Experience

DBSI

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Director Transformation Strategy

  • Jan 2018 - Present

  DBSI works with financial institutions to create highly efficient, profitable branches and corporate centers with a uniquely smarter experience for their employees and customers. Our focus is straightforward ... deliver designs, technologies, software, and services to create real Transformation for our clients. To be able to create and deliver better results for our clients, we need to walk in their shoes. This means understanding the issues they face in the market as a whole, the needs their customers have, what gets in the way of delivering effective face to face service and sales, and finally what are actions that actually deliver answers to the questions you have. We get banking, it’s all we do! For over 21 years, our sole focus is working with financial institutions: banks or credit unions, big or small. Located in Chandler, AZ, DBSI was ranked in the Top 1% of INC's 5000 fastest growing companies, Best Places to Work, and & AZ Best of the Future.

• Senior Transformation Strategist

  • Jul 2016 - Dec 2017

• National Market Manager

  • Mar 2012 - Jun 2016

  Delivering financial results to financial institutions bottom line through redefining branch networks and the designs, technologies, and processes that enable a uniquely smarter experience. Through a consultative approach to discovering and defining your institutions individual needs we can achieve more efficient profitable branch networks.



Equifax for Business

• Financial Services
• 1 - 100 Employee

• National Account Manager

  • Mar 2011 - Mar 2012

  Business Development working with C-Level Executives in the Financial Institution industry providing groundbreaking, forward looking risk based modeling for the small business sector of the United States and Canada. Business Development working with C-Level Executives in the Financial Institution industry providing groundbreaking, forward looking risk based modeling for the small business sector of the United States and Canada.



Talaris Inc

• Senior Consultant - Business Development

  • Mar 2005 - Apr 2011

  Collaboratively developing strategic solutions for financial institutions helping to create a more efficient retail presence and fantastic client experience via cash automation. Integral in builing value proposistions, with clients and companies sales executives, via an end to end process. Proven ability to work with C-Level Executives to accomplish their strategic visions and take the vision and transform current operational practices that were dispersed to all levels of the organization witht the skills to communicate at all levels and take the complex and put it in everyday language ensureing understanding and ultimately execution.



De La Rue Cash Systems, Inc

• Senior Consultant

  • 2005 - 2009



Clarke American

• Partnership Development Manager

  • 1996 - 2005