Founder & CEO

• May 2023 - Present

Empowering businesses in the complex payments landscape. We deliver expert guidance, innovative solutions, and actionable strategies to optimize processes, reduce costs, and drive growth Empowering businesses in the complex payments landscape. We deliver expert guidance, innovative solutions, and actionable strategies to optimize processes, reduce costs, and drive growth

FPC Member

• Aug 2023 - Present

Currently participating within 2 working groups: Cross Border Payments Operational Considerations The U.S. Faster Payments Council (FPC) is a new industry-led membership organization whose mission is to facilitate a world-class payment system where every person or organization can safely and securely pay anyone, anywhere, at any time and with near-immediate funds availability. By design, the FPC encourages a diverse range of perspectives and is open to all stakeholders in the U.S. payment system. Guided by principles of fairness, inclusiveness, flexibility and transparency, the FPC will use collaborative, problem-solving approaches to resolve the issues that are inhibiting broad faster payments adoption in this country. Show less

Interim Chief Payments Officer

• Jan 2023 - Present

Serving as Mentor and Interim Chief Payments Officer. Serving as Mentor and Interim Chief Payments Officer.

Head of Operations

• Dec 2022 - May 2023

Led Compliance-Onboarding and Payment OperationsBuilt out a first in class Payment Operation Department Managed all Payments and Banking Products; ACH, Domestic/International USD Wires, FX/Cross Border Payments, Credit CardDesigned and implemented ACH Return Tracking Reporting and ACH Remediation ProgramsDesigned and built rules for transaction monitoring via Unit21KPI/KRI reporting.Hired, developed staff, created training programs across product suiteDeveloped Process, Procedures and PolicyDeveloped Operational Risk Controls Matrix and Gap assessmentCollaboratively working with Compliance, Customer Success, Sales, and EngineeringOwned and maintain Bank Partnerships and LOI negotiations Show less

Director Banking Operations

• May 2021 - Dec 2022

SVB-UK Ltd. Subsidiarization Project - FX Business - Subject Matter Expert

• Oct 2020 - Apr 2021

Served as FX Business SME for all internal and external team membersProvided Process Flow DocumentationRelated existing FX Product Controls to Procedure and Process FlowsCreated Market Risk Solutions Risk and Controls Catalog Assisted with Regulatory and Compliance Reporting requirementsCreated BRD/Requirements for IRD TransactionsUtilized Jira/Confluence to update actions and requirements and close out items as required

Sr. Business Risk Consultant - Product Risk Controls Catalog

• Nov 2019 - Sep 2020

Project Manager and Creator of the Product Risk Controls Catalog (PRCC), an enterprise wide Key Business Products and Services assessment; responsible for crafting and developing the PRCC framework and Controls Catalog.Conducting reviews and scoring existing documents across all Key Business Products.Developed the scoring methodology based on Regulatory Risk, Customer Impact, Financial Impact and Business Product Dependencies, across products; procedures and process maps.Aligned PRCC Framework with, RCSA’s, developed enhanced ITM process and time frames.Developed Gap Analysis across Procedures and Process maps.Developed Controls Catalog for Key Risk factors and Key Controls (Risk Register).Created time frames and milestones.Developed and creating process for RemediationCoordination and collaboration across multiple internal resources, teams and created a Pilot to ensure successful completion of the project.Developing and Creating Training Seminars and Protocols for the PRCC Show less

First Vice President-Director of Foreign Exchange Operations

• Mar 2018 - Oct 2019

Managed Seven direct reports Rewrote and Redesigned Process Maps and Procedural Documentation and Desktop Guides Developed a one team strategy within Operations combining FX Investigations and Client Services Created reporting tools and metrics measuring KPI's Mentored and provided overall training for all areas within FX Trading, Operations, Accounting and Risk management Managed OPICS project for FX Operations Managed Seven direct reports Rewrote and Redesigned Process Maps and Procedural Documentation and Desktop Guides Developed a one team strategy within Operations combining FX Investigations and Client Services Created reporting tools and metrics measuring KPI's Mentored and provided overall training for all areas within FX Trading, Operations, Accounting and Risk management Managed OPICS project for FX Operations

PETTY OFFICER

• Jul 1986 - Jul 1994

HONORABLE DISCHARGE HONORABLE DISCHARGE