Experience

Union Credit

• United States
• Financial Services
• 1 - 100 Employee

• Chief Revenue Officer (CRO)/Co-Founder

  • Jan 2023 - 1 year

  Charlotte, North Carolina, United States Union Credit is the first and only exclusive "Offers as a Service" marketplace for Credit Unions. "BYOU" allows any provider to "Bring Your Own Userbase" for perpetual credit access, to a network of over 250 Credit Unions with 1-Click.



Point Predictive

• United States
• Software Development
• 1 - 100 Employee

• Advisory Board Member

  • Jun 2023 - 7 months

  https://pointpredictive.com/press-releases/point-predictive-releases-groundbreaking-first-and-third-party-fraud-solution-api-for-fintech/



CuneXus

• United States
• Software Development
• 1 - 100 Employee

• Senior Vice President, Sales/Marketing/PR/Business Development

  • Sep 2019 - Jan 2023

  CuneXus was founded by financial services veterans determined to transform consumer lending by making it simple for lenders to deliver the personalized, mobile, always-on customer experience consumers have come to expect, while helping institutions grow loan volume and revenue by being with their customers as they shop. Our cplXpress lending automation platform enables lenders to provide their customers with “perpetual loan approval.” This unique and timely solution utilizes advanced data… Show more CuneXus was founded by financial services veterans determined to transform consumer lending by making it simple for lenders to deliver the personalized, mobile, always-on customer experience consumers have come to expect, while helping institutions grow loan volume and revenue by being with their customers as they shop. Our cplXpress lending automation platform enables lenders to provide their customers with “perpetual loan approval.” This unique and timely solution utilizes advanced data analysis to completely eliminate the loan application process, granting consumers total transparency into their personal borrowing power and “1-click” access to highly-personalized, pre-approved loans at every banking touchpoint. As of 2020 the company serves a client roster of over 125 U.S. financial institutions, representing over $400+ billion in combined assets and over in front of 16 million consumers. The platform averages over $10 million in daily loan requests, and has generated billions in loan volume since its 2014 debut. Among its numerous accolades, CuneXus was recognized on KPMG’s global report of “The 50 Best Fintech Innovators”; was named one of 20 FinTech Forward “Companies to Watch” by American Banker and BAI; won the 2019 Callahan and CreditUnions.com award for “Innovation in Lending”; and was named the “Top Enterprise Technology Company” at the 2019 Lendit Fintech Industry Awards. Show less



AppSource, LLC

• United States
• Financial Services

• Co-Founder

  • Jan 2013 - Jan 2023

  Austin, Texas Area AppSource is a boutique consulting firm with a focus on the "Transfer of Situational Knowledge" which is made up of well respected C level executives encompassing Fintech's, Banking, Credit Unions and everything in-between. Our bullpen of highly sought after industry leaders consist of CFOs, CXOs, CEOs, CROs, CIOs and beyond that can be called upon at anytime.


Teledata Communications, Inc.
• United States
• IT Services and IT Consulting
• 1 - 100 Employee
• Vice President of Sales and Marketing

  • Aug 2005 - Jun 2019


Charlotte Metro Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Vice Chair - Supervisory Committee

  • Aug 2011 - Jan 2015

  Charlotte, North Carolina Area



MindBlazer

• Advertising Services

• National Sales Manager

  • 1998 - 2003

  Charlotte, North Carolina Area A first of its kind in the Education Based Marketing space to create a digital platform within FinTech to drive consumer financial usage of products such as Check21, eStatements, Bill Pay, and more.


Raymond James Financial, Inc.
• United States
• Investment Banking
• 1 - 100 Employee
• Marketing Consultant

  • 1997 - 1999