Experience

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  iMerge Advisors Inc.

  • Boston, Seattle, San Francisco, Dallas

  • Managing Partner | Investment Banking | Mergers & Acquisitions

    • Mar 2000 - Present
    • Boston, Seattle, San Francisco, Dallas

    As founder and managing director at iMerge Advisors, Inc. a boutique investment bank and mergers & acquisitions firm, I work with founders, CEOs, and investors of software technology companies to raise capital, seek acquisitions and explore divestitures.

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  Wolters Kluwer - Financial Services Solutions

  • United States

  • VP of Sales

    • 1995 - 1999
    • United States

    PCi Services' (acquired by Bankers Systems) regulatory compliance fintech software, enabled banks and credit unions in the United States to comply with CRA (Community Reinvestment Act) and HMDA (Home Mortgage Disclosure Act).Wolters Kluwer (PCi Services (Start Up) acquired by Bankers Systems) / VP of Sales1995- 1999, Boston, MAResponsible for all aspects of sales and account management of compliance-driven CRA and HMDA analysis platform automation softwareDeveloped, recommended and implemented sales strategies consistent with meeting corporate objectives Established and maintained close personal contact with the largest 50 USA financial institutionsDeveloped annual sales goals with incentives and accountability for meeting targetsPerformed ongoing analysis of overall sales force performance, product penetration and organization structure to ensure maximum profitsDesigned, recommended and implemented compensation/incentive systemsDetermined product pricing based on costs, market environment, and distributed changesDesigned and implemented extensive electronic management reporting packageAnalyzed company financials; created, solicited and implemented sales and marketing budgetHired, trained, managed and evaluated a staff of 13Profit and Loss ResponsibilitiesGrew revenues 425 percent from $4 MillionManaged the acquisition of two competitors

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  SunGard - now part of FIS

  • United States

  • National Sales Manager

    • 1993 - 1995
    • United States

    Sungard Securities division provided banks and Wall Street firms fintech software to manage swaps, repos and reverse repo transactions.Responsible for introducing a multi-currency, accounting and portfolio management software system to financial institutions worldwide. Such clients included Tucker Anthony, Smith Barney, and MBNA Bank. Additional responsibilities include sales of consulting services, enhancements, training and overall account management to an existing client base.

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  Bankers Systems

  • United States

  • National Account Manager

    • 1991 - 1993
    • United States

    Provided banks nationwide fintech software solutions that greatly enhanced the speed and accuracy for completing commercial and residential loan origination, teller and deposit operations.Responsible for all aspects of sales and account management of compliance-driven lending and deposit platform automation software, including new business development in 12 states. The position entailedcalling on CEO's, presidents, and vice presidents in the financial industry.• Consistently met or exceeded annual quotas• Received "Managers Choice" award• Created presentation manual for the entire salesforce