Experience

CO-OP Financial Services
• Director, Client Optimization Strategy

  • Sep 2021 - Present


Fiserv

• Software Development
• 1 - 100 Employee

• Director, Enterprise Accounts AE

  • Apr 2021 - Sep 2021

  Manage debit/credit/POS lending portfolios for large bank issuing clients. llustrate the value of Fiserv partnership through ROI data and performance updates. Utilize internal teams to elevate and close issues quickly and with a sense of urgency. Discover opportunities to grow relationship through new solutions and drive through to contract.

• Senior Account Executive

  • Aug 2015 - Apr 2021

  Managed an $18 M annual revenue portfolio of Key EFT financial institution clients. Exceeded quota and qualified for Pinnacle. Acted as voice of customer within Fiserv and ensured overall client satisfaction. Achieved 100% client retention, exclusive of mergers and acquisitions. Collaborated with internal SMEs to ensure client had appropriate visibility into new products. Secured contract renewals and minimized price compression.



Cash Connect

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Jan 2014 - Aug 2015

  Develop new vertical market for existing products and grow new product offerings. Create collateral material, manage new product implementation project and develop partnerships in the financial institution space. Develop new vertical market for existing products and grow new product offerings. Create collateral material, manage new product implementation project and develop partnerships in the financial institution space.



First Data Corporation

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Relationship Manager

  • Aug 2009 - Dec 2013

  Managed $8 million in client revenue, consisting of community financial institutions and EFT processors. Responsible for maintaining revenue, minimizing attrition and cross-selling additional products. Negotiated contract renewals while minimizing price compression. Managed $8 million in client revenue, consisting of community financial institutions and EFT processors. Responsible for maintaining revenue, minimizing attrition and cross-selling additional products. Negotiated contract renewals while minimizing price compression.



First Data Corporation (formerly Concord EFS)

• National Account Executive

  • 1995 - 2000

  Managed the organization’s third largest client ($11million in annual revenue), who was also an equity partner. Coordinated problem resolution with internal departments and with the client. Coordinated with product management, technology and client to develop and roll out new product initiatives.

• Sales Executive

  • 1992 - 1995

  Sold ATM processing services in a multi-state territory. Prospected for new business and used a consultative sales approach to present products and services to senior executives of small to medium sized banks and credit unions. Negotiated multi-year contracts and pricing terms as part of a long term sales cycle. Cross-sold other electronic banking products, such as off-line debit and telephone banking.