Experience

Enable Financing

• United States
• Financial Services
• 1 - 100 Employee

• Board Member

  • Dec 2019 - Present



Survive and Thrive in the Merchant Services Industry

• Houston, Tx

• Author and Speaker

  • Jan 2003 - Present



Surv Financial

• United States
• Financial Services
• 1 - 100 Employee

• CEO

  • Sep 2017 - Present



The Green Sheet

• Financial Services
• 1 - 100 Employee

• Street Smarts Columnist 2020-2021

  • Mar 2020 - Mar 2021

  Looking forward to sharing my experience with the payment processing community. Looking forward to sharing my experience with the payment processing community.



Performance Training Systems

• Houston, Texas Area

• Founder

  • Jan 2003 - Feb 2020

  I provide consulting to the Merchant Services and Transaction Processing Industry. Author of "How to Survive and Thrive in the Merchant Services Industry", Creator of Bankcard Boot Camp and Bankcard Tool Box (over 5,000 agents trained) - Publisher of the Merchant Service Times (17,000 subscribers) I offer a variety of services including: Market research, strategic business planning, sales training, marketing, lead generation, ISO registration, ISV channel development, contract review, vendor negotiation, portfolio sales, value added product research, mobile strategy development and product launch implementation. Show less



PayProTec

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Jan 2015 - Aug 2018

  I lead an awesome team who's purpose is "To provide the best solutions combined with exceptional service to help our customers and sales partners grow their business" As the premier payment solutions company, we take great pride in our commitment to ensuring that customer care is always our number one priority. We don’t just service accounts. We build relationships. And because of our relationships with our customers, we’re able to gather customer information and use it to maintain, improve and innovate products and processes. At PayProTec, we operate our business with the shared belief that the better the service we provide you, the better the service you’ll be able to provide your customers. Our service philosophy not only shapes our customer relationships, but it also guides our product and service development. Using our state-of-the-art technology, our electronic payment solutions can help your business grow. We want to work closely with you to ensure we do the best job we can to streamline your operations. PayProTec is a resource on which you can rely. So whether you need to improve your back-office efficiency or maximize your customer base, we can help. And because we know quality people are at the heart of any successful partnership, we’ve assembled a great customer service team that’s dedicated to helping you achieve your business objectives. Our corporate team members and over 1,000 authorized resellers focus on our service commitment – to provide you the most innovative and the most far-reaching electronic payment solutions. Show less

• SVP Indirect Sales

  • Sep 2010 - Jan 2015

  Dealt with all facets of recruiting, managing, training an indirect sales force of over 1,000 authorized resellers. Managed all new product development, contract negotiation and marketing strategy for entire channel. Worked closely with independent ISO offices, associations, banks, affiliates and VAR channel partners. Full P&L responsibility for this unit.



Consumer Financing

• President Indirect Sales

  • Jan 2012 - Apr 2017

  We understand how difficult it is to sell a core product such as Merchant Processing or a Cash Advance or Point of Sale. Let’s face it, the Merchant Processing industry has become a commodity and the market is saturated. Our business to consumer loan program is a perfect “door opener” for Merchant Services professionals and increases merchants sales, profits and ability to increase traffic in their store with 0% finance programs. By offering a Consumer Finance Solution you will increase your residual income and separate yourself from the competition. We work with a variety of lending partners. We will provide our agents the product training, marketing material, sales support, and industry expertise to immerse you into this lucrative industry. Show less



Transaction World Magazine

• Columnist

  • Jan 2003 - Nov 2014

  I have authored a monthly column focusing on how ISOs, Agents and payment industry participants can increase revenue and close more business. I also offer a unique perspective on how to handle the challenges and issues we all face on a daily basis. My goal is to provide insightful tips and information on how to be successful within the merchant services industry. I have authored a monthly column focusing on how ISOs, Agents and payment industry participants can increase revenue and close more business. I also offer a unique perspective on how to handle the challenges and issues we all face on a daily basis. My goal is to provide insightful tips and information on how to be successful within the merchant services industry.



Commerciant

• Wireless Services
• 1 - 100 Employee

• Vice President, Indirect Sales

  • 2005 - Oct 2008

  Built a national ISO channel for our wireless devices. Grew the channel to over 500 resellers. Integrated our device with multiple payment gateways, check processors and value added reseller. Assisted in closing several national accounts for deployment across the U.S. Built a national ISO channel for our wireless devices. Grew the channel to over 500 resellers. Integrated our device with multiple payment gateways, check processors and value added reseller. Assisted in closing several national accounts for deployment across the U.S.



Bankcard Systems

• Houston, Tx

• CEO

  • Jan 1995 - Jan 2002

  Started at my kitchen table and acquired in 2000. Managed a national bankcard sales force of 80 outside account executives, 25 telemarketing and office staff. Recruited, trained and open offices across the U.S. Producing 400+ new merchant activations per month. Handled all facets of running a bankcard operation, from sales, hiring, lead generation, deployment and installation of terminals. One of the first groups on my market to implement turnkey ecommerce solutions bundled with web development tools. Show less



Marine Corps Recruiting

• Armed Forces
• 700 & Above Employee

• Assistant Admin Chief

  • Jan 1982 - Feb 1985

  Served in Okinawa, South Korea, Camp Pendleton - weapons training battalion. Honorably discharged in 1985. Worked in administration and personnel. Served in Okinawa, South Korea, Camp Pendleton - weapons training battalion. Honorably discharged in 1985. Worked in administration and personnel.