Experience

LendingClub

• United States
• Financial Services
• 700 & Above Employee

• First Line Risk

  • Apr 2023 - Present

  Lead the Business Risk and Controls team in support of the Bank’s first line of defense, Change Management, and Banking Analytics



James River Association

• United States
• Environmental Services
• 1 - 100 Employee

• Board Member

  • Oct 2022 - Present

  Richmond, Virginia, United States A guardian of the James River, JRA provides a voice for the river and takes action to promote conservation and responsible stewardship of its natural resources



CX at University of Richmond

• United States
• Education Administration Programs
• 1 - 100 Employee

• Advisory Committee Member

  • Oct 2021 - Present

  Richmond, Virginia, United States Support faculty and program managers in delivering relevant offerings and strengthening the fundamental mission of the Richmond Customer Experience Certificate Program



Thrive Birth to Five

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Board Member

  • Oct 2021 - Present

  Richmond, Virginia, United States Thrive Birth to Five collaborates to build our region’s early childhood system and are a trusted steward of early childhood resources for families, providers, and the ecosystem supporting them



Atlantic Union Bank

• United States
• Banking
• 700 & Above Employee

• EVP and Managing Director, Enterprise Payments, Wholesale Products and Governance Functions

  • Jan 2023 - Mar 2023

  Richmond, Virginia, United States Oversee, lead, and create strategic alignment for critical enterprise and wholesale business units, including Payments, Treasury Management Sales & Service, SBA Lending, CRA, Community Impact, and wholesale QA/QC functions

• EVP, Head of Product Management and Business First Line Risk

  • Sep 2019 - Dec 2022

  Richmond, Virginia Area Head of Business First Line Risk: Oversee and manage the Bank's First Line of Defense function in support of the revenue producing lines of business to ensure effective oversight and governance of line of business execution against the enterprise risk framework. Responsible for building a risk culture in the First Line that identifies and manages risk in such a way as to reduce performance variability and respond more quickly to opportunities, drive improvements to business functions beyond… Show more Head of Business First Line Risk: Oversee and manage the Bank's First Line of Defense function in support of the revenue producing lines of business to ensure effective oversight and governance of line of business execution against the enterprise risk framework. Responsible for building a risk culture in the First Line that identifies and manages risk in such a way as to reduce performance variability and respond more quickly to opportunities, drive improvements to business functions beyond risk avoidance, provide insights that help management understand risks and opportunities while evaluating strategic options, and for creating and executing the vision and strategy for the First Line risk management program Head of Product Management: Oversee and manage the Bank's products and solutions in support of the consumer bank and digital strategy to ensure customer satisfaction, bank profitability, marketplace competitiveness, and regulatory compliance. Responsible for defining the product strategy and vision, product positioning, segment strategy and driving competitive and innovative products and services



Santander Bank, N.A.

• United States
• Banking
• 700 & Above Employee

• Director of Retail Banking Product Management, Senior Vice President

  • Nov 2017 - Aug 2019

  Boston, MA Responsible for the strategic management, enhancement, and development of consumer and business deposit products, pricing, and fee income.

• SVP, Head of Payment Systems and Deposit Risk

  • Dec 2016 - Nov 2017

  Boston, Massachusetts Responsible for leading the Payment Systems and Deposit Risk function to identify, assess, monitor, and make timely and measured judgements on all current and potential future related risks.



Regions Bank

• United States
• Banking
• 700 & Above Employee

• SVP, Head of Now Banking

  • Mar 2014 - Nov 2016

  Birmingham, Alabama Area Responsible for full P&L and the strategic direction and growth of the Now Banking product set. This set of products is designed to meet the needs of consumers that manage their finances on a cash basis and who commonly use alternative financial providers such as payday lenders and check cashers. Responsible for managing the existing portfolio, plus new product development, distribution, service quality, and vendor management.

• SVP - Consumer Deposits Non-interest Revenue

  • Dec 2011 - Mar 2014

  Birmingham, Alabama Area Responsible for the development of processes and policies to enhance revenue and minimize risk for consumer deposit non-interest revenue. Identified areas of opportunity to improve transparency and customer experience.

• VP, Consumer Deposits Non-Interest Revenue

  • Nov 2010 - Dec 2011



Fiserv

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Managing Principal

  • Sep 1998 - Oct 2010

  Dallas/Fort Worth Area Consulting services to top 100 financial institutions both foreign and domestic, with expertise in the improvement in non-interest income related to consumer and business deposit products. Responsibilities included project management, oversight, delivery, sales and product development.