Experience

Michigan Business Connection

• Banking
• 1 - 100 Employee

• Chief Operating Officer

  • 2023 - Present

  Ann Arbor, Michigan, United States Responsible for overseeing the operating environment of the organization and working with other senior leaders to drive organizational performance and growth.



Synergent

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• President/Chief Executive Officer

  • 2017 - 2023

  Westbrook, ME Responsible for providing strategic, financial and operational leadership for Synergent, a national technology, payments and marketing credit union service organization majority-owned by the Maine Credit Union League. - Grew Synergent revenues through expansion to the national market, building formal sales and product development disciplines, and a strong focus on service and retention. - Worked with executives at partner organizations to align strategies, integration efforts and… Show more Responsible for providing strategic, financial and operational leadership for Synergent, a national technology, payments and marketing credit union service organization majority-owned by the Maine Credit Union League. - Grew Synergent revenues through expansion to the national market, building formal sales and product development disciplines, and a strong focus on service and retention. - Worked with executives at partner organizations to align strategies, integration efforts and go-to-market efforts. - Facilitated strategic planning processes with Board and management to establish annual and long-term objectives. - Developed and maintained strong executive-level relationships with key corporate partners. - Established an enterprise risk management program for comprehensive planning, identification, mitigation, and response necessary for the security and reliability of the organization and effective audits and examiner relationships. Show less



Maine Credit Union League

• United States
• Non-profit Organizations
• 1 - 100 Employee

• President/Chief Executive Officer

  • 2017 - 2023

  Westbrook, ME Responsible for providing strategic, financial and operational leadership, fostering cooperation, and serving as a lead industry voice for the trade association for Maine credit unions. - Earned year-over-year 100% membership affiliation with the Maine Credit Union League. - Oversaw efforts that contributed to an increase in annual charitable fund raising from $700K to $1M, and an expansion of financial education efforts. - Provided vision and direction for advocacy and outreach… Show more Responsible for providing strategic, financial and operational leadership, fostering cooperation, and serving as a lead industry voice for the trade association for Maine credit unions. - Earned year-over-year 100% membership affiliation with the Maine Credit Union League. - Oversaw efforts that contributed to an increase in annual charitable fund raising from $700K to $1M, and an expansion of financial education efforts. - Provided vision and direction for advocacy and outreach efforts that included lobbying, earned and social media, engagement with other industries, and a multi-channel marketing campaign aimed at raising awareness and perception of credit unions. - Represented the organization on multiple Boards, state and national committees and other related groups, and with government officials. Show less



RouteOne

• United States
• Information Technology & Services
• 300 - 400 Employee

• Chief Strategy Officer/Chief Product and Marketing Officer

  • 2013 - 2017

  Farmington Hills, MI Responsible for driving product and marketing strategy, innovation and execution. - Established product development as a corporate discipline based on principles of effective planning, process, documentation, execution, and measurement of performance. - Instituted new market research function to support strategic and product development efforts; capabilities range from surveys and in-market testing to third-party research and competitive analysis. - Initiated the creation of a… Show more Responsible for driving product and marketing strategy, innovation and execution. - Established product development as a corporate discipline based on principles of effective planning, process, documentation, execution, and measurement of performance. - Instituted new market research function to support strategic and product development efforts; capabilities range from surveys and in-market testing to third-party research and competitive analysis. - Initiated the creation of a digital retail product line to enable seamless auto sales and financing across mobile, Internet and in-dealership channels. - Secured new business with large auto manufacturer to sell its vehicle insurance products within RouteOne’s product line. - Worked with Canadian subsidiary to improve product focus, sales and customer service, - Overhauled brand and marketing platform that enhanced corporate image, customer engagement and earned media exposure. - Centralized sales and marketing systems to eliminate redundant technologies and expenses, at the same time improve access to and quality of customer data Show less



CUSG

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer/Chief Product Officer

  • 2010 - 2013

  Livonia, MI Responsible for marketing, technology, human resources and consumer/member rewards business lines, and product development for CU Solutions Group. - Managed and grew Invest in America, a consumer rewards program with Sprint, General Motors and Intuit, supported by 3,000+ credit unions. - Orchestrated integration of staff and technologies across five offices (Livonia, Lansing, Wichita, Salt Lake City and San Diego) and four business units (technology, marketing, human resources and… Show more Responsible for marketing, technology, human resources and consumer/member rewards business lines, and product development for CU Solutions Group. - Managed and grew Invest in America, a consumer rewards program with Sprint, General Motors and Intuit, supported by 3,000+ credit unions. - Orchestrated integration of staff and technologies across five offices (Livonia, Lansing, Wichita, Salt Lake City and San Diego) and four business units (technology, marketing, human resources and membership enhancements) needed to form CU Solutions Group. - Transformed marketing solutions division from a traditional agency to a digital agency by building existing staff expertise and skill with online advertising, social media, search engine optimization and website analytics. - Planned and orchestrated numerous online product development initiatives, including Performance Pro, an HR performance management system and mobile applications for the iOS and Android platforms. - Oversight of technology across all organizations, including a Cisco phone and network infrastructure, and Microsoft server environment supporting 170+ users and multiple locations. Oversight also includes an outsourced Linux web-hosting platform servicing 200+ clients, and all web-based products. Show less



League InfoSight

• United States
• Financial Services

• Chief Operating Officer

  • 2003 - 2013

  Managed operations for a collaborative venture owned by credit union trade associations focused on providing web-based regulatory compliance services. - Planned and led the development of an online regulatory compliance resource system, which is used by 6,000+ credit unions. - Planned and led the development of a credit union locator system, which became an integral part of www.aSmarterChoice.org, a credit union system-wide supported initiative used to promote credit unions to… Show more Managed operations for a collaborative venture owned by credit union trade associations focused on providing web-based regulatory compliance services. - Planned and led the development of an online regulatory compliance resource system, which is used by 6,000+ credit unions. - Planned and led the development of a credit union locator system, which became an integral part of www.aSmarterChoice.org, a credit union system-wide supported initiative used to promote credit unions to consumers. - Orchestrated the acquisition of an online model policy library and management system, and redeveloped its business model from a direct to wholesale model that doubled the usage of the system. Show less



CU Village

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• President/Chief Operating Officer

  • 1999 - 2010

  Managed start-up company focused on providing website and Internet- based services to credit unions, and the technology needs of MCUL & Affiliates. - Planned and led development of a website content management system, which grew annual recurring revenue, and streamlined the delivery and support of client website services. - Led efforts to overhaul phone and network infrastructure to standardize on Cisco’s platform, including voice mail, VOIP, IVR and call center software. -… Show more Managed start-up company focused on providing website and Internet- based services to credit unions, and the technology needs of MCUL & Affiliates. - Planned and led development of a website content management system, which grew annual recurring revenue, and streamlined the delivery and support of client website services. - Led efforts to overhaul phone and network infrastructure to standardize on Cisco’s platform, including voice mail, VOIP, IVR and call center software. - Oversaw SAS 70 certification process, which included strengthening internal technology controls and security measures. - Implemented formal project and business development functions to improve ability and capacity to manage larger scale opportunities and rapid business growth. - Developed and instituted a strategy of using web-based technologies to streamline internal IT management, which included the migration of the iMIS CRM Window/MS SQL system to SugarCRM. Show less



Michigan Credit Union League & Affiliates

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Technology, Education and Marketing

  • 1997 - 1999

  Headed experimental department charged with driving innovation in delivering education and marketing over the web and use of technology within the company. - Launched webinar-format training programs sold and delivered to Michigan credit unions. - Piloted videoconference-based training for credit unions utilizing a consortium of Michigan college and university locations. - Planned and led efforts to migrate paper-based publications, communications and other related resources to the… Show more Headed experimental department charged with driving innovation in delivering education and marketing over the web and use of technology within the company. - Launched webinar-format training programs sold and delivered to Michigan credit unions. - Piloted videoconference-based training for credit unions utilizing a consortium of Michigan college and university locations. - Planned and led efforts to migrate paper-based publications, communications and other related resources to the MCUL.org website. - Managed and performed migration of a DOS-based CRM system to the iMIS Windows/MS SQL-based platform.

• Director of Information Systems

  • 1995 - 1997

  Led and managed internal technology, including network, user support and website services. - Developed and launched website development services, which later became the foundation for CU Village, and created the company’s first website. - Managed and performed migration of an AS/400-based accounting system to the Macola Windows/MS SQL-based platform. - Programmed system to streamline budgeting process for the Accounting department and management. - Hands-on management of… Show more Led and managed internal technology, including network, user support and website services. - Developed and launched website development services, which later became the foundation for CU Village, and created the company’s first website. - Managed and performed migration of an AS/400-based accounting system to the Macola Windows/MS SQL-based platform. - Programmed system to streamline budgeting process for the Accounting department and management. - Hands-on management of 125-user network, which included both Netware and Windows servers.

• Systems Support Analyst

  • 1994 - 1995

  - Responsible for mid-level system and user support.



Ross Roy Advertising

• RPG III Programmer

  • 1990 - 1993

  - Worked as a programmer trainee using an AS/400, and as a data processing assistant