Experience

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  Martis Capital

  • San Francisco, California, United States

  • Senior Advisor

    • Sep 2021 - Present
    • San Francisco, California, United States

    Working on healthcare payments and adjacent strategy and investments across point of care processors, patient financing and payment integrity. We are actively seeking transactions.

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  Genpact

  • New York City Metropolitan Area

  • Global Head of Business Transformation - Payments

    • Dec 2020 - Jan 2022
    • New York City Metropolitan Area

    Genpact's Financial Service Practice provides market leading solutions to firms across payments landscapeDeveloped payments roadmap across C/X, analytics, merchant on boarding, payment operations and marketing campaigns. Assisted in Payments Market Assessment which resulted in key priorities and investments for 2021-2022Led multiple client discussions and developed proposals.

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  Fintech Advisors Inc.

  • Greater Chicago Area

  • Partner

    • Jun 2012 - Jan 2021
    • Greater Chicago Area

    Provide strategic advisory services which enable technology focused organizations to drive improved results. Current clients include some of the world's most successful hedge funds, private equity and senior management of technology corporations and start ups. Focus on Payments, Fintech (core and surrounds), Mobile , Blockchain, Outsourcing/ cloud and Analytics.Recent Engagements * Worked with large payments providers to create machine payments for fleet industry. * Advised multi billion family office regarding $75MM allocation in fintech/ IT services space.* Developed integrated go-to-market strategy for billion plus fintech firm that resulted in increased organic growth.* Worked with private equity firm regarding poor performing portfolio company and restructuring. * Completed restructuring of wealth management software company including capital structure, revised roadmap and turnaround plan which was supported by investors.* Advised European Core Banking Firm on US growth and M&A strategy which resulted in multiple acqusitions and growth in US market; * Worked with large equity focused hedge fund develop investment thesis for fintech and allocate $200MM of capital to public fintech /technology firm (US and International); * Assisted large payment provider develop innovation center for new product development; * For a large hedge fund, completed market and technology diligence of a fintech carve out of Fortune 50 Technology Firm which resulted in successful carve out; * For a mid sized wealth management software firm, completed roadmap refresh and growth strategy which resulted in significant revenue growth and improved go-to-market; * For private equity fund, completed due diligence of market, product feature functionality and growth strategy; * Worked with disruptive fintech firm to raise Series B investment for 2 private equity firms;Advised Blockchain startup on financing options.

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  Berwyn Development Corporation

  • Berwyn IL

  • Board Of Directors

    • Feb 2013 - Mar 2015
    • Berwyn IL

    Elected Board Member to Berwyn Development Council (500 business members) which provides expertise, investments and networking to the business community. The BDC is an award winning economic development council that has helped drive Berwyn's strong economic growth. The Board Members role is to serve/support the Board's objectives, serve on various committees and work as a liason with the business community.

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  Fiserv

  • Brookfield

  • Senior Vice President Enterprise Strategy and Corporate Partnerships

    • Oct 2009 - Feb 2012
    • Brookfield

    Served as Head of Corporate Strategy reporting directly to CEO. Developed integrated corporate strategy across core, payments and surrounds which resulted in strong organic and shareholder growth. Created innovation process for payments unit which included ACH, debit, credit, mobile, prepaid and OBPAssisted with diligence of potential acquisitions including Open Solutions.

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  Metavante

  • Milwakuee

  • EVP and Chief Strategy Officer and Alliances (NYSE: MV) - Metavante

    • Sep 2006 - Oct 2009
    • Milwakuee

    Served as EVP and Director of Corporate Strategy and Development for $6B technology services firm during the IPO process, developed enterprise strategy of top tier performance in Fintech segment (revenue growth, margins, ebitda and multiple). Stock price increased 500%+ since 2007 IPOWorked as member of senior management team which engineered $5 BB Metavante merger with FIS. Reported directly to COO and CEO Corporate and Growth Strategy, Roadshow presentations, Mergers and Acquisitions, Business Unit Strategic Plans and Transformation Projects

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  Gartner

  • Greater New York City Area

  • Managing Partner Fintech Practice Gartner Group

    • Jan 2004 - Jun 2007
    • Greater New York City Area

    Served as Managing Partner America's Market and Business Strategy Practice.Led strategic consulting accounts relations and engagements for clients in the financial and technology industries throughout North America and Europe. Key engagements included Fortune 500 Companies, Hedge and Private Equity Funds and numerous mid sized technology firms. Received the Gartner - Outstanding Business Contribution Award as the top-contributing Managing Partner, achieving $7 million plus in revenue for the firm

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  PwC

  • Greater Chicago Area

  • Manager Restructurings and Turnaround Practice

    • Feb 1997 - Jul 2001
    • Greater Chicago Area

    Served as Engagement Manager in Restructuring practice and completed successful engagements with debtor side and creditor side clients as well as operational restructurings. Interned at University of Chicago and hired full time as Associate. Promoted to Senior Associate and Manager in 2 yearsTurnaround plan development - Cash management - Debt restructuring - Labor management - Supply management - Revenue cycle improvement -