Experience

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  Topic Sales

  • Retired

    • Jan 2019 - Present

    Invested in ApTask, which is one of the fastest growing companies in New Jersey, winning multiple awards. They are differentiated by:---FAST TURNAROUND TIME (24x7 recruiting engine)---CLIENT-CENTRIC MODEL (strictly adhered to SLA's)---HIGHER RESOURCE RETENTION (constant tough-point with teams)Selected clients: Bank of America, Morgan Stanley, Deutsche Bank, JPMC, Lloyds Bank, First Data, Wells Fargo, New York Life, TIAA-Creff, Microsoft, Dell, Unisys, Capgemini, NBC, eBay, etc.

  • MANAGING PARTNER: SALES AND FINANCE

    • Feb 2001 - Jan 2019

    Last activity was on contract to Kryon Systems for sales to F100 prospective buyers; RPA (Robotic Process Automation) solutions. June 2015 to October 2017Topic provided P&L management and sales for BPO, business processes; go-to-market strategies; planning; relationship management; executive business development and business cases. Highly successful in Business Operations and IT transformation as well as ROI preparation; sales and operations forecasting with resource planning; deal negotiation and closing for about 3 dozen clients over a 15 year period. Company provided P&L management and sales for IT Consulting and Software, BPO, SaaS, business processes; go-to-market strategies; planning; team building, relationship management; executive business development and business cases. Highly successful in Business Operations and IT transformation as well as ROI preparation/presentation; sales forecasting and resource planning; deal negotiation and closing for about 3 dozen clients over an 11 year periEstablished a “stable” of professional IT consulting and software companies to represent and then became a Rainmaker and managed sales teams, to develop focus, time management and hunter qualities• Provided strategic operational vision, outstanding execution and people skills with sound business management and leadership experience to accelerate company growth • Managed upward of 50 sales teams during the 11-year period. The teams ranged from 5-22 people• Areas included: Trade Finance and Financial Supply Chain, Loan Service and Origination with full BPO/KPO/IPO; Liquidity and Capital Management; Payments and Payment Systems; Reconciliation; Commercial Lending, Consumer Lending; Bank Profitability Systems; Operational Risk Management; – 150% of quota

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  Barclays UK

  • Canary Wharf

  • IT Consultant

    • Jan 2013 - Jul 2014
    • Canary Wharf

    Identification of 27 Payment Systems and stakeholders and development of a plan to introduce a single STP Payments System including vendor selection.

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  Citi

  • Consultant

    • 2009 - 2013

    Finance and Leasing Specialist

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  Dun & Bradstreet, New Jersey

  • Managing Partner

    • 2009 - 2011

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  Fundtech

  • Consultant

    • Jan 2008 - Dec 2009

    High Profile Sales

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  KPMG - New York, NY

  • Greater New York City Area

  • BUSINESS DEVELOPMENT MANAGER – Banks and Capital Markets

    • 1999 - 2001
    • Greater New York City Area

    Used to be part of the Big 5 Accounting Firm; it was later spun off as “Bearing Point” and at its height had revenues of about $3.5 billion. The consulting arm (later Baring Point) was in flux due to the pending spin-off. They had been basically an “IT Process” house, and needed to provide a diverse IT product set.• Concentrated on business process outsourcing up to $350 million with complex SLA’s• Sold Systems Design, Development and Deployment also Trading and Derivatives Systems, all custom• Reached pipe-line in excess of 200% of quota in first 9 months and brought new customers to the firm• Clients included: Chase, BONY, UBS, Fleet, Merrill Lynch and Morgan Stanley

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  James Martin + Co. - New York, NY

  • Greater New York City Area

  • DIRECTOR AND HEAD OF BANKING SALES

    • 1998 - 1999
    • Greater New York City Area

    Was once the most important technology firm in Britain. After James Martin retired, we had 5 CEO’s in 2 years. Eventually became “Headstrong” and had VC capital infusion. Company was traditionally Insurance Industry related, with little banking exposure. They needed someone with good connections and knowledge to penetrate Financial Institutions in the USA • Focused on BPO Strategies with Manila Offshoring; Business Requirements for Leasing, Lending and Business Profitability; CRM; Systems Design and Development: Risk Management -125% of quota• Clients: Citibank, Chase, UBS, BONY and BofA Securities, also Chubb, Prudential, New York Life and State Farm

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  Automated Financial Systems, Inc. - New York, NY

  • New York, London, South Africa

  • NORTHEAST REGIONAL MANAGER

    • 1995 - 1998
    • New York, London, South Africa

    Automated Financial Systems, New York, NY; London, UK; Paris, France and South Africa AFS is a 2-division company: they sell a most powerful commercial lending system, and own 75% of the USA commercial loan processing market for banks. They also have a consulting division providing “profit uplift” solutions and process reengineering (sometimes hosted as BPO or SaaS): Expertise in Treasury, Trade Finance, Cash Management, Lending Risk and Payments.Needed sales and operational people to sell and deliver imaginative consulting services and Lending Systems.• Booked sales of a number of commercial lending/servicing and origination systems as well as syndication’s modules• Provided management of diverse consulting and software sales including: business process, payment applications advisory, liquidity and revenue uplift programs amounting to over $10 million per year to the company• Conceived a new product of market segmentation (before CRM was known as such) for a major global bank and was successful in providing just over $100 million per year (for 4 years) in additional annual revenue to the bank• Clients: Citigroup, Barclays, Chase, HSBC, Bear Sterns, Lehman Bros., RBS, PNC and BONY

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  IBM/IBM Credit Corp - New York, NY

  • Greater New York City Area

  • SALES MANAGER/FINANCIAL SALES EXPERT

    • 1988 - 1995
    • Greater New York City Area

    The biggest IT provider in the world, fighting sales of its own used equipment on the grey market. IBM required financial savvy sales and operational people to help regular sales compete with Comdisco and other 2nd hand dealers to win “new” blue business.• Recognized as the East Coast specialist from ICC for closing big-ticket financial deals at IBM; closed transactions ranging to $170 million• Performed total cost of ownership (TCO) analysis with leasing, financing and used-system options to influence buyers to purchase “new” IBM equipment• Sales Manager at IBM subsidiary, ROLM – 122% of quota• Consistent member of President’s Club for sales excellence over 100% of quota

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  ADDITIONAL EXPERIENCE

  • Paris Area (France, San Francisco, London (UK), Piraeus, New York

  • Prior to 1988

    • 1901 - 1943
    • Paris Area (France, San Francisco, London (UK), Piraeus, New York

    • Gerber Goldschmidt, NY, NY and Paris, France. The Group specialized in Trading “Physicals” from tallow and steel to pet food. They also financed their own and others’ Trade Finance deals. As Chief Operations Officer (COO) and Head of Sales, directed turnaround in financial supply-chain and trade finance of subsidiary; took $6 million loss to $1 million profit in one year and sold the company for a substantial profit• Bank of America, Vice President, Piraeus Branch Manager and Head of Lending. Retail and wholesale branch, specializing in ship financing and trade financing for Greek Ship-owners: built a portfolio of $900+ million and increased outstanding by over $200 million per year, every year. Rapid promotions from San Francisco to London, Piraeus and New York City reflected bank’s regard for results achieved; ran banks ship-finance and leasing division in NYC with 8 direct reports ***Capabilities that Drive Tangible Business Outcomes***Driven, Focused, Pleasantly Persistent, Responsible, Team Player, Strong Work Ethic, Great AttitudeSpecialties:Business Development, Revenue Improvement, Customer Relationship Management (CRM), Balance Sheet Preparation, Business Plans and Financial Forecasting, Strategy Execution, Leadership / Sourcing, Deal Structuring, Business / Legal Negotiation, Executive Presentations, Cloud Services, IT Strategy / Business Strategy, Operational Excellence, BPO / BPM / SaaS, Business / IT Transformation, Cross-Functional Teams, Training / Budgets, Financial Supply Chain, Change Management, Resource Planning, Cash-Flow Management, Board-Level Experience, Skilled Communicator, Options and Currency Trading, Crisis Management, Cost Reduction, P&L Experience, Bank Operations