Experience

CU Solutions Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Investment Officer

  • Oct 2022 - Present

  CU Solutions Group supports US and Canadian credit unions and banks with a slate of technology products.Responsible for identifying and assessing opportunities to advance CUSG’s near– and long-term goals through strategic acquisitions, investments, corporate partnerships and alliances. Source private investments and leverage infrastructure, relationships and expertise to help portfolio companies succeed; recent transactions include MemberXP, CalcXML, NestReady, and Marquis in partnership with Rockbridge Equity.

• Chief Operating Officer, Marketing Solutions, LLC

  • Jul 2019 - Oct 2022

  CU Solutions Group’s wholly owned Marketing Solutions LLC specializes in martech used by financial institutions. Responsible for managing a $26M P&L; planning, organizing, training, staffing, and managing a slate of marketing technology products and consulting services designed to help credit unions achieve their objectives related to sales, growth, and profitability. Brokered a highly profitable portfolio of strategic partnerships, including Charter, Comcast, H&R Block, TracFone, Carvana, SimpliSafe, Asurion, and CarAdvise. Developed and coached cross functional teams while elevating staff performance.

• SVP Business Development

  • Mar 2017 - Jul 2019

  Responsible for introducing strategies to drive growth within intensively competitive markets - Created the vision, identifyied opportunities, developed high-quality products and services, delivered strong revenues and profits, and positioned business for sustainable double-digit growth.



DoubleBeam

• United States
• Software Development

• Board Member

  • Dec 2016 - May 2020

  DoubleBeam processed payments, captured customer data, and provided retailers the ability to make targeted in-app offers by integrating with existing mobile applications and POS systems. Offered strategic guidance and governance oversight of Verifone transfer, growth strategy, and exit event with POSaBIT in 2020. DoubleBeam processed payments, captured customer data, and provided retailers the ability to make targeted in-app offers by integrating with existing mobile applications and POS systems. Offered strategic guidance and governance oversight of Verifone transfer, growth strategy, and exit event with POSaBIT in 2020.



CU Wallet

• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Apr 2014 - Mar 2017

  CU Wallet provided credit unions with a white labeled mobile payments application for their members.Developed business plan and pitch deck for successful $6MM seed round. Built supporting structure, processes, and scalable systems to meet the revenue and retention targets for additional funding rounds. Collaborated with CPO on design, build & integration of all-new digital payments mobile application. Co-led organization with CEO through successful exit event. CU Wallet provided credit unions with a white labeled mobile payments application for their members.Developed business plan and pitch deck for successful $6MM seed round. Built supporting structure, processes, and scalable systems to meet the revenue and retention targets for additional funding rounds. Collaborated with CPO on design, build & integration of all-new digital payments mobile application. Co-led organization with CEO through successful exit event.



Turner (Turner Broadcasting System, Inc)

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Executive Producer

  • Jan 2011 - Jan 2014

  Turner was an American multinational mass media and entertainment conglomerate.Selected by EVP & COO to open a new west coast office on the Warner Bros lot in Burbank, CA. Responsible for development and production of original programming that would support the truTV asset rebrand from CourtTV. Helped lead truTV to add 70 new advertisers and dropped the median viewer age ten years, from 52 to 42. Grew the network primetime average to 1.16 million viewers and gained 7% in adults 18-49 to an average 551,000 viewers, exceeding that of Lifetime, TLC, MTV, Bravo, VH1 and E! Liaison for Turner and truTV departments in NY, Atlanta and LA, including affiliate relations, ad sales, marketing & events, international, creative services and public relations.



Magical Vitascope, LLC

• Founder & CEO

  • 2001 - 2011

  Magical Vitascope was a television production company.Developed and produced programming for ABC, Fox, TBS, truTV, VH1, A&E, MTV, Spike, Discovery, TV Land and TLC. Led organization through successful exit event in 2011. Magical Vitascope was a television production company.Developed and produced programming for ABC, Fox, TBS, truTV, VH1, A&E, MTV, Spike, Discovery, TV Land and TLC. Led organization through successful exit event in 2011.