Experience

Identifee

• United States
• Financial Services
• 1 - 100 Employee

• Strategic Advisor

  • Jul 2022 - Present

  A connected platform for financial services to help them grow revenue. A connected platform for financial services to help them grow revenue.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Group Head, Executive Vice President(EVP)

  • 2006 - 2021

  Group Head, EVP Treasury Management (2021)Group Head, EVP Treasury Management & Payment Solutions (2020)Group Head, EVP TMPS, Merchant Services (2016 – 2019)Group Head, EVP, Internet, Treasury Management, Wholesale Banking Solutions (2006 – 2020)Leader in elevating Wells Fargo’s multi-billion-dollar Treasury Management Business to the largest US-based financial services provider.Strategic Impact:Oversaw development, administration, and governance of the of the #1 ACH Platform in the industry, presenting annually to Wells Fargo’s board on its effectiveness and risks.Piloted the development and build of Wells Fargo’s Commercial Electronic Office, the first of its kind single sign-in service for commercial customers.Spearheaded post-merger integration of Wells Fargo and Wachovia treasury management platforms, propelling Wells Fargo from the third largest domestic treasury management platform to first.Led launch of the commercial banking online portal, CEO®, catapulting Wells Fargo to the forefront of its industry. Show less

• Early Roles

  • 1990 - 2006

  SVP, Wholesale Internet Solutions & TM Product Management 2004-2006VP, Wholesale Internet Solutions 2002 - 2004VP, Platforms and Products, Wholesale Internet Solutions 1999 - 2002VP, Group Product Manager, Treasury Management, Wholesale Banking - 1997 - 1999Marketing, Financial Consulting (1990 – 1997)