merchant category that delivered annual volume growth of 13%; including commercializing of a first-in-industry real-time payments product that seeks to tap into a $3T under-penetrated market.

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• Sourced and assessed institutional investor partnership opportunities and structured and negotiated complex purchase and servicing agreements, increasing annual funding capacity by $225 million (4.4x)
• Optimized sales process for company’s cloud-based (SaaS) analytics platform by simplifying product pricing, creating bundled product offering and co-drafting new Master Services Agreements, reducing sales cycle by 3 months (50%) and increasing MRR by 10x
• Advised preeminent small business lending platform on inaugural sale of $42 million loan portfolio; led cross-functional team in completion of industry’s first technology-enabled brokered loan sale

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• Built in-house digital marketing team, restructured and optimized SEM Google Adwords and Bing accounts, generated 25K qualified opportunities annually, reduced CPL and CPA 25% and 30% respectively, with a $2.1K NPV and 138% ROI.
• Developed and launched self-service merchant application, defined solution packages, pricing and underwriting guidelines, allowing merchants to sign up for payment processing online – 512 applications submitted first 90 days, 115 accounts approved, $212k average size account.
• Implemented artificial intelligence platform within salesforce.com to fuel incremental lead gen, scored and enriched leads based on defined attributes and predictive models – 4,689 leads generated in first 30 days, 1,172 accounts signed, $336k average size account.

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• Launched first ever eCommerce platform for consumer and business customers with 63% higher margins than other channels
• Improved NPS by 40% across web, mobile and tablet properties/apps by implementing customer feedback
• Created and implemented Pardot lead nurture drip campaign strategy that resulted in a 50% lead conversion rate and a 60% improvement in working pipeline.

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• Launched new business segment, achieved $100 million annual lease volume within 2 years.
• Managed $700 million volume P&L, exceeded aggressive net income goals by 35% – 114%.
• Created successful customer experience program for Top 50 bank from the ground up

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• Re-energized an affinity-card sector by implementing strategies to offset rising losses, reduced marketing funding, and a weakening economy; expanding marketing and product access; reducing compensation by 25% while increasing partner satisfaction by 20%; and increasing balances and spending by 10%.

• Made negotiations an organizational core competency with education and tools, impacting $700MM in partner negotiations.

• Created partner-centric sales templates and a group-visit room for 200+ account executives; led RFP response teams; and developed conference keynotes and amplification strategies.

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• Managed $39MM Closed Loop Prepaid portfolio with continual YOY growth of 10%.
• Executed/Commercialized multiple specialty/promotion marketing programs tied to prepaid and loyalty cards.  Revenue Target was 98% positive to plan. Led cross-functional teams, equity partners, and 3rd party resources to achieve financial and operational goals.
• Increased prepaid/loyalty market value/revenue by 19% YOY by conducting campaigns, sales training, and marketing products to Commercial and Large Corporate merchants.

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• Instituted an integrated multi-product lending for responsive acquisition and effective risk management strategies towards an 11% increase in the volume of applications on the initial first quarter of implementation. Saved the company $5.5M on mitigated losses in the first year.
• Resolved increasing trend in fraudulent transactions using a new approach to build an innovative fraud model. Cut fraud losses by $4M in initial 9 months.
• Developed an Early Warning Indicator (EWI) model to identify accounts on early stages of default. $13M potential losses averted in the first year. Approximately 4.5 man-hours per loan saved on collections.

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• Increased monthly spend per new account by 94% over 2-year period by enhancing underlying value proposition and improved NPV modeling
• Improved Marketing efficiency (cost per account) by 100% through response and product preference modeling, vendor negotiations and operational improvements
• Reduced line of business operating expenses by more than 25% through vendor negotiations and creation of teams dedicated to process improvement

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• Advised client on $1.4 billion acquisition of 2nd largest provider of GPR debit cards, leading marketing, growth, risk and product diligence work streams
• Led strategic planning efforts to identify new product opportunities, creating $50 million in incremental revenue over 3-year period
• Developed framework to evaluate call center performance, and used resulting scorecard to identify and extract $25 million in annual performance improvement

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• Through process automation and API simplification, reduced retail partner implementation timeline from 2-3 months to 2-3 weeks.
• Designed and implemented retail incentive campaigns for corporate clients leading to a 100% increase in same-store sales.
• Re-engineered employee onboarding process for nation’s largest temporary services agency, leading to an overall increase in electronic pay participation from 75% – 95%.

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• Reduced portfolio loss rates for a credit card portfolio from 9% to 4% with no impact to approval rates.
• Improved profits of a credit card portfolio by $30M through improvements to product, marketing, credit risk, and cost efficiency.
• Doubled the annual Subprime auto loan origination volume from $4B to $8B within two years with prudent credit expansions.

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• Created aggressive digital testing strategies, beating in-year plan by 40% and YOY acquisitions goals by 113%
• Delivered $21 million annual profit from 3 million loyalty members, driving acquisition up 8% and penetration up 15%
• Signed 31 new partners, managing cost/value ration to $0.40/$1.00. Delivered $90 million in revenue.

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• Doubled EBITDA, from $16 million to $32 million
• Improved quality and compliance scores from 79% to 94% by establishing business KPIs and thresholds
• Improved accounts worked 25% by deploying operational effectiveness and efficiency benchmarks.

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• Delivered YOY revenue growth of 25% in providing custom SAAS solutions
• Organized outside sales team, increasing sales revenue 15% while reducing costs by $2 million
• Developed and executed initiatives in 23 countries to streamline sales & account management

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