Experience

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  Bmcg Consulting

  • Principal

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  BMCG Consulting

  • Newton, Ma

  • Principal

    • Feb 2015 - Present
    • Newton, Ma

    More than 25 years of accomplishments in and project management, strategy development, research and advisory across a range of domestic and international banking and payments products and services. Key selected engagements:* In conjunction with the Payment Strategies team at the Boston Fed, published two major industry survey studies documenting the state of mobile banking and payments at financial institutions (1) in New England; and (2) at 4 other Fed Districts.* Product marketing for new business banking product being rolled out by leading financial services provider.* Several assessments of the U.S. payment systems; the emerging retail payments landscape; and strategic payments issues, including payment services and strategies among community financial institutions (under $5 billion in assets) in the southwest.

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  NEACH

  • Burlington, MA

  • Vice President, Payments Strategy

    • Jul 2006 - Feb 2015
    • Burlington, MA

    Created and developed a Payments Strategy specialty for NEACH member financial institutions. This robust program includes a wide range of payments and payments strategy content delivered through in-person forums, webinars, and workshops as well as an annual conference. Execute and deliver member surveys on a variety of topics, including a survey on mobile banking and payments in conjunction with the Federal Reserve Bank of Boston.

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  TowerGroup

  • Needham, MA

  • Research Area Director

    • 2001 - 2006
    • Needham, MA

    Moved from Senior Analyst in the Global Payments practice to heading that team as Research Area Director. Key focus areas: global payments and systems (e.g., SWIFT); domestic payments, ACH and funds transfers; vendor analysis as well as anti-money laundering/BSA and OFAC law, regulation, and U.S. market for related technology. Frequent speaker at industry and client events.

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  KPMG Consulting Inc.

  • Boston, MA

  • Senior Manager

    • 1999 - 2001
    • Boston, MA

    Over the course of numerous engagements, had the opportunity to concentrate on MRO marketplaces for two major global banks -- planning marketing launch for domestic bank-internal marketplace and leading marketing/PR plan for global correspondent network; business plan development for financial services and non-profit clients.

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  P&H Solutions

  • Newton, MA

  • Senior Product Manager

    • 1997 - 1998
    • Newton, MA

    Managed delivery and "strongest launch in company history" for the firm's initial Internet product, an ACH solution for banks and credit unions. Soup-to-nuts management for all facets of project from internal project management company-wide to managing and training two key beta clients -- as well as news releases and associated marketing.

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  PC DOCS

  • Burlington, MA

  • Director, Marketing

    • 1996 - 1997
    • Burlington, MA

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  IntraNet

  • Newton, MA

  • Marketing Manager

    • 1992 - 1996
    • Newton, MA

    Managed all facets of marketing communications, including data sheet and product description development, PR (hired company's first agency), marketing collateral, sales training, trade shows, and news -- and managed relationships with marcom vendors. Named new products; delivered company's first major client satisfaction survey.

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  The Chase Manhattan Bank

  • Lexington, MA

  • Vice President

    • 1984 - 1992
    • Lexington, MA

    Led major projects for numerous areas within Chase and took on an increasing number of account / relationship management responsibilities for various bank units both within the U.S., and elsewhere including the London office. Responsible for managing ongoing application development projects as well as developing new business within the bank.