Experience

Clinical Mobility, Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• President

  • May 2023 - Present



First Republic

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Lending Technology

  • Aug 2017 - May 2023

• Senior Project Manager

  • Aug 2015 - May 2023

  Leading a team to develop a new Lending Onboarding System as an overarching project to connect all lending products to an easy to use, reliable front end system.



CKS Advisors

• Alamo, CA

• Director, Sales/Process Improvement

  • 2011 - Aug 2015

  Work alongside senior management teams, devising and implementing strategies that ensure customer expectations are met. Most recently developed three strategic plan and sales process for regulatory and Board approval for a credit union. Evaluated RFP for change to Wealth Management Program and created evaluation process for debit card analysis. Worked with a Franchise Owner to create consistent processes and reduce errors to build his business. Work alongside senior management teams, devising and implementing strategies that ensure customer expectations are met. Most recently developed three strategic plan and sales process for regulatory and Board approval for a credit union. Evaluated RFP for change to Wealth Management Program and created evaluation process for debit card analysis. Worked with a Franchise Owner to create consistent processes and reduce errors to build his business.



Patelco Credit Union

• Pleasanton, CA

• COO and Chief of Strategic Innovation

  • 2006 - 2011

  Developed strategies that generated revenue for one of the largest credit unions in the country. Responsible for total operations, sales and marketing, business development, strategic planning, technology management, branch management, and back office operations, except finance. Led eight professionals. Developed strategies that generated revenue for one of the largest credit unions in the country. Responsible for total operations, sales and marketing, business development, strategic planning, technology management, branch management, and back office operations, except finance. Led eight professionals.



Pronto Networks, Inc

• Telecommunications
• 1 - 100 Employee

• Vice President and General Manager

  • 2004 - 2006

  Drove sales of this turnkey service delivery and SAAS management platform for broadband operations. Offered converged broadband data, voice, and video services, delivered across all device types and access networks, including Wi-Fi, WiMax, mobile, and wireless LAN networks. Directed 12 professionals. Drove sales of this turnkey service delivery and SAAS management platform for broadband operations. Offered converged broadband data, voice, and video services, delivered across all device types and access networks, including Wi-Fi, WiMax, mobile, and wireless LAN networks. Directed 12 professionals.



Cometa Networks, Inc.

• San Francisco, CA

• Senior Vice President Business Development

  • 2002 - 2004

  Increased sales of Wi-Fi Internet services at national big box retail and fast food chains and brought distributed computing into the general public environment for wholesale Wi-Fi Internet access provider founded by AT&T, Intel, IBM, Apex Partners, and 3i. Increased sales of Wi-Fi Internet services at national big box retail and fast food chains and brought distributed computing into the general public environment for wholesale Wi-Fi Internet access provider founded by AT&T, Intel, IBM, Apex Partners, and 3i.



Intellicom, Inc

• Livermore, CA

• President

  • 1999 - 2002

  Responsible for P&L and total operations for provider of two-way satellite-based Internet services for Internet service providers (ISPs), telecommunications carriers, and corporations. Led strategic planning, sales, marketing, manufacturing, and operations for more than 400 earth stations in the US, Latin Amerca, and the Caribbean, as well as a 24/7 network operations center, teleport, Internet data center, and customer support center. Directed eight professionals. Responsible for P&L and total operations for provider of two-way satellite-based Internet services for Internet service providers (ISPs), telecommunications carriers, and corporations. Led strategic planning, sales, marketing, manufacturing, and operations for more than 400 earth stations in the US, Latin Amerca, and the Caribbean, as well as a 24/7 network operations center, teleport, Internet data center, and customer support center. Directed eight professionals.



Centigram Communications Corporation

• San Jose, CA

• Vice President Worldwide Marketing

  • 1998 - 1999

  Responsible for P&L and sales of Internet-enabled call management, WAP-based messaging, and unified communication services to mobile/landline telecom providers. Directed sales, marketing, product development, and business development. Increased multimillion-dollar revenue and profitability 5%. Responsible for P&L and sales of Internet-enabled call management, WAP-based messaging, and unified communication services to mobile/landline telecom providers. Directed sales, marketing, product development, and business development. Increased multimillion-dollar revenue and profitability 5%.



Unisys Corporation

• Blue Bell, PA

• Vice President Worldwide Marketing

  • 1997 - 1998

  Responsible for P&L and marketing of large mainframes/servers used by commercial and government clients to manage personnel services for this American Information Technology Company. Grew division revenue. Directed 400 employees worldwide. Responsible for P&L and marketing of large mainframes/servers used by commercial and government clients to manage personnel services for this American Information Technology Company. Grew division revenue. Directed 400 employees worldwide.



Pacific Bell

• VP Sales and Marketing | Executive Director Business Marketing | VP Sales - National Accounts

  • 1979 - 1997

  Increased revenue, managed revenue stream and CPU Commission rate filing.

• VP

  • 1979 - 1997