SVP, Payment Partners and Financial Institutions

• Jul 2023 - Present

SVP, Global Partnership Operations

• Jul 2016 - Present

With CSI globalVCard expansion of its partnerships, my responsiblity is to lead the Global Partnership Operations Team to support the company's growing network of strategic FinTech partnerships worldwide as well as manage our Dallas office. “Our strategic partnerships are key to meeting the exploding demand around the globe for innovative B2B payment solutions,” said Keith Stone, President and CEO of CSI globalVCard. “We have searched long and hard to find the right people to lead this… Show more With CSI globalVCard expansion of its partnerships, my responsiblity is to lead the Global Partnership Operations Team to support the company's growing network of strategic FinTech partnerships worldwide as well as manage our Dallas office. “Our strategic partnerships are key to meeting the exploding demand around the globe for innovative B2B payment solutions,” said Keith Stone, President and CEO of CSI globalVCard. “We have searched long and hard to find the right people to lead this effort and are confident in the leadership we now have in place. Our newly-appointed team members bring the industry expertise, entrepreneurial mindset and passion to change the way business payments are transacted around the world, and I couldn’t be more excited about the future of globalVCard.” To learn more about CSI globalVCard and its leading electronic payment solutions, visit www.csiglobalvcard.com.

Director Of Operations

• Jan 2016 - Present

For over 26 years, CSI Enterprises, Inc. has provided innovative payment solutions to some of the world’s most iconic brands, while providing the highest level of customer service and support. Under its trademark brand name globalVCard, CSI’s highly secure and controlled financial payment products include virtual credit card solutions, mobile applications, corporate purchasing cards, and business fleet fueling/maintenance payment cards. CSI currently offers a full line of controlled… Show more For over 26 years, CSI Enterprises, Inc. has provided innovative payment solutions to some of the world’s most iconic brands, while providing the highest level of customer service and support. Under its trademark brand name globalVCard, CSI’s highly secure and controlled financial payment products include virtual credit card solutions, mobile applications, corporate purchasing cards, and business fleet fueling/maintenance payment cards. CSI currently offers a full line of controlled corporate payment offerings to businesses worldwide. • Total Accounts Payable Solution. CSI globalVCard products streamline B2B payments through our electronic payment systems. We enable businesses to issue virtual card numbers with the ability to control each transaction: authorized dollar amount, EXP, single or multi-use, MCC groups and more. With no files to send, no exchange of bank information and no risk of lost checks, globalVCard is the most secure way to make B2B payments. This electronic payment solution delivers cash back rewards, turning payables into a revenue generator! • Solving Pain Points in Corporate Travel Procurement. CSI globalVCard Travel combines our virtual card and mobile technology, integrates with your Travel Management Company’s online booking system and ensures compliance while reducing fraud. Using one card number per transaction enables accurate and more simplified reconciliation. The reservation data is pushed to the traveler’s mobile phone through our award-winning app. • Leader in Fleet Fueling. CSI global-fleet suite of products deliver savings at the gas pump for fleets of all sizes. Guaranteed savings of up to 15% per month on fleet fuel expenses!

VP Support Services

• Jan 2015 - Present

As CSI expands its partnerships, my new responsibilities include leading the newly formed Bank Team. I continue to oversee the sports, entertainment, non profit and specialty teams as well our Canadian accounts. I am very excited to be a part of the CSI Executive Team leading these new ventures.

VP, Support Services

• Jul 2014 - Present

I was responsible for overseeing our CSI teams handling media, sports and entertainment, non profit, specialty and Canadian accounts. While CSI continues to be the global innovations leader in B2B payment solutions, our teams will always maintain a firm commitment to our world class customer support.

Finance Account Director

• Dec 2012 - Present

As part of the CSI, Inc. team, I was responsible for the Media Specialty Team managing US and Canadian based corporations who are initiating our globalVCard electronic accounts payable solution on a MasterCard platform, which also includes our Fleet Fuel, Corporate Purchasing, Mobile Application and Outsourced Checks.

Board Of Directors

• Jan 2016 - Dec 2019

Client Services Manager

• Feb 2012 - Dec 2012

* Responsible for developing and maintaining direct client contact and managing the relationship which included payroll and tax problem resolutions meeting strict deadlines. * Led the daily workflow of the Service Department by utilizing an online queue management system allowing for continual communication between management, staff and clients. This system allowed for a more hands-on, personal relationship with the clients, and most importantly, a quick, accurate turnaround to addressing… Show more * Responsible for developing and maintaining direct client contact and managing the relationship which included payroll and tax problem resolutions meeting strict deadlines. * Led the daily workflow of the Service Department by utilizing an online queue management system allowing for continual communication between management, staff and clients. This system allowed for a more hands-on, personal relationship with the clients, and most importantly, a quick, accurate turnaround to addressing and resolving issues ensuring exceptional customer satisfaction. * Conducted online educational and training sessions of the company's software products with clients to improve their productivity, accuracy and workflow. Show less * Responsible for developing and maintaining direct client contact and managing the relationship which included payroll and tax problem resolutions meeting strict deadlines. * Led the daily workflow of the Service Department by utilizing an online queue management system allowing for continual communication between management, staff and clients. This system allowed for a more hands-on, personal relationship with the clients, and most importantly, a quick, accurate turnaround to addressing… Show more * Responsible for developing and maintaining direct client contact and managing the relationship which included payroll and tax problem resolutions meeting strict deadlines. * Led the daily workflow of the Service Department by utilizing an online queue management system allowing for continual communication between management, staff and clients. This system allowed for a more hands-on, personal relationship with the clients, and most importantly, a quick, accurate turnaround to addressing and resolving issues ensuring exceptional customer satisfaction. * Conducted online educational and training sessions of the company's software products with clients to improve their productivity, accuracy and workflow. Show less