Experience

Best Innovation Group

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Jan 2020 - Present

  Joined organization of former team members to develop and provide consulting services for credit unions, credit union service organizations and service providers to the industry. BIG also provides strategic technology plans, as well as leads large scale projects for financial institutions across the country. • Developed the first voice banking product for financial institutions, allowing members/ customers to transact with Amazon Alexa and Google Home devices. • Formed the Innovation Club and Innovation Labs, where member credit unions can learn about new products and services, and partner for development and integration of these services. • Created an application that automatically updates card information on file at participating merchant and retail sites, lessening the frustration for members when card information must be changed. • Manage large scale projects for clients, such as core system conversion assistance, card branding, ATM driving, debit and credit card processing, and cloud computing conversions. Show less



Wescom Credit Union Subsidiary

• President, Wescom Resources Group

  • 2002 - 2019

  President 2002-2008 & 2016-2019 Board of Directors, 2007-2016 Conceptualized, built, and developed WRG to leverage excess capacity and technical talent at Wescom Credit Union. Led a team of 50 operations and 25 software development professionals who designed and delivered technology products and services to 120 credit union clients. • Provided and supported internally developed online and mobile banking products to 70 credit union clients. • Provided service bureau and business resumption products and services to 40 credit union clients. • Developed and supported electronic bill pay, automated lending and new customer onboarding platforms for 30 credit union clients • Grew revenue to $12 million annually. Show less



Wescom Credit Union

• Banking
• 400 - 500 Employee

• Senior Vice President, Technology & Service Delivery

  • 1999 - 2019

  Lead a technology, payments and digital channels team that transformed service delivery into a strategic advantage. Stimulated growth, customer engagement and loyalty for a not-for-profit financial institution providing banking services to 200,000 So. Californians. Designed and executed a customer segmentation strategy that increased customization options across delivery channels to improve service levels for engaged customers. Digital Channels & Payment Systems: Provided strategy, direction and oversight to digital delivery channels and payment systems including ATM, ACH, debit, credit, bill pay, online and mobile banking platforms. • Developed, deployed and enhanced online and mobile banking across multiple platforms and consistently achieved exceptional customer loyalty scores of 85%+ • Early adopter of remote deposit capture technology now accounting for 35% of all check deposit volume with a fraud loss rate of < .01%. • Implemented instant issue debit cards, developed digital photo cards, and increased satisfaction levels to expand the card portfolio to 170,000 active cards • Managed a $160M credit card program, reduced card fraud by more 70%+. • Integrated technology to eliminate skimming at ATMs, saving $300,000 in losses in 6 mos. IT/ Info Security: Provided support for 280 servers and 1,200+ workstations with fully mirrored, real-time out-of-state business resumption platforms with a team of 35 IT operations and information security professionals. Achieved consistent delivery channel uptime of 99.98%. • Saved over $1.5M annually and improved performance by aggressively integrating automation tools and converting to virtual servers. • Realized annual savings of $300K by introducing SDWAN network and improving branch response times and processing speed. • Created and supported a dedicated Information Security team in charge of the ongoing protection of all systems, networks and customer data in compliance with regulatory standards and requirements. Show less



CO-OP Financial Services

• Senior VP, Network Services & General Manager, CU Ventures (Subsidiary)

  • 1997 - 1999

  Hired to run off-premise ATM operations for subsidiary of largest ATM & POS network for credit unions in the country. Promoted to concurrently lead the network services/ implementation division for the network. Delivered exceptional services to an expanding network of credit unions expanding from regional to national scope by re-establishing strong vendor relationships and providing technical support and expertise to a national sales team. Hired to run off-premise ATM operations for subsidiary of largest ATM & POS network for credit unions in the country. Promoted to concurrently lead the network services/ implementation division for the network. Delivered exceptional services to an expanding network of credit unions expanding from regional to national scope by re-establishing strong vendor relationships and providing technical support and expertise to a national sales team.