Co-Owner

• Oct 2016 - Present

Head of Global Client Onboarding

• Feb 2022 - Jul 2023

Xpansiv is the leading global marketplace for ESG-inclusive commodities—renewable energy credits, carbon offsets, and low-impact fuels. Head of global digital commodities platform onboarding and AML/KYC team including ACAMS certifications and membership. Hired to build up Utah operations division. Xpansiv is the leading global marketplace for ESG-inclusive commodities—renewable energy credits, carbon offsets, and low-impact fuels. Head of global digital commodities platform onboarding and AML/KYC team including ACAMS certifications and membership. Hired to build up Utah operations division.

Senior Vice President Operations

• Jul 2020 - Jan 2022

Growing premier provider of UKG Ready Software to medium and large businesses. Single record solution backed by the best SaaS team in the business. Established and executed on company mission and values. Leader of Payroll, HR, Tax, and TLM Service Teams. Growing premier provider of UKG Ready Software to medium and large businesses. Single record solution backed by the best SaaS team in the business. Established and executed on company mission and values. Leader of Payroll, HR, Tax, and TLM Service Teams.

Senior Vice President Operations - Payroll, Tax, Banking, AML/KYC

• Jun 2018 - Jul 2020

• Scope: AML/KYC oversight, payroll and tax money movement, onboarding, banking compliance o Led teams to record retention and money movement levels o Moved $1.2 Billion in 2020 amidst complex banking regulations. o Flawless Year End Processing of Tax Payments and Returns, eliminated escalations • Scope: AML/KYC oversight, payroll and tax money movement, onboarding, banking compliance o Led teams to record retention and money movement levels o Moved $1.2 Billion in 2020 amidst complex banking regulations. o Flawless Year End Processing of Tax Payments and Returns, eliminated escalations

VP Operations - HCM & Technology Services

• Oct 2016 - Sep 2018

• Scope: Restored Growth Company to Profitability, Built Service and Operations Infrastructure in Tax, Billing, Implementation, Prepared and Trained Leadership for Sustained Results o Established Service Division Infrastructure to Accommodate Monthly Revenue Increase of 250% in 18 months o Built implementation and training processes and outsourced to competitors, optimized technology • Scope: Restored Growth Company to Profitability, Built Service and Operations Infrastructure in Tax, Billing, Implementation, Prepared and Trained Leadership for Sustained Results o Established Service Division Infrastructure to Accommodate Monthly Revenue Increase of 250% in 18 months o Built implementation and training processes and outsourced to competitors, optimized technology

National Director - Client Implementation

• 2014 - Sep 2016

• Implemented $800M new HCM business annually• Implemented transaction escalation procedure supporting new AML/KYC SAR reporting.• Carved out new national division - Greater Rochester Quality Process Award• Standardized 90 disparate implementation processes

Senior Manager Regional Operations

• 2005 - 2014

• Region of the Year - Led $150 million operations division to highest company GP attainment • Led Payroll Sales team to exceed revenue targets• Developed and promoted 12 emerging managers

Senior Branch Manager

• 2003 - 2005

Built new 10,000 client call center from the ground up.