Experience

Biz2Credit

• United States
• Financial Services
• 400 - 500 Employee

• Head of Partnerships

  • Apr 2023 - Present

• Director Of Strategic Partnerships

  • Mar 2022 - Apr 2023



Bank of the West

• United States
• Banking
• 700 & Above Employee

• VP Payment Solutions

  • Aug 2021 - Mar 2022

  Develop and implement strategic aspects of product management including competitive and consumer analysis, product definition and design, pricing and profitability. Implement sales and marketing strategies to to support portfolio growth and new acquisition campaigns.



Citi

• United States
• Financial Services
• 700 & Above Employee

• SVP Product Marketing

  • Nov 2017 - Mar 2021

  Oversee end-to-end portfolio and P&L management, including acquisition, servicing and operations, existing customer marketing, and retention. Manage partner relationship and internal cross-functional objectives to execute marketing campaigns and portfolio growth initiatives



Best Egg

• United States
• Financial Services
• 300 - 400 Employee

• Director of Partner Relationships

  • May 2016 - Mar 2017

  Managed partner relationship channels that launched six new co-brand and white label partner programs and ten existing relationships. • Delivered $27MM in funded loans in 2016 vs. $2.1MM in 2015 due to successful on-boarding of new partners and execution of digital marketing strategies. • Increased loan volume from $16MM to $190MM in one year by executing improved application efficiencies and enhanced underwriting strategies. • Increased partner revenue by 100% ($80K to $1MM) through… Show more Managed partner relationship channels that launched six new co-brand and white label partner programs and ten existing relationships. • Delivered $27MM in funded loans in 2016 vs. $2.1MM in 2015 due to successful on-boarding of new partners and execution of digital marketing strategies. • Increased loan volume from $16MM to $190MM in one year by executing improved application efficiencies and enhanced underwriting strategies. • Increased partner revenue by 100% ($80K to $1MM) through use of enhanced data analytics and better targeted marketing efforts. • Reduced marketing expenses by $200K by conducting business reviews and marketing strategy sessions with partners focused on maximizing partner digital channel integration. • Launched multi-lender platform channel to support partners with a white labeled experience to facilitate on-line loan request with multiple lenders resulting in incremental net revenue of $200K. Show less



TD

• Canada
• Banking
• 700 & Above Employee

• VP of Co Brand Partner Relationships

  • Feb 2015 - May 2016

  Designed, built and implemented new channel to support co-branded cards. Implemented new product features including SSO, MFA and Rewards Platform that improved customer experience. • Developed unique value proposition that maximized consumer spend resulting in $250MM year one. • Managed partner relationship to deliver new accounts exceeding plan in year one by 25%. • Executed marketing strategies using digital, e- and direct mail channels exceeding plan by 50%.

• Small Business Card, Product Manager

  • Apr 2014 - Feb 2015

  Greater Philadelphia Area Served as project lead for new US Bankcard relationship. Built our new delivery channels including website, internal customer targeting and direct mail. • Achieved 20% new account growth while increasing small business revenue by 15%.

• Small Business Lending, Product Manager

  • Mar 2012 - Apr 2014

  • Implemented alternative vendor channel that generated $20MM in incremental loans and $150M NII in year one. • Drove new loan growth strategy to record high 20% above plan resulting in $100MM in NII growth. • Increased SBA loan bookings by 40% through process and product improvements resulting in incremental $75MM revenue year-over-year.

• Manager

  • Apr 2010 - Mar 2012

  • Earned Manager of the Year recognition in the Philadelphia region. • Consistently achieved WOW quartile performance rating in suburban Philadelphia metro market. • Managed sales pipeline of over $20MM in commercial loans and $50MM in deposit relationships.



Citi Residential Lending

• Financial Services
• 100 - 200 Employee

• Account Executive

  • Oct 2004 - Aug 2010

  Responsible for driving sales performance in an assigned territory through innovative sales and marketing strategies while growing market share by 30%. Developed training modules and presented to over 1000 loan officers on company products, systems and programs. Increased market share by 30% by implementing marketing strategies and innovative sales techniques.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Account Executive

  • Apr 2000 - Mar 2003

  •Responsible for managing 5 telemarketing vendors resulting in revenue of 150% above plan. •Received “Thinking Outside the Box” award for developing and implementing a predictive call strategy. •Selected for AIMM management program.

• Consumer Finance Operations Manager

  • Jul 1997 - Apr 2000

  Managed staff responsible for call forecasting, work flow optimization and performance reporting for 2 inward call centers with 300 employees. Produced and presented performance reporting to senior management to measure success of customer service levels. Reducing staffing hours by 20% and saving over $200k in year one. Executed new call center start up including: call routing technology, staffing models, operations and systems for 100 representatives by working with multiple… Show more Managed staff responsible for call forecasting, work flow optimization and performance reporting for 2 inward call centers with 300 employees. Produced and presented performance reporting to senior management to measure success of customer service levels. Reducing staffing hours by 20% and saving over $200k in year one. Executed new call center start up including: call routing technology, staffing models, operations and systems for 100 representatives by working with multiple departments to meet a designated deadline.