Experience

• 

  Hospitality House Youth Development

  • Greater Minneapolis-St. Paul Area

  • Board Chair, Expansion Committee Chair

    • Aug 2018 - Present
    • Greater Minneapolis-St. Paul Area

    HHYD is a Christian ministry providing academic and sports programs to the youth in north Minneapolis.

• 

  Wells Fargo

  • Senior Strategy Consultant, Vice President

    • Aug 2009 - Jul 2019

    Senior member of the Treasury Management Sales Strategy and Execution team within the Wholesale bank.Designed and launched client/prospect lead identification and client-facing tools for the commercial and small business markets. Industry speaker, instructor and recipient of Partner of the Year and 20+ service excellence awards. - Working Capital Analysis Sales Tool – Designed tool and trained 800+ national sales force on industry’s first automated client and prospect working capital analysis with industry benchmarks. - Consolidated Leads - Designed first product lead application that prioritizes client and prospect opportunities by total potential revenue and profit, and trained national sales force. \- Business Process Reviews – Developed client process consulting engagements and trained sales.- Sales Training Program – Designed Stevie Award-winning online sales training program, and designed enhancements to gamify sales training.- Client Advisory Councils - Conducted meetings with clients to research new products.- Wells Fargo/Wachovia merger - Helped design new sales structure and best practices.

• 

  Wells Fargo - Enterprise Payments Strategies

  • Strategy Consultant, Vice President

    • Dec 1997 - Apr 2009

    Executive strategy consultant and engagement lead for enterprise payments and e-commerce initiatives.- Enterprise Payments Strategy - Assembled cross-business strategy for Wells Fargo’s $11 billion payments franchise. Interviewed business leaders, analyzed product plans and assessed 1,600 development projects. Compared trajectory of company’s payments innovation to market and presented gaps and strategies to senior executive groups. Developed Microsoft SharePoint web site to collaborate with strategy teams and provide executives an online dashboard.- Electronic Bill Presentment and Payment - Developed $25 million enterprise business case for electronic bill payment and presentment service and delivered web payment project for largest U.S. mortgage company in only eight months, on budget and exceeding client expectations. Was honored to be the first person to pay their mortgage bill online.- Innovation Summit - Conducted first “Payments and e-Commerce Innovation Summit” with 23 top executives from across the company. Discovered $4 billion in new benefit potential and secured $1.5 million in funding for research and pilot projects for new consumer and business services.- Healthcare Initiative - Championed enterprise healthcare initiative identifying $150 million in new revenue potential. Recommendations were presented to the President of Wells Fargo and resulted in major organizational change and $10 million investment to pursue immediate opportunities.- Cross-border payments – Developed $50 million business case for new cross-border payments services including partnership with Western Union. - Acquisitions, Partnerships and Ventures - Led due diligence teams for acquisitions, joint ventures, partnerships, alliances and vendors.

• 

  PROMEDICUS

  • Strategy Consultant

    • Jul 1997 - Dec 1997

    Promedicus was an early stage software company founded by Dr. Kevin Graham, Director of Minneapolis Heart Institute. Its MedicalMentor service offered evidence-based advice to physicians over the Internet for patients presenting with chest pain.I served as a Management Consultant and worked closely with the founder to define business strategy, market approach and financial models; developed company’s business plan to secure venture funding.

• 

  Racotek, Inc.

  • Director of Marketing and Product Management

    • Jan 1995 - Jun 1997

    Led team of product marketing professionals responsible for market research and strategy, corporate positioning, advertisement, lead generation, partner and vendor relations, pricing, sales training and delivery of new mobile data products and services.- Wireless Data Lab on the Internet - Offered industry’s first mobile data lab using the Internet for prospective clients to test wireless data communications to their field work forces.- Mobile Data Service - Developed industry’s first mobile data service allowing clients to outsource wireless data communications with their field work forces over the Internet and all mobile networks. Authored service agreements and training materials. Demonstrated service live at national conferences and executed marketing programs resulting in 90% client service adoption.- Delivered eight product and service offerings new to the industry. Demonstrated offerings at national user conference, authored articles for trade press, and managed onsite pilots with clients.- Initiated strategic partnerships with mobile network operators, hardware manufacturers, software developers and system integrators.

• 

  SUNGARD SECURITIES SYSTEMS

  • Product Manager, Professional Services and Project Office Manager

    • Jan 1990 - Jan 1995

    Leading provider of fixed income and equities securities processing services for large banksPromoted to lead team of consultants, project managers, engineers and trainers.- Converted 36 client applications and implemented 50 midrange computers for largest U.S. banks.- Instituted client test conversion process ensuring all projects were completed on time and on budget and received excellent client satisfaction ratings.- Managed the Project Office, implementing project methodologies and overseeing all data center software releases from specification to production implementation.Product Manager, Distributed Systems, 1990-1992- Marketed new distributed software systems based on IBM AS/400 at annual user conferences, national road show and banking client site visits, resulting in 100% client adoption.- Developed partnership with IBM, including hardware, software and professional services.

• 

  BYAD INC

  • Product Manager, Account Executive

    • Feb 1988 - Jan 1990

    Software start-up developing electronic funds transfer and data interchange applications for banksLed team of software engineers and customer support representatives.- Developed and supported wire transfer, cash concentration and funds management systems used by 50 client banks and distributed by Japanese resellers.Management Consultant and Controller (part-time), 1988-1989- Developed business plan for President and Board of Directors.- Established software cost and revenue recognition policies, resulting in company's first profitable year.

• 

  CONTROL DATA CORPORATION

  • Senior Financial Consultant

    • Sep 1981 - Jun 1987

    Senior Financial Consultant, Engineering Services, 1986-1987• Developed financial reporting and analyzed $6 million monthly home office spending. • Coordinated $70 million budget and consulted with nine departments.Cost Analyst, World Distribution Center, 1984-1986• Received cost savings awards for reducing purchase/repair price variances on $100 million spare parts inventory. • Lead negotiator for spare parts pricing.Financial Analyst, Magnetic Peripherals, Inc., Corporate Staff, 1981-1984• Developed mainframe financial reporting systems for $600 million computer peripheral joint venture.• Consolidated and analyzed budget, forecast and long range plan statements for 14 worldwide divisions.