Experience

ddbliss Group

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Co-Founder & Partner

  • Sep 2017 - Present

  Consulting We provide strategy and implementation consulting for owners, leaders, and teams. Coaching We help our clients shine through various stages of their personal and professional lives by providing practical, proven, action-based advice. Publishing Our authors believe in the magic of storytelling. We help them edit and publish their work. Consulting We provide strategy and implementation consulting for owners, leaders, and teams. Coaching We help our clients shine through various stages of their personal and professional lives by providing practical, proven, action-based advice. Publishing Our authors believe in the magic of storytelling. We help them edit and publish their work.



Self Employed

• United States
• 700 & Above Employee

• Caregiver

  • Oct 2017 - Sep 2021

  Provided advocacy and care for terminally ill family members, oversaw medical and in-home hospice care, and managed financial, estate, and legal matters. Provided advocacy and care for terminally ill family members, oversaw medical and in-home hospice care, and managed financial, estate, and legal matters.



Kolb Global Partners

• United States
• Business Consulting and Services

• Senior Partner

  • Jun 2011 - Sep 2017

  Kolb Global Partners provided advisory services to companies expanding globally. Advanced and subsequently sold an interest in Total Insurance Payments, Inc, a company bringing landscape-changing payment processing to insurance companies. TIP was powered by one of the world's leading payments technologies in merchant acquiring, issuing, and switching and was coupled with one of the best payments processing management teams in the US. Kolb Global's activities also included creating and… Show more Kolb Global Partners provided advisory services to companies expanding globally. Advanced and subsequently sold an interest in Total Insurance Payments, Inc, a company bringing landscape-changing payment processing to insurance companies. TIP was powered by one of the world's leading payments technologies in merchant acquiring, issuing, and switching and was coupled with one of the best payments processing management teams in the US. Kolb Global's activities also included creating and selling a Crypto-currency hedge fund, expanding a French biotech company to the US, establishing a US-based publisher, turning around a Saudi Arabian Investment Bank, establishing a Florida-based insurance company, and exploring the opportunities to bring a European-based payments software to North America. Show less Kolb Global Partners provided advisory services to companies expanding globally. Advanced and subsequently sold an interest in Total Insurance Payments, Inc, a company bringing landscape-changing payment processing to insurance companies. TIP was powered by one of the world's leading payments technologies in merchant acquiring, issuing, and switching and was coupled with one of the best payments processing management teams in the US. Kolb Global's activities also included creating and… Show more Kolb Global Partners provided advisory services to companies expanding globally. Advanced and subsequently sold an interest in Total Insurance Payments, Inc, a company bringing landscape-changing payment processing to insurance companies. TIP was powered by one of the world's leading payments technologies in merchant acquiring, issuing, and switching and was coupled with one of the best payments processing management teams in the US. Kolb Global's activities also included creating and selling a Crypto-currency hedge fund, expanding a French biotech company to the US, establishing a US-based publisher, turning around a Saudi Arabian Investment Bank, establishing a Florida-based insurance company, and exploring the opportunities to bring a European-based payments software to North America. Show less



Kuwait Projects Company (Holding) - KIPCO

• Financial Services
• 1 - 100 Employee

• Executive Committee Member

  • Jun 2009 - Jun 2011

  Participated in the strategic decisions for KIPCO Group companies through participation in a 12 member Executive Committee led by KIPCO's Chairman who oversaw all strategic activities within the KIPCO Group. KIPCO is a premier diversified holding company focused on the MENA region. The company was publicly listed on the Kuwait Stock Exchange, had an equity stake in 117 operating companies and managed assets of approximately US$ 25 Billion through investments in major capital markets globally… Show more Participated in the strategic decisions for KIPCO Group companies through participation in a 12 member Executive Committee led by KIPCO's Chairman who oversaw all strategic activities within the KIPCO Group. KIPCO is a premier diversified holding company focused on the MENA region. The company was publicly listed on the Kuwait Stock Exchange, had an equity stake in 117 operating companies and managed assets of approximately US$ 25 Billion through investments in major capital markets globally as well as 26 countries in the MENA Region.

• Group Head of Financial Services

  • Feb 2008 - Nov 2009

  Group Head of Financial Services for a Kuwait based holding company of 117 portfolio companies including 26 companies in financial services. Oversaw strategy creation and implementation for KIPCO’s commercial banks, asset management companies, investment banks, insurance companies, brokerage companies, and investments across all asset classes in MENA and globally. KIPCO is a premier diversified holding company focused on the MENA region. The company is publicly listed on the Kuwait Stock… Show more Group Head of Financial Services for a Kuwait based holding company of 117 portfolio companies including 26 companies in financial services. Oversaw strategy creation and implementation for KIPCO’s commercial banks, asset management companies, investment banks, insurance companies, brokerage companies, and investments across all asset classes in MENA and globally. KIPCO is a premier diversified holding company focused on the MENA region. The company is publicly listed on the Kuwait Stock Exchange and manages assets of approximately US$ 25 Billion.



United Gulf Bank

• Bahrain
• Investment Banking
• 1 - 100 Employee

• CEO

  • Nov 2009 - Feb 2011

  Chairman of the following committees: Strategy, Investment, Risk and Compliance, ALCO and I/T UGB, the Merchant Bank, Investment Bank, Asset Management, Brokerage, Private Equity, and Financial Solutions subsidiary of KIPCO Group, managers a regional network of financial services companies and portfolio investments including investments in 63 private equity companies mostly in Europe and North America. Its proprietary investments include assets in real estate, private equity… Show more Chairman of the following committees: Strategy, Investment, Risk and Compliance, ALCO and I/T UGB, the Merchant Bank, Investment Bank, Asset Management, Brokerage, Private Equity, and Financial Solutions subsidiary of KIPCO Group, managers a regional network of financial services companies and portfolio investments including investments in 63 private equity companies mostly in Europe and North America. Its proprietary investments include assets in real estate, private equity, structured products, and quoted securities. As of 30 September 2010, assets under management exceeded US$ 8.1 billion. (31 December 2009: $7.2 billion) UGB’s core subsidiaries, associates and joint ventures include Al Dhiyafa Holding Company, Al Sharq Financial Brokerage Company, KIPCO Asset Management Company (KAMCO) Manafae Investment Company, Millennium Private Equity Limited, North Africa Holding Company, Royal Capital Company, Syria Gulf Bank, United Networks, United Gulf Financial Services – North Africa, United Industries Company and United Real Estate Company. Accomplishments: UGB completed a 5 year strategic plan to become the MENA market leader in Asset Management, Investment Banking, Brokerage, and Financial Solutions and a preferred gateway to the region for clients and international partners. The strategy forecasted USD$ 6 to 10 billion in market cap with a P/E of 20; Strong Financial Results - At the nine month mark of 2010, net profit increased 128% to 41.4 million compared to Q3 2009. UGB’s 2010 market capitalization increased by $172 million. While the average stock listed on the Bahrain Stock Exchange was down 17% for the year in 2010, UGB was up 19.8%. Show less Chairman of the following committees: Strategy, Investment, Risk and Compliance, ALCO and I/T UGB, the Merchant Bank, Investment Bank, Asset Management, Brokerage, Private Equity, and Financial Solutions subsidiary of KIPCO Group, managers a regional network of financial services companies and portfolio investments including investments in 63 private equity companies mostly in Europe and North America. Its proprietary investments include assets in real estate, private equity… Show more Chairman of the following committees: Strategy, Investment, Risk and Compliance, ALCO and I/T UGB, the Merchant Bank, Investment Bank, Asset Management, Brokerage, Private Equity, and Financial Solutions subsidiary of KIPCO Group, managers a regional network of financial services companies and portfolio investments including investments in 63 private equity companies mostly in Europe and North America. Its proprietary investments include assets in real estate, private equity, structured products, and quoted securities. As of 30 September 2010, assets under management exceeded US$ 8.1 billion. (31 December 2009: $7.2 billion) UGB’s core subsidiaries, associates and joint ventures include Al Dhiyafa Holding Company, Al Sharq Financial Brokerage Company, KIPCO Asset Management Company (KAMCO) Manafae Investment Company, Millennium Private Equity Limited, North Africa Holding Company, Royal Capital Company, Syria Gulf Bank, United Networks, United Gulf Financial Services – North Africa, United Industries Company and United Real Estate Company. Accomplishments: UGB completed a 5 year strategic plan to become the MENA market leader in Asset Management, Investment Banking, Brokerage, and Financial Solutions and a preferred gateway to the region for clients and international partners. The strategy forecasted USD$ 6 to 10 billion in market cap with a P/E of 20; Strong Financial Results - At the nine month mark of 2010, net profit increased 128% to 41.4 million compared to Q3 2009. UGB’s 2010 market capitalization increased by $172 million. While the average stock listed on the Bahrain Stock Exchange was down 17% for the year in 2010, UGB was up 19.8%. Show less



Sourced Solutions Group

• Business Consulting and Services
• 1 - 100 Employee

• CEO

  • Apr 2004 - Feb 2008

  Wall Street based consulting firm specializing in implementing complex projects for large financial services institutions. Clients included NYSE, Citigroup, JPM, AIG, Bank of America, RBC, RBS, BNP, Lehman Brothers, Toronto Dominion, AXA, Fifth Third Bank, KeyCorp, Merrill Lynch, E*TRADE, KIPCO and large technology vendors including Sun Microsystems, Broadridge, SunGard, and Misys. Wall Street based consulting firm specializing in implementing complex projects for large financial services institutions. Clients included NYSE, Citigroup, JPM, AIG, Bank of America, RBC, RBS, BNP, Lehman Brothers, Toronto Dominion, AXA, Fifth Third Bank, KeyCorp, Merrill Lynch, E*TRADE, KIPCO and large technology vendors including Sun Microsystems, Broadridge, SunGard, and Misys.



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• SVP

  • Mar 1998 - Apr 2004

  Member of the leadership team for $100B + superregional bank that grew aggressively through acquisitions and market expansion. Helped drive market capitalization increases from $8 Billion to $32 Billion in six and a half years. Senior operating leader for the Capital Markets and Investment Advisors division. Member of the leadership team for $100B + superregional bank that grew aggressively through acquisitions and market expansion. Helped drive market capitalization increases from $8 Billion to $32 Billion in six and a half years. Senior operating leader for the Capital Markets and Investment Advisors division.



Securities Brokerage Services (London)

• Managing Director

  • Sep 1995 - Mar 1998

  Drove real change by getting involved with both operational as well as strategic issues effecting our financial services clients. Led strategy, operations, and technology consulting for the capital markets and securities industry. Managed, staffed, and led significant US and European engagements. Drove real change by getting involved with both operational as well as strategic issues effecting our financial services clients. Led strategy, operations, and technology consulting for the capital markets and securities industry. Managed, staffed, and led significant US and European engagements.



Student Agencies, Inc.

• United States
• Higher Education
• 1 - 100 Employee

• CEO/Fellow

  • May 1992 - Jun 1995

  Provided leadership and guidance to a conglomerate of small businesses run by Cornell undergraduate managers while simultaneously earning my MBA from the Johnson School of Management. Provided leadership and guidance to a conglomerate of small businesses run by Cornell undergraduate managers while simultaneously earning my MBA from the Johnson School of Management.



Bank of America

• United States
• Banking
• 700 & Above Employee

• SVP Regional Director

  • Mar 1988 - Feb 1991

  Orchestrated move to Singapore to capture emerging market opportunities. Opened offices and recruited, trained, and developed employees in Auckland, Bangkok, Hong Kong, Kuala Lumpur, Manila, Melbourne, Singapore, Sydney, Taipei, and Tokyo. Controlled P&L, organizational strategy, and all facets of operations. Built a highly effective executive team. Analyzed political, regulatory, market, and economic constraints to maximize expansion.

• SVP Tokyo

  • Jun 1985 - Mar 1988

  Launched and managed all aspects of Asia Pacific operations. Built Tokyo based business from scratch that provided clearing, custody, foreign exchange, accounting, and technology for US investment banks in Asia. Achieved profitability in year one. Maneuvered regulatory channels to earn approvals from all governmental authorities needed for expansion. Overcame strong language and cultural barriers to successfully build a highly competent all-Japanese management team.

• Vice President

  • Oct 1984 - Jun 1985

  Wrote European expansion plan for SPNB New York (Now Bank of America.) Launched highly profitable global custody business in London, Frankfurt, and Geneva.



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• AVP

  • Jun 1983 - Oct 1984

  Oversaw international operations after Shearson's acquisition of Lehman Brothers. Oversaw international operations after Shearson's acquisition of Lehman Brothers.